Relationship Banker

Jobtailor; Chicopee (MA); On-site; USD 40,000 - 60,000; Full time

Benefits offered by this job

Flexible scheduling

Job summary

Jobtailor in the United States seeks a Customer Service Teller who will engage clients in the lobby, educate them on self-service options, and process cash transactions with accuracy and care.

You will build relationships to meet clients' financial needs, identify suitable lending and investment solutions, and uphold risk culture and regulatory standards while delivering an exceptional client experience. Weekend availability may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Collaborates effectively to get things done.
• Displays passion and drive to deliver an experience that improves clients’ financial lives.
• Confident in identifying solutions for clients based on their needs.
• Communicates effectively and confidently.
• Learns and adapts to new information and technology platforms.
• Educates clients on banking transactions through self‑service technologies.
• Applies strong critical thinking and problem-solving skills.
• Efficiently manages time and capacity.
• Can be flexible to work weekends and/or extended hours as needed.
• Experience in financial services and knowledge of industry products.
• One year of demonstrated successful sales experience.
• Six months of cash handling experience.

Responsibilities

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to connect them to solutions that meet their financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet their financial needs
• Follows established processes and guidelines to adhere to all laws and regulations
• Grows business knowledge by partnering with experts in lending and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience

Skills

Cash handling

Self-service education

Financial solutions

Time management

Operational excellence

Effective communication

Collaboration

Problem solving

Adaptability

Enthusiasm

Education

Bachelor's Degree

Associate's Degree

Job description

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to connect them to solutions that meet their financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet their financial needs
• Follows established processes and guidelines to adhere to all laws and regulations
• Grows business knowledge by partnering with experts in lending and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic
• Collaborates effectively to get things done
• Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives
• Is confident in identifying solutions for clients based on their needs
• Communicates effectively and confidently
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on banking transactions through self-service technologies
• Applies strong critical thinking and problem-solving skills
• Efficiently manages time and capacity
• Can be flexible to work weekends and/or extended hours as needed
• Experience in financial services and knowledge of industry products
• 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 strong client engagement and relationship-building skills to effectively assist clients with financial transactions and solutions. Possesses a solid understanding of financial services and the ability to educate clients on banking products and self-service technologies.

Hard Skills

• Cash Transactions Processing
• Self-Service Technologies Education
• Financial Solutions Identification
• Time Management
• Operational Excellence

Soft Skills

• Effective Communication
• Collaboration
• Problem-Solving
• Adaptability
• Enthusiasm

Certifications & Qualifications

• Bachelor's Degree
• Associate's Degree

Industry Keywords

• Financial Goals
• Risk Culture
• Client Experience
• Lending
• Investments