Relationship Banker - Maryland West Market
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 holds in-depth conversations to understand clients’ financial and life priorities, then connects them with solutions that support their goals. The position also supports the client experience, manages financial center traffic and appointments, and partners with experts in small business, lending, and investments. This is a 40-hour-per-week, first-shift role at designated financial centers in Frederick, Maryland. The role requires availability to work weekends and/or extended hours and may involve being scheduled at a financial center within a reasonable distance. The position is compensated with base pay and is not incentive eligible.
Requirements
- High school diploma, GED, secondary school, or equivalent.
- Strong work ethic, self-motivation, and focus on results while acting in the client’s best interest.
- Ability to collaborate effectively and build and nurture strong relationships.
- Commitment to improving clients’ financial lives.
- Confidence identifying solutions for new and existing clients based on their needs.
- Effective and confident communication skills and comfort engaging with all clients.
- Ability to learn and adapt to new information and technology platforms.
- Ability to educate clients on simple banking transactions using self-service technologies, including ATMs, online banking, and mobile banking.
- Strong critical-thinking and problem-solving skills.
- Ability to follow established processes and guidelines and comply with applicable laws and regulations.
- Effective time and capacity management.
- Availability 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 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
- Engage clients in the lobby and educate and assist them with conducting transactions using self-service resources such as ATMs, online banking, and mobile banking.
- Accurately and efficiently process cash transactions for clients as needed and manage cash responsibilities.
- Build relationships with clients, learn their financial needs and priorities, and connect them with suitable solutions.
- Execute the bank’s risk culture and strive for operational excellence.
- Follow established processes and guidelines, acting in clients’ and the bank’s best interests and complying with applicable laws and regulations.
- Partner with experts in small business, lending, and investments to grow business knowledge and networks.
- Manage financial center traffic, appointments, and outbound calls effectively.
- Drive the client experience.
Benefits
- Benefits eligibility.
- Paid time off.
- Resources and support for employees.
- Affordable, competitive, and flexible benefits supporting physical, emotional, and financial wellness.
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What This Job Offers
Job Type
Full-time
Education Level
High school or GED
