Relationship Banker

Jobtailor; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

Jobtailor in Houston connects clients with tailored financial solutions in a lobby setting. The role focuses on educating clients, guiding them to self-service options, and processing cash transactions with accuracy and efficiency.

You will engage clients to understand their needs, offer solutions aligned with financial goals, and meet individual sales goals in a salary plus incentive environment. A Bachelor’s degree or business-related associate degree is required.

Qualifications

• Experience in financial services and knowledge of the industry.
• One year of sales experience in a salary plus incentive environment.
• Six months of cash handling experience.
• Bachelor’s degree or business-related associate degree.

Responsibilities

• Educate and assist clients, guiding them to self-service resources.
• Process cash transactions accurately and efficiently.
• Engage clients in conversations to connect them with financial solutions that meet goals.

Skills

Financial services knowledge

Communication skills

Client engagement

Cash handling

Sales experience

Education

Bachelor’s degree

Business-related associate degree

Tools

Cash handling tools

Job description

Responsibilities

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
• Accurately and efficiently processing cash transactions for clients as needed.
• Having deep conversations with clients to connect them to solutions that meet their financial goals.

Requirements

• 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 degree such as business management, business administration, or finance.

Core Competencies

Demonstrates expertise in financial services, including cash handling and client engagement, while effectively achieving individual sales goals. Possesses strong communication skills to connect clients with tailored financial solutions.