Relationship Banker

Jobtailor; Dearborn (MO); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor is seeking a customer-focused banking professional to engage clients in a retail financial center, educate them on self-service options, and process cash transactions efficiently. The role includes building client relationships, identifying suitable financial solutions, and ensuring compliance with regulatory guidelines.

Responsibilities include driving the client experience, managing branch traffic, and coordinating appointments and outreach.

Qualifications

• Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance
• Demonstrates strong client engagement and sales skills
• Experience in financial services and knowledge of financial products and solutions
• Ability to educate clients on self-service banking technologies (ATM, online/mobile banking)
• Strong time management and adherence to regulatory guidelines

Responsibilities

• Engages clients in the lobby to educate and assist with transactions via self-service resources.
• Accurately and efficiently processing cash transactions for clients.
• Builds relationships to meet financial needs and connects clients to suitable solutions.
• Follows processes and guidelines, complying with laws and regulations.
• Drives the client experience and manages cash responsibilities.
• Manages center traffic, appointments, and outbound calls effectively.

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Sales Experience

Critical Thinking

Education

Bachelor's Degree or related Associate’s Degree (Business/Finance)

Tools

Cash Transactions Processing

Self-Service Banking Technologies

Mobile/Online Banking

ATM Knowledge

Job description

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.


• 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 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 mindset 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


• Financial Products Knowledge


• Sales Techniques


• Time Management

Soft Skills

• Relationship Building


• Effective Communication


• Adaptability


• Collaboration


• Problem-Solving

Industry Keywords

• Financial Services


• Operational Excellence


• Risk Culture


• Client Experience


• Business Management

Tools & Technologies

• Mobile Banking


• Online Banking


• ATM