Relationship Banker

About the Role

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

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities
• Accurately and efficiently processes cash transactions for clients as needed
• Has deep conversations with clients to gain in-depth knowledge of financial and life priorities and connects clients to solutions that meet financial goals

Requirements & Tech Stack

• 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 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
• 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 (e.g., ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• 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

Qualifications

• High School Diploma / GED / Secondary School or equivalent
• Experience in financial services and knowledge of financial services industry, products and solutions (Desired)
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (Desired)
• Six months of cash handling experience (Desired)
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (Desired)

Skills

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