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Relationship Banker - Santa Rosa Area

3M Healthcare · Portuguesa

📅 19/08/2026
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Job DescriptionThis 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 their financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsGrows business knowledge and network by partnering with experts in small business, lending, and investmentsManages financial center traffic, appointments, and outbound calls effectivelyDrives the client experienceManages cash responsibilitiesQualificationsIs an enthusiastic, highly motivated self‐starter with a strong work ethic and intense focus on results, acting in the best interest of the clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays passion, commitment and drive to deliver an experience that improves our clients' financial livesIs confident in identifying solutions for new and existing clients based on their needsCommunicates effectively and confidently and is comfortable engaging all clientsHas the ability to learn and adapt to new information and technology platformsIs 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' needsWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsEfficiently manages time and capacityFocuses on results while acting in the best interest of the clientCan be flexible to work weekends and/or extended hours as neededDesired QualificationsExperience in financial services and knowledge of financial services industry, products and solutionsOne year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goalsSix months of cash handling experienceBachelor's Degree or business‐relevant Associate's Degree such as business management, business administration or financeLanguage Spanish preferredSkillsAdaptabilityBusiness AcumenCustomer and Client FocusOral CommunicationsProblem SolvingAccount ManagementClient ExperienceBrandingClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness Development Pipeline ManagementProspectingReferral IdentificationReferral ManagementMinimum Education RequirementHigh School Diploma / GED / Secondary School or equivalentScheduleShift: 1st shift (United States of America) – 40 hrs per weekPayPay range: $* – $* hourly pay, offers to be determined based on experience, education and skill set.BenefitsThis role is currently benefits eligible. We provide industry‐leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. #J-*-Ljbffr
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