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 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.Preferred Experience:Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.FIS/IBS (Integrated Banking Solutions).
- ...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
- ...meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$54.6k
At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance...SuggestedFull timeWork at officeFlexible hours- ...conversations to understand clients' financial goals, and connecting them to suitable solutions. The role requires strong communication, relationship-building, and the ability to work weekends or extended hours as needed to serve the branch #J-18808-Ljbffr Bank of AmericaSuggestedWeekend work
- PNC Financial Services is seeking a Personal Banker for their Boca Raton branch. This role focuses on acquiring and deepening customer relations through proactive sales and service activities. Successful candidates will have experience in banking, strong customer service...Suggested
- Valley Bank is seeking a Relationship Banker to grow branch relationships and drive new business through proactive cross selling and solution-oriented service. You will engage customers, present bank products with confidence, and deliver a high-quality banking experience...
- ...opportunity to contribute to the company's success. As a Personal Banker (Bilingual in Spanish or Portuguese preferred) within PNC's... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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- ...Chase is seeking a Relationship Banker to represent the brand with hospitality in a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions. The role emphasizes service excellence, technology adoption...Weekend workAfternoon shift
- ...Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15AM-5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...Temporary workWork at officeMonday to Friday
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- ...Personal 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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$250k
...Personal Banker SAFE Act, Boca Raton Area Discover your future at Citi Working at Citi is far more than just a job. A career... ...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...Full time- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
- PNC Bank is seeking a Personal Banker at the Boca Raton branch to grow the customer base through proactive sales and superior service. The role emphasizes identifying opportunities to improve clients’ financial wellbeing and leveraging ecosystem partnerships to expand...Work at office
- ...documented on the WM Intranet. 3. Develops a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity. 4....Work experience placementH1bWorldwideFlexible hours
- Citigroup Inc. is seeking an entry-level Personal Banker SAFE Act position designed to assist in the execution of sales, products and service activities in coordination with the customer service team. The goal is to foster relations with customers, build loyalty, and help...
$50.6k - $70.6k
Citibank (Switzerland) AG is looking for a Personal Banker SAFE Act in the Boca Raton area. This entry-level position involves assisting in sales and service activities, fostering customer relations, and executing strategies to grow small business clientele. Candidates...- ...documented on the WM Intranet. Develops a strong understanding of required steps involved with each request and communicates with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity. Maintains...Work experience placementH1b
$50.6k - $70.6k
Citi is seeking an entry-level Personal Banker in Boca Raton, Florida, responsible for executing sales and service activities alongside the customer service team. The role focuses on fostering customer loyalty and increasing sales to individual clients through innovative...Full time- The Personal Banker SAFE Act role at Citi in Boca Raton, FL is an entry-level position supporting sales and service activities in coordination with the customer service team. It emphasizes building customer loyalty and increasing sales among individual consumer clients...
$250k
The Personal Banker SAFE Act is an entry level position responsible for aiding the execution of sales, products or service activities... ...services through outbound and inbound calls to acquire new relationships and deepen existing relationships via cross‑sell of relevant products...Full time- Fifth Third Bank in Boca Raton, FL is seeking a Personal Banker Associate I to join our retail banking team. After a 4-8 week onboarding... ...operations and sales/service while building trusted customer relationships. You will use consultative selling to assess financial needs,...
- JPMorgan Chase in Boca Raton, FL seeks a client-focused banker to grow relationships and provide education and advice tailored to clients' financial needs. The role emphasizes trust, service quality, and a commitment to inclusion and integrity. You will collaborate with...
- Citigroup Inc. is seeking a Personal Banker SAFE Act in Boca Raton, Florida. This entry-level position is responsible for assisting... ...activities, targeting consumer clients, and fostering strong customer relationships. Key responsibilities include managing credit requests,...
- JPMorganChase is seeking a Relationship Banker in Boynton Beach, Florida. In this role, you will lead in acquiring, managing, and retaining relationships with clients, providing tailored financial solutions and excellent service. You'll need at least a year of experience...
$250k
...Personal Banker Safe Act The Personal Banker Safe Act is an entry level position responsible for the assistance in the execution... ...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...$18 - $22.21 per hour
United Community Bank is seeking a full-time Travel Universal Banker in Boca Raton, Florida. This role involves traveling to various branch locations to deliver exceptional customer service, manage transactions as a teller, and promote bank products. Qualified candidates...Hourly payFull time$300k - $425k
...Private Banker Love what you do. We are a mission-driven credit union dedicated to strengthening the financial well-being of our members—and that work begins with our people. Through our relationship with The Walt Disney Company, employees have access to world-class...Work experience placementWork from homeFlexible hoursShift workAfternoon shift
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