Relationship Banker
Job in
Armonk, Westchester County, New York, 10504, USA
Listed on 2026-08-02
Listing for:
Jobtailor
Full Time
position Listed on 2026-08-02
Job specializations:
-
Finance & Banking
Bank Customer Service, Financial Sales, Banking & Finance, Retail Banking
Job Description & How to Apply Below
- 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
- Is an 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 our clients' financial lives
- Is 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
- Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
- Applies strong critical thinking and problem-solving skills to meet clients' needs
- Will 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
- 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’s Degree such as business management, business administration or finance.
Demonstrates strong financial services knowledge and effective client relationship management, focusing on delivering exceptional client experiences while adhering to regulatory guidelines. Possesses critical thinking and problem-solving skills to identify solutions that meet client needs.
Highest-signal resume keywords- Financial Services Experience
- Client Relationship Management
- Sales Experience
- Cash Handling
- Critical Thinking
- Financial Knowledge
- Sales Techniques
- Cash Management
- Banking Transactions
- Regulatory Compliance
- Effective Communication
- Collaboration
- Adaptability
- Time Management
- Results-Oriented
- Risk Culture
- Operational Excellence
- Client Experience
- Financial Products
- Business Management
- ATM
- Online Banking
- Mobile Banking
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