Engaging clients in the lobby to educate and assist with transactions through self-service resources
Accurately processing cash transactions for clients as needed
Having deep conversations to gain 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
Following established processes and guidelines to do what is right for clients and the bank
Growing business knowledge and networks by partnering with experts in relevant fields
Managing financial center traffic, appointments, and outbound calls effectively
Driving the client experience
Managing cash responsibilities

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
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies.

Relationship Banker

Key skills