Relationship Banker

Jobtailor; Mesa (AZ); On-site; USD 34,000 - 46,000; Full time

Job summary

Jobtailor in Mesa, AZ is seeking a customer-focused banking professional to engage clients in the lobby, educate them on self-service resources, and assist with everyday transactions.

The role emphasizes cash handling, relationship-building, and guiding clients to financial solutions while complying with laws and bank processes.

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and focus on results.
• Collaborates effectively and builds strong relationships.
• Passion, commitment, and drive to improve clients' financial lives.
• Ability to identify solutions for new and existing clients based on their needs.
• Effective and confident communication skills.
• Ability to engage all clients.
• Ability to learn and adapt to new information and technology platforms.
• Ability to educate clients on ATM, online banking, and mobile banking transactions.
• Strong critical thinking and problem-solving skills.
• Ability to follow established processes and guidelines and comply with laws and regulations.
• Efficient time and capacity management.
• Ability to work weekends and/or extended hours.
• May be scheduled at any financial center within a reasonable distance.
• Experience in financial services and knowledge of financial services products and solutions preferred.
• One year of successful sales experience in a salary-plus-incentive environment with individual sales goals preferred.
• Six months of cash handling experience preferred.

Responsibilities

• Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs.
• Assist clients with conducting banking transactions
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their financial and life 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, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Effective Communication

Sales Experience

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Job description

• Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs
• Assist clients with conducting banking transactions
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their financial and life 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, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with strong work ethic and focus on results
• Collaborates effectively and builds strong relationships
• Passion, commitment, and drive to improve clients' financial lives
• Ability to identify solutions for new and existing clients based on their needs
• Effective and confident communication skills
• Ability to engage all clients
• Ability to learn and adapt to new information and technology platforms
• Ability to educate clients on ATM, online banking, and mobile banking transactions
• Strong critical thinking and problem-solving skills
• Ability to follow established processes and guidelines and comply with laws and regulations
• Efficient time and capacity management
• Ability to work weekends and/or extended hours
• May be scheduled at any financial center within a reasonable distance
• Experience in financial services and knowledge of financial services products and solutions preferred
• One year of successful sales experience in a salary-plus-incentive environment with individual sales goals preferred
• Six months of cash handling experience preferred
• Bachelor's degree or business-relevant Associate’s Degree such as business management, business administration, or finance preferred

Core Competencies

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

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Effective Communication Skills
• Sales Experience

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Mobile Banking Education
• Online Banking Education
• ATM Transactions Education
• Financial Services Products Knowledge

Soft Skills

• Relationship Building
• Critical Thinking
• Problem-Solving
• Time Management
• Adaptability

Certifications & Qualifications

• Bachelor's Degree
• Associate's Degree in Business Management
• Associate's Degree in Business Administration
• Associate's Degree in Finance

Industry Keywords

• Banking Transactions
• Risk Culture
• Operational Excellence
• Sales Goals
• Financial Center Management