Relationship Banker

Jobtailor; Cincinnati (OH); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor is seeking a proactive bank associate in Cincinnati, OH to engage clients, guide them through self-service options, and handle cash transactions with accuracy and care.

You will discuss financial goals with clients, connect them to suitable solutions, and uphold regulatory standards while delivering exceptional service. Weekend and extended hours flexibility is required as needed.

Qualifications

• Demonstrates enthusiasm, motivation, and strong work ethic with a client-first mindset.
• Collaborates effectively to achieve results and build relationships with clients.
• Delivers an experience that improves clients' financial lives and meets needs.
• Identifies solutions for new and existing clients based on their needs.
• Communicates clearly and confidently with clients and colleagues across channels.
• Learns and adapts to new information and technology platforms.
• Educates clients on using self-service banking technologies (ATM, online, mobile).
• Applies critical thinking and problem-solving to client needs while following laws and bank guidelines.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately and efficiently process cash transactions for clients.
• Conduct in-depth conversations to understand clients' financial and life priorities.
• Connect clients to banking solutions that meet their goals.
• Support the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet ongoing financial needs.
• Follow established processes and regulations in daily activities.

Skills

Client Engagement

Cash Handling Experience

Sales Experience

Financial Knowledge

Problem-Solving Skills

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

ATM

Online Banking

Mobile Banking

Job description

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources


• accurately and efficiently processing cash transactions for clients as needed


• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities


• connecting clients to solutions that meet the 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 to do what is right for clients and the bank, adhering to all applicable laws and regulations


• Grows business knowledge and network by partnering with experts in small business, lending, and investments


• Manages financial center traffic, appointments, and outbound calls effectively


• Drives the client experience


• Manages cash responsibilities

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client


• Collaborates effectively to get things done, building and nurturing strong relationships


• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives


• Is confident in identifying solutions for new and existing clients based on their needs


• Communicates effectively and confidently and is comfortable engaging all clients


• Has the ability to learn and adapt to new information and technology platforms


• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)


• Applies strong critical thinking and problem-solving skills to meet clients' needs


• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations


• Efficiently manages time and capacity


• Focuses on results while acting in the best interest of the client


• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance


• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals


• Six months of cash handling experience


• 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. Possesses the ability to educate clients on self-service banking technologies and apply critical thinking to meet financial needs.

Highest-signal resume keywords

• Client Engagement


• Cash Handling Experience


• Sales Experience


• Financial Knowledge


• Problem-Solving Skills

ATS Optimization Keywords

Hard Skills

• Cash Transactions


• Self-Service Banking Technologies


• Sales Techniques


• Financial Solutions
  
• Operational Excellence

Soft Skills

• Relationship Building


• Effective Communication


• Time Management


• Adaptability
  
• Motivation

Certifications & Qualifications

• Bachelor's Degree


• Associate's Degree in Business Management


• Associate's Degree in Business Administration


• Associate's Degree in Finance

Industry Keywords

• Banking Regulations


• Client Experience
  
• Financial Goals


• Risk Culture


• Business Knowledge

Tools & Technologies

• ATM


• Online Banking


• Mobile Banking