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Relationship Banker

Job in Duarte, Los Angeles County, California, 91010, USA
Listing for: Jobtailor
Full Time position
Listed on 2026-09-05
Job specializations:
  • Finance & Banking
    Bank Customer Service, Financial Sales, Banking & Finance
Salary/Wage Range or Industry Benchmark: 42000 - 60000 USD Yearly USD 42000.00 60000.00 YEAR
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
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 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
Core Competencies

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
ATS Optimization Keywords Hard Skills
  • Cash Transactions Processing
  • Financial Needs Assessment
  • Self-Service Technology Education
  • Time Management
  • Problem-Solving
Soft Skills
  • Relationship Building
  • Collaboration
  • Motivation
  • Adaptability
  • Work Ethic
Certifications & Qualifications
  • High School Diploma
  • GED
  • Bachelor's Degree
  • Associate’s Degree
Industry Keywords
  • Financial Services
  • Sales Goals
  • Risk Culture
  • Operational Excellence
  • Compliance
Tools & Technologies
  • Mobile Banking
  • Online Banking
  • ATM
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