Relationship Banker

Jobtailor; San Clemente (CA); On-site; USD 40,000 - 62,000; Full time

Job summary

Jobtailor in California is seeking a client-focused financial services associate to engage clients in the lobby, educate them on mobile/online banking, and assist with transactions.

You will process cash, build relationships, and connect clients with solutions to meet their financial goals while complying with laws and driving the client experience.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Effective collaboration and relationship-building skills.
• Passion, commitment, and drive to improve clients’ financial lives.
• Ability to identify client solutions based on needs.
• Effective and confident communication; comfortable engaging all clients.
• Ability to learn and adapt to new information and technology platforms.
• Ability to educate clients on ATM, online banking, and mobile banking self-service transactions.
• Strong critical thinking and problem-solving skills.
• Ability to follow processes and guidelines and comply with applicable laws and regulations.
• Efficient time and capacity management.
• Ability to work weekends and/or extended hours, including at any financial center within a reasonable commuting distance.
• Experience in financial services and knowledge of financial services products and solutions (desired).
• One year of successful sales experience in a salary-plus-incentive environment with individual sales goals (desired).
• Six months of cash handling experience (desired).
• Bachelor's Degree or business-relevant Associate’s Degree in business management, business administration, or finance (desired).

Responsibilities

• Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines and comply with applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Effective Communication

Sales Experience

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Job description

• Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes and guidelines and comply with applicable laws and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
• Effective collaboration and relationship-building skills
• Passion, commitment, and drive to improve clients’ financial lives
• Ability to identify client solutions based on needs
• Effective and confident communication; comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Ability to educate clients on ATM, online banking, and mobile banking self-service transactions
• Strong critical thinking and problem-solving skills
• Ability to follow processes and guidelines and comply with applicable laws and regulations
• Efficient time and capacity management
• Ability to work weekends and/or extended hours, including at any financial center within a reasonable commuting distance
• Experience in financial services and knowledge of financial services products and solutions (desired)
• One year of successful sales experience in a salary-plus-incentive environment with individual sales goals (desired)
• Six months of cash handling experience (desired)
• Bachelor's Degree or business-relevant Associate’s Degree in business management, business administration, or finance (desired)

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify client needs and provide tailored financial solutions.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Effective Communication
• Sales Experience

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing
• Mobile Banking Education
• Online Banking Education
• ATM Self-Service Education
• Financial Products Knowledge

Soft Skills

• Relationship Building
• Collaboration
• Critical Thinking
• Problem Solving
• Time Management

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
• Sales Goals
• Operational Excellence
• Risk Culture
• Client Experience