Banking Relationship Specialist
1 week ago
The estimated salary for this position is $55,000 - $75,000 per year.
This role is responsible for delivering exceptional client experiences, growing business knowledge and networks, and following established processes and guidelines to ensure operational excellence. The ideal candidate will have strong communication and relationship-building skills, along with the ability to learn and adapt to new information and technology platforms.
As a key member of our financial center team, you will engage clients in the lobby to educate and assist with conducting transactions through self-service resources. Key responsibilities include managing financial center traffic, appointments, and outbound calls effectively, driving the client experience, and managing cash responsibilities.
Responsibilities:
- Exemplify the bank's risk culture and strive for operational excellence
- Build strong relationships with clients to meet their financial needs
- Follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grow business knowledge and network by partnering with experts in small business, lending, and investments
- Manage financial center traffic, appointments, and outbound calls effectively
- Drive the client experience
- Manage cash responsibilities
Requirements:
An enthusiastic and motivated individual with a strong work ethic and intense focus on results, acting in the best interest of the client.
Candidate must be able to collaborate effectively to get things done, building and nurturing strong relationships.
Must display passion, commitment, and drive to deliver an experience that improves our clients' financial lives.
Must be confident in identifying solutions for new and existing clients based on their needs.
Must communicate effectively and confidently, and be comfortable engaging all clients.
Must have the ability to learn and adapt to new information and technology platforms.
Must be confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
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