Relationship Banker

Jobtailor; Village of Patchogue (NY); On-site; USD 38,000 - 46,000; Full time

Job summary

Jobtailor in Patchogue, NY seeks a client-focused teller to educate and assist clients with transactions via mobile/online banking, ATM and self-service tools, while delivering a seamless client experience.

Responsibilities include cash handling, engaging clients to understand goals, connecting to banking solutions, and complying with laws and risk culture; weekend hours may be required.

Qualifications

• High School Diploma or GED required.
• Strong work ethic with a results focus.
• Ability to build and nurture client relationships.
• Confident identifying solutions for client needs.
• Effective communication; comfortable with all clients.
• Ability to learn new information and technology platforms.
• Experience in financial services preferred.
• One year of sales experience in a salary plus incentive environment preferred.
• Six months cash handling experience preferred.
• Ability to work weekends and/or extended hours as needed.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their 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
• Follow established processes, guidelines, laws, and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Skills

Client Engagement

Cash Handling

Financial Services Knowledge

Sales Experience

Communication Skills

Education

High School Diploma

GED

Bachelor's Degree (preferred) or business-related Associate Degree

Tools

Mobile Banking

Online Banking

ATM Technologies

Job description

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, ATM, and other self-service resources
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to understand their 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
• Follow established processes, guidelines, laws, and regulations
• Grow business knowledge and network by partnering with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Requirements

• High School Diploma / GED / Secondary School or equivalent
• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results
• Ability to collaborate effectively and build and nurture strong relationships
• Passion, commitment and drive to deliver an experience that improves clients' financial lives
• Confidence identifying solutions for new and existing clients based on their needs
• Effective and confident communication; comfortable engaging all clients
• Ability to learn and adapt to new information and technology platforms
• Confidence educating clients on ATM, online banking, and mobile banking self-service technologies
• Strong critical thinking and problem-solving skills
• Ability to follow established processes and guidelines while adhering to applicable laws and regulations
• Efficient time and capacity management
• Results-focused while acting in the best interest of the client
• Flexibility to work weekends and/or extended hours as needed
• Experience in financial services and knowledge of financial services industry, products and solutions preferred
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
• Six months of cash handling experience preferred
• Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance preferred

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively managing cash transactions and adhering to established processes and regulations. Possesses a solid understanding of financial services and the ability to educate clients on self-service banking technologies.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

• Cash Transactions
• Financial Services Industry Knowledge
• Sales Techniques
• Problem-Solving
• Time Management

Soft Skills

• Relationship Building
• Collaboration
• Adaptability
• Enthusiasm
• Results-Focused

Certifications & Qualifications

• High School Diploma
• GED

Industry Keywords

• Financial Goals
• Operational Excellence
• Risk Culture
• Self-Service Resources
• Client Experience

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM Technologies