Relationship Banker
Core
Engage clients in the lobby to educate and assist with self-service transactions, build deep conversations to understand financial priorities, and connect clients to solutions.
Role type
Front-line relationship banker (client engagement & transaction support)
Builds
Client relationships and self-service adoption for retail banking
Domain
Retail Banking
Deliverable
client delivery
Required skills
Client engagement, cash handling, self-service technology education, relationship building, problem solving, time management
Preferred skills
Financial services experience, sales experience, cash handling experience
Technologies
Mobile banking, online banking, ATM
Responsibilities
Educate clients on self-service resources, process cash transactions, manage financial center traffic and appointments, drive client experience, adhere to risk culture and regulations
Seniority
Individual Contributor, entry to mid-level