Relationship Banker: Elevate Client Experience & Financial Solutions

Jobtailor

Aiken (SC)

On-site

USD 29,000 - 36,000

Full time

2 days ago
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Job summary

Jobtailor in the United States is seeking a customer-focused Financial Center Teller to assist clients with transactions, educate on self-service banking, and guide them toward solutions that meet their financial needs.

You will build relationships, handle cash accurately, support mobile/online banking, and work weekends as needed. The role emphasizes risk culture, compliance, and delivering a superior client experience.

Qualifications

  • High School Diploma / GED / Secondary School or equivalent
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
  • Ability to collaborate effectively and build strong relationships
  • Passion, commitment and drive to improve clients’ financial lives
  • Confidence identifying solutions for new and existing clients based on their needs
  • Effective and confident communication skills
  • Ability to learn and adapt to new information and technology platforms
  • Ability to educate clients on ATM, online banking and mobile banking self-service technologies
  • Strong critical thinking and problem-solving skills
  • Ability to follow established processes, guidelines, laws and regulations
  • Efficient time and capacity management
  • Must be able to work weekends and/or extended hours, including assignment to any financial center within a reasonable distance
  • Desired: experience in financial services and knowledge of financial services products and solutions
  • 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 such as business management, business administration or finance

Responsibilities

  • Engage clients in the lobby and educate them about self-service banking resources
  • Assist clients with transactions through mobile banking, online banking and ATMs
  • Accurately and efficiently process cash transactions
  • Conduct in-depth 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
  • Partner with experts in small business, lending and investments
  • Manage financial center traffic, appointments and outbound calls
  • Drive the client experience
  • Manage cash responsibilities

Skills

Cash Transactions Processing
Self-Service Banking Education
Mobile Banking
Online Banking
ATM Operations
Sales Experience
Financial Products Knowledge
Time Management
Critical Thinking

Education

High School Diploma
GED
Associate's Degree
Bachelor's Degree

Job description

Jobtailor in the United States is seeking a customer-focused Financial Center Teller to assist clients with transactions, educate on self-service banking, and guide them toward solutions that meet their financial needs.

You will build relationships, handle cash accurately, support mobile/online banking, and work weekends as needed. The role emphasizes risk culture, compliance, and delivering a superior client experience.

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