Relationship Banker

Jobtailor

Danbury (CT)

On-site

USD 42,000 - 60,000

Full time

5 days ago

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Job summary

Jobtailor is seeking a client engagement specialist at our Danbury, CT, facility to educate customers on mobile and online banking, ATM self-service, and related financial tools. You will process cash transactions accurately, build relationships, and help clients identify products that meet their needs.

You will collaborate with experts in lending, investments, and small business services, manage center traffic and calls, and uphold risk and regulatory standards while delivering a superior

Qualifications

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Effective and confident communication skills
Ability to identify solutions for new and existing clients based on their needs
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor's Degree or business-relevant Associate’s Degree preferred

Responsibilities

Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATM self-service resources
Accurately and efficiently process cash transactions
Conduct in-depth conversations to understand clients’ financial and life priorities
Connect clients with solutions that meet their financial goals
Execute the bank’s risk culture and pursue operational excellence
Build relationships with clients to meet financial needs
Follow established processes and guidelines while adhering to applicable laws and regulations
Partner with experts in small business, lending, and investments to grow business knowledge and network
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Skills

Client Engagement

Cash Handling

Mobile Banking

Online Banking

ATM Self-Service

Financial Products Knowledge

Sales Techniques

Time Management

Problem-Solving

Regulatory Compliance

Process Adherence

Relationship Building

Effective Communication

Critical Thinking

Adaptability

Self-Motivation

Education

High School Diploma

GED

Associate’s Degree

Bachelor's Degree

Job description

• Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines while adhering to applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

High School Diploma / GED / Secondary School or equivalent
Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Ability to collaborate effectively and build strong relationships
Effective and confident communication skills
Ability to identify solutions for new and existing clients based on their needs
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Flexibility to work weekends and/or extended hours as needed
Experience in financial services and knowledge of financial services products and solutions preferred
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
Six months of cash handling experience preferred
Bachelor's Degree or business-relevant Associate’s Degree preferred

Core Competencies

Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about mobile banking, online banking, and ATM technologies. Proven ability to build relationships, manage cash transactions, and adhere to regulatory guidelines while driving operational excellence.

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