Relationship Banker: Client-Centric Financial Advisor

Jobtailor; Folsom (CA); On-site; USD 36,000 - 47,000; Full time

Job summary

Jobtailor is seeking a client-focused Financial Services Associate to help educate clients about mobile and online banking, assist with cash transactions, and identify solutions that align with personal financial goals.

Responsibilities include managing center traffic, handling cash, and partnering with specialists in lending and investments while maintaining regulatory compliance and a superior client experience.

Qualifications

• Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance
• FDIC hiring restrictions apply
• Desired: financial services experience and industry knowledge
• Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals
• Desired: six months of cash handling experience
• Desired: Bachelor’s Degree or business-relevant Associate’s Degree

Responsibilities

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Hold deep conversations to understand clients’ financial and life priorities
• Connect clients with 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
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities
• Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs

Skills

Client Engagement

Cash Handling

Sales Experience

Regulatory Compliance

Financial Services Experience

Effective Communication

Education

Bachelor’s Degree or business-relevant Associate’s Degree

High School Diploma

GED

Job description

Jobtailor is seeking a client-focused Financial Services Associate to help educate clients about mobile and online banking, assist with cash transactions, and identify solutions that align with personal financial goals.

Responsibilities include managing center traffic, handling cash, and partnering with specialists in lending and investments while maintaining regulatory compliance and a superior client experience.