Relationship Banker, Spanish Language Preferred

Jobtailor

Aurora (CO)

On-site

USD 38,000 - 48,000

Full time

5 days ago
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Job summary

Jobtailor in Aurora, CO is seeking a client-focused banking professional to educate clients on self-service banking, process cash transactions, and build relationships to meet financial needs.

The role emphasizes problem-solving, adherence to regulatory guidelines, and delivering an exceptional client experience in a fast-paced financial center.

Qualifications

  • Self-starter with a strong work ethic and results orientation.
  • Ability to collaborate and build relationships with clients.
  • Passion and drive to improve clients’ financial lives.
  • Confidence identifying client-based solutions.
  • Effective communication and ability to engage all clients.

Responsibilities

  • Educate and assist clients with transactions via mobile banking, online banking, and ATM self-service.
  • Accurately process cash transactions.
  • Build relationships to meet clients’ financial needs.
  • Connect clients with appropriate financial solutions.
  • Drive the client experience and adhere to laws and regulations.

Skills

Client Engagement
Cash Handling
Financial Services Knowledge
Sales Experience
Spanish Language Proficiency

Education

High School Diploma / GED
Bachelor’s Degree or Associate’s Degree preferred

Job description

  • Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
  • Accurately and efficiently process cash transactions
  • Conduct 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
  • Grow business knowledge and network by partnering with small business, lending, and investment experts
  • Manage financial center traffic, appointments, and outbound calls
  • Drive the client experience
  • Manage cash responsibilities
Requirements
  • Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results
  • Effective collaboration and relationship-building abilities
  • Passion, commitment, and drive to improve clients’ financial lives
  • Confidence identifying solutions based on client needs
  • Effective and confident communication; comfortable engaging all clients
  • Ability to learn and adapt to new information and technology platforms
  • Ability to educate clients on ATM, online banking, and mobile banking self-service transactions
  • 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
  • May be scheduled at any financial center location within a reasonable distance
  • Experience in financial services and knowledge of financial services products and solutions preferred
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals preferred
  • Six months of cash handling experience preferred
  • Minimum education requirement: High School Diploma / GED / Secondary School or equivalent
  • Spanish language preferred
  • Bachelor’s Degree or business-relevant Associate’s Degree preferred
Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions.

Highest-signal resume keywords
  • Client Engagement
  • Cash Handling Experience
  • Financial Services Knowledge
  • Sales Experience
  • Spanish Language Proficiency
Hard Skills
  • Cash Transactions Processing
  • Mobile Banking Education
  • Online Banking Education
  • ATM Self-Service Education
  • Financial Services Products Knowledge
Soft Skills
  • Effective Communication
  • Relationship Building
  • Critical Thinking
  • Problem Solving
  • Time Management
Industry Keywords
  • Financial Center Operations
  • Risk Culture
  • Operational Excellence
  • Sales Goals
  • Client Experience
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