Relationship Banker
Peoples Security Bank & Trust
Delivers exceptional experience to customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service team and providing support related to the day-to-day branch operational activities and financial services of the Bank. Performs various duties relating to the Branch as follows: Successful Completion of One Bank/One Team/One Brand discipline of collaboration and teamwork in order to achieve bank objectives. Processes various customer transactions (checks, deposits, withdrawals, payments, money orders, cashier’s checks, cash advances, wires, etc.) efficiently, accurately and compliantly. Balances cash drawer, night deposits, and balances and services the ATM. Assists with vault-related and ancillary operational duties. Well-practiced in policy and procedure and keeps up-to-date on banking regulation changes to ensure compliance in order to protect customer and Bank assets at all times. And keeps up-to-date on banking regulation changes to ensure compliance. Maintains working knowledge of Bank’s consumer deposit and loan product offerings as well as business deposit and cash management services. Provides exemplary customer service, fielding questions concerning deposit account and loan activity, fees, etc. Uses available resources to research more complicated matters, ensuring client concerns are addressed in a timely manner. Engages and advises customers in person and/or virtually in order to attract, retain, and grow relationships. Assists clients with deposit account and ancillary service selections in line with their needs, opening them in a timely manner. Counsels clients on consumer financing options. Processes and closes consumer loans. Demonstrates and educates our customer base on our technology products and services. Collaborates with internal partners to connect customers to experts who can help them with specialized financial services including Wealth Management, Cash Management, and Merchant Processing. Able to act as a banking ambassador out in the community by jointly attending events, tabling, and educating the public on matters of financial literacy and the bank’s products and services. Requirements Education/Training: A high school diploma or equivalent required. Associate’s or Bachelor’s degree or General Banking Diploma preferred. Training in customer service, polite and effective communication practices, and relationship building and management needed. Skill(s): Must demonstrate ability to communicate across various channels (face-to-face, email, video conference, text/chat, social media); good interpersonal relationship skills; strong problem solving skills; possess a sound knowledge of branch transactional tasks and operations; be conversant in consumer and business financial products and services; solid consumer lending skills; proficient in use of various types of technology and software. Experience: A minimum of 4-6 years' experience in a related position normally required. #J-18808-Ljbffr Peoples Security Bank & Trust
- ...clients in person or virtually, and supporting day-to-day branch operations. You will counsel clients on deposits and loans, expand relationships, and educate customers about technology products while collaborating with internal partners to provide wealth management and...Suggested
- ...all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service...SuggestedBank staffWork at officeNight shift
$49.5k - $82.5k
...opportunity to contribute to the company’s success. As a Branch Banker within PNC's Retail Banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...Job Title Responsibilities 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...Suggested
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$21 - $25 per hour
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- A healthcare educational institution in Plainfield, New Jersey, is seeking a Counselor to provide integrated student services, focusing on financial aid and academic success. The ideal candidate will have a BA/BS degree and demonstrated experience in financial aid, along...Weekend workAfternoon shift
$90k - $100k
...be pivotal in guiding clients towards their short and long-term financial aspirations. Responsibilities Develop Client Relationships: Identify, establish, and manage new client relationships. Provide Financial Planning: Offer ongoing financial planning and investment...Temporary workLocal areaFlexible hours$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...as we expect all team members to grow and learn. Lastly, our planner is expected to grow business by expanding and maintaining relationships with COIs, explore new client leads through networking and marketing events as well as identifying new business from existing clients...Temporary workWork at office2 days per week3 days per week
- ...and comprehensive solutions advisors need to make a lasting impact. What You'll Do As a Financial Advisor, you'll develop relationships with clients, understand their goals, and help create financial strategies tailored to their needs. Your work may include:...
- ...analytical and problem-solving skills Strong communication and interpersonal skills Ability to build and maintain client relationships with effective client acquisition outreach Knowledge of financial regulations and industry trends Certifications such as Series...Full timeRemote work
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- ...delivering personalized investment and insurance advice through LPL Financial resources. Applicants should have 5+ years of advisor experience, strong relationship skills, and the ability to work independently while collaborating #J-18808-Ljbffr Affinity Federal Credit Union
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