Relationship Banker: Elevate Client Banking & Solutions

United States Digital Space LLC; Basking Ridge (NJ); On-site; USD 34,000 - 36,000; Full time

Benefits offered by this job

Benefits eligible

Paid time off

Job summary

The bank is hiring for a front-line customer service role in New Jersey, focused on educating clients and guiding them through self-service banking options. You will perform cash transactions, build client relationships, and connect customers with appropriate financial solutions.

Responsibilities include handling center traffic, following compliant processes, and meeting regulatory requirements while delivering a positive client experience.

Qualifications

• Minimum Education: High School Diploma or equivalent.
• Desired: Bachelor's Degree or business-related Associate's Degree.
• Strong communication and customer-service skills required.
• Experience in financial services is a plus.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Business Acumen

Client Focus

Oral Communications

Problem Solving

Account Management

Client Experience Branding

Client Management

Client Solutions Advisory

Relationship Building

Business Development

Pipeline Management

Prospecting

Referral Identification

Referral Management

Education

High School Diploma / GED / Secondary School or equivalent

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

Job description

The bank is hiring for a front-line customer service role in New Jersey, focused on educating clients and guiding them through self-service banking options. You will perform cash transactions, build client relationships, and connect customers with appropriate financial solutions.

Responsibilities include handling center traffic, following compliant processes, and meeting regulatory requirements while delivering a positive client experience.