Relationship Banker

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals
• executing the bank's risk culture and striving for operational excellence
• building relationships with clients to meet financial needs
• following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• growing business knowledge and network by partnering with experts in small business, lending, and investments
• managing financial center traffic, appointments, and outbound calls effectively
• driving the client experience
• managing 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
• 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 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 client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Critical Thinking

• Cash Transaction Processing
• Self-Service Banking Technologies
• Financial Needs Assessment
• Operational Excellence
• Time Management

• Effective Communication
• Relationship Building
• Enthusiasm
• Motivation
• Adaptability

• Financial Services
• Sales Goals
• Business Management
• Business Administration
• Finance

• Mobile Banking
• Online Banking
• ATM