Relationship Banker

Jobtailor; Fayetteville (NC); On-site; USD 32,000 - 45,000; Full time

Job summary

Jobtailor in Fayetteville, NC is seeking a client engagement specialist who educates customers on self-service banking options and assists with transactions via mobile, online, or ATM. You will build relationships, understand clients' financial needs, and drive an exceptional client experience.

The role requires collaborating with experts in lending, investments, and small business to grow knowledge, while ensuring compliance and smooth cash handling. Weekend/extended hours may be needed.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Collaborates effectively to get things done and build relationships.
• Delivers an experience that improves clients' financial lives and adheres to laws.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service transactions (mobile banking, online banking, ATM).
• Builds relationships with clients to meet financial needs and advises on services.
• Follows established processes and guidelines to do what is right for clients and the bank, compliant with regulations.
• Manages financial center traffic, appointments, and outbound calls to support business needs.
• Drives the client experience and handles cash responsibilities as part of daily operations.

Skills

Client Engagement

Effective Communication

Time Management

Problem-Solving

Relationship Building

Self-Service Banking Education

Tools

Mobile Banking

Online Banking

ATM Transactions

Cash Management

Financial Needs Assessment

Job description

• This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.


• 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


• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Core Competencies

Demonstrates strong client engagement skills through effective communication and education on self-service banking technologies, while adhering to established processes and regulations. Exhibits critical thinking and problem-solving abilities to meet clients' financial needs and enhance their banking experience.

Highest-signal resume keywords

• Client Engagement


• Self-Service Banking Education


• Critical Thinking


• Relationship Building


• Operational Excellence

ATS Optimization Keywords

Hard Skills

• Mobile Banking


• Online Banking


• ATM Transactions


• Cash Management


• Financial Needs Assessment

Soft Skills

• Effective Communication


• Collaboration


• Time Management


• Problem-Solving


• Motivation

Industry Keywords

• Risk Culture


• Financial Center Operations


• Client Experience


• Compliance


• Business Knowledge