Relationship Banker - Crossings at Hobart Financial Center

Job Overview

Position:
Client Service Representative

Location:

Financial Center (exact location based on business needs)

Shift: 1st shift (United States of America)
Hours per week: 40

This role involves engaging clients in the lobby to educate and assist with self‑service transactions such as mobile banking, online banking, or ATM.

• Accurately and efficiently process cash transactions for clients as needed.
• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines in daily activities, 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 and manage cash responsibilities.

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results.
• Collaborative, building and nurturing strong relationships.
• Passionate, committed, and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Effective communicator, comfortable engaging all clients.
• 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 (ATM, online banking, mobile banking).
• Strong critical thinking and problem‑solving skills to meet clients’ needs.
• Follow established processes and guidelines, adhering to all applicable laws and regulations.
• Efficiently manage time and capacity, focusing on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.

• 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’s Degree such as 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.