Relationship Banker

Jobtailor; Ann Arbor (MI); On-site; USD 40,000 - 56,000; Full time

Job summary

Jobtailor in Ann Arbor, MI, seeks a client-focused banking professional to drive sales, manage cash, and deliver exceptional client experiences. The role requires strong relationship-building, adherence to regulatory guidelines, and collaboration with product experts to meet diverse client financial needs.

Responsibilities include handling cash, guiding customers through self-service options, and maintaining a compliant, efficient branch operation while contributing to revenue goals and

Qualifications

• Strong sales track record and customer focus that drives financial outcomes.
• Highly capable in building and maintaining client relationships across banking products.
• Experience handling cash and processing transactions with accuracy and integrity.
• Clear communicator who can educate clients and collaborate with teams.
• Proven time management skills and ability to handle multiple tasks efficiently.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Skills

Sales Experience

Client Relationship Management

Cash Handling

Effective Communication

Time Management

Adaptability

Problem-Solving

Financial Services Experience

Learning Platforms

Education

Bachelor's Degree or business-related Associate’s Degree such as business management

Tools

Online Banking

Mobile Banking

ATM Technologies

Job description

• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently, and is comfortable engaging all clients.
• Has the ability to learn and adapt to new information and technology platforms.
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Efficiently manages time and capacity.
• Focuses on results, while acting in the best interest of the client.
• Can be flexible to work weekends and/or extended hours as needed.
• 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 strong financial services knowledge and effective client relationship management, focusing on delivering exceptional client experiences while adhering to regulatory guidelines. Possesses critical thinking and problem-solving skills to identify solutions that meet client needs.

Highest-signal resume keywords

• Financial Services Experience
• Client Relationship Management
• Cash Handling Experience
• Sales Experience
• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Cash Handling
• Sales Techniques
• Banking Transactions
• Financial Products Knowledge
• Operational Excellence

Soft Skills

• Effective Communication
• Collaboration
• Problem-Solving
• Time Management
• Adaptability

Industry Keywords

• Risk Culture
• Financial Needs
• Client Experience
• Business Management
• Business Administration

Tools & Technologies

• Online Banking
• Mobile Banking
• ATM Technologies