Relationship Banker

Jobtailor; North Plainfield (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor seeks a client-focused Financial Center Associate to guide in-branch clients through transactions, educate on self-service banking, and deliver exceptional service.

You will build relationships, identify solutions, and collaborate with teams to meet financial goals while complying with laws and risk controls.

Qualifications

• Enthusiastic, self-starter with strong work ethic and results focus.
• Effectively collaborates to get things done, building and nurturing strong relationships
• Confident in educating clients on self-service banking and new technology platforms
• Ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Follows established processes and guidelines while adhering to laws and regulations
• Willing to work weekends and/or extended hours at various centers within reasonable distance
• Desire for experience in financial services and knowledge of products and solutions
• One year of sales experience in salary+incentive environment with individual goals
• Six months of cash handling experience
• Bachelor's Degree or related degree in business

Responsibilities

• This job is responsible for 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 their financial and life priorities and connecting them to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet their 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

Skills

Client engagement

Sales mindset

Financial knowledge

Communication

Adaptability

Cash handling

Self-service banking

Time management

Problem solving

Regulatory awareness

Education

Bachelor's or business-related associate’s degree such as business management, business administration or finance

Job description

The responsibilities for this role include:

• This job is responsible for 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 their financial and life priorities and connecting them to solutions that meet their financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet their 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

• Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Effectively collaborates to get things done, building and nurturing strong relationships
• Passionate, committed, and driven to deliver an experience that improves our clients' financial lives
• Confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., 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
• Desired Qualifications: 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 technologies while adhering to regulatory guidelines. Possesses strong problem‑solving skills and a results‑oriented mindset to meet clients' financial needs.