Relationship Banker
Job in
Duarte, Los Angeles County, California, 91010, USA
Listed on 2026-09-12
Listing for:
Jobtailor
Full Time
position Listed on 2026-09-12
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance
Job Description & How to Apply Below
- Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
- Accurately and efficiently process cash transactions
- Have deep conversations with clients to understand their financial and life priorities
- Connect clients to solutions that meet their financial goals
- Execute the bank's risk culture and strive for operational excellence
- Build relationships with clients to meet financial needs
- Follow established processes and guidelines and comply with applicable laws and regulations
- Grow business knowledge and network by partnering with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
- Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs
- 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 client solutions based on 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 and guidelines while adhering to applicable laws and regulations
- Efficient time and capacity management
- Flexibility to work weekends and/or extended hours as needed
- FDIC/loan Originator hiring restrictions apply
- 40 hours per week
- Ability to work in an in-office culture
- Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance is desired
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals is desired
- Six months of cash handling experience is desired
- Experience in financial services and knowledge of financial services industry, products and solutions is desired
Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Possesses critical thinking and problem-solving abilities to meet client needs and drive operational excellence in a financial services environment.
Highest-signal resume keywords- Client Engagement
- Cash Handling Experience
- Financial Services Knowledge
- Sales Experience
- Effective Communication Skills
- Cash Transactions Processing
- Financial Needs Assessment
- Self-Service Technology Education
- Time Management
- Problem-Solving
- Relationship Building
- Collaboration
- Motivation
- Adaptability
- Work Ethic
- High School Diploma
- GED
- Bachelor's Degree
- Associate’s Degree
- Financial Services
- Sales Goals
- Risk Culture
- Operational Excellence
- Compliance
- Mobile Banking
- Online Banking
- ATM
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