Relationship Banker: Elevate Client Experience

Jobtailor; Rosedale (NY); On-site; USD 40,000 - 50,000; Full time

Job summary

Jobtailor in New York is seeking a client-focused banking professional to engage clients in lobby activities, educate on self-service banking, and process cash transactions. The role emphasizes building relationships, understanding life goals, and connecting clients to financial solutions.

You’ll work with a team to ensure operational excellence, comply with laws and regulations, and support growth through collaboration with experts in small business, lending, and investments.

Qualifications

• Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results.
• Collaborates effectively to get things done and builds strong relationships.
• Delivers an experience that improves clients' financial lives.
• Identifies solutions for new and existing 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 (ATM, online, mobile).
• Applies critical thinking and problem-solving to meet client needs.
• Follows established processes and regulations daily.
• Manages time and capacity efficiently.
• Focuses on results while acting in the client’s best interest.
• Willing to work weekends and/or extended hours at various locations.

Responsibilities

• Engaging clients in the lobby to educate and assist with transactions via self-service resources (mobile, online, ATM).
• Accurately and efficiently processing cash transactions as needed.
• Having in-depth conversations to understand clients' financial goals and connecting them to solutions.
• Executing risk culture and striving for operational excellence.
• Building relationships to meet clients' financial needs.
• Adhering to laws and regulations in daily activities.
• Growing business knowledge by partnering with experts in small business, lending, and investments.
• Managing center traffic, appointments, and outbound calls.
• Driving the client experience.
• Managing cash responsibilities.

Skills

Client Engagement

Cash Transaction Processing

Self-Service Banking Education

Relationship Building

Critical Thinking

Effective Communication

Collaboration

Problem-Solving

Time Management

Enthusiasm

Tools

ATM Operations

Mobile Banking Platforms

Online Banking Platforms

Job description

Jobtailor in New York is seeking a client-focused banking professional to engage clients in lobby activities, educate on self-service banking, and process cash transactions. The role emphasizes building relationships, understanding life goals, and connecting clients to financial solutions.

You’ll work with a team to ensure operational excellence, comply with laws and regulations, and support growth through collaboration with experts in small business, lending, and investments.