Relationship Banker

Jobtailor; Duarte (CA); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Duarte, CA seeks a client‑facing banking associate to educate customers on mobile and online banking, assist with transactions, and connect clients to suitable financial solutions. You will handle cash tasks and support an excellent client experience in a compliant, in‑office environment.

Ideal candidates have a High School Diploma or GED, strong communication skills, and the ability to build relationships. Weekend/evening availability is a plus.

Qualifications

• High School Diploma or GED required.
• Sales experience in a salary+incentive environment preferred.
• Cash handling experience preferred.
• Ability to educate clients on self-service technologies (ATM, online/mobile).
• Flexible to work weekends and extended hours as needed.
• Bachelor's or business-related degree desired.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Accurately and efficiently process cash transactions.
• Build relationships to meet financial needs.
• Connect clients to solutions that meet financial goals.
• Educate clients on self-service banking technologies.
• Follow laws, regulations, and bank processes.

Skills

Client Engagement

Cash Handling

Sales Experience

Communication

Time Management

Problem-Solving

Relationship Building

Adaptability

Team Collaboration

Work Ethic

Education

High School Diploma

GED

Bachelor's Degree

Associate’s Degree

Tools

Mobile Banking

Online Banking

ATM

Job description

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines and comply with applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities
• Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

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 client solutions based on 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 and guidelines while adhering to applicable laws and regulations
• Efficient time and capacity management
• Flexibility to work weekends and/or extended hours as needed
• FDIC/loan Originator hiring restrictions apply
• 40 hours per week
• Ability to work in an in-office culture
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance is desired
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals is desired
• Six months of cash handling experience is desired
• Experience in financial services and knowledge of financial services industry, products and solutions is desired

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Possesses critical thinking and problem-solving abilities to meet client needs and drive operational excellence in a financial services environment.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Effective Communication Skills

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Financial Needs Assessment
• Self-Service Technology Education
• Time Management
• Problem-Solving

Soft Skills

• Relationship Building
• Collaboration
• Motivation
• Adaptability
• Work Ethic

Certifications & Qualifications

• High School Diploma
• GED
• Bachelor's Degree
• Associate’s Degree

Industry Keywords

• Financial Services
• Sales Goals
• Risk Culture
• Operational Excellence
• Compliance

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM