Relationship Banker

Jobtailor; Stamford (CT); On-site; USD 42,000 - 60,000; Full time

Job summary

Jobtailor in Stamford, CT is seeking a finance-focused client advisor to engage clients in the lobby, educate them on transactions, and process cash activities. The role requires connecting clients with suitable financial solutions while maintaining regulatory compliance.

The ideal candidate has proven sales experience, strong communication, and knowledge of financial products, with a Bachelor’s or related Associate degree.

Qualifications

• Experience in financial services required.
• Knowledge of financial services industry, products and solutions.
• Bachelor's Degree or business-relevant Associate’s Degree required.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions.
• Process cash transactions for clients.
• Make deep conversations to connect clients with solutions.
• Follow established processes and guidelines adhering to laws and regulations.
• Manage financial center traffic, appointments, and outbound calls.

Skills

Sales Experience

Client Engagement

Cash Handling

Communication

Relationship Building

Problem Solving

Regulatory Compliance

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Job description

• Engaging clients in the lobby to educate and assist with transactions
• Processing cash transactions for clients
• Having deep conversations to connect clients with solutions
• Following established processes and guidelines adhering to laws and regulations
• Managing financial center traffic, appointments, and outbound calls

Requirements

• Experience in financial services
• Knowledge of financial services industry, products and solutions
• One year of demonstrated successful sales experience in a salary plus incentive environment
• 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 cash handling and client engagement, while adhering to regulatory guidelines. Proven ability to connect clients with appropriate financial solutions through effective communication and sales strategies.

Highest-signal resume keywords

• Financial Services Experience
• Cash Handling Experience
• Sales Experience
• Client Engagement
• Regulatory Compliance

ATS Optimization Keywords

Hard Skills

• Cash Transactions
• Financial Products Knowledge
• Sales Strategies
• Client Solutions
• Process Adherence

Soft Skills

• Communication
• Relationship Building
• Problem Solving

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 Industry
• Client Transactions
• Financial Solutions
• Sales Environment
• Appointment Management