Relationship Banker

Jobtailor; Phoenixville (Chester County); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Phoenixville, PA seeks a customer-focused banker to engage clients in the lobby, educate and assist with self-service channels, and process cash transactions. You will build relationships to meet clients’ financial needs while following all laws and regulations.

Expect to collaborate with lending and investments experts and manage center traffic and calls to drive a superior client experience. You should be an enthusiastic self-starter with strong work ethic, capable of learning new

Qualifications

• Enthusiastic, highly motivated self-starter with strong work ethic and results focus.
• Collaborates effectively to get things done and builds strong relationships.
• Able to deliver an experience that improves clients' financial lives.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively with all clients and adapts to new information/technology.

Responsibilities

• Engage clients in lobby to educate and assist with self-service banking (mobile/online/ATM).
• Accurately and efficiently process cash transactions.
• Have deep conversations to understand clients' financial and life priorities.
• Connect clients to solutions meeting their financial goals.
• Uphold risk culture and operational excellence; follow laws and regulations.
• Build relationships to meet financial needs of clients.
• Follow processes and guidelines in daily activities.
• Grow business knowledge by partnering with experts in small business, lending, and investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience.

Skills

Client engagement

Relationship building

Self-service banking

Critical thinking

Problem solving

Time management

Weekend availability

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 their 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

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• 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

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to identify solutions that align with clients' financial goals and needs.