Relationship Banking Advisor — Elevate Clients' Finances

Jobtailor; Clinton (MD); On-site; USD 42,000 - 54,000; Full time

Job summary

Jobtailor is seeking a motivated Financial Center Associate to engage clients in the lobby, educate them about transactions, and guide them to appropriate services. You will handle self-service resources and cash transactions with accuracy, while building relationships that align with clients' financial goals.

You will collaborate with experts across lending and investments, manage center traffic and appointments, and uphold the bank's risk culture and operational standards.

Qualifications

• Self-starter with strong work ethic and results orientation.
• Demonstrates effective collaboration to achieve goals.
• Strong communication and problem-solving abilities.
• Willing to work weekends or extended hours.
• Experience in financial services industry.

Responsibilities

• Educate and assist clients with transactions using self-service resources.
• Process cash transactions accurately and efficiently.
• Engage clients to understand financial and life priorities.
• Connect clients to financial solutions.
• Support risk culture and operational excellence.
• Build client relationships to meet financial needs.
• Follow established processes and guidelines.
• Grow knowledge by partnering with experts in small business, lending, investments.
• Manage center traffic, appointments, and outbound calls.
• Drive the client experience.

Skills

Self-starter

Strong work ethic

Collaboration

Communication skills

Problem solving

Adaptability

Time management

Critical thinking

Financial services knowledge

Job description

Jobtailor is seeking a motivated Financial Center Associate to engage clients in the lobby, educate them about transactions, and guide them to appropriate services. You will handle self-service resources and cash transactions with accuracy, while building relationships that align with clients' financial goals.

You will collaborate with experts across lending and investments, manage center traffic and appointments, and uphold the bank's risk culture and operational standards.