Relationship Banker
Jobtailor
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. 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 clients and the bank, adhering to all applicable laws and regulations. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments, and outbound calls effectively. Drives the client experience. Manages cash responsibilities. Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed. Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business-relevant Associate's Degree such as business management, business administration or finance Core Competencies Demonstrates expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while adhering to regulatory guidelines. Possesses strong problem-solving skills and a results-oriented mindset to meet clients' financial needs. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Problem-Solving Skills ATS Optimization Keywords Hard Skills Cash Transactions Processing Self-Service Banking Technologies Financial Products Knowledge Sales Techniques Time Management Soft Skills Effective Communication Relationship Building Critical Thinking Adaptability Motivation Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Financial Services Operational Excellence Risk Culture Client Experience Sales Goals Tools & Technologies Mobile Banking Online Banking ATM #J-18808-Ljbffr
- ...Relationship Banker - Greater Worcester Area Worcester, Massachusetts;Auburn, Massachusetts; Sutton, Massachusetts; Worcester, Massachusetts; Worcester, Massachusetts; Shrewsbury, Massachusetts; Holden, Massachusetts **To proceed with your application, you must be at least...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$24 - $33.5 per hour
...Retail Banker II Float Work Location: Shrewsbury, Massachusetts, United States of America Hours: 40 Pay Details: $24.00 -... ...help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple...SuggestedWork at office- ...Relationship BankerAs a Relationship Banker at Rockland Trust, you are tasked with building and fostering strong relationships that serve to deliver an energetic banking experience for both customers and colleagues. Each day, you will use your unique skills to expand relationships...SuggestedLive inWork at officeFlexible hours
$21 - $25 per hour
...Job Description Job Description Opportunity Overview: We have a Unique opportunity to join our team as a full-time Relationship Banker based in our newest Branch location in Worcester, across from Polar Park! We are group of talented, professional individuals passionate...SuggestedHourly payFull timeWork experience placementLocal areaShift work$21 - $25 per hour
...UniBank for Savings in Northbridge is offering a full-time position as a Float Relationship Banker at the Whitinsville Branch. This role emphasizes delivering exceptional customer service, building rapport with clients, and contributing to the community. Ideal candidates...SuggestedHourly payFull time$17.86 - $23.81 per hour
...Relationship Banker West Boylston, MA 01583 US Full-time 40 hours per week including every other Saturday. Pay range: $17.86 - $23.81 hourly Job Description Provides level of service excellence as well as builds relationships with customers through sales and cross‑sales...Hourly payFull time$20.5 - $24 per hour
...accommodation or an alternative application process. Personal Banker Retail Employee Worcester, MA, US 4 days ago Requisition ID: 2... ...all types of accounts and assists customers with their existing relationships. Performs account maintenance and processes requests....Hourly payImmediate start- ...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...Work at officeShift workDay 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 from...Full timeInternshipLocal areaFlexible hours$21 - $23 per hour
...inquiries to ensure a positive and seamless service experience Accurately document the nature of all interactions in the customer relationship management (CRM) system and serve as an initial point of resolution by researching issues, gathering detailed information, and...Hourly payWork at officeMonday to Friday$110k - $125k
...planning. As fiduciaries, we are committed to always acting in our client’s best interests - building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. Our mission is to help individuals and families make thoughtful, informed financial...Full timeWork at office2 days per week- ...Universal Banker The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal... ..., and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank's products and services...Work at officeFlexible hours
- Für unseren GeschäftsbereichRisk & Regulatory suchen wir dich zum nächstmöglichen Zeitpunkt als Consultant IT-Compliance Financial Services (w/m/d).Das erwartet dichRisk FS - Als Teil unseres Teams im Bereich Risk FS arbeitest du mit hochqualifizierten Fachleuten zusammen...Full timeHome office
$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 provide...Hourly pay- ...covering everything from investment management to retirement, tax, insurance, and estate planning. We believe in building lasting relationships based on trust, transparency, and results. Beyond our commitment to clients, we're deeply invested in creating a...Local area
- ...presentations that recommend various financial products Review and communicate portfolio performances to clients Network and build relationships with new and existing client base Qualifications: Previous experience in banking, financing, or other related fields...
$120k - $200k
...covering everything from investment management to retirement, tax, insurance, and estate planning. We believe in building lasting relationships based on trust, transparency, and results. Beyond our commitment to clients, we’re deeply invested in creating a collaborative...Local area$150k - $250k
Urgently hiring Senior Associate Attorney - Litigation!! This Jobot Job is hosted by: Kendall Kaing Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $150,000 - $250,000 per year A bit about us: My client is a ...Full timeLocal areaImmediate startRelocationMonday to FridayShift work$260k - $310k
Urgently hiring Intellectual Property Litigation Associate – (CHI, NY, DC)! This Jobot Job is hosted by: Kendall Kaing Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary: $260,000 - $310,000 per year A bit about us:...Work at officeLocal areaImmediate startFlexible hours$25 - $30 per hour
Maintenance Mechanic with Growing Food Company / $25-$30 an hour depending on Experience/ Excellent Benefits and Room for Growth This Jobot Job is hosted by: Ken McClure Are you a fit? Easy Apply now by clicking the Apply button and sending us your resume. Salary...Hourly payLocal areaMonday to Friday$80k - $150k
...to wealth management to help clients define and achieve their financial objectives Qualifications: Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients A Bachelor’s degree in finance...Start working todayWork at office- Grants Manager At MassMEP, we’re dedicated to helping Massachusetts manufacturers and their workforce thrive— and we do it with purpose, passion, and a lot of teamwork. If you love guiding projects from idea to successful closeout and want to work for an organization that...
- ...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Massadvantage in Worcester, MA is seeking a Manager of Risk Management to oversee Medicare risk adjustment activities. This role involves driving strategies, ensuring compliance, and interacting with vendors and providers. Ideal candidates will have at least 7 years in ...
- ...knowledge of multi assets investments to partner up closely with bankers/ solution partners, and advise clients on all aspects of... ...policies May require regular travel into coverage regions to foster relationships Personal Attributes & Requirements University degree holder...Local area
- ...through process review and control enhancementsLeads project management initiatives and onboarding for new clients, and develops relationships with technology and line of business teams as Subject Matter ExpertsAnalyzes business data to identify trends, mitigate risk,...Work experience placementWork at officeWorldwideFlexible hours
$42.74k - $71.24k
...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 payFull time$45.76k - $57.72k
...Line of Business: Personal & Commercial Banking Job Description: This role plays a vital role in bringing TD’s human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product...Full timeWork at officeLocal areaWork from homeFlexible hoursAfternoon shift- OverviewCOME BUILD YOUR CAREER WITH VIBRA HEALTHCARE!Vibra Hospital of Western MA- Central Campus, is seeking a Director of Quality/Risk Management to join our team!Hospital DetailsVibra Hospital of Western Massachusetts - Central Campus, located in Rochdale, MA is a 47...Work experience placement
- ...ensure the highest standards of safety and operational excellence. LEI’s commitment to quality, professionalism, and long-term relationships makes it an exceptional place to build a meaningful career in safety leadership. Responsibilities Lead and continuously improve...Full timeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!





