Relationship Banker

• Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank's risk culture and pursue operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while complying with laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• High School Diploma / GED / Secondary School or equivalent
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Effective collaboration and relationship-building skills
• Passion, commitment and drive to improve clients' financial lives
• Ability to identify solutions for new and existing clients based on their needs
• Effective and confident communication; comfortable engaging all clients
• 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 follow established processes, guidelines, laws, and regulations
• Efficient time and capacity management
• Must be able to work weekends and/or extended hours, including scheduling at any financial center within a reasonable distance
• Six months of cash handling experience
• Desired: experience in financial services and knowledge of financial services products and solutions
• Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals
• Desired:
  Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on mobile banking, online banking, and ATM technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs and goals.

• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Client Engagement
• Regulatory Compliance

• Cash Transactions Processing
• Mobile Banking Education
• Online Banking Education
• ATM Education
• Financial Needs Assessment
• Time Management
• Problem-Solving
• Critical Thinking

• Effective Communication
• Relationship Building
• Collaboration
• Motivation
• Adaptability

• High School Diploma
• GED
• Associate's Degree
• Bachelor's Degree

• Financial Services
• Client Experience
• Operational Excellence
• Risk Culture
• Sales Goals