Relationship Banker

About the role

This position 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. You will train at one financial center and may potentially move to another location within a reasonable commuting distance of your home, based on business needs.

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 in daily activities to do what is right for clients and the bank, 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 by accurately and efficiently processing cash transactions as needed.
• Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities, connecting them to solutions that meet their financial goals.
• Manage cash responsibilities.

Requirements

• High School Diploma / GED / Secondary School or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Ability to collaborate effectively to get things done and build strong relationships.
• Passion, commitment, and drive to deliver an experience that improves clients’ financial lives.
• Confidence in identifying solutions for new and existing clients based on their needs.
• Effective and confident communication skills, comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking).
• Strong critical thinking and problem-solving skills to meet clients’ needs.
• Flexibility to work weekends and/or extended hours as needed.

Qualifications

• Experience in financial services and knowledge of the 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

Schedule

1st shift (United States of America), 40 hours per week.