Relationship Banker

Jobtailor; Absecon (NJ); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor is seeking a front-line bank teller in New Jersey to engage clients, educate on transactions, and drive financial solutions. You will handle cash accurately, discuss clients’ priorities, and connect them to products while upholding risk culture and operational excellence.

The role emphasizes relationship-building, sales goals, and servicing customers in a fast-paced retail banking environment with a focus on client needs and compliance.

Qualifications

• Experience in financial services and knowledge of 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.

Responsibilities

• Engaging clients in the lobby to educate and assist with conducting transactions.
• Accurately and efficiently processing cash transactions for clients.
• Having deep conversations with clients to gain in-depth knowledge of financial and life priorities.
• Connecting clients to solutions that meet their financial goals.
• Executing the bank's risk culture and striving for operational excellence.
• Building relationships with clients to meet financial needs.

Skills

Cash Handling

Sales Experience

Client Relationship Management

Financial Knowledge

Communication

Problem Solving

Risk Culture

Education

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

• Engaging clients in the lobby to educate and assist with conducting transactions
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to gain in-depth knowledge of financial and life priorities
• Connecting clients to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what's right for clients and the bank
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively

Requirements

• Experience in financial services and knowledge of 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's Degree such as business management, business administration or finance

Core Competencies

Demonstrates expertise in financial services, including cash handling and client relationship management, while effectively connecting clients to financial solutions that align with their goals. Proven ability to execute operational excellence and adhere to established processes in a sales-driven environment.

Highest-signal resume keywords

• Financial Services Experience
• Cash Handling Experience
• Sales Experience
• Client Relationship Management
• Bachelor's Degree in Finance

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Sales Goal Achievement
• Financial Products Knowledge
• Operational Excellence
• Risk Culture Execution

Soft Skills

• Client Engagement
• Effective Communication
• Relationship Building
• Problem Solving

Industry Keywords

• Financial Services Industry
• Business Management
• Business Administration
• Financial Solutions
• Small Business Expertise