Relationship Banker

Jobtailor; Castle Rock (CO); On-site; USD 38,000 - 46,000; Full time

Job summary

Jobtailor in Castle Rock, CO is seeking a teller who engages clients in the lobby, educates them on self‑service resources, and processes cash transactions efficiently. The role emphasizes building client relationships and connecting customers with suitable financial solutions.

Ideal candidates have cash handling experience, at least 1 year of sales experience in a salary+incentive environment, and a High School Diploma or GED. Weekend hours may be required.

Qualifications

• 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.
• High School Diploma / GED / Secondary School or equivalent.

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 in‑depth knowledge of the financial and life priorities.
• Connecting clients to solutions that meet their financial goals.
• Executing the bank's risk culture and striving for operational excellence.
• Building relationships with clients to meet financial needs.
• Following established processes and guidelines in daily activities.

Skills

Sales experience

Cash handling

Customer service

Education

High School Diploma

GED

Job description

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 in‑depth knowledge of the financial and life priorities.
• Connecting clients to solutions that meet their financial goals.
• Executing the bank's risk culture and striving for operational excellence.
• Building relationships with clients to meet financial needs.
• Following established processes and guidelines in daily activities.

Requirements

• 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.
• High School Diploma / GED / Secondary School or equivalent.
• 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 expertise in financial services, including cash handling and client relationship management, while effectively achieving individual sales goals. Strong ability to connect clients with appropriate financial solutions and maintain operational excellence.

Certifications & Qualifications

• High School Diploma
• GED