Relationship Banker - Forestville

This role is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. The position processes cash transactions efficiently and maintains an ongoing conversation to understand clients’ financial priorities and connect them with appropriate solutions.

• Execute the bank's risk culture and pursue operational excellence.
• Build and maintain relationships with clients to meet financial needs.
• Follow established processes and guidelines to act in the best interest of clients and the bank, adhering to applicable laws and regulations.
• Grow business knowledge by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls effectively to enhance the client experience.
• Handle cash responsibilities with accuracy and integrity.

• Enthusiastic, self‑starter with a strong work ethic and focus on results.
• Collaborative, able to build and nurture relationships.
• Passion, commitment, and drive to deliver an improved client experience.
• Confidence in identifying solutions tailored to clients’ needs.
• Effective and confident communicator, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Proficiency in educating clients on self‑service banking technologies.
• Strong critical thinking and problem‑solving skills.
• Adherence to established processes, laws, and regulations.
• Efficient time and capacity management focused on results.
• Willingness to work weekends and/or extended hours, including flexible location assignment.

• Experience in financial services with knowledge of industry products and solutions.
• One year of 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's degree (e.g., business management, business administration, or finance).

• Adaptability
• Business acumen
• Customer and client focus
• Oral communications
• Problem solving
• Account management
• Client experience
• Branding
• Client management
• Client solutions advisory
• Relationship building
• Business development
• Pipeline management
• Prospecting
• Referral identification
• Referral management

High School Diploma / GED / Secondary School or equivalent.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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