Relationship Banker - Yale- Haven Hospital Financial Center

About the Role

This position engages clients in the lobby to educate and assist with transactions through self‑service resources such as mobile banking, online banking, or ATM. The role requires accurate and efficient processing of cash transactions and deep conversations to understand clients’ financial and life priorities.

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial 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.
• Grows business knowledge and network by partnering with experts in small business, lending and investments.
• Manages financial center traffic, appointments and outbound calls effectively.
• Drives the client experience.
• Manages 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 build and nurture 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; 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.
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance.

• Experience in financial services and knowledge of 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 (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.

US – CT – New Haven – 789 Howard Ave – Yale – New Haven Hospital (CT2230).

Hourly pay: $25.00 – $26.77, determined based on experience, education and skill set. Base salary only (not incentive eligible).

Benefits:
Industry‑leading benefits, paid time off, resources and support to employees.

Privacy Statement:

Pay Transparency: