Relationship Banker

Jobtailor; Commack (NY); On-site; USD 40,000 - 48,000; Full time

Job summary

Jobtailor in New York seeks a client service associate at our financial center to engage customers in the lobby, educate them on self-service resources, and assist with transactions through mobile, online, or ATM.

You will handle cash, build relationships, and guide clients toward financial solutions while following bank policies and regulatory requirements; weekend availability may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results orientation.
• Collaborates effectively to build and nurture client relationships.
• Confident in identifying solutions for new and existing clients based on their needs.
• Strong communication and adaptability to learn new information and technology platforms.
• Experience in financial services and knowledge of financial products and solutions.
• Bachelor's Degree or relevant Associate’s Degree in business/finance.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking resources.
• Process cash transactions accurately and efficiently for clients as needed.
• Conduct in-depth conversations to understand clients' financial goals and connect them to solutions.
• Execute the bank's risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Follow established processes and guidelines, adhering to laws and regulations.
• Grow knowledge by partnering with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience and manage cash responsibilities.

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Sales Experience

Critical Thinking

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

Self-Service Tech

Mobile Banking

Online Banking

ATM Operations

Job description

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.


• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.


• Job expectations include 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’s Degree such as business management, business administration or finance.

Core Competencies

Demonstrates expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while adhering to regulatory guidelines. Possesses strong problem-solving skills and a results-oriented approach to meet clients' financial needs.

Highest-signal resume keywords

• Client Engagement


• Cash Handling Experience


• Financial Services Knowledge


• Sales Experience


• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing


• Self-Service Banking Technologies


• Mobile Banking


• Online Banking


• ATM Operations


• Sales Techniques


• Financial Products Knowledge


• Time Management


• Operational Excellence


• Regulatory Compliance

Soft Skills

• Relationship Building


• Effective Communication


• Problem-Solving


• 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

• Financial Services


• Client Experience


• Sales Goals


• Risk Culture


• Business Knowledge