Relationship Banker

Jobtailor; Elmont (NY); On-site; USD 42,000 - 52,000; Full time

Job summary

Jobtailor in New York, NY is seeking a customer-focused bank associate to educate clients in the lobby, assist with self-service banking, and facilitate transactions. You will learn and apply new banking platforms while building strong client relationships.

Responsibilities include handling cash, guiding clients through online/mobile banking, and connecting them with financial solutions that fit their needs. Weekend hours and some travel may be required.

Qualifications

• Experience delivering exceptional customer service.
• Ability to explain banking options clearly.
• Comfort with cash handling and transactions.
• Strong communication and relationship-building skills.
• Capability to learn new banking platforms.
• Willingness to work weekends and travel to centers as needed.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources.
• Process cash transactions accurately and efficiently.
• Develop rapport with clients to understand their financial goals.
• Connect clients to solutions that meet their financial needs.
• Support the bank's risk culture and strive for operational excellence.
• Build relationships to meet clients' financial needs.
• Follow established processes and guidelines in daily activities.
• Manage time and capacity effectively.
• Focus on results while acting in the best interest of the client.
• Must be able to work weekends and travel to any financial center location within a reasonable distance.

Skills

Customer service

Communication

Cash handling

Sales

Time management

Problem solving

Attention to detail

Tools

ATM

Online banking

Mobile banking

Job description

Responsibilities

• 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
• Connecting clients to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• 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
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to connect clients with financial solutions that meet their needs.