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

• Engages clients in the lobby to educate and assist with conducting transactions through self-service resources.
• Accurately and efficiently processes cash transactions for clients.
• Holds deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
• Connects clients to solutions that meet their financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines, 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.

Requirements & Tech Stack

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively and nurtures 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.
• Communicates 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 (e.g., ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills.
• Efficiently manages time and capacity.
• Focuses on results while acting in the best interest of the client.
• Flexible to work weekends and/or extended hours as needed.
• Bilingual Spanish required.

Qualifications

• Minimum Education: High School Diploma / GED / Secondary School or equivalent.

Desired Qualifications

• Experience in financial services and knowledge of the 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 (e.g., 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
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management