Relationship Banker

Jobtailor; Midlothian (TX); On-site; USD 32,000 - 46,000; Full time

Job summary

Jobtailor is hiring in Texas for a customer-focused banking role. You will engage clients in the lobby, assist with self-service resources, and process cash transactions efficiently.

You will learn to identify clients’ financial goals and connect them with suitable banking solutions while delivering a positive client experience. Ideal candidates have a degree or equivalent business-related education and prior cash handling or sales experience, with comfort using self-service banking tools such

Qualifications

• Bachelor's Degree or business-related Associate's Degree, as applicable.
• Demonstrated sales experience in a salary plus incentive environment with individual goals.
• Six months of cash handling experience.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources.
• Accurately process cash transactions for clients as needed.
• Deeply converse with clients to understand financial goals and connect to solutions.

Skills

Client Engagement

Cash Handling Experience

Financial Services Knowledge

Sales Experience

Self-Service Tech Education

Education

Bachelor's Degree or business-related Associate's Degree

Tools

ATM

Mobile Banking

Online Banking

Job description

Key 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

• 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' needsWill 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
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance
• 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 strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. 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
• Sales Experience
• Self-Service Technology Education

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Self-Service Banking Technologies
• Financial Products Knowledge
• Sales Techniques
• Time Management

Soft Skills

• Effective Communication
• Relationship Building
• Critical Thinking
• Adaptability
• Motivation

Industry Keywords

• Financial Services
• Client Solutions
• Sales Goals
• Business Management
• Business Administration
• Finance

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM