Relationship Banker, Bilingual Spanish

Jobtailor; Bell (CA); On-site; USD 42,000 - 56,000; Full time

Job summary

Jobtailor is seeking a customer-focused financial center associate in California to engage clients in the lobby and assist with mobile and online banking, as well as ATM transactions.

The role emphasizes building client relationships, identifying financial solutions, and delivering an exceptional client experience while complying with laws and bank policies.

Qualifications

• Bilingual Spanish language is required.
• Must be able to work weekends and/or extended hours.
• Enthusiastic, highly motivated self-starter with a strong work ethic and results focus.
• Effective collaboration and relationship-building skills.
• Ability to identify solutions for clients based on their needs.
• Experience in financial services and knowledge of financial products.
• One year of sales experience in a salary plus incentive environment.
• Six months of cash handling experience.
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, or ATM.
• Accurately and efficiently process cash transactions for clients as needed.
• Connect clients to solutions that meet their financial goals.
• Drive the client experience and grow relationships at the center.
• Follow established processes and regulatory guidelines.
• Manage center traffic, appointments, and outbound calls.

Skills

Bilingual Spanish Language

Cash Handling Experience

Sales Experience in Financial Services

Customer Service Skills

Education

Bachelor's Degree or Business-Relevant Associate’s Degree

Job description

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, or ATM


• Accurately and efficiently process cash transactions for clients as needed


• Conduct 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 and guidelines while adhering to applicable 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

• Bilingual Spanish Language


• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance


• Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results


• Effective collaboration and relationship-building skills


• Ability to identify solutions for new and existing clients based on their needs


• Effective and confident communication skills; comfortable engaging all clients


• Ability to learn and adapt to new information and technology platforms


• Ability to educate clients on self-service technologies such as ATM, online banking, and mobile banking


• Strong critical thinking and problem-solving skills


• Ability to follow established processes and guidelines and comply with applicable laws and regulations


• Efficient time and capacity management


• 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 financial solutions and self-service technologies. Possesses critical thinking and problem-solving abilities to meet client needs and drive operational excellence.

Highest-signal resume keywords

• Bilingual Spanish Language


• Cash Handling Experience


• Sales Experience in Financial Services


• Bachelor's Degree or Business-Relevant Associate’s Degree


• Knowledge of Financial Services Industry

Hard Skills

• Cash Transaction Processing


• Financial Services Knowledge


• Sales Skills


• Self-Service Technology Education


• Time Management

Soft Skills

• Effective Communication


• Relationship-Building


• Collaboration


• Critical Thinking


• Problem-Solving

Industry Keywords

• Financial Center Operations


• Client Experience


• Risk Culture


• Operational Excellence


• Compliance with Laws and Regulations

Tools & Technologies

• Mobile Banking


• Online Banking


• ATM