Relationship Banker

Jobtailor

Central Falls (RI)

On-site

USD 40,000 - 50,000

Full time

14 days+

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Job summary

Jobtailor in Rhode Island is seeking a teller to assist clients in the lobby, educate on transactions, and process cash accurately.

You will engage with customers to understand financial priorities and connect them to suitable banking solutions, with a focus on accuracy and service.

The role requires a Bachelor’s or relevant Associate’s, 1+ year in financial services, and weekend/extended hours as needed.

Qualifications

  • 1+ years of experience in financial services.
  • Experience with cash handling.
  • Bachelor’s Degree or business-relevant Associate’s Degree.
  • Strong critical thinking and problem-solving skills.
  • Ability to work weekends and/or extended hours.

Responsibilities

  • Engaging clients in the lobby to educate and assist with transactions.
  • Processing cash transactions accurately and efficiently.
  • Having deep conversations with clients to understand financial priorities.
  • Connecting clients to solutions that meet their financial goals.

Skills

Cash handling
Client engagement
Problem solving
Critical thinking
Weekend availability

Education

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

Job description

  • Engaging clients in the lobby to educate and assist with transactions
  • Processing cash transactions accurately and efficiently
  • Having deep conversations with clients to understand financial priorities
  • Connecting clients to solutions that meet their financial goals
Requirements
  • 1+ years of experience in financial services
  • Experience with cash handling
  • Bachelor’s Degree or business-relevant Associate’s Degree
  • Strong critical thinking and problem-solving skills
  • Ability to work weekends and/or extended hours
Core Competencies

Demonstrates expertise in client engagement and financial services, with a strong focus on cash handling and problem-solving. Capable of understanding client needs and connecting them to appropriate financial solutions.

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