Relationship Banker

Jobtailor; Hyattsville (MD); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor in the United States is seeking a client-focused lobby associate to educate customers on self-service resources and assist with transactions.

You will engage clients, handle cash responsibly, and have in-depth conversations to understand their financial and life priorities, connecting them to appropriate product solutions that meet goals.

This role emphasizes client engagement, strong communication, and achievement of sales targets within a salary-plus-incentive environment.

Qualifications

• Experience in financial services and knowledge of financial 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 Associates Degree such as business management, business administration or finance.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources and transactions.
• Accurately and efficiently process cash transactions for clients as needed.
• Having deep conversations with clients to gain in-depth knowledge of financial and life priorities
• Connecting clients to solutions that meet their financial goals

Skills

Cash handling

Sales experience

Financial services knowledge

Financial products knowledge

Client engagement

Client communication

Relationship building

Sales goal achievement

Education

Bachelor's Degree or Business-related Associate Degree

Job description

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 gain in-depth knowledge of financial and life priorities

Connecting clients 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 Associates Degree such as business management, business administration or finance

Core Competencies

Demonstrates expertise in financial services, including knowledge of industry products and solutions, while effectively engaging clients to understand their financial goals. Proven ability to process cash transactions accurately and achieve individual sales targets in a competitive environment.

Highest-signal resume keywords

• Financial Services Experience
• Sales Experience
• Cash Handling
• Bachelor's Degree
• Client Engagement

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Financial Products Knowledge
• Sales Goal Achievement
• Client Solutions Connection

Soft Skills

• Client Communication
• Relationship Building

Industry Keywords

• Financial Services Industry
• Business Management
• Business Administration
• Finance