Relationship Banker

Jobtailor; Apex (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Apex, NC is seeking a customer-centric teller to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will listen to financial goals and connect customers with suitable banking solutions.

The role emphasizes a compliant, service-driven mindset, ability to work weekends, and strong communication. You will use ATM, online and mobile banking tools to help clients perform routine tasks efficiently.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Delivers an experience that improves clients' financial lives with passion and drive.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients; learns new information quickly.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM, online banking, mobile banking).
• Applies critical thinking and problem-solving to meet clients' needs.
• Follows established processes and laws to act in the bank's best interest.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources (mobile, online banking, ATM).
• Accurately and efficiently processing cash transactions for clients as needed.
• Have deep conversations to understand financial goals and connect clients to suitable solutions.

Skills

Enthusiasm

Motivation

Communication

Adaptability

Collaboration

Time management

Client education

Problem solving

Compliance focus

Tools

Cash Transaction Processing

Mobile Banking

Online Banking

ATM Operations

Job description

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM


• 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 and connecting clients to solutions that meet the financial goals

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


• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to identify and connect clients with suitable financial solutions.

Highest-signal resume keywords

• Client Engagement


• Self-Service Banking Education


• Critical Thinking


• Relationship Building


• Time Management

ATS Optimization Keywords

Hard Skills

• Cash Transaction Processing


• Mobile Banking


• Online Banking


• ATM Operations

Soft Skills

• Enthusiasm


• Motivation


• Communication


• Adaptability


• Collaboration

Industry Keywords

• Financial Goals


• Client Solutions


• Compliance


• Financial Services