Relationship Banker

Jobtailor

Worcester (MA)

On-site

USD 32,000 - 42,000

Full time

14 days+

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Job summary

Jobtailor in Worcester, MA is seeking a client engagement associate at our financial center to educate clients on self-service banking options and assist with transactions, including cash handling. You will focus on delivering a seamless client experience while adhering to regulatory guidelines.

The role requires strong communication, relationship-building, and the ability to identify client needs and connect them to banking solutions, with weekend/extended hours as needed.

Qualifications

Enthusiastic, highly motivated self-starter focused on results.
Collaborates effectively and builds strong relationships.
Able to educate clients on self-service banking technologies (ATM, online/mobile).
Follows laws and bank policies to serve clients and the bank.

Responsibilities

Engage clients in the lobby to educate and assist with self-service banking transactions.
Process cash transactions accurately and efficiently.
Build relationships to meet clients' financial needs and goals.
Drive the client experience and manage cash responsibilities.
Coordinate with specialists in small business, lending and investments as needed.

Skills

Client Engagement

Cash Handling

Sales Experience

Problem-Solving

Effective Communication

Relationship Building

Critical Thinking

Adaptability

Motivation

Education

Bachelor's Degree

Associate's Degree in Business Management

Associate's Degree in Business Administration

Associate's Degree in Finance

Tools

Mobile Banking

Online Banking

ATM

Job description

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Key responsibilities include accurately and efficiently processing cash transactions for clients as needed.
Job expectations include 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.
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.
Can be flexible to work weekends and/or extended hours as needed.
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 expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while adhering to regulatory guidelines. Possesses strong problem-solving skills and a results-oriented mindset to meet clients' financial needs.

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