Relationship Banker

Jobtailor; Brighton (MO); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor is seeking a client-focused associate in Missouri to educate customers on self-service banking options, including ATM, online, and mobile platforms. You will process cash transactions and engage with clients to understand their financial goals.

The role requires strong communication, ability to learn new technologies, and a track record in sales within a regulated financial environment. Weekends and extended hours may be required.

Qualifications

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
• Demonstrated sales experience in a salary plus incentive environment with individual goals.
• Cash handling experience and knowledge of financial services industry and products.

Responsibilities

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

Skills

Client Engagement

Cash Handling Experience

Financial Services Knowledge

Sales Experience

Self-Service Technology Education

Education

Bachelor's Degree

Associate Degree in Business Management

Associate Degree in Business Administration

Associate Degree in Finance

Tools

Cash Transactions Processing

Mobile Banking

Online Banking

ATM Operations

Sales Techniques

Financial Products Knowledge

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
• 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 degree such as business management, business administration, or finance

Core Competencies

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

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Self-Service Technology Education

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Mobile Banking
• Online Banking
• ATM Operations
• Sales Techniques
• Financial Products Knowledge

Soft Skills

• Effective Communication
• Relationship Building
• Critical Thinking
• Problem Solving
• Time Management

Certifications & Qualifications

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

Industry Keywords

• Financial Services
• Client Solutions
• Sales Goals
• Self-Service Resources
• Compliance