Relationship Banker

Job Description

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. The role includes accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Location:

This position is open for the entire market. The specific Financial Center location will be based on business needs. If offered a position, you will train at one financial center and may move to another location within a reasonable commuting distance of your home, as permitted by applicable law.

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment, and drive to deliver an experience that improves clients’ financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently, comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking)
• Strong critical thinking and problem‑solving skills to meet clients’ needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focused on results, while acting in the best interest of the client
• Flexible to work weekends and/or extended hours as needed

• Experience in financial services and knowledge of industry, products, and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor’s degree or business‑relevant associate degree such as business management, business administration, or finance
• Bilingual skills in Spanish (written and verbal)

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

• High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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