Relationship Banker

Jobtailor; Folsom (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Jobtailor is seeking a client-focused Financial Services Associate to help educate clients about mobile and online banking, assist with cash transactions, and identify solutions that align with personal financial goals.

Responsibilities include managing center traffic, handling cash, and partnering with specialists in lending and investments while maintaining regulatory compliance and a superior client experience.

Qualifications

• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
• FDIC hiring restrictions apply
• Desired: financial services experience and industry knowledge
• 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

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Hold deep conversations to understand clients’ financial and life priorities
• Connect clients with 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
• Partner 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

Skills

Client Engagement

Cash Handling

Sales Experience

Regulatory Compliance

Financial Services Experience

Effective Communication

Education

Bachelor’s Degree or business-relevant Associate’s Degree

High School Diploma

GED

Job description

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Hold deep conversations to understand clients’ financial and life priorities
• Connect clients with 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
• Partner 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
• Passion, commitment and drive to improve clients’ financial lives
• Confidence identifying solutions based on client needs
• Effective and confident communication with 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
• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
• FDIC hiring restrictions apply
• Desired: financial services experience and industry knowledge
• 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

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Proficient in cash handling and adhering to regulatory guidelines to ensure operational excellence.

Highest-signal resume keywords

• Client Engagement
• Cash Handling
• Financial Services Experience
• Sales Experience
• Regulatory Compliance

Hard Skills

• Cash Transactions
• Mobile Banking
• Online Banking
• ATM Technologies
• Financial Solutions

Soft Skills

• Effective Communication
• Critical Thinking
• Problem-Solving
• Collaboration
• Time Management

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

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