Relationship Banker, Spanish Preferred

Jobtailor; Denver (CO); On-site; USD 32,000 - 46,000; Full time

Job summary

Jobtailor seeks an energetic banking associate to engage clients in the lobby, educate them on mobile and online banking, and guide them through ATM self-service options. You’ll process cash transactions, build client relationships, and collaborate with lending and investment experts to meet financial goals while following laws and internal guidelines.

Weekend availability is required. This role emphasizes risk-aware service, time management, and a proactive approach to delivering outstanding

Qualifications

• Six months of cash handling experience is desired.
• One year of successful sales experience in a salary plus incentive environment is desired.
• Spanish language is preferred

Responsibilities

• Engage clients in the lobby to educate and assist them 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 aligned to their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Skills

Client engagement

Cash handling

Financial services knowledge

Effective communication

Problem-solving

Time management

Process adherence

Relationship building

Adaptability

Education

High School Diploma

GED

Associate’s Degree

Bachelor's Degree

Tools

ATM Self-Service

Mobile Banking

Online Banking

Job description

• Engage clients in the lobby to educate and assist them 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 aligned to their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• 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
• Collaborates effectively and builds strong relationships
• Passion, commitment and drive to improve clients' financial lives
• Ability to identify solutions for new and existing clients based on their 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 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
• May be scheduled at any financial center location within a reasonable distance
• High School Diploma / GED / Secondary School or equivalent
• Six months of cash handling experience is desired
• One year of successful sales experience in a salary plus incentive environment is desired
• Experience in financial services is desired
• Bachelor's Degree or business-relevant Associate’s Degree is desired
• Spanish language is preferred

Core Competencies

Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Proficient in cash handling and operational excellence within established guidelines and regulations.

Highest-signal resume keywords

• Client Engagement
• Cash Handling Experience
• Financial Services Knowledge
• Effective Communication
• Problem-Solving Skills

Hard Skills

• Cash Transactions
• Mobile Banking
• Online Banking
• ATM Self-Service
• Sales Experience
• Financial Solutions
• Time Management
• Process Adherence

Soft Skills

• Relationship Building
• Motivation
• Collaboration
• Critical Thinking
• Adaptability

Certifications & Qualifications

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

Industry Keywords

• Financial Center
• Client Experience
• Risk Culture
• Operational Excellence
• Small Business
• Lending
• Investment