Relationship Banker

Job Summary

This role is responsible for delivering exceptional client experiences by engaging with clients in the lobby, educating them on self-service resources, and assisting with transactions. Key responsibilities include accurately processing cash transactions, building relationships, and connecting clients to solutions that meet their financial goals.

Key Responsibilities:

• 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
• Manage cash responsibilities

Required Qualifications:

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays 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
• Communicates effectively and confidently, and is comfortable engaging all clients
• Has the 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
• Applies strong critical thinking and problem-solving skills to meet clients' needs

Desired Qualifications:

• 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 degree such as business management, business administration, or finance

Skills:

• Adaptability
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

40