Relationship Banker

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to connect them to solutions that meet their financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet their financial needs
• Follows established processes and guidelines to adhere to all laws and regulations
• Grows business knowledge by partnering with experts in lending and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience

• Is an enthusiastic, highly motivated self-starter with a strong work ethic
• Collaborates effectively to get things done
• Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives
• Is confident in identifying solutions for clients based on their needs
• Communicates effectively and confidently
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on banking transactions through self-service technologies
• Applies strong critical thinking and problem-solving skills
• Efficiently manages time and capacity
• Can be flexible to work weekends and/or extended hours as needed
• Experience in financial services and knowledge of industry products
• One year of demonstrated successful sales experience
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree

Demonstrates strong client engagement and relationship-building skills to effectively assist clients with financial transactions and solutions. Possesses a solid understanding of financial services and the ability to educate clients on banking products and self-service technologies.

• Cash Transactions Processing
• Self-Service Technologies Education
• Financial Solutions Identification
• Time Management
• Operational Excellence

• Effective Communication
• Collaboration
• Problem-Solving
• Adaptability
• Enthusiasm

• Bachelor's Degree
• Associate's Degree

• Financial Goals
• Risk Culture
• Client Experience
• Lending
• Investments