Relationship Banker

Jobtailor; Venice (FL); On-site; USD 36,000 - 48,000; Full time

Job summary

Jobtailor is seeking a client-focused banking associate in Florida to educate clients on self-service tools and to assist with cash transactions. You will build relationships, identify client needs, and connect them with appropriate financial solutions.

The role requires cash handling experience, a background in financial services, and a degree in business or finance. Weekend and extended hours may be required at various centers within a reasonable distance.

Qualifications

• Bachelor’s degree or business-relevant Associate’s degree required.
• Experience in financial services and knowledge of products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment.
• Six months of cash handling experience.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service banking options.
• Process cash transactions accurately and efficiently as needed.
• Discuss clients’ financial goals and connect them to suitable solutions.

Skills

Client Engagement

Cash Handling Experience

Financial Services Knowledge

Sales Experience

Self-Service Technology Education

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

Cash Transactions

Mobile Banking

Online Banking

ATM Operations

Sales Techniques

Financial Products Knowledge

Process Adherence

Time Management

Problem-Solving

Critical Thinking

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

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 financial solutions that align with their goals.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Sales Experience
• Self-Service Technology Education

ATS Optimization Keywords

Hard Skills

• Cash Transactions
• Mobile Banking
• Online Banking
• ATM Operations
• Sales Techniques
• Financial Products Knowledge
• Process Adherence
• Time Management
• Problem-Solving
• Critical Thinking

Soft Skills

• Enthusiasm
• Motivation
• Collaboration
• Communication
• Adaptability

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
• Client Solutions
• Sales Goals
• Incentive Environment
• Regulatory Compliance