Relationship Banking Advisor

Jobtailor; Absecon (NJ); On-site; USD 38,000 - 52,000; Full time

Job summary

Jobtailor is seeking a front-line bank teller in New Jersey to engage clients, educate on transactions, and drive financial solutions. You will handle cash accurately, discuss clients’ priorities, and connect them to products while upholding risk culture and operational excellence.

The role emphasizes relationship-building, sales goals, and servicing customers in a fast-paced retail banking environment with a focus on client needs and compliance.

Qualifications

• Experience in financial services and knowledge of financial services industry, products and solutions.
• One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
• Six months of cash handling experience.

Responsibilities

• Engaging clients in the lobby to educate and assist with conducting transactions.
• Accurately and efficiently processing cash transactions for clients.
• Having deep conversations with clients to gain in-depth knowledge of financial and life priorities.
• Connecting clients to solutions that meet their financial goals.
• Executing the bank's risk culture and striving for operational excellence.
• Building relationships with clients to meet financial needs.

Skills

Cash Handling

Sales Experience

Client Relationship Management

Financial Knowledge

Communication

Problem Solving

Risk Culture

Education

Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance

Job description

Jobtailor is seeking a front-line bank teller in New Jersey to engage clients, educate on transactions, and drive financial solutions. You will handle cash accurately, discuss clients’ priorities, and connect them to products while upholding risk culture and operational excellence.

The role emphasizes relationship-building, sales goals, and servicing customers in a fast-paced retail banking environment with a focus on client needs and compliance.