Relationship Banker

Jobtailor; Lutherville (MD); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor in Maryland is seeking a customer service professional to engage clients in the lobby, educate them on transactions, and connect them with banking solutions.

You will process cash transactions accurately, build relationships, and uphold the bank's risk culture while focusing on operational excellence in a fast-paced environment. Weekend or extended hours may be required.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Collaborates effectively to get things done.
• Passion, commitment, and drive to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions based on clients' needs.
• Effective communication with all clients.
• Ability to learn and adapt to new information and technology platforms.
• Confidence in educating clients on banking transactions through self-service technologies.
• Strong critical thinking and problem-solving skills.
• Efficient time and capacity management.
• Focus on results while acting in the best interest of the client.
• Must be able to work weekends and/or extended hours.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to gain knowledge of their financial priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines in daily activities
• Grow business knowledge and network by partnering with experts

Skills

Client Engagement

Cash Transaction Processing

Effective Communication

Critical Thinking

Time Management

Tools

Self-Service Technology Education

Job description

• Engage clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to gain knowledge of their financial priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines in daily activities
• Grow business knowledge and network by partnering with experts

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic
• Collaborates effectively to get things done
• Passion, commitment, and drive to deliver an experience that improves clients' financial lives
• Confident in identifying solutions based on clients' needs
• Effective communication with all clients
• Ability to learn and adapt to new information and technology platforms
• Confidence in educating clients on banking transactions through self-service technologies
• Strong critical thinking and problem-solving skills
• Efficient time and capacity management
• Focus on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively processing transactions and educating clients on banking solutions. Exhibits critical thinking, problem-solving abilities, and a commitment to operational excellence in a fast-paced environment.

Highest-signal resume keywords

• Client Engagement
• Cash Transaction Processing
• Effective Communication
• Critical Thinking
• Time Management

Hard Skills

• Cash Transaction Processing
• Self-Service Technology Education
• Financial Needs Assessment

Soft Skills

• Enthusiastic Self-Starter
• Collaboration
• Problem-Solving
• Adaptability
• Client Relationship Building

Industry Keywords

• Banking Transactions
• Operational Excellence
• Risk Culture
• Financial Goals
• Business Knowledge