Relationship Banker, Bilingual Spanish

Jobtailor; Clifton (NJ); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in New Jersey seeks a bilingual Spanish-speaking client service associate for our branch network. You will educate clients, process cash transactions, and connect customers to banking solutions while upholding risk and compliance standards.

You will handle cash, manage center traffic, schedule appointments, and pursue sales goals in a salary-plus incentive environment. Strong communication and problem-solving skills are essential.

Qualifications

• Bilingual in Spanish preferred; strong communication skills.
• High school diploma or GED required; further education a plus.
• Able to work weekends and extended hours as needed.
• Willing to travel to financial center locations within reasonable distance.
• Experience with cash handling and financial services is beneficial.

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
• Conduct deep conversations to understand clients’ 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
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Skills

Bilingual Spanish

Cash Handling Experience

Sales Experience

Financial Services Knowledge

Effective Communication Skills

Education

High School Diploma or GED

Associate's Degree

Bachelor's Degree in Business/Finance

Tools

Mobile Banking

Online Banking

ATM Services

Self-Service Resources

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
• Conduct deep conversations to understand clients’ 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
• Partner 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 required
• High School Diploma / GED / Secondary School or equivalent
• Must be able to work weekends and/or extended hours
• Must be able to travel to any financial center location within a reasonable distance
• Ability to learn and adapt to new information and technology platforms
• Strong critical thinking and problem-solving skills
• Effective and confident communication skills
• Six months of cash handling experience (desired)
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals (desired)
• Experience in financial services and knowledge of financial services industry, products and solutions (desired)
• Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance (desired)

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively managing cash transactions and adhering to financial regulations. Proficient in understanding clients' financial needs and connecting them to appropriate solutions.

Highest-signal resume keywords

• Bilingual Spanish
• Cash Handling Experience
• Sales Experience
• Financial Services Knowledge
• Effective Communication Skills

Hard Skills

• Cash Transactions Processing
• Financial Needs Assessment
• Sales Goal Achievement
• Risk Culture Execution
• Operational Excellence

Soft Skills

• Critical Thinking
• Problem-Solving
• Client Relationship Management
• Adaptability
• Effective Communication

Certifications & Qualifications

• High School Diploma
• GED
• Associate's Degree
• Bachelor's Degree

Industry Keywords

• Financial Services
• Client Experience
• Sales Environment
• Financial Products
• Regulatory Compliance

Tools & Technologies

• Mobile Banking
• Online Banking
• ATM Services
• Self-Service Resources