Engaging clients in the lobby to educate and assist with conducting transactions
Processing cash transactions for clients as needed
Having deep conversations with clients to gain in-depth knowledge of financial and life priorities
Connecting clients to solutions that meet financial goals

Enthusiastic, highly motivated self-starter
Strong work ethic
Ability to learn and adapt to new information and technology platforms
Confidence in educating clients on how to conduct simple banking transactions through self-service technologies
Strong critical thinking and problem-solving skills
Ability to efficiently manage time and capacity
Must be able to work weekends and/or extended hours
Experience in financial services and knowledge of financial services industry, products and solutions

Relationship Banker

Key skills