Relationship Banker: Client Advocate & Banking Solutions

Jobtailor; Apex (NC); On-site; USD 32,000 - 42,000; Full time

Job summary

Jobtailor in Apex, NC is seeking a customer-centric teller to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will listen to financial goals and connect customers with suitable banking solutions.

The role emphasizes a compliant, service-driven mindset, ability to work weekends, and strong communication. You will use ATM, online and mobile banking tools to help clients perform routine tasks efficiently.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Delivers an experience that improves clients' financial lives with passion and drive.
• Confident in identifying solutions for new and existing clients based on their needs.
• Communicates effectively and confidently with all clients; learns new information quickly.
• Able to learn and adapt to new information and technology platforms.
• Educates clients on self-service banking (ATM, online banking, mobile banking).
• Applies critical thinking and problem-solving to meet clients' needs.
• Follows established processes and laws to act in the bank's best interest.

Responsibilities

• Engage clients in the lobby to educate and assist with self-service resources (mobile, online banking, ATM).
• Accurately and efficiently processing cash transactions for clients as needed.
• Have deep conversations to understand financial goals and connect clients to suitable solutions.

Skills

Enthusiasm

Motivation

Communication

Adaptability

Collaboration

Time management

Client education

Problem solving

Compliance focus

Tools

Cash Transaction Processing

Mobile Banking

Online Banking

ATM Operations

Job description

Jobtailor in Apex, NC is seeking a customer-centric teller to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will listen to financial goals and connect customers with suitable banking solutions.

The role emphasizes a compliant, service-driven mindset, ability to work weekends, and strong communication. You will use ATM, online and mobile banking tools to help clients perform routine tasks efficiently.