Relationship Banker

Jobtailor; Methuen (MA); On-site; USD 42,000 - 52,000; Full time

Job summary

Jobtailor in Methuen, MA seeks a client-focused teller to educate clients in the lobby and assist with self-service transactions. You will handle cash transactions accurately and build strong client relationships to guide them toward appropriate financial solutions.

The role requires engaging conversations to understand financial goals and promote relevant products, with a performance-driven, salary-plus-incentive structure.

Qualifications

• Knowledge of financial services products and solutions.
• 1 year of sales experience in a salary-plus-incentive environment with individual sales goals.
• 6 months of cash handling experience.
• Bachelor's degree or business-relevant associate's degree (e.g., business management, finance).

Responsibilities

• Engage clients in the lobby to educate and assist with transactions via self-service (mobile/online banking or ATM).
• Accurately and efficiently process cash transactions for clients as needed.
• Have in-depth conversations to understand clients' financial goals and connect them to suitable solutions.

Skills

Financial services knowledge

Sales experience

Cash handling

Education

Bachelor's / Associate's degree in business/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 the financial and life priorities and connecting clients to solutions that meet the 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 Associate’s Degree such as business management, business administration or finance.

Core Competencies

Demonstrates expertise in financial services, including client engagement and cash handling, while effectively connecting clients to financial solutions that align with their goals. Proven ability to achieve sales targets in a competitive environment.