Relationship Banker Jobs

About The Position

Requirements

• Be an enthusiastic, highly motivated self-starter with a strong work ethic and focus on results, acting in the client’s best interest.
• Collaborate effectively and build and nurture strong relationships.
• Demonstrate passion, commitment, and drive to improve clients’ financial lives.
• Identify solutions for new and existing clients based on their needs.
• Communicate effectively and confidently and feel comfortable engaging all clients.
• Learn and adapt to new information and technology platforms.
• Educate clients on conducting simple banking transactions through self-service technologies such as ATMs, online banking, and mobile banking.
• Apply strong critical-thinking and problem-solving skills to meet clients’ needs.
• Follow established processes and guidelines and comply with applicable laws and regulations.
• Manage time and capacity efficiently.
• Focus on results while acting in the client’s best interest.
• Be able to work weekends and/or extended hours, potentially at any financial center within a reasonable distance.
• Work 40 hours per week on the first shift.

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.
• 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, and referral management.

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, and comply with applicable laws and regulations.
• Develop business knowledge and a network 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.
• Engage clients in the lobby and educate them on self-service banking resources.
• Conduct conversations to understand clients’ financial and life priorities and connect them with solutions.

Benefits

• Affordable, competitive, and flexible benefits supporting teammates’ physical, emotional, and financial wellness.