Relationship Banker

Jobtailor; Rosedale (NY); On-site; USD 40,000 - 50,000; Full time

Job summary

Jobtailor in New York is seeking a client-focused banking professional to engage clients in lobby activities, educate on self-service banking, and process cash transactions. The role emphasizes building relationships, understanding life goals, and connecting clients to financial solutions.

You’ll work with a team to ensure operational excellence, comply with laws and regulations, and support growth through collaboration with experts in small business, lending, and investments.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done and builds strong relationships.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking (ATM, online, mobile).
• Applies critical thinking and problem-solving to meet client needs.
• Follows established processes and regulations daily.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client’s best interest.
• Willing to work weekends and/or extended hours at various locations.

Responsibilities

• Engaging clients in the lobby to educate and assist with transactions via self-service resources (mobile, online, ATM).
• Accurately and efficiently processing cash transactions as needed.
• Having in-depth conversations to understand clients' financial goals and connecting them to solutions.
• Executing risk culture and striving for operational excellence.
• Building relationships to meet clients' financial needs.
• Adhering to laws and regulations in daily activities.
• Growing business knowledge by partnering with experts in small business, lending, and investments.
• Managing center traffic, appointments, and outbound calls.
• Driving the client experience.
• Managing cash responsibilities.

Skills

Client Engagement

Cash Transaction Processing

Self-Service Banking Education

Relationship Building

Critical Thinking

Effective Communication

Collaboration

Problem-Solving

Time Management

Enthusiasm

Tools

ATM Operations

Mobile Banking Platforms

Online Banking Platforms

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


• 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


• Managing cash responsibilities

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 meet clients' financial needs while adhering to established processes and regulations.

Highest-signal resume keywords

• Client Engagement


• Cash Transaction Processing


• Self-Service Banking Education


• Relationship Building


• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Cash Transaction Processing


• Self-Service Banking


• Mobile Banking


• Online Banking


• ATM Operations

Soft Skills

• Effective Communication


• Collaboration


• Problem-Solving


• Time Management


• Enthusiasm

Industry Keywords

• Financial Services


• Operational Excellence


• Risk Culture


• Client Experience


• Compliance