Relationship Banker

Responsibilities

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth 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 in daily activities
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• 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 new and existing clients based on their needs
• Communicates effectively and confidently
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills
• Efficiently manages time and capacity
• Must be able to work weekends and/or extended hours with scheduling at any financial center location within a reasonable distance
• Experience in financial services and knowledge of financial services industry, products and solutions