Description
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.
Responsibilities :
- Executes the bank's risk culture and strives for operational excellence
- Builds relationships with clients to meet financial needs
- Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
- Grows business knowledge and network by partnering with experts in small business, lending, and investments
- Manages financial center traffic, appointments, and outbound calls effectively
- Drives the client experience
- Manages cash responsibilities
Required Qualifications :
- 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 our 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 (for example, ATM, online banking, mobile banking).
- Applies strong critical thinking and problem-solving skills to meet clients’ needs.
- Will 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.
- Efficiently manages time and capacity.
- Focuses on results, while acting in the best interest of the client.
- Can be flexible to work weekends and / or extended hours as needed.
Desired Qualifications :
- 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 degree such as business management, business administration, or finance.
Skills :
- Adaptability
- Business Acumen
- Customer and Client Focus
- Oral Communications
- Problem Solving
- Account Management
- Client Experience Branding
- Client Management
- Client Solutions Advisory
- Relationship Building
- Business Development
- Pipeline Management
- Prospecting
- Referral Identification
- Referral Management
Shift :
1st shift (United States of America)
Hours Per Week :
Relationship Banker - Bilingual Spanish Required
Builds relationships with clients to meet financial needs. Collaborates effectively to get things done, building and nurturing strong relationships. ...
Austin Market Support Territory Manager (Bilingual Spanish Required)
Primary owner of customer relationship. Foster the customer relationship in a team based selling model. Ability to build internal and external relationships and cold call to develop new business. Proficient computer skills; Microsoft Office products – Experience using Customer relationship managemen...
Senior Banker - Bilingual Spanish Required
In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months. Key responsibilities include deepe...
Hybrid Customer Relationships Manager, MedLar (Hiring Immediately)
CrowdStrike is seeking a Corporate Account Manager, Medlar to ensure that our. Be a customer advocate, driving relationships with key customers and creating new champions. ...
Customer Service Representative
Customer Service Representative. Provide fast, friendly and professional customer service to clients. Altruistic AC & Heating is a locally owned HVAC company that provides professional heating, air conditioning, and indoor air quality services across the Austin area. Manage customer concerns and...
IT Business Relationship Manager (IT BRM)
We are seeking a dynamic IT Business Relationship Manager to join our team and drive the strategic alignment of IT initiatives with business goals. The IT Business Relationship Manager (BRM) will act as the primary liaison between the IT department and business units, ensuring IT services and soluti...
Cashiers / Order Takers NEEDED
Cashier/Order Taker Responsibilities include but not limited to:. ...
Cashier
We are seeking a friendly and detail-oriented Cashier to join our team. ...
Cashier
At Cicis, we open our doors everyday with the purpose of making each guest’s day by delivering remarkable service and high-quality pizza.Many employees start just expecting just a job but end up with a rewarding career.We provide training that will create a path into management.Now Hiring Full...
Commercial Relationship Manager
The Commercial Relationship Mgr III is responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring ...