Relationship Banker

• Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs
• Assist clients with conducting transactions through self-service resources
• 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 strive for operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts
• 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 intense 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 skills
• 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 and guidelines and comply with applicable laws and regulations
• Efficient time and capacity management
• Must be able to work weekends and/or extended hours and at financial center locations within a reasonable distance
• Experience in financial services and knowledge of financial services 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 (desired qualification)

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking resources. Possesses a solid understanding of financial services products and solutions, with a focus on achieving individual sales goals and operational excellence.

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

• Cash Transactions Processing
• Self-Service Banking Education
• Financial Needs Assessment
• Problem-Solving
• Time Management

• Relationship Building
• Enthusiasm
• Motivation
• Collaboration
• Adaptability

• Financial Services
• Sales Goals
• Operational Excellence
• Compliance
• Risk Culture

• Mobile Banking
• Online Banking
• ATMs