Relationship Banker

Jobtailor; Sarasota (FL); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor is seeking a client-focused professional in Sarasota to educate clients and assist with self-service transactions in a bank-like lobby environment.

The role requires strong cash-handling skills and the ability to drive sales while understanding clients' financial goals and life priorities. A degree in finance or a related field is preferred, with a business-focused associate acceptable.

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 and assist with conducting transactions through self-service resources.
• Accurately and efficiently processing cash transactions for clients.
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities.

Skills

Financial services experience

Cash handling experience

Sales experience

Client engagement

Education

Bachelor's Degree in Finance

Associate Degree in Business Administration or similar

Job description

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities

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 understand their financial priorities. Proven ability to process cash transactions accurately and achieve individual sales goals in a competitive environment.

Highest-signal resume keywords

• Financial Services Experience
• Cash Handling Experience
• Sales Experience
• Bachelor's Degree in Finance
• Client Engagement

ATS Optimization Keywords

Hard Skills

• Cash Transaction Processing
• Sales Goal Achievement
• Financial Product Knowledge
• Client Education
• Self-Service Resource Assistance

Soft Skills

• Client Relationship Building
• Effective Communication
• Problem Solving

Industry Keywords

• Financial Services Industry
• Business Management
• Business Administration
• Incentive Environment