Relationship Banker

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Hold 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 strive for 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
• 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
• Passion, commitment and drive to improve clients’ financial lives
• Confidence identifying solutions based on client needs
• Effective and confident communication with 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, potentially at any financial center within a reasonable commuting distance
• FDIC hiring restrictions apply
• Desired: financial services experience and industry knowledge
• Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals
• Desired: six months of cash handling experience
• Desired:
  Bachelor’s Degree or business-relevant Associate’s Degree

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Proficient in cash handling and adhering to regulatory guidelines to ensure operational excellence.

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

• Cash Transactions
• Mobile Banking
• Online Banking
• ATM Technologies
• Financial Solutions

• Effective Communication
• Critical Thinking
• Problem-Solving
• Collaboration
• Time Management

• High School Diploma
• GED

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