Relationship Banker

Responsibilities

• Engage clients in the lobby to educate and assist with transactions
• Accurately and efficiently process cash transactions as needed
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet their financial needs
• Follow established processes and guidelines in daily activities
• Grow business knowledge and network by partnering with experts
• Manage financial center traffic, appointments, and outbound calls effectively
• Drive the client experience

• Enthusiastic and motivated self-starter with strong work ethic
• Ability to collaborate effectively
• Passion for improving clients' financial lives
• Confidence in identifying solutions for clients
• Effective communication skills
• Ability to learn and adapt to new technologies
• Strong critical thinking and problem-solving skills
• Ability to manage time and capacity effectively
• Must be able to work weekends and/or extended hours
• Experience in financial services and knowledge of financial services industry, products and solutions preferred
• One year of demonstrated successful sales experience
• Six months of cash handling experience preferred
• Bachelor's Degree or relevant business-related Associate’s Degree preferred

• Cash Transactions
• Financial Products
• Sales Techniques
• Operational Excellence
• Time Management

• Enthusiastic Self-Starter
• Collaboration
• Critical Thinking
• Problem-Solving
• Adaptability