Relationship Banker

Jobtailor; Corte Madera (CA); On-site; USD 52,000 - 68,000; Full time

Job summary

Jobtailor in Corte Madera, CA seeks a customer-focused banking associate to engage clients in the lobby, educate them on self-service options, and assist with transactions.

You will build relationships, drive the client experience, handle cash duties, and work weekends as needed while following all laws and bank guidelines to protect clients and the institution.

Qualifications

• Enthusiastic, highly motivated self-starter focused on results.
• Collaborates effectively to build and nurture relationships.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions based on client needs.
• Communicates effectively with all clients and audiences.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking options.
• Applies critical thinking to meet client needs.
• Follows bank processes and laws in daily activities.
• Manages time and capacity efficiently.
• Focuses on results in the client’s best interest.
• Willing to work weekends or extended hours.

Responsibilities

• Engage clients in the lobby to educate and assist with banking via self-service resources.
• Process cash transactions accurately and efficiently.
• Discuss client goals and connect to banking solutions.
• Uphold the bank's risk culture and operational excellence.
• Build relationships to meet clients' financial needs.
• Follow established processes and comply with laws and regulations.
• Grow knowledge by collaborating with specialists in lending and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience and ensure quality service.
• Handle cash responsibilities and related duties.

Skills

Self-motivation

Relationship building

Client-focused service

Communication skills

Adaptability

Tech savvy

Cash handling

Time management

Weekend availability

Job description

Responsibilities

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