Engaging clients in the lobby to educate and assist with transactions
Accurately processing cash transactions for clients
Having deep conversations with clients to gain knowledge of their financial priorities
Connecting clients to solutions meeting their financial goals

Is an enthusiastic, highly motivated self-starter with a strong work ethic
Collaborates effectively to build and nurture strong relationships
Displays passion for delivering experiences that improve clients' financial lives
Confident in identifying solutions for clients based on their needs
Ability to learn and adapt to new information and technology platforms
Applies strong critical thinking and problem-solving skills
Must be able to work weekends and/or extended hours
Six months of cash handling experience
Bachelor’s Degree or business-relevant Associate’s Degree

Relationship Banker – Bilingual in English and Spanish Preferred

Key skills