Relationship Banker

Jobtailor; Naples (FL); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Naples, FL is seeking a friendly and diligent Teller to engage clients in the lobby, educate them on self-service options, and accurately process cash transactions to support everyday banking needs.

You will build relationships, follow established guidelines, uphold regulatory requirements, and collaborate with experts in lending and investments to connect clients with solutions that meet their financial goals.

Qualifications

• Bachelor's degree or relevant associate degree preferred.
• 1 year of sales experience in a salary-plus-incentive environment with individual sales goals.
• 6 months of cash handling experience.
• Experience in financial services and knowledge of financial products and solutions.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through self-service resources.
• Process cash transactions accurately and efficiently.
• Build relationships to meet clients' financial needs and goals.
• Educate clients on self-service banking alternatives (ATM, online/mobile banking).
• Follow established processes and regulatory guidelines in daily activities.
• Collaborate with experts in small business, lending, and investments to expand client solutions.
• Manage center traffic, appointments, and outbound calls; drive client experience.

Skills

Self-starter

Strong work ethic

Client engagement

Relationship building

Communication

Learn and adapt

Self-service banking education

Critical thinking

Regulatory compliance

Time management

Weekend/extended hours flexibility

Sales experience

Cash handling

Education

Bachelor's Degree or business-relevant Associate’s Degree

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
• Connecting clients to solutions that meet the financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

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
• Must be able to work weekends and/or extended hours, which may include being scheduled at 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 expertise in client engagement and financial services, effectively educating clients on self‑service banking solutions while adhering to regulatory guidelines. Possesses strong problem‑solving skills and a results‑oriented mindset to meet clients' financial needs.