Client Solutions & Relationship Banker

Jobtailor; Katy (TX); On-site; USD 35,000 - 48,000; Full time

Job summary

Jobtailor in Texas is seeking a client-focused banking associate to educate customers on self-service options and assist with transactions. You will process cash, discuss financial goals, and connect clients with lending, investments, and small business experts.

The role emphasizes risk culture, compliance, and delivering an excellent client experience. You will build lasting client relationships, handle busy lobby traffic, and flexibly work some weekends or extended hours as needed to meet

Qualifications

• Enthusiastic and highly motivated self-starter focused on results.
• Collaborates effectively to complete tasks and build relationships.
• Demonstrates passion and drive to improve clients’ financial lives.
• Confident in identifying solutions for new and existing clients.
• Effective and confident written and verbal communication with clients.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking transactions (ATM, online/mobile).
• Applies strong critical thinking and problem-solving to meet client needs.
• Follows established processes and guidelines to act in clients’ and bank’s best interest.
• Manages time and capacity efficiently.
• Focused on results; flexible to work weekends and/or extended hours.

Responsibilities

• Engaging clients in the lobby to educate and assist with self-service banking, including mobile/online banking and ATM.
• Accurately and efficiently processing cash transactions for clients as needed.
• Having deep conversations with clients to understand financial goals and connect them to solutions.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages center traffic, appointments, and outbound calls to optimize client experience.
• Drives the client experience and ensures adherence to laws and regulations.

Job description

Jobtailor in Texas is seeking a client-focused banking associate to educate customers on self-service options and assist with transactions. You will process cash, discuss financial goals, and connect clients with lending, investments, and small business experts.

The role emphasizes risk culture, compliance, and delivering an excellent client experience. You will build lasting client relationships, handle busy lobby traffic, and flexibly work some weekends or extended hours as needed to meet