Relationship Banker

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

Job summary

Jobtailor is seeking a Customer Service Associate in the Carrboro, NC area to educate clients on mobile, online, and ATM banking options while handling cash transactions with accuracy and speed.

Ideal candidates will build strong client relationships, understand financial priorities, and connect clients to appropriate solutions, while adhering to regulatory guidelines and contributing to a culture of service excellence.

Qualifications

• Requires High School Diploma or GED.
• Desire for Bachelor's or business-related Associate's degree.
• Desirable: 1 year of sales experience with salary-plus incentives.
• Desirable: six months of cash handling experience.

Responsibilities

• Educate and assist clients with transactions through mobile, online banking, and ATM self-service resources.
• Accurately and efficiently process cash transactions for clients.
• Conduct conversations to understand clients' financial and life priorities.
• Connect clients to solutions that meet their financial goals.
• Support risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow processes and regulatory guidelines.
• Partner with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience.
• Manage cash responsibilities.

Skills

Client Engagement

Cash Handling Experience

Effective Communication

Relationship Building

Time Management

Problem-Solving

Collaboration

Adaptability

Sales Experience

Financial Services Knowledge

Education

High School Diploma

Bachelor's Degree or business-relevant Associate's Degree

Job description

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions for clients
• Conduct deep conversations to understand clients' financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Must be able to work weekends and/or extended hours
• May be scheduled at any financial center location within a reasonable distance
• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Ability to collaborate effectively and build strong relationships
• Effective and confident communication skills
• Ability to identify solutions for new and existing clients based on their needs
• Ability to learn and adapt to new information and technology platforms
• Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
• Strong critical thinking and problem-solving skills
• Ability to efficiently manage time and capacity
• Desired: experience in financial services and knowledge of the financial services industry, products, and solutions
• Desired: one year of successful sales experience in a salary plus incentive environment with individual sales goals
• Desired: six months of cash handling experience
• Desired: 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 while effectively managing cash transactions and adhering to banking regulations. Proficient in educating clients on mobile and online banking solutions to meet their financial goals.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Effective Communication Skills
• Problem-Solving Skills

Hard Skills

• Cash Transactions Processing
• Mobile Banking Education
• Online Banking Education
• ATM Self-Service Education
• Time Management

Soft Skills

• Relationship Building
• Critical Thinking
• Collaboration
• Motivation
• Adaptability

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Financial Services
• Sales Experience
• Financial Products
• Operational Excellence
• Risk Culture