Relationship Banking Associate

Jobtailor; Arnold (MT); On-site; USD 36,000 - 54,000; Full time

Job summary

Jobtailor in Montana is seeking a customer-focused representative to convert routine service requests into meaningful cross-sell conversations while maintaining high standards of accuracy and compliance.

You will engage customers face-to-face at the branch and over the phone, build referrals, manage transactions, and strive to meet daily performance metrics, with opportunities to grow within retail banking.

Qualifications

• HS Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell conversations that deepen client relationships.
• Personally creating sales opportunities by calling leads and visiting businesses to offer workplace banking.
• Achieve daily key performance metrics while balancing competing priorities.
• Learn processes like transactions, cash drawer management, and bank documentation.
• Other duties as assigned.

Skills

Customer engagement

Sales skills

Cross-selling

Cash handling

Education

HS Diploma or equivalent

Job description

Jobtailor in Montana is seeking a customer-focused representative to convert routine service requests into meaningful cross-sell conversations while maintaining high standards of accuracy and compliance.

You will engage customers face-to-face at the branch and over the phone, build referrals, manage transactions, and strive to meet daily performance metrics, with opportunities to grow within retail banking.