Relationship Banker

Jobtailor

Denville (NJ)

On-site

USD 35,000 - 45,000

Full time

14 days+

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Job summary

Jobtailor is seeking a client-focused Financial Center Associate to educate clients on mobile, online, and ATM transactions while handling cash with accuracy.

You will build relationships, identify suitable solutions, and collaborate with lending and investment experts to meet clients' needs, all while following regulatory guidelines and delivering exceptional service.

Qualifications

Self-starter with strong work ethic and results focus.
Effective collaboration and relationship-building abilities.
Confidence identifying solutions for clients.
Ability to learn new information and technology platforms.
Ability to work weekends or extended hours.
Six months of cash-handling experience preferred.
One year of sales experience in a salary-plus-incentive environment preferred.
High School Diploma or GED required; Bachelor's degree preferred.

Responsibilities

Educate and assist clients with mobile, online, and ATM transactions in the lobby.
Process cash transactions accurately and efficiently.
Build client relationships to meet financial needs.
Connect clients with lending, investment, and small business experts.
Drive the client experience and ensure regulatory compliance.
Manage center traffic, appointments, and outbound calls.
Follow established processes, laws, and regulations.

Skills

Client Engagement

Relationship Building

Effective Communication

Critical Thinking

Problem Solving

Time Management

Adaptability

Education

High School Diploma

GED

Associate’s Degree

Bachelor's Degree

Tools

Cash Transactions

Mobile Banking

Online Banking

ATM Transactions

Financial Products Knowledge

Job description

Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATMs
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 client relationships to meet financial needs
Follow established processes, guidelines, laws, and regulations
Partner with small business, lending, and investment experts
Manage financial center traffic, appointments, and outbound calls
Drive the client experience
Manage cash responsibilities

Requirements

Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
Effective collaboration and relationship-building abilities
Passion, commitment, and drive to improve clients’ financial lives
Confidence identifying solutions for new and existing clients
Effective and confident communication skills
Ability to learn and adapt to new information and technology platforms
Ability to educate clients on ATM, online banking, and mobile banking transactions
Strong critical thinking and problem-solving skills
Ability to follow established processes, guidelines, laws, and regulations
Efficient time and capacity management
Ability to work weekends and/or extended hours
Ability to work at any financial center location within a reasonable distance
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
High School Diploma / GED / Secondary School or equivalent required
Bachelor's Degree or business-relevant Associate’s Degree preferred

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services products, mobile banking, and cash transactions. Exhibits critical thinking, problem-solving abilities, and a commitment to operational excellence within established guidelines and regulations.

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