Relationship Banker

Jobtailor; Berlin (CT); On-site; USD 35,000 - 52,000; Full time

Job summary

Jobtailor is seeking a candidate who will engage clients in the lobby, educate them on self-service resources, and efficiently handle cash transactions. The role requires deep conversations to understand clients' financial priorities and to connect them with suitable solutions.

The ideal candidate has 1 year of sales experience with incentives and at least 6 months of cash handling, plus a business degree. A strong communicator with client education skills will thrive in this position.

Qualifications

• 1 year of successful sales experience in a salary plus incentive environment with individual sales goals.
• 6 months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
• Accurately and efficiently processing cash transactions for clients.
• Having deep conversations with clients to gain knowledge of financial and life priorities and connecting clients to solutions.

Skills

Sales Experience

Cash Handling

Client Engagement

Communication

Education

Bachelor's Degree or Associate’s Degree in business/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

Having deep conversations with clients to gain knowledge of financial and life priorities and connecting clients to solutions

Requirements

• 1 year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals


• 6 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 cash handling skills while effectively connecting clients to financial solutions. Possesses a solid foundation in sales experience and relevant educational background in business or finance.

Highest-signal resume keywords

• Sales Experience


• Cash Handling


• Client Engagement


• Financial Solutions


• Bachelor's Degree

ATS Optimization Keywords

Hard Skills

• Cash Transactions


• Sales Goals


• Financial Priorities

Soft Skills

• Client Education


• Communication

Industry Keywords

• Business Management


• Business Administration


• Finance