Relationship Banker

Jobtailor; Fishers (IN); On-site; USD 29,000 - 36,000; Full time

Job summary

Jobtailor in Fishers, Indiana seeks a Banking Associate to educate clients on self-service options (mobile/online banking, ATM) and to process cash transactions accurately. You will build relationships and understand clients' financial goals, connecting them with suitable solutions while meeting regulatory requirements.

You will collaborate with lending and investment experts, manage center traffic and appointments, and drive an exceptional client experience through proactive outreach and

Qualifications

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
• Collaborates effectively to get things done and builds strong client relationships.
• Demonstrates passion and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for clients based on their needs.
• Communicates effectively with all clients and adapts to new information and platforms.
• Has knowledge of self-service banking technologies and how to educate clients about them.
• Adheres to laws and internal guidelines in daily activities.
• Manages time and capacity efficiently and focuses on results.

Responsibilities

• Engages clients in the lobby to educate and assist with self-service resources.
• Accurately and efficiently process cash transactions for clients.
• Develops deep conversations to understand financial goals and connect clients to solutions.
• Builds relationships to meet financial needs and drives the client experience.
• Follows established processes and regulatory guidelines in daily activities.
• Grows knowledge by partnering with experts in lending and investments.
• Manages center traffic, appointments, and outbound calls.

Skills

Client Engagement

Cash Handling

Sales Experience

Regulatory Knowledge

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

ATM Operations

Mobile Banking

Online Banking

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.
• Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
• Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
• 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
• Experience in financial services and knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
• Six months of cash handling experience
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Core Competencies

Demonstrates expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while adhering to regulatory guidelines. Possesses strong problem-solving skills and a results-oriented mindset to meet clients' financial needs.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Self-Service Banking Technologies
• Mobile Banking
• Online Banking
• ATM Operations
• Sales Techniques
• Financial Products Knowledge
• Regulatory Compliance
• Time Management
• Problem-Solving

Soft Skills

• Relationship Building
• Effective Communication
• Adaptability
• Motivation
• Collaboration

Certifications & Qualifications

• Bachelor's Degree
• Associate's Degree in Business Management
• Associate's Degree in Business Administration
• Associate's Degree in Finance

Industry Keywords

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