Relationship Banker
Valley National Bancorp
Job TitleResponsibilities include but are not limited to:Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.Demonstrates and promotes online and mobile banking capabilities.Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.Participate in community events and supports CRA initiatives, activities, and programs.Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.Adhere to the bank's code of conduct and all policies and procedures.Required Skills:Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.Detail oriented, strong organizational skills, and high degree of accuracy.Ability to manage multiple projects simultaneously.Proficient computer skills.Required Experience:High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role.Preferred Experience:1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.FIS/IBS (Integrated Banking Solutions).
$52.5k - $87.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC’s Retail organization, you will be based in Dover, DE. PNC is an in-office company that...SuggestedFull timeTemporary workWork experience placementWork at office- ...clients through available platform tools, and ensure high-quality service. The role emphasizes proactive outreach, building lasting relationships, and delivering accurate, compliant service in a fast-paced retail banking environment. Weekend/extended hours may be required....SuggestedWeekend work
$20.53 - $34.23 per hour
...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800... ...includes all our associates as well. The Senior Relationship banker serves as a trusted financial advisor to retail banking customers...SuggestedFull timePart time$49.5k - $82.5k
...Banker Position OverviewAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are... ...community Centers of Influence to acquire, expand and retain relationships.Creates customer loyalty and grows customer share of wallet through...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$49.5k - $82.5k
...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker within PNC's Central Jersey retail organization, you will be based in Cedar Knolls, New Jersey. Spanish Speaking Preferred. PNC is...SuggestedFull timeTemporary workPart timeWork at office$21 - $25 per hour
...Overview The Personal Banker is responsible for delivering exceptional service to both existing and prospective clients. This role... ...executing transactions accurately, and building strong client relationships. The Personal Banker proactively identifies retention and growth...Work at officeAfternoon shift$70k - $80k
...working in the financial service industry and/or a sales environment where goals were met or exceeded.• Builds and nurtures strong relationships.• Collaborates effectively with others to get things done.• Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeMonday to FridayDay shift$70k - $80k
Bank of America is seeking a Financial Advisor in Succasunna, NJ to provide customized solutions for clients. Responsibilities include building financial plans, triaging leads, and recommending banking and investment strategies. Candidates must hold Series 7 and 66 licenses...$18.41 - $23.03 per hour
...committed to enhancing our customer and employees’ experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to understand, identify and satisfy their financial needs...Part timeWork at officeLocal areaFlexible hours- ...Branch Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$49.5k - $82.5k
...opportunity to contribute to the company’s success. This FT Branch Banker role within PNC’s Northwest Region Retail Banking organization... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workWork experience placementWork at office$100k - $135k
Job Description Job Description Certified Financial Planner (CFP) Location: Mine Hill, NJ Job Type: Full-Time | In-Office Salary: $100,000–$135,000 per year About the Role We are seeking a Certified Financial Planner (CFP) to take a leading role ...Full timeWork at officeMonday to Friday$80k - $90k
Job Description Job Description Financial Planning Associate Location: Mine Hill, NJ Job Type: Full-Time | In-Office About the Position We are looking for a motivated, detail-oriented Financial Planning Associate to join our team and work closely with...Full timeWork at office- ...responsibilities include evaluating financial goals, analyzing market trends, recommending sound investment options, and maintaining strong relationships through ongoing communication and client support. Qualifications Proficiency in Financial Planning and Retirement Planning...Full timeRemote work
$85k - $140k
...Associate Private Banker Morgan Stanley ("MS") is a global financial services firm that conducts its business through three principal... ...verbal and written communication skills Possess excellent relationship building, business development and service skills and have the...Temporary workWork experience placementLocal area$110.7k - $218.3k
...transforming how finance and accounting organizations operate by streamlining processes, improving reporting, and building lasting client relationships along the way. Recruiting for this role ends on 12/31/2026. Work you’ll do As a Senior Consultant, you will implement and deploy...Local areaVisa sponsorship$82.6k - $162.8k
...transforming how finance and accounting organizations operate by streamlining processes, improving reporting, and building lasting client relationships along the way. Recruiting for this role ends on 12/31/2026. Work you’ll do As a Consultant, you will help implement and deploy...Local areaVisa sponsorship$95.55k - $195.25k
...with change management, gather feedback and drive action plans, and assist with legacy system decommissioningCollaborative and relationship-oriented, with the ability to build trust across diverse stakeholders and teams.Clear, confident communicator who can facilitate...Work at officeLocal areaVisa sponsorship- ...advocating with proactive insights & recommendations Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer Understands customer financial needs to...Work at officeAfternoon shift
$24k
...entrepreneurial opportunity of building a successful practice with the support of a financial institution and established member relationships.You will have access to:An established Affinity membership base and branch referral opportunitiesThree branch locations within...Full timeFlexible hours$70k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workMonday to FridayShift workDay shift- ...What You’ll Do Generate & Qualify Leads – Prospect by phone, email, social media, and networking events; screen for fit. Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors. Support Clients – Address questions, surface...Full timeRemote work
$200k
...in knowing that they have a trusted partner in Simon Quick. This allows them to focus more of their attention on their careers, relationships, and hobbies. Similarly, we exist to serve our employees. We seek to provide our team with fulfilling careers, significant growth...Work at officeLocal area- ...Andrews Federal Credit Union is seeking a Financial Service Representative to build member relationships, provide world-class service, and help achieve branch goals. You will explain credit union products, fulfill member financial needs, and maintain adherence to policies...
$75k
...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork at office$102.8k - $188.4k
...verbal communication skills Meticulous attention to detail and quality of work product Ability to build and sustain professional relationships Ability to lead projects or workstreams Ability to manage and prioritize multiple tasks in a fast-paced and dynamic environment...Local area$125k - $150k
...the opportunity for you. What You’ll Do Serve as a trusted advisor and primary point of contact for assigned clients. Lead client relationships from planning through implementation. Develop and present comprehensive financial plans. Provide guidance on retirement, estate,...Summer workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shift$132k - $186.9k
Job TitleAssociate Director, Finance Legal Entity Responsible US + CanadaLocationThe actual location of this job is in Morristown, New Jersey, USA.Lead the financial governance and compliance of key US and Canadian legal entities, playing a critical role in ensuring accurate...Full timeTemporary workWork at office$50k - $75k
...team of Financial Advisors whose goal is to successfully help their clients achieve financial goals. Responsibilities Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial...Full timePart time$128k - $252.5k
Position Summary Our Deloitte Strategy & Transactions team helps guide clients through their most critical moments and transformational initiatives. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization...Local area
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