Relationship Banker Jobs

About The Position

Requirements

• High school diploma, GED, secondary school education, or equivalent.
• Enthusiastic, highly motivated self-starter with a strong work ethic and a strong focus on results and clients’ best interests.
• Collaborate effectively and build and nurture strong relationships.
• Show passion, commitment, and drive to improve clients’ financial lives.
• Confidently identify solutions for new and existing clients based on their needs.
• Communicate effectively and confidently and feel comfortable engaging with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence educating clients on simple banking transactions using self-service technologies such as ATMs, online banking, and mobile banking.
• Strong critical-thinking and problem-solving skills.
• Follow established processes and guidelines, comply with applicable laws and regulations, and act in the best interests of clients and the bank.
• Manage time and capacity efficiently.
• Work weekends and/or extended hours, which may include being scheduled at a financial center 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

• Engage clients in the lobby and educate them about conducting transactions through self-service resources, including mobile banking, online banking, and ATMs.
• Accurately and efficiently process cash transactions for clients as needed and manage cash responsibilities.
• Build relationships with clients, understand their financial needs, and connect them with solutions that meet their goals.
• Execute the bank’s risk culture and strive for operational excellence.
• Follow established processes and guidelines, acting in the best interest of clients and the bank and complying with applicable laws and regulations.
• Partner with experts in small business, lending, and investments to grow business knowledge and networks.
• Effectively manage financial center traffic, appointments, and outbound calls.
• 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.