Relationship Banker

Requirements

• 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 expertise in client engagement and financial services, with a strong ability to educate clients on self-service banking technologies. Possesses critical thinking and problem-solving skills to identify and connect clients with appropriate financial solutions.

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

• Cash Transactions Processing
• Self-Service Banking Technologies
• Mobile Banking
• Online Banking
• ATM Operations

• Enthusiastic
• Motivated Self-Starter
• Relationship Building
• Critical Thinking
• Time Management

• Bachelor's Degree
• Associate's Degree in Business Management
• Associate's Degree in Business Administration
• Associate's Degree in Finance

• Financial Services
• Client Solutions
• Sales Goals
• Regulatory Compliance
• Financial Products

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include 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.