Relationship Banker

• Engage clients in the lobby to educate and assist with transactions
• Process cash transactions for clients as needed
• Build relationships with clients based on their financial needs
• Follow established processes and guidelines adhering to laws and regulations
• Grow business knowledge by partnering with experts
• Manage financial center traffic and appointments
• Drive client experience and manage cash responsibilities

• Strong work ethic and intense focus on results
• Ability to collaborate effectively
• Confidence in identifying solutions for clients
• Effective communication skills
• Ability to learn and adapt to new information and technology platforms
• Strong critical thinking and problem-solving skills
• Efficient time and capacity management
• Ability to work weekends and/or extended hours

Demonstrates strong client engagement and relationship-building skills while effectively managing financial transactions and adhering to regulatory guidelines. Capable of adapting to new technologies and driving a positive client experience through critical thinking and problem-solving.

• Client Engagement
• Cash Transaction Processing
• Effective Communication
• Critical Thinking
• Time Management

• Cash Transaction Processing
• Financial Needs Assessment
• Regulatory Compliance
• Appointment Management

• Strong Work Ethic
• Collaboration
• Adaptability
• Problem-Solving

• Financial Services
• Client Experience
• Business Knowledge

• Technology Platforms