Relationship Banker

Jobtailor; Lakeway (TX); On-site; USD 38,000 - 48,000; Full time

Job summary

Jobtailor in the United States seeks a customer-oriented financial services professional to assist clients in the lobby with self-service options such as mobile and online banking and ATMs.

You will process cash transactions accurately and discuss clients' financial priorities to connect them with suitable solutions. Bilingual Spanish is highly desired, with experience in financial services and a track record in sales.

Qualifications

• Bachelor's degree or business-related associate degree in relevant field.
• 1+ year of sales experience in a salary-plus-incentive environment with individual targets.
• Six months of cash handling experience.
• Experience in financial services industry and knowledge of products and solutions.

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.
• Have in-depth conversations with clients to uncover financial priorities and connect them to suitable solutions.

Skills

Bilingual - Spanish

Financial services knowledge

Sales experience

Cash handling

Education

Bachelor's degree or business-related associate degree (business management/finance)

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 their financial and life priorities and connecting them to solutions that meet their financial goals.

Requirements

• Bilingual – Spanish highly desired
• 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.