Relationship Banker

Jobtailor; Charleston (SC); On-site; USD 30,000 - 42,000; Full time

Job summary

Jobtailor in Charleston, SC seeks a customer-focused Teller to educate clients in the lobby, handle cash transactions, and discuss financial priorities. You will connect clients to appropriate banking solutions and help meet their financial goals while maintaining strong risk and process discipline.

The role emphasizes relationship building, adherence to guidelines, and effective communication. Weekend/extended hours availability is required by the job, with a background in financial services

Qualifications

• Enthusiastic, highly motivated self-starter.
• Collaborates effectively to get things done.
• Confident in identifying solutions for clients based on needs.
• Experience in financial services recommended.
• Able to work weekends and extended hours.
• 1 year of sales experience.
• 6 months of cash handling experience.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Accurately process cash transactions for clients.
• Have deep conversations with clients about financial priorities.
• Connect clients to solutions that meet financial goals.
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Cash handling

Financial needs assessment

Client engagement

Operational excellence

Traffic management

Education

Bachelor's Degree

Associate's Degree

Job description

• Engage clients in the lobby to educate and assist with transactions
• Accurately process cash transactions for clients
• Have deep conversations with clients about financial priorities
• Connect clients to solutions that meet financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

Requirements

• Is an enthusiastic, highly motivated self-starter
• Collaborates effectively to get things done
• Displays passion and commitment to deliver an experience for clients
• Confident in identifying solutions for clients based on their needs
• Communicates effectively and confidently
• Ability to learn and adapt to new information and technology platforms
• Strong critical thinking and problem-solving skills
• Must be able to work weekends and/or extended hours
• Experience in financial services and knowledge of financial services industry
• One year of demonstrated successful sales experience
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree

Core Competencies

Demonstrates expertise in cash handling and financial services, with a strong ability to engage clients and identify tailored solutions to meet their financial goals. Exhibits effective communication and collaboration skills to enhance the client experience and drive operational excellence.

Highest-signal resume keywords

• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Client Relationship Management
• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Financial Priorities Assessment
• Operational Excellence Execution
• Client Solutions Identification
• Traffic Management

Soft Skills

• Enthusiastic Self-Starter
• Effective Communication
• Collaboration
• Problem-Solving
• Adaptability

Certifications & Qualifications

• Bachelor's Degree
• Associate's Degree

Industry Keywords

• Financial Services
• Client Experience
• Risk Culture
• Sales
• Client Engagement