Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources.
Accurately and efficiently processing cash transactions for clients as needed.
Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities.
Connecting clients to solutions that meet their financial goals.

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
Collaborates effectively to get things done.
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance.

Relationship Banker

Key skills