Relationship Banker

Jobtailor; Dumfries (VA); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor is seeking a Customer Service Representative at one of our financial centers. You will engage clients in the lobby, educate them on mobile, online, and ATM self-service, and accurately process cash transactions.

You will conduct in-depth conversations to understand clients' financial needs, connect them to solutions, uphold risk culture and regulatory compliance, and grow knowledge with collaboration from specialists.

Qualifications

• High School Diploma or GED or equivalent.
• Strong work ethic with results focus.
• Ability to build and nurture relationships.
• Desire to improve clients' financial lives.
• Confidence identifying client solutions based on needs.
• Effective communication with all clients.
• Ability to learn new information and platforms.
• Ability to educate clients on ATM/online/mobile banking.
• Strong critical thinking and problem-solving skills.
• Follow processes, guidelines, laws, and regulations.
• Time and capacity management skills.
• Ability to work weekends or extended hours.
• May be scheduled at multiple financial centers within distance.
• Experience in financial services and knowledge of products is desired.
• Sales experience in a salary-plus incentive environment is desired.
• Six months of cash handling experience is desired.
• Bachelor's or business-relevant Associate's degree is desired.

Responsibilities

• 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.
• Conduct deep conversations to understand clients' 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 while adhering to 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.

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Effective Communication

Education

High School Diploma

GED

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
• Conduct deep conversations to understand clients' 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 while adhering to 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

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Collaborates effectively to build and nurture strong relationships
• Passion, commitment, and drive to improve clients' financial lives
• Confidence identifying solutions for new and existing clients based on their needs
• Effective and confident communication; comfortable engaging all clients
• 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
• Ability to work weekends and/or extended hours
• May be scheduled at any financial center location within a reasonable distance
• Desired: experience in financial services and knowledge of financial services products and solutions
• Desired: one year of successful sales experience in a salary plus incentive environment with individual sales goals
• Desired: six months of cash handling experience
• Desired: 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 educating clients on financial services and self-service technologies. Possesses critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals.

Highest-signal resume keywords

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

Hard Skills

• Cash Transaction Processing
• Financial Services Products Knowledge
• ATM Technology Education
• Online Banking Education
• Mobile Banking Education

Soft Skills

• Relationship Building
• Critical Thinking
• Problem-Solving
• Time Management
• Self-Motivation

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Financial Services
• Operational Excellence
• Risk Culture
• Sales Goals
• Client Experience