Relationship Banker

Jobtailor; Speedway (IN); On-site; USD 20,664 - 27,552; Full time

Job summary

Jobtailor in Speedway, IN seeks a client-focused banking associate to educate clients on self-service banking, process cash transactions, and build relationships to meet financial goals. The role emphasizes risk culture, compliance, and outstanding client experiences.

Candidates should have cash handling experience, strong communication, and the ability to work weekends or extended hours across a nearby financial center. Prior sales exposure is a plus.

Qualifications

• Bachelor's Degree or business-relevant Associate’s Degree required.
• Experience in financial services and cash handling preferred, with a focus on client service.
• Sales experience in a salary plus incentive environment helps achieve goals.

Responsibilities

• Educate and assist clients with self-service banking options.
• Process cash transactions accurately and efficiently.
• Build relationships to identify solutions meeting financial goals.
• Engage in risk-aware, compliant service delivery.
• Manage center traffic, appointments, and outbound calls.

Skills

Client Engagement

Cash Handling

Self-Service Banking

Financial Needs Assessment

Time Management

Effective Communication

Relationship Building

Adaptability

Education

Bachelor's Degree or business-relevant Associate’s Degree in business/finance

Tools

Mobile Banking

Online Banking

ATM

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, acting in the best interest of the client
• 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
• 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 strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Critical Thinking

ATS Optimization Keywords

Hard Skills

• Cash Transaction Processing
• Self-Service Banking Technologies
• Financial Needs Assessment
• Operational Excellence
• Time Management

Soft Skills

• Effective Communication
• Relationship Building
• Enthusiasm
• Motivation
• Adaptability

Industry Keywords

• Financial Services
• Sales Goals
• Business Management
• Business Administration
• Finance

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM