Relationship Banker: Client Solutions & Self-Service

Jobtailor; Concord (NH); On-site; USD 36,000 - 42,000; Full time

Job summary

Jobtailor is seeking a motivated client-facing associate to educate clients in the lobby and guide them to self-service banking platforms such as mobile, online banking and ATM.

You will handle cash transactions, build relationships, and understand clients' financial goals to connect them with suitable solutions, including weekends and extended hours at various centers.

Qualifications

• Enthusiastic self-starter with a strong work ethic and results focus.
• Collaborates effectively to build relationships.
• Passion and drive to improve clients' financial lives.
• Confident in identifying solutions for client needs.
• Effective communicator comfortable engaging all clients.
• Learns and adapts to new information and platforms.
• Educates clients on self-service banking transactions.
• Applies critical thinking to meet client needs.
• Follows processes and complies with laws and regulations.
• Efficient time and capacity management.
• Willing to work weekends/extended hours across centers.

Responsibilities

• Educate and assist clients in lobby to use self-service resources.
• Process cash transactions accurately and efficiently.
• Engage in conversations to understand clients' financial goals and connect them to solutions.

Skills

Client Engagement

Self-Service Banking Education

Critical Thinking

Relationship Building

Time Management

Enthusiasm

Motivation

Communication

Adaptability

Collaboration

Tools

Cash Transaction Processing

Mobile Banking

Online Banking

ATM Operations

Job description

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals

Requirements

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for new and existing clients based on their needs
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Efficiently manages time and capacity
• Focuses on results while acting in the best interest of the client
• Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to identify and connect clients with financial solutions that align with their goals.

Highest-signal resume keywords

• Client Engagement
• Self-Service Banking Education
• Critical Thinking
• Relationship Building
• Time Management

ATS Optimization Keywords

Hard Skills

• Cash Transaction Processing
• Mobile Banking
• Online Banking
• ATM Operations

Soft Skills

• Enthusiasm
• Motivation
• Communication
• Adaptability
• Collaboration

Industry Keywords

• Financial Goals
• Client Solutions
• Compliance
• Financial Services