Relationship Banker: Client Advocate & Financial Solutions

Jobtailor; Silver Spring (MD); On-site; USD 32,000 - 48,000; Full time

Job summary

Jobtailor in the United States seeks a client-focused associate to educate and assist clients with self-service banking options. You will accurately handle cash transactions, engage with clients in the lobby, and uncover financial solutions that meet their goals.

The role requires being a self-starter, able to learn new platforms, work weekends, and build strong relationships while following bank processes.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic.
• Collaborates effectively to build relationships.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions for clients based on their needs.
• Communicates effectively and confidently with all clients.
• Learns and adapts to new information and technology platforms.
• Educates clients on self-service banking transactions.
• Applies critical thinking and problem-solving to meet needs.
• Follows established processes and guidelines to act in clients' and bank's best interest.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client's best interest.
• Willing to work weekends and/or extended hours.

Responsibilities

• Engaging clients in the lobby to educate and assist with self-service resources.
• Accurately and efficiently processing cash transactions for clients.
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities.
• Connecting clients to solutions that meet their financial goals.

Skills

Client engagement

Cash transaction processing

Financial solutions identification

Critical thinking

Effective communication

Adaptability

Time management

Enthusiasm

Motivation

Relationship building

Job description

Jobtailor in the United States seeks a client-focused associate to educate and assist clients with self-service banking options. You will accurately handle cash transactions, engage with clients in the lobby, and uncover financial solutions that meet their goals.

The role requires being a self-starter, able to learn new platforms, work weekends, and build strong relationships while following bank processes.