Relationship Banker - Waterfront, Monroeville, Penn Hills and Fox Chapel
ALPFA Baltimore Chapter · Penn Hills, PA · 1 mo ago
FinanceFull-time
Responsibilities
- Engages clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
- Accurately and efficiently processes cash transactions for clients as needed.
- Has deep conversations with clients to gain in‑depth knowledge of their financial and life priorities and connects them 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 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.
Qualifications
Required Qualifications:
- Is an 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 our clients' financial lives.
- Is 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.
- Is confident in educating clients on how to conduct simple banking transactions through self‑service technologies (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem‑solving skills to meet clients' needs.
- Will 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.
- 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.
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's 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
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Schedule
- Shift: 1st shift (United States of America)
- Hours Per Week: 40