More jobs:
Relationship Banker
Job in
Houston, Harris County, Texas, 77246, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Financial Sales -
Sales
Financial Sales
Job Description & How to Apply Below
Responsibilities
- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
- Accurately and efficiently processing cash transactions for clients as needed.
- Having deep conversations with clients to connect them to solutions that meet their financial goals.
- Experience in financial services and knowledge of financial services industry, products and solutions.
- One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
- Six months of cash handling experience.
- Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Demonstrates expertise in financial services, including cash handling and client engagement, while effectively achieving individual sales goals. Possesses strong communication skills to connect clients with tailored financial solutions.
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