Relationship Banker

• Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATM self-service resources

• Accurately and efficiently process cash transactions

• Conduct in-depth 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 adhering to applicable laws and regulations

• Partner with experts in small business, lending, and investments to grow business knowledge and network

• Manage financial center traffic, appointments, and outbound calls

• Drive the client experience

• Manage cash responsibilities

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Ability to collaborate effectively and build strong relationships
• Effective and confident communication skills
• Ability to identify solutions for new and existing clients based on their needs
• 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
• Flexibility to work weekends and/or extended hours as needed
• Experience in financial services and knowledge of financial services products and solutions preferred
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
• Six months of cash handling experience preferred
• Bachelor's Degree or business-relevant Associate’s Degree preferred

Core Competencies

Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about mobile banking, online banking, and ATM technologies. Proven ability to build relationships, manage cash transactions, and adhere to regulatory guidelines while driving operational excellence.

Highest-signal resume keywords

• Client Engagement
• Cash Handling
• Financial Services Knowledge
• Sales Experience
• Communication Skills

ATS Optimization Keywords

Hard Skills

• Cash Transactions
• Mobile Banking
• Online Banking
• ATM Self-Service
• Financial Products Knowledge
• Sales Techniques
• Time Management
• Problem-Solving
• Regulatory Compliance
• Process Adherence

Soft Skills

• Relationship Building
• Effective Communication
• Critical Thinking
• Adaptability
• Self-Motivation

Certifications & Qualifications

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

Industry Keywords

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