Relationship Banker

Jobtailor; Pittsburgh (Allegheny County); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor is seeking a customer-focused financial services professional to educate clients in the lobby and assist with self-service banking options. You will process cash transactions accurately, and engage clients in conversations to uncover needs and deliver suitable solutions.

The role requires prior cash handling and sales experience, along with a degree in business or finance. Excellent communication and relationship-building skills are essential for success in a fast-paced banking

Qualifications

• Enthusiastic self-starter with strong work ethic and results focus.
• Collaborates to build relationships and serve clients.
• Confident in identifying client solutions based on needs.
• Capable of learning new information and technology platforms.
• Educates clients on self-service banking transactions.
• Adheres to laws and bank policies.
• Experience in financial services and knowledge of industry.
• Six months of cash handling experience.
• One year of sales experience in salary plus incentive environment.
• Bachelor's or Associate degree in business/finance.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service transactions (mobile/online banking or ATM).
• Accurately and efficiently process cash transactions for clients.
• Discuss client needs deeply and connect them to suitable financial solutions.

Skills

Client Engagement

Cash Handling

Sales Experience

Self-Service Technology Education

Time Management

Process Adherence

Effective Communication

Relationship Building

Critical Thinking

Problem Solving

Motivation

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

ATM Operations

Mobile Banking

Online Banking

Financial Products Knowledge

Sales Techniques

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 and 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 appropriate 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
• Process Adherence

Soft Skills

• Effective Communication
• Relationship Building
• Critical Thinking
• Problem Solving
• Motivation

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
• Regulatory Compliance