Relationship Banker

About This Role

Engage clients in the financial center lobby, educate them on self-service banking options, and process cash transactions as needed while deeply understanding their financial goals to connect them with suitable solutions.

Responsibilities

• Engage clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently process cash transactions for clients as needed
• Have deep conversations with clients to gain in-depth knowledge of 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 financial needs
• Follow established processes and guidelines, adhering to all applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls effectively
• Drive the client experience
• Manage cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Ability to collaborate effectively and build strong relationships
• Passion, commitment and drive to improve clients' financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Effective and confident communication skills
• Ability to learn and adapt to new information and technology platforms
• Confident in educating clients on self-service banking technologies
• Strong critical thinking and problem-solving skills
• Ability to follow established processes and guidelines in daily activities
• Efficient time and capacity management
• Ability to work weekends and/or extended hours and travel to financial center locations

Qualifications

• High School Diploma / GED / Secondary School or equivalent; Bachelor's Degree or business-relevant Associate’s Degree desired
• Entry level with a desire for sales and cash handling experience being desired

Nice to Have

• 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

Skills

* Required skills