Relationship Banker

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

Job summary

Jobtailor is seeking a customer-focused banking associate in Florida to assist clients with self-service options and cash transactions. You will educate clients on online and mobile banking, guide them through ATM use, and help them achieve financial goals.

The role emphasizes relationship-building, effective communication, and a strong work ethic, with weekend or extended hours as needed. Join a team dedicated to delivering exemplary client experiences in a retail banking environment.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done, building and nurturing relationships.
• Passion and drive to improve clients' financial lives.
• Able to identify solutions for new and existing clients based on their needs.
• Confident in communicating and engaging all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM, online or mobile).
• Applies critical thinking to meet clients' needs.
• Follows established processes to comply with laws and regulations.
• Manages time and capacity efficiently.
• Willing to work weekends or extended hours across locations.
• Experience in financial services and knowledge of products.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions.
• Accurately and efficiently process cash transactions for clients.
• Build relationships with clients to understand and meet financial needs.
• Connect clients to solutions that align with their financial goals.
• Drive the client experience and operational excellence.
• Manage cash responsibilities and center traffic, appointments, and calls.

Skills

Client engagement

Relationship building

Effective communication

Time management

Problem-solving

Adaptability

Sales experience

Education

Bachelor's degree or business-related Associate’s degree

Tools

Mobile Banking

Online Banking

ATM

Job description

• 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 strives 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 strong client engagement and relationship‑building skills while effectively educating clients on self‑service banking technologies. Possesses a solid understanding of financial services, products, and solutions, with a focus on delivering results that align with clients' financial goals.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Self-Service Banking Technologies
• Financial Products Knowledge
• Sales Techniques
• Operational Excellence

Soft Skills

• Effective Communication
• Relationship Building
• Problem-Solving
• Time Management
• Adaptability

Industry Keywords

• Financial Services
• Client Experience
• Risk Culture
• Compliance
• Business Management

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM