Relationship Banker

Jobtailor; Scottsdale (AZ); On-site; USD 38,000 - 48,000; Full time

Job summary

Jobtailor in Scottsdale, AZ is seeking a dedicated client-focused banker who will educate customers on self-service banking options and assist with transactions.

You will build relationships, uncover financial needs, and connect clients with suitable solutions while maintaining strict compliance and delivering strong service in a fast-paced environment. Weekend hours may be required at nearby financial centers.

Qualifications

• Energetic self-starter with strong work ethic and results focus.
• Collaborates effectively and builds relationships.
• Passion, commitment, and drive to improve clients' financial lives.
• Ability to identify solutions for client needs.
• Excellent communication and comfort engaging all clients.
• Capable of learning new information and platforms.
• Educate clients on ATM, online banking, and mobile banking.
• Strong critical thinking and problem-solving skills.
• Follow processes, guidelines, and comply with laws.
• Efficient time and capacity management.
• Willing to work weekends and travel to financial centers nearby.
• Experience in financial services and knowledge of products.
• One year of sales experience in salary-plus incentives.
• Six months cash-handling experience.
• Bachelor’s degree or business-related Associate’s degree (desired).

Responsibilities

• Engage clients in the lobby and educate them on self-service resources.
• Assist clients with transactions through self-service resources.
• Process cash transactions accurately and efficiently.
• Conduct deep conversations to understand financial and life priorities.
• Connect clients with solutions meeting their financial goals.
• Support risk culture and strive for operational excellence.
• Build client relationships to meet financial needs.
• Follow established processes, laws, and regulations.
• Partner with small business, lending, and investment experts.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience.
• Manage cash responsibilities.

Skills

Enthusiasm

Self-motivation

Relationship building

Strong work ethic

Communication skills

Time management

Problem-solving

Adaptability

Team collaboration

Education

Bachelor’s or Associate degree in business/finance

Tools

Mobile Banking

Online Banking

ATMs

Job description

• Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs


• Assist clients with conducting transactions through 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 client relationships to meet financial needs


• Follow established processes, guidelines, laws, and regulations


• Partner with small business, lending, and investment experts


• Manage financial center traffic, appointments, and outbound calls


• Drive the client experience


• Manage cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with strong work ethic and intense focus on results


• Collaborates effectively and builds strong relationships


• Passion, commitment, and drive to improve clients’ financial lives


• Ability to identify solutions for new and existing clients based on their needs


• Effective and confident communication skills


• 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 transactions


• Strong critical thinking and problem-solving skills


• Ability to follow established processes and guidelines and comply with applicable laws and regulations


• Efficient time and capacity management


• Must be able to work weekends and/or extended hours and at financial center locations within a reasonable distance


• Experience in financial services and knowledge of financial services 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 (desired qualification)

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking resources. Possesses a solid understanding of financial services products and solutions, with a focus on achieving individual sales goals and operational excellence.

Highest-signal resume keywords

• Client Engagement


• Cash Handling


• Financial Services Knowledge


• Sales Experience


• Effective Communication

ATS Optimization Keywords

Hard Skills

• Cash Transactions Processing


• Self-Service Banking Education


• Financial Needs Assessment


• Problem-Solving


• Time Management

Soft Skills

• Relationship Building


• Enthusiasm


• Motivation


• Collaboration


• Adaptability

Industry Keywords

• Financial Services


• Sales Goals


• Operational Excellence


• Compliance


• Risk Culture

Tools & Technologies

• Mobile Banking


• Online Banking


• ATMs