Relationship Banker

Jobtailor; Upper Darby (Delaware County); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor is seeking a Banking Associate to engage clients in the lobby and educate them on transactions via mobile, online banking, and ATM self-service resources. You will accurately and efficiently process cash, build relationships to meet financial needs, and connect clients to solutions in lending, investments, and small business.

You must help uphold risk culture and operational excellence, manage center traffic, and handle calls; weekend availability required; HS diploma required.

Qualifications

• High school diploma or equivalent required.
• Bachelor's degree preferred.
• Experience in financial services and cash handling preferred.
• Sales experience in a salary plus incentive environment with individual goals.

Responsibilities

• Engage clients in the lobby and educate them on transactions through mobile banking, online banking, and ATM self-service resources.
• Accurately and efficiently process cash transactions.
• Conduct deep conversations to understand clients’ financial and life priorities.
• Connect clients to solutions that meet their financial goals.
• Execute the bank’s risk culture and strive for operational excellence.
• Build relationships with clients to meet financial needs.
• Partner with experts in small business, lending, and investments.
• Manage financial center traffic, appointments, and outbound calls.
• Drive the client experience.
• Manage cash responsibilities.

Skills

Cash Handling

Customer Service

Sales

Communication

Time Management

Problem Solving

Education

High School Diploma or GED

Associate's Degree

Bachelor's Degree (Desired)

Tools

Mobile Banking Platform

Online Banking Platform

ATM Self-Service System

Job description

• Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Collaborates effectively to build and nurture strong relationships
• Passion, commitment and drive to improve clients’ financial lives
• Confidence identifying solutions for new and existing clients based on their needs
• Effective and confident communication skills
• Ability to learn and adapt to new information and technology platforms
• Ability to educate clients on ATM, online banking, and mobile banking self-service technologies
• Strong critical thinking and problem-solving skills
• Follows established processes and guidelines and applicable laws and regulations
• Efficient time and capacity management
• Must be able to work weekends and/or extended hours
• May be scheduled at any financial center 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
• Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
• Bachelor’s Degree or business-relevant Associate’s Degree is desired

Core Competencies

Demonstrates expertise in client engagement and financial services, with a strong focus on educating clients about mobile banking, online banking, and ATM technologies. Proven ability to build relationships, manage cash transactions, and drive client experience while adhering to operational excellence and risk culture.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Effective Communication Skills

ATS Optimization Keywords

Hard Skills

• Cash Transactions
• Mobile Banking
• Online Banking
• ATM Self-Service
• Financial Products Knowledge
• Sales Goals Achievement
• Time Management
• Problem-Solving
• Critical Thinking

Soft Skills

• Relationship Building
• Enthusiasm
• Motivation
• Collaboration
• Adaptability

Certifications & Qualifications

• High School Diploma
• GED
• Associate's Degree
• Bachelor's Degree (Desired)

Industry Keywords

• Financial Services
• Client Experience
• Risk Culture
• Operational Excellence
• Sales Environment