Relationship Banker

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Enthusiastic, highly motivated self-starter with a 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
• Effective and confident communication skills
• Ability to engage 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
• May be scheduled at any financial center location within a reasonable distance
• Experience in financial services and knowledge of financial services products and solutions preferred as a desired qualification
• One year of successful sales experience in a salary-plus-incentive environment with individual sales goals
• Six months of cash-handling experience
• High school diploma, GED, secondary school, or equivalent required
• Bachelor’s degree or business-relevant associate’s degree desired

Demonstrates strong client engagement and relationship-building skills while effectively processing cash transactions and educating clients on banking solutions. Possesses a solid understanding of financial services products and a commitment to operational excellence and compliance.

• Client Engagement
• Cash Handling
• Financial Services Knowledge
• Sales Experience
• Effective Communication

• Cash Transactions
• Mobile Banking
• Online Banking
• ATM Transactions
• Financial Solutions

• Relationship Building
• Critical Thinking
• Problem Solving
• Time Management
• Adaptability

• High School Diploma
• GED
• Associate's Degree
• Bachelor's Degree

• Financial Services
• Sales Goals
• Operational Excellence
• Risk Culture
• Client Experience