Relationship Banker

Jobtailor; Armonk (NY); On-site; USD 45,000 - 65,000; Full time

Job summary

Jobtailor in the United States seeks a client banking advisor to uphold the bank's risk culture while delivering exceptional service. You will engage with clients to understand financial needs, guide them through self-service tools, and ensure compliant, accurate handling of transactions.

The role emphasizes relationship building, sales performance, and a commitment to customer satisfaction within a regulated banking environment.

Qualifications

• Bachelor's degree or business-related associate degree required.
• One year of demonstrated successful sales experience in salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Strong work ethic and results focus.
• Ability to learn and adapt to new information and technology platforms.

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

Client Relationship Management

Sales Experience

Critical Thinking

Time Management

Effective Communication

Education

Bachelor's Degree or business-related Associate’s Degree (business management, business administration or finance)

Tools

ATM

Online Banking

Mobile Banking

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
• Sales Experience
• Cash Handling
• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Financial Knowledge
• Sales Techniques
• Cash Management
• Banking Transactions
• Regulatory Compliance

Soft Skills

• Effective Communication
• Collaboration
• Adaptability
• Time Management
• Results-Oriented

Industry Keywords

• Risk Culture
• Operational Excellence
• Client Experience
• Financial Products
• Business Management

Tools & Technologies

• ATM
• Online Banking
• Mobile Banking