Relationship Banker

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

Job summary

Jobtailor in the United States (Virginia) seeks a client-focused associate to guide customers in the lobby, educate on self-service banking, and help complete transactions using mobile, online banking, or ATM platforms. This role emphasizes building trust and delivering financial solutions that align with clients' goals.

The ideal candidate brings cash-handling experience, a college degree or related training, and a proven ability to sell through daily interactions, while learning new

Qualifications

• Self-motivated, strong work ethic with client focus
• Builds and nurtures relationships to help clients
• Passion and drive to improve clients' financial lives
• Learns and adapts to new information and technology platforms
• Experience in financial services and knowledge of products/solutions
• 1 year of sales experience in a salary plus incentive environment
• 6 months of cash handling experience
• Bachelor's Degree or business-related Associate’s Degree

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources (mobile/online banking, ATM)
• Accurately and efficiently process cash transactions for clients
• Develop deep conversations to understand financial goals and connect clients to solutions

Skills

Client engagement

Cash handling

Sales experience

Self-service education

Time management

Communication

Education

Bachelor's Degree or relevant Associate’s Degree

Tools

Mobile Banking

Online Banking

ATM

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 and connecting clients to solutions that meet the financial goals

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 strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Self-Service Technology Education

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Self-Service Banking Technologies
• Financial Products Knowledge
• Sales Techniques
• Time Management

Soft Skills

• Effective Communication
• Relationship Building
• Critical Thinking
• Problem Solving
• Motivation

Industry Keywords

• Financial Services
• Client Solutions
• Sales Goals
• Business Management
• Business Administration
• Finance

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM