Relationship Banker

Jobtailor; Livermore (CA); On-site; USD 42,000 - 52,000; Full time

Job summary

Jobtailor in Livermore, CA is seeking a Bank Teller who will engage clients in the lobby, educate on self-service options, and assist with transactions. You will process cash transactions accurately and build relationships to identify banking solutions.

Ideal candidates are enthusiastic self-starters with a strong work ethic, comfortable learning new platforms, and able to work flexible hours including weekends.

Qualifications

• 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.
• Can be flexible to work weekends and/or extended hours as needed.

Responsibilities

• Engaging clients in the lobby to educate and assist with self-service resources (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 financial and life priorities and connecting clients to solutions that meet financial goals.

Skills

Client Engagement

Self-Service Banking Education

Critical Thinking

Relationship Building

Time Management

Tools

Cash Transaction Processing

Mobile Banking

Online Banking

ATM Operations

Job description

• 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.
• Can be flexible to work weekends and/or extended hours as needed.

Core Competencies

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

Highest-signal resume keywords

• Client Engagement
• Self-Service Banking Education
• Critical Thinking
• Relationship Building
• Time Management

ATS Optimization Keywords

Hard Skills

Hard Skills

• Cash Transaction Processing
• Mobile Banking
• Online Banking
• ATM Operations

Soft Skills

• Enthusiasm
• Motivation
• Communication
• Adaptability
• Collaboration

Industry Keywords

• Financial Goals
• Client Solutions
• Compliance
• Banking Regulations