Relationship Banker

About This Role

Engage clients in the lobby to assist with transactions through self-service resources and process cash transactions. Develop deep relationships with clients to understand their financial priorities and connect them with suitable solutions.

Responsibilities

• 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 intense focus on results
• Ability to collaborate effectively, building and nurturing strong relationships
• Passion, commitment and drive to deliver an experience that improves clients' financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Ability to communicate effectively and confidently, comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Confident in educating clients on how to conduct simple banking transactions through self-service technologies
• Strong critical thinking and problem-solving skills
• Ability to follow established processes and guidelines, adhering to all applicable laws and regulations
• Efficiently manage time and capacity
• Ability to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• Entry level with a preference for one year of successful sales experience and six months of cash handling experience.

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
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Skills

* Required skills