Relationship Banker, Bilingual (English, Spanish
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-08-16
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-16
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Retail Banking, Banking & Finance
Job Description & How to Apply Below
- Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATMs
- Accurately and efficiently process cash transactions for clients
- Have deep conversations with clients to understand their financial and life priorities
- Connect clients to 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, guidelines, laws, and regulations
- Partner with experts in small business, lending, and investments to grow business knowledge and network
- Manage financial center traffic, appointments, and outbound calls
- Drive the client experience
- Manage cash responsibilities
- Enthusiastic, highly motivated self-starter with strong work ethic and focus on results
- Collaborates effectively and builds strong relationships
- Passion, commitment, and drive to improve clients' financial lives
- Ability to identify solutions for new and existing clients based on their needs
- Effective and confident communication; comfortable engaging all clients
- Ability to learn and adapt to new information and technology platforms
- Ability to educate clients on ATM, online banking, and mobile banking transactions
- Strong critical thinking and problem-solving skills
- Ability to follow established processes, guidelines, laws, and regulations
- Efficient time and capacity management
- Ability to work weekends and/or extended hours, potentially at any financial center within a reasonable distance
- English and Spanish language required
- High School Diploma / GED / Secondary School or equivalent
- Desired: experience in financial services and knowledge of financial services products and solutions
- 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 mobile banking, online banking, and ATM transactions. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs and goals.
Highest-signal resume keywords- Client Engagement
- Cash Handling Experience
- Financial Services Knowledge
- Effective Communication
- Time Management
- Cash Transactions Processing
- Mobile Banking Education
- Online Banking Education
- ATM Transactions Education
- Sales Experience
- Financial Products Knowledge
- Relationship Building
- Critical Thinking
- Problem-Solving
- Self-Starter
- Collaboration
- High School Diploma
- GED
- Associate's Degree
- Bachelor's Degree
- Financial Services
- Risk Culture
- Operational Excellence
- Client Experience
- Sales Goals
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