Relationship Banker - Triangle Market

About the Role

This role is responsible for engaging clients in the lobby, educating them on self-service resources like mobile banking, online banking, or ATMs, and assisting with transactions. It involves building relationships, understanding clients' financial goals, and connecting them to appropriate solutions. The role also includes processing cash transactions and managing financial center operations.

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, adhering to 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
• Drives the client experience
• Manages cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic
• Collaborates effectively and builds strong relationships
• Passionate about improving clients' financial lives
• Confident in identifying solutions for clients
• Effective communicator, comfortable engaging all clients
• Quick learner, adaptable to new technology platforms
• Proficient in educating clients on self-service technologies
• Strong critical thinking and problem-solving skills
• Adheres to processes, guidelines, and laws
• Efficient time and capacity management
• Willing to work weekends and/or extended hours, including at various financial center locations

Qualifications

• High School Diploma / GED / Secondary School or equivalent (minimum)
• Desired: Financial services experience, sales experience, cash handling experience, Bachelor's or relevant Associate’s Degree

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

Shift: 1st shift (United States of America) | Hours Per Week: 40