Banking Relationship Specialist

Jobtailor; Burlington (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Burlington, NJ seeks a customer-focused teller to enhance relationships and educate customers on financial options. You will open new accounts, process loans, and promote digital banking while ensuring accuracy and regulatory compliance.

The role requires face-to-face customer service and cash handling experience, with strong communication skills and the ability to market bank products. Retail sales experience is a plus in a friendly, community bank environment.

Qualifications

• High School Diploma or equivalent is required.
• Must have at least one year of face-to-face customer service experience.
• Previous cash handling experience is required.
• Prior sales experience is required.
• Must have a proven ability to work with customers in an enthusiastic manner.
• Previous experience in a retail sales environment is strongly preferred.
• Must have a proven ability for attention to detail.
• Ability to use and learn multiple banking and software programs.
• Must have proven, excellent customer service skills.
• Must have excellent oral and written communication skills.
• Must possess the ability to market Bank products and services.
• One year of previous banking experience preferred.

Responsibilities

• Provide products and services to enhance customer relationships.
• Get to know customers, understand and educate them regarding their financial needs, and recommend appropriate products and services through in-person interactions and outbound calling.
• Open new accounts and submit loan applications.
• Comply with bank policies, procedures, and regulatory banking requirements.
• Resolve customer service issues and perform account maintenance requests, while recommending and promoting the bank’s digital banking services.
• Assist customers with teller transactions and process various transactions in a timely, efficient, accurate, and friendly manner.

Skills

Customer service

Cash handling

Interpersonal skills

Sales experience

Communication skills

Education

High School Diploma

Tools

Banking software

Job description

Jobtailor in Burlington, NJ seeks a customer-focused teller to enhance relationships and educate customers on financial options. You will open new accounts, process loans, and promote digital banking while ensuring accuracy and regulatory compliance.

The role requires face-to-face customer service and cash handling experience, with strong communication skills and the ability to market bank products. Retail sales experience is a plus in a friendly, community bank environment.