Relationship Banker

Responsibilities

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately processing cash transactions for clients as needed
• Having deep conversations to gain knowledge of financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines to do what is right for clients and the bank
• Growing business knowledge and networks by partnering with experts in relevant fields
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.

Below are skills and terms extracted directly from this job posting to improve Applicant Tracking System (ATS) visibility. This unique feature helps candidates tailor their applications more effectively — a feature exclusive to Job Tailor job listings.

• cash handling
• sales experience
• financial services knowledge
• transaction processing
• client solutions identification

• relationship building
• communication
• collaboration
• self-motivation
• results-oriented
• adaptability
• enthusiasm
• commitment
• drive

• Bachelor's Degree
• Associate’s Degree in business management
• Associate’s Degree in business administration
• Associate’s Degree in finance