Relationship Banker

Jobtailor; Virginia Beach (VA); On-site; USD 42,000 - 52,000; Full time

Job summary

Jobtailor is seeking a customer-focused banking associate in Virginia Beach to educate clients and facilitate self-service banking transactions.

The role involves handling cash, engaging with clients to understand their financial goals, and connecting them with appropriate solutions while ensuring compliance and operational excellence.

Qualifications

• enthusiastic, highly motivated self-starter with strong work ethic and focus on results
• collaborates effectively to build relationships and get things done
• delivers a client-centered experience and identifies solutions based on needs
• confident in educating clients on self-service banking options (ATM, online, mobile)
• learns and adapts to new information and technology platforms
• able to work weekends and/or extended hours across multiple centers when needed
• follows processes and complies with laws and bank regulations
• manages time and capacity efficiently

Responsibilities

• Engage clients in the lobby to educate and assist with self-service channels
• Process cash transactions accurately and efficiently for clients
• Discuss clients' financial goals and connect them to suitable solutions
• Contribute to risk culture and strive for operational excellence
• Build relationships to meet clients' financial needs
• Follow established processes and regulatory guidelines
• Grow knowledge by partnering with experts in small business, lending, and investments
• Manage center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Skills

cash transactions

mobile banking

online banking

ATM transactions

financial solutions

risk management

operational excellence

financial center management

client education

self-service technologies

Job description

Responsibilities

• 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 their financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet financial needs
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Grows business knowledge and network by partnering with experts in small business, lending, and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience
• Manages cash responsibilities

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

Skills

Hard Skills

• cash transactions
• mobile banking
• online banking
• ATM transactions
• financial solutions
• risk management
• operational excellence
• financial center management
• client education
• self-service technologies

Soft Skills

• enthusiastic
• self-starter
• strong work ethic
• results-oriented
• collaboration
• relationship building
• communication
• critical thinking
• problem-solving
• time management