Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with transactions through self-service resources Accurately and efficiently processing cash transactions for clients Having deep conversations with clients to connect them to solutions that meet their financial goals Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet their financial needs Follows established processes and guidelines to adhere to all laws and regulations Grows business knowledge by partnering with experts in lending and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic Collaborates effectively to get things done Displays passion, commitment and drive to deliver an experience that improves clients’ financial lives Is confident in identifying solutions for clients based on their needs Communicates effectively and confidently Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on banking transactions through self-service technologies Applies strong critical thinking and problem-solving skills Efficiently manages time and capacity Can be flexible to work weekends and/or extended hours as needed Experience in financial services and knowledge of industry products One year of demonstrated successful sales experience Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree Core Competencies Demonstrates strong client engagement and relationship-building skills to effectively assist clients with financial transactions and solutions. Possesses a solid understanding of financial services and the ability to educate clients on banking products and self-service technologies. Hard Skills Cash Transactions Processing Self-Service Technologies Education Financial Solutions Identification Time Management Operational Excellence Soft Skills Effective Communication Collaboration Problem-Solving Adaptability Enthusiasm Certifications & Qualifications Bachelor's Degree Associate's Degree Industry Keywords Financial Goals Risk Culture Client Experience Lending Investments #J-18808-Ljbffr
- ...Sweda in Springfield, MA is seeking candidates to provide an exceptional client service experience through relationship development and financial solutions. The successful applicant will possess at least 2 years of client sales experience and demonstrate proficiency in...Suggested
- A leading financial institution in Springfield, MA is looking for an Associate Relationship Banker to enhance client experiences and provide financial solutions. In this role, you will leverage technology and personal interactions to meet client needs in a welcoming branch...Suggested
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...SuggestedHourly payWork experience placementFlexible hoursDay shift- ...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
$1,000 per month
COLLEGE FINANCIAL REPRESENTATIVE SUMMER INTERNSHIP 2026 THIS AD IS FOR SPRINGFIELD, MA AND HARTFORD, CT OFFICES ONLY. Thank you. About the Company For over 165 years, we have helped our clients spend their lives living through comprehensive and innovative financial planning...SuggestedFull timeFor contractorsInternshipSummer internshipLocal area$25.89 - $34.96 per hour
Job Description Pay: $25.89 - $34.96 Your experience matters: At Valley Springs Behavioral Hospital, we are committed to empowering and supporting a diverse and determined workforce who can drive quality, scalability, and significant impact across our hospitals...Full timeTemporary workFlexible hours$55k - $130k
...meaningful businesses while making a lasting impact on the clients and communities they serve. Our approach is rooted in authentic relationships, customized business support, and a commitment to “redefining possible” for our advisors. Build What’s Next—On Your Terms We’re...Flexible hours$43.65k - $57.74k
DEPARTMENT OR SCHOOL : Office for Student Services/Serving the following Schools: Alternative Campuses, Aspire Academy, Central, Conservatory of the Arts, Career Academy at Rise, Commerce, Discovery, Duggan, Emergence academy, Putnam, Renaissance, Sci-Tech, Springfield...Summer workWork at officeImmediate startFlexible hoursAfternoon shift$1,000 per month
Overview 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 up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$90k - $120k
...team. Job Summary We are seeking a full-time Financial Advisor to join our growing team and serve as a cornerstone of our client relationships. In this role, you will guide clients through all facets of financial planning – from discovery and strategy to ongoing support...Full timeSummer workWork at officeWork from homeMonday to Friday- ...presentations for Government 457 plan participants across various sizes. You will drive conversations with participants, meet service targets, and support the Relationship Management team to build and maintain stakeholder relationships within the territory. #J-18808-Ljbffr...
$90k - $120k
Grenier Financial Services is seeking a full-time Financial Advisor to join our Springfield, MA team. You will be essential in guiding clients through financial planning, from discovery to ongoing support. The ideal candidate is analytical, client-centric, and possesses...Full time$1,000 per month
Overview 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 up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long‑term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
- Lifepoint Health® is hiring a Financial Counselor at Valley Springs Behavioral Hospital in Holyoke, Massachusetts. In this role, you'll manage patient accounts and guide patients through payment processes, ensuring clarity and compliance with policies. The ideal candidate...Full time
- ...possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development‑oriented organizations with uncapped earnings potential, including those from...Work at officeFlexible hours
$61k - $119k
...financial 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...Work at office$61k - $119k
...building tailored financial plans, and managing their financial goals across their life stages. A Bachelor's degree and strong relationship-building skills are required. This position offers performance-based earnings, with average annual earnings ranging from $61K to...- Northwestern Mutual is seeking College Financial Representatives for their internship program in Springfield, Massachusetts. The role involves building a financial planning practice while receiving guidance and support from a Fortune 500 company. Responsibilities include...Full timeInternship
$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$90k - $120k
...is growing, and we are seeking a Financial Advisor / Financial Planner who is committed to exceptional client care and long-term relationship building. Position Summary The Financial Advisor will serve as a primary advisor for client relationships and support all...Full timeSummer workWork at officeRemote workMonday to Friday$128k - $168k
The Opportunity: Come join Strategic Planning & Delivery (SP&D) as our Financial Management Consultant -where you'll bring hands-on financial leadership and rigorous oversight to a high-impact strategic spend portfolio. Your work will directly strengthen value realization...Work experience placementWork at office$80k - $90k
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...present evidence and other legal material effectively in written or oral form. Ability to establish and maintain effective working relationships with associates, municipal officials, court officials, and the general public. Juris doctorate degree. Zero to four years of...Work at office
$20 - $27.13 per hour
...location. Location: Springfield, MA Purpose/Objective The Universal Banker position will be responsible to perform the job... ...accounts, and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank’s products and services...Work at officeFlexible hours$25 per hour
...Starting Salary: $25 / hour and up Description Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What You’ll Do Are you outgoing? Do you get satisfaction out...Hourly payLocal areaFlexible hoursAfternoon shift$18.68 - $31.14 per hour
...used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and provide...Hourly pay$18.68 - $31.14 per hour
...to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and...Hourly pay- ...of control gaps, the status of remediations and identify patterns that may signal changes in the control environment Develop relationships with managers and senior leaders across Investment Management to understand key processes and proactively communicate GRC updates...Work at office
- ...planning. We will provide you with the tools and teach you the skill sets you need to succeed in building and maintaining client relationships, as well as the leadership to make this a career for life. Responsibilities Attend virtual or in-person trainings to enhance...Permanent employmentFull timeWork at officeRemote workWorldwide
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