Relationship Banker

Jobtailor; Suffolk (VA); On-site; USD 32,000 - 45,000; Full time

Job summary

Jobtailor in Suffolk, VA is seeking a Banking Service Associate to engage clients in the lobby, educating them on self-service resources such as mobile banking, online banking, or ATM, and assisting with transactions.

You will accurately process cash transactions, conduct in-depth conversations to understand financial goals, and connect clients to solutions while ensuring compliance with applicable laws and bank policies.

Qualifications

• Demonstrated ability to educate clients on self-service banking options.
• Strong ethics and compliance; follow bank guidelines and laws.
• Excellent time management and ability to handle multiple tasks.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking resources.
• Accurately and efficiently process cash transactions for clients.
• Have in-depth conversations to understand financial goals and connect clients to suitable solutions.

Skills

Client engagement

Self-Service banking education

Relationship building

Time management

Communication

Tools

ATM Operations

Mobile Banking

Online Banking

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

• 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

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

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords

• Client Engagement
• Self-Service Banking Education
• Critical Thinking
• Relationship Building
• Time Management

ATS Optimization Keywords

Hard Skills

• Cash Transaction Processing
• Mobile Banking
• Online Banking
• ATM Operations

Soft Skills

• Enthusiasm
• Motivation
• Communication
• Adaptability
• Collaboration

Industry Keywords

• Financial Goals
• Client Solutions
• Compliance
• Financial Services