Relationship Banker

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions for clients as needed
• Having deep conversations with clients about financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Following established processes and guidelines to adhere to laws and regulations

• Enthusiastic, highly motivated self-starter with strong work ethic
• Effective collaboration to build and nurture strong relationships
• Passionate, committed, and driven to improve clients' financial lives
• Confidence in identifying solutions based on client needs
• Communicates effectively and engages all clients
• Ability to learn and adapt to new information and technology platforms
• Confidence in educating clients on self-service technologies
• Strong critical thinking and problem-solving skills
• Efficiently manages time and capacity
• Must be able to work weekends and/or extended hours

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Exhibits critical thinking and problem-solving abilities to meet client needs and improve their financial lives.

• Client Engagement
• Financial Solutions Identification
• Effective Communication
• Critical Thinking
• Time Management

• Enthusiastic
• Self-Starter
• Motivated
• Collaborative
• Adaptable

• Cash Transactions
• Financial Goals
• Regulations Compliance
• Client Education
• Relationship Building

• Self-Service Technologies