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TA of America3 weeks ago

Relationship Banker

On-site · American Fork, Utah, United States or Taylorsville, Utah, United States

Type
Full Time
Level
Mid Level
Education
High School Or Equivalent
Company size
Enterprise

Job Summary

Engage clients in the lobby to educate and assist with cash transactions and self-service resources (ATM, online, mobile banking). Build relationships to understand clients’ financial needs, conduct in-depth conversations about life priorities, and connect clients to solutions in lending, investments, and other services. Manage client flow and cash responsibilities, follow established processes and regulatory guidelines, and drive a high-quality client experience while coordinating with specialists in small business, lending, and investments. The role supports an in-office culture with flexibility based on business needs and may require weekend hours and travel within the financial center network to serve clients effectively.

Required Qualifications

  • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance
  • Six months of cash handling experience
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
  • Experience in financial services and knowledge of financial services industry, products and solutions
  • Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
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TA of America

Relationship Banker

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