Relationship Banker - Sand Lake Road Financial Center - Portuguese Required
About The Position
The Relationship Banker engages clients in the financial center lobby, educating and assisting them with transactions through self-service resources such as mobile banking, online banking, and ATMs. The role accurately and efficiently processes cash transactions as needed and has in-depth conversations with clients to understand their financial and life priorities and connect them with solutions that support their goals. The position also manages financial center traffic, appointments, outbound calls, and cash responsibilities while delivering a strong client experience and following established processes, laws, and regulations.
Requirements
- High school diploma, GED, secondary school education, or equivalent.
- Bilingual in English and Portuguese.
- Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in clients' best interests.
- Ability to collaborate effectively, get things done, and build and nurture strong relationships.
- Passion, commitment, and drive to deliver experiences that improve clients' financial lives.
- Confidence identifying solutions for new and existing clients based on their needs.
- Effective and confident communication skills and comfort engaging all clients.
- Ability to learn and adapt to new information and technology platforms.
- Confidence educating clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills to meet clients' needs.
- Ability to follow established processes and guidelines and adhere to applicable laws and regulations.
- Ability to manage time and capacity efficiently and focus on results while acting in clients' best interests.
- Must be able to work weekends and/or extended hours, which may include scheduling at any financial center location within a reasonable distance.
Nice To Haves
- 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 degree, such as business management, business administration, or finance.
Responsibilities
- Execute the bank's risk culture and strive for operational excellence.
- Build relationships with clients to meet their financial needs.
- Follow established processes and guidelines in daily activities, acting in the best interest of clients and the bank and adhering to applicable laws and regulations.
- Grow business knowledge and networks by partnering with experts in small business, lending, and investments.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience.
- Manage cash responsibilities.
- Educate and assist clients with conducting transactions through self-service resources, including mobile banking, online banking, and ATMs.
- Accurately and efficiently process cash transactions for clients as needed.
- Hold conversations with clients to understand their financial and life priorities and connect them to solutions aligned with their goals.
Benefits
- Affordable, competitive, and flexible benefits supporting teammates' physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
