Relationship Banker

Jobtailor; Annapolis (MD); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Annapolis, MD, seeks a client-focused financial services professional to educate clients in self-service options and accurately process cash transactions. You will build relationships, uncover financial needs, and connect clients with solutions while upholding risk and operational standards.

The role requires strong communication, adaptability, and a track record in sales with cash handling experience.

Qualifications

• Enthusiastic self-starter with results focus.
• Collaborates effectively and builds strong client relationships.
• Delivers an experience that improves clients' financial lives.
• Communicates confidently with all clients.
• Learns new information and technology platforms.
• Applies critical thinking and problem-solving to meet needs.
• Available to work weekends or extended hours at multiple center locations.
• Experience in financial services and knowledge of products.
• One year of salary-plus incentive sales experience with individual goals.
• Six months of cash handling experience.
• Bachelor's or business-relevant Associate’s Degree (business/finance).

Responsibilities

• Engage clients in lobby to educate and assist with self-service transactions.
• Process cash transactions accurately and efficiently.
• Have deep conversations to understand financial and life priorities.
• Connect clients to solutions meeting financial goals.
• Contribute to risk culture and operational excellence.
• Build relationships to meet financial needs.
• Follow processes to act in clients' and bank's best interest.
• Grow knowledge by partnering with experts in small business, lending, investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience.

Skills

Client engagement

Relationship building

Sales experience

Cash handling

Effective communication

Adaptability

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Job description

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• connecting clients to solutions that meet the financial goals
• 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
• 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

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• 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
• communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• applies strong critical thinking and problem-solving skills to meet clients' needs
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
• 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 client engagement and relationship-building skills to effectively meet financial needs while adhering to established processes. Possesses a solid understanding of financial services, products, and solutions, complemented by critical thinking and problem-solving abilities.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Financial Products Knowledge
• Sales Techniques
• Self-Service Resources Utilization
• Operational Excellence

Soft Skills

• Effective Communication
• Relationship Building
• Adaptability
• Enthusiasm
• Collaboration

Certifications & Qualifications

• Bachelor's Degree
• Associate's Degree in Business Management
• Associate's Degree in Business Administration
• Associate's Degree in Finance

Industry Keywords

• Financial Goals
• Client Experience
• Risk Culture
• Business Knowledge
• Financial Center Operations