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Relationship Banker

Job in Carrboro, Orange County, North Carolina, 27510, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-12
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales, Retail Banking, Banking & Finance
Salary/Wage Range or Industry Benchmark: 32000 - 42000 USD Yearly USD 32000.00 42000.00 YEAR
Job Description & How to Apply Below
  • Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
  • Accurately and efficiently process cash transactions for clients
  • Conduct deep conversations to understand clients' financial and life priorities
  • Connect clients to solutions that meet their financial goals
  • Execute the bank's risk culture and strive for operational excellence
  • Build relationships with clients to meet financial needs
  • Follow established processes and guidelines while adhering to applicable laws and regulations
  • Partner with experts in small business, lending, and investments
  • Manage financial center traffic, appointments, and outbound calls
  • Drive the client experience
  • Manage cash responsibilities
Requirements
  • High School Diploma / GED / Secondary School or equivalent
  • Must be able to work weekends and/or extended hours
  • May be scheduled at any financial center location within a reasonable distance
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
  • Ability to collaborate effectively and build strong relationships
  • Effective and confident communication skills
  • Ability to identify solutions for new and existing clients based on their needs
  • Ability to learn and adapt to new information and technology platforms
  • Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
  • Strong critical thinking and problem-solving skills
  • Ability to efficiently manage time and capacity
  • Desired: experience in financial services and knowledge of the financial services industry, products, and solutions
  • Desired: one year of successful sales experience in a salary plus incentive environment with individual sales goals
  • Desired: six months of cash handling experience
  • Desired:
    Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration, or finance
Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively managing cash transactions and adhering to banking regulations. Proficient in educating clients on mobile and online banking solutions to meet their financial goals.

Highest-signal resume keywords
  • Client Engagement
  • Cash Handling Experience
  • Financial Services Knowledge
  • Effective Communication Skills
  • Problem-Solving Skills
Hard Skills
  • Cash Transactions Processing
  • Mobile Banking Education
  • Online Banking Education
  • ATM Self-Service Education
  • Time Management
Soft Skills
  • Relationship Building
  • Critical Thinking
  • Collaboration
  • Motivation
  • Adaptability
Certifications & Qualifications
  • High School Diploma
  • GED
Industry Keywords
  • Financial Services
  • Sales Experience
  • Financial Products
  • Operational Excellence
  • Risk Culture
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