Relationship Banker

Jobtailor; Columbus (OH); On-site; USD 28,000 - 38,000; Full time

Job summary

Jobtailor in Columbus, OH is seeking a customer-facing role in financial services. You will engage clients, educate them on self-service resources, and process cash transactions with accuracy.

The position emphasizes understanding clients’ financial and life priorities and connecting them to suitable solutions while upholding risk culture and operational excellence.

Qualifications

• Experience in financial services and knowledge of the industry, products and solutions.
• One year of 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.

Responsibilities

• 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 their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Managing financial center traffic, appointments, and outbound calls effectively

Skills

Financial services experience

Cash handling experience

Sales experience

Client engagement

Operational excellence

Education

Bachelor's degree

Associate’s Degree in Business Management

Associate’s Degree in Business Administration

Associate’s Degree in Finance

Tools

Cash Transactions Processing

Sales Goal Achievement

Financial Products Knowledge

Client Solutions Connection

Risk Culture Execution

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 their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Managing financial center traffic, appointments, and outbound calls effectively

Requirements

• Experience in financial services and knowledge of the 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’s Degree such as business management, business administration or finance

Core Competencies

Demonstrates expertise in financial services, including cash handling and client engagement, while effectively connecting clients to financial solutions that align with their goals. Proven ability to manage client interactions and sales processes in a fast-paced environment.

Highest-signal resume keywords

• Financial Services Experience
• Cash Handling Experience
• Sales Experience
• Client Engagement
• Operational Excellence

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Sales Goal Achievement
• Financial Products Knowledge
• Client Solutions Connection
• Risk Culture Execution

Soft Skills

• Client Communication
• Interpersonal Skills
• Problem Solving

Certifications & Qualifications

• Bachelor's Degree
• Associate's Degree in Business Management
• Associate's Degree in Business Administration
• Associate's Degree in Finance

Industry Keywords

• Financial Services Industry
• Client Priorities
• Operational Excellence
• Self-Service Resources
• Financial Goals