Relationship Banker

Jobtailor; Cranberry Township (Butler County); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Cranberry Township, PA seeks a customer-focused banking professional to educate clients and assist with self-service transactions via mobile, online banking, and ATM.

The role emphasizes risk culture, operational excellence, relationship-building, and practical cash handling, with sales targets and a flexible schedule including weekends.

Qualifications

• Bachelor's degree or business-related associate degree required.
• One year of demonstrated sales experience in salary-plus incentive environment with individual sales goals.
• Six months of cash handling experience.
• Experience in financial services and knowledge of financial products and solutions.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources (mobile banking, online banking, ATM).
• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, adhering to laws and regulations.
• Grows knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Client Engagement

Cash Handling

Sales Experience

Financial Services Knowledge

Self-Service Technology Education

Transaction Processing

Education

Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Tools

Mobile Banking

Online Banking

ATM

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.
• 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
• 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 strong client engagement and relationship-building skills while effectively managing financial transactions and adhering to regulatory guidelines. Possesses a solid understanding of financial services and the ability to educate clients on self-service banking technologies.

Highest-signal resume keywords

• Client Engagement
• Financial Services Knowledge
• Cash Handling Experience
• Sales Experience
• Problem-Solving Skills

ATS Optimization Keywords

Hard Skills

• Cash Handling
• Sales Experience
• Financial Services Knowledge
• Self-Service Technology Education
• Transaction Processing

Soft Skills

• Relationship Building
• Effective Communication
• Critical Thinking
• Time Management
• Adaptability

Industry Keywords

• Financial Center Operations
• Risk Culture
• Operational Excellence
• Client Experience
• Business Management

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM