Relationship Banker

Jobtailor; Colleyville (TX); On-site; USD 32,000 - 52,000; Full time

Job summary

Jobtailor is seeking a motivated Bank Client Advisor in Colleyville, Texas. You will engage clients in the lobby, educate them on self-service options, and help them complete transactions while delivering a premier client experience. You will handle cash, build relationships, and guide clients to financial solutions.

The role emphasizes compliance, time management, and the ability to work weekends or extended hours as needed. Bilingual Spanish skills are required.

Qualifications

• Enthusiastic, self-starter with strong work ethic and focus on results.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Identify solutions for new and existing clients based on needs.
• Communicates effectively and confidently with all clients.
• Ability to learn and adapt to new information and platforms.
• Educates clients on self-service banking (ATM/online/mobile).
• Strong critical thinking to meet client needs and comply with regulations.
• Follow established processes to act in the client's and bank's best interests.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately process cash transactions.
• Develop in-depth knowledge of clients' financial goals and connect to solutions.
• Support risk culture and operational excellence.
• Build relationships to meet financial needs.
• Follow processes and comply with laws and regulations.

Skills

Client relations

Communication

Sales oriented

Bilingual Spanish

Self-motivation

Time management

Adaptability

Problem solving

Learning new tech

Education

Bachelor’s degree or business-related associate degree

Job description

Responsibilities

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
• 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 and 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.
• Can be flexible to work weekends and/or extended hours as needed.
• 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.
• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
• Bilingual Skills in Spanish (written and verbal)