Relationship Banker

Ascendo Resources; Town of Florida (NY); On-site; USD 40,000 - 55,000; Full time

Benefits offered by this job

Comprehensive health, dental, and vision insurance

Company sponsored retirement savings program

Paid time off and leave policies

Tuition assistance

Job summary

A forward-thinking financial institution in the Town of Florida is seeking a driven individual for a banking role. The ideal candidate must be bilingual in English and Spanish, with over 3 years of retail banking or high volume cash handling experience. Responsibilities include providing exceptional client service, processing financial transactions, and exploring new business opportunities. The position offers comprehensive health benefits, a competitive salary, and support for professional development.

Qualifications

• Must be fully bilingual with the ability to read, write, and speak professionally in English and Spanish.
• 3+ years of relevant experience within a retail banking or high volume cash handling environment.
• Proven track record of understanding sales techniques and meeting performance metrics.
• High school diploma or equivalent; strong computer skills.
• Excellent verbal and written communication with a client-first mindset.

Responsibilities

• Provide exceptional service to incoming and existing clients while resolving inquiries.
• Process financial transactions accurately, including deposits and withdrawals.
• Identify and cultivate new business opportunities through sales initiatives.
• Adhere to banking regulations and security procedures.
• Collaborate within a team to support branch goals and operations.
• Engage in consultative conversations to recommend financial products.

Skills

Bilingual (English and Spanish)

Retail banking experience

Sales techniques understanding

Excellent communication

Teamwork

Education

High school diploma or equivalent

Tools

General office software

Job description

Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking institution that is on an upward trajectory and deeply committed to the professional growth of its team. This is a fantastic role for a driven individual looking to advance their career within a supportive and energetic environment. The ideal professional will possess 3+ years of dedicated experience in retail banking or cash handling, along with full fluency in English and Spanish to effectively serve a diverse client base.

Responsibilities

• Provide exceptional service to incoming and existing clients while resolving inquiries with a focus on satisfaction.
• Process a variety of financial transactions accurately, including deposits, withdrawals, and balancing cash drawers in accordance with operational standards.
• Identify and cultivate new business opportunities by actively participating in sales initiatives and lead generation.
• Maintain strict adherence to banking regulations and security procedures to ensure the safety of branch assets and client data.
• Collaborate effectively within a team setting to support branch goals and assist management with daily operations.
• Engage in consultative conversations to recommend appropriate financial products and services that meet client needs.

Qualifications

• Must be fully bilingual with the ability to read, write, and speak professionally in English and Spanish.
• 3+ years of relevant experience within a retail banking or high volume cash handling environment.
• Proven track record of understanding sales techniques and meeting performance metrics.
• High school diploma or an equivalent level of education is required.
• Strong proficiency with general office software and the ability to learn new systems quickly.
• Excellent verbal and written communication skills with a client first mentality.
• Comprehensive health, dental, and vision insurance plans.
• Company sponsored retirement savings program with employer contribution.
• Paid time off and leave policies.
• Competitive base salary combined with variable compensation potential.
• Support for professional development and tuition assistance.
• Coverage for life and disability insurance.

ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.