Relationship Banker

Jobtailor; Richmond (VA); On-site; USD 34,000 - 52,000; Full time

Job summary

Jobtailor in Richmond, VA seeks a client education and cash handling specialist to support customers in our branch. You will engage clients in the lobby to explain mobile banking and available resources, and you will process cash transactions accurately.

The role requires knowledge of financial services, a bachelor’s or related associate degree, and at least six months of cash handling plus one year of sales experience in a salary-plus incentive environment.

Qualifications

• 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 about mobile banking and other resources.
• Accurately processing cash transactions.
• Having deep conversations with clients for better financial solutions.
• Following established processes and guidelines.

Skills

Client Education

Effective Communication

Sales Experience

Education

Bachelor's Degree or related Associate’s Degree in Business/Finance

Tools

Cash Transactions Processing

Financial Solutions Knowledge

Sales Goal Achievement

Job description

• Engaging clients in the lobby to educate about mobile banking and other resources


• Accurately processing cash transactions


• Having deep conversations with clients for better financial solutions


• Following established processes and guidelines

Requirements

• 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 expertise in financial services, including knowledge of industry products and solutions, while effectively engaging clients to provide tailored financial solutions. Proven ability to process cash transactions accurately and achieve individual sales goals in a performance-driven environment.

Highest-signal resume keywords

• Financial Services Experience


• Sales Experience


• Cash Handling


• Bachelor's Degree


• Client Engagement

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing


• Financial Solutions Knowledge


• Sales Goal Achievement

Soft Skills

• Client Education


• Effective Communication

Industry Keywords

• Financial Services Industry


• Business Management


• Business Administration


• Finance