Relationship Banker

Jobtailor; Philadelphia (Philadelphia County); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor in Philadelphia is seeking a client-focused Frontline Banker to educate and assist customers with self-service options, including mobile, online banking, and ATM transactions. You will engage with clients in the lobby and help them complete transactions confidently.

The role requires cash handling experience, a passion for financial education, and the ability to identify solutions that fit clients' goals.

Qualifications

• 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

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

Skills

Client Engagement

Cash Handling Experience

Financial Services Knowledge

Sales Experience

Self-Service Technology Education

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

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

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 critical thinking and problem-solving abilities to identify and connect clients with suitable 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


• Mobile Banking


• Online Banking


• ATM Operations


• Sales Techniques


• Financial Products Knowledge


• Time Management


• Problem-Solving


• Critical Thinking


• Regulatory Compliance

Soft Skills

• Effective Communication


• Relationship Building


• Enthusiasm


• Motivation


• Adaptability

Certifications & Qualifications

• Bachelor's Degree


• Associate's Degree in Business Management


• Associate's Degree in Business Administration


• Associate's Degree in Finance

Industry Keywords

• Financial Services


• Client Solutions


• Sales Goals


• Self-Service Resources


• Client Priorities