Relationship Banker

Jobtailor; Norwich (CT); On-site; USD 42,000 - 62,000; Full time

Job summary

Jobtailor in Norwich, CT seeks a proactive financial-service professional to engage clients, educate them on mobile/online banking and ATM self-service, and process cash with precision. You will explore client needs, connect them with appropriate financial solutions, and uphold risk and regulatory standards.

Ideal candidates bring sales experience, strong communication, and the ability to travel between centers.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Effective collaboration and relationship-building skills.
• Passion, commitment and drive to improve clients' financial lives.
• Ability to identify client solutions based on needs.
• Effective and confident communication skills.
• Ability to learn and adapt to new information and technology platforms.
• Ability to educate clients on ATM, online banking, and mobile banking self-service technologies.
• Strong critical thinking and problem-solving skills.
• Ability to follow established processes, guidelines, laws, and regulations.
• Efficient time and capacity management.
• Must be able to work weekends and/or extended hours.
• Must be able to travel to any financial center location within a reasonable distance.
• Experience in financial services and knowledge of financial services products and solutions (desired).
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (desired).
• Six months of cash handling experience (desired).
• Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
• First-shift availability
• 40 hours per week

Responsibilities

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct 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 pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes and guidelines while complying with applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Skills

Client engagement

Sales experience

Effective communication

Time management

Critical thinking

Education

High School Diploma or GED

Tools

Cash handling

ATM

Mobile banking education

Online banking education

Job description

• Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct 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 pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes and guidelines while complying with applicable laws and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Effective collaboration and relationship-building skills
• Passion, commitment and drive to improve clients' financial lives
• Ability to identify client solutions based on needs
• Effective and confident communication skills
• Ability to learn and adapt to new information and technology platforms
• Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
• Strong critical thinking and problem-solving skills
• Ability to follow established processes, guidelines, laws, and regulations
• Efficient time and capacity management
• Must be able to work weekends and/or extended hours
• Must be able to travel to any financial center location within a reasonable distance
• Experience in financial services and knowledge of financial services products and solutions (desired)
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (desired)
• Six months of cash handling experience (desired)
• Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
• First-shift availability
• 40 hours per week

Core Competencies

Demonstrates strong client engagement and relationship-building capabilities while effectively educating clients on financial services and self-service technologies. Possesses critical thinking and problem-solving skills to identify client solutions and drive operational excellence.

Highest-signal resume keywords

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

Hard Skills

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

Soft Skills

• Collaboration Skills
• Critical Thinking
• Problem-Solving Skills
• Time Management
• Motivation

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Financial Services
• Operational Excellence
• Risk Culture
• Client Experience
• Sales Goals