Relationship Banker

Job Description

• Engage clients in the lobby to educate and assist with transactions through self‑service resources such as mobile banking, online banking, or ATM.
• Accurately and efficiently process cash transactions for clients as needed.
• Have deep conversations with clients to gain in‑depth knowledge of their financial and life priorities.
• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with individual clients to meet their financial needs.
• Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all 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 effectively.
• Drive the client experience.
• Manage cash responsibilities.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking).
• Applies strong critical‑thinking and problem‑solving skills to meet clients’ needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.

• 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.

• Customer Service
• Risk Management
• Consumer Products and Solutions
• Overcoming Objections
• Cash Management
• Demonstrating Technology
• Relationship Management
• Active Listening
• Learning Agility
• Problem Solving
• Critical Thinking
• Multitasking

1st shift (United States of America)

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