Relationship Banker
Jobtailor
Responsibilities 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. Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance. 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. #J-18808-Ljbffr
- ...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 officeShift workWeekend workDay shift
- Regions Bank in Florissant, Missouri is looking for a Relationship Banker II to engage with customers and determine their financial needs. This role requires strong communication skills and an ability to meet branch targets while offering guidance on financial products....SuggestedFull time
$20 - $21 per hour
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shift$20.55 - $25.05 per hour
...Personal Banker Building a career at Commerce is more than just steps on a ladder. It's about helping people find financial safety... ...to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and resources...SuggestedHourly payPart timeMonday to Friday- A prominent financial institution is seeking a Personal Banker to enhance customer relationships and improve financial health. The role involves educating clients on various banking products while ensuring a personalized, compliant service. Ideal candidates should possess...SuggestedFull time
$20 - $24.4 per hour
A leading financial institution seeks a Personal Banker for their St. Charles/Wentzville branch. Responsibilities include building customer relationships and educating clients on financial products. Candidates should have strong sales and communication skills, with at...Hourly payFull time- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to...Temporary work
- At Workada, we're not just labeling data — we're helping improve the technology people use every day. Our work creates the examples and feedback that make advanced systems more accurate, consistent, and useful. For this role, that means putting real financial expertise ...Contract workRemote workFlexible hours
- ...opportunity to contribute to the company's success. As a(n) Personal 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...opportunity to contribute to the company’s success. As a Personal 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...Full timeTemporary workWork experience placementWork at office
- ...motivated individual who is passionate about financial planning, delivering exceptional client service, and building long-term relationships. About the Role As a Financial Advisor , youll work closely with clients to help them achieve their financial goals....Temporary workWork experience placementWork at office
$150k
...an uncommon professional to join our team as a Financial Advisor. Job Responsibilities: Serve Your Clients: 1. Cultivate strong relationships with members by consistently using the prescribed sales process. 2. Cultivate strong working relationships and trust among credit...Work experience placement$20.55 - $25.05 per hour
...Personal Banker Building a career here is more than just steps on a ladder. It's about helping people find financial safety and... ...opportunities to grow and learn, to connect with others, and build relationships with the people around you. You'll have the space and...Hourly payFull timeShift work$20 - $24.4 per hour
...opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and... ...keep reading and let’s talk. **Are you interested in Personal Banker opportunities in the St Charles/St Peters area****About This Job...Hourly payFull timeShift work- ...Commerce Bank in St. Charles is seeking a dedicated Personal Banker to connect with customers and assist them in enhancing their financial... ...educating customers on financial products, maintaining relationships, and ensuring transactions are processed smoothly. We invite those...
- ...business units for traditional and non-traditional banking products and services. Provides superior service to customers. Conducts relationships and activities consistent with established Bank policies, procedures and systems, the corporate code of conduct, Bank Secrecy...Full timeWork at officeMonday to Friday
- ...Position Title: Universal Banker Locations: Sunset Hills_MO Time Type: Full time Req ID: JR1296-Sunset... ...-based questioning allowing them to build and deepen customer relationships to include determining needs and referring business partners....Hourly payFull timeContract workTemporary workTraineeshipWork at officeFlexible hours
- ...confidentiality and compliance standards. The ideal candidate has at least 1 year of sales experience, strong interpersonal skills, and the ability to work under pressure. Join a team that values member relationships and growth in a supportive environment. #J-18808-Ljbffr...
$17 - $20 per hour
...support multiple branches as needed. In this role, you'll step in where you're most needed, providing exceptional service, building relationships with customers, and helping them achieve their financial goals. As an Overstaff FSR, you're a flexible problem-solver, a trusted...Hourly payFull timeWork at officeLocal areaFlexible hoursWeekend workAfternoon shift$70k - $82k
Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of financial counseling to service members and their families. Services include financial education ...Contract workWork at officeFlexible hours- ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Work at officeImmediate startMonday to FridayShift 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$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 timeContract workFor contractorsInternshipLocal areaFlexible 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...Full timeContract workFor contractorsWork at office$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- Northwestern Mutual is offering an internship for College Financial Representatives in Clayton, Missouri. The role focuses on prospecting, networking, and building a business while supported by a Fortune 500 company. Interns will learn essential skills, engage in regular...Full timeInternshipFlexible hours
$18.51 per hour
Financial Recovery Representative (Collections) Status: Full Time Location: East Alton, IL Salary: $18.51 About Us: 1 st MidAmerica is a trusted financial institution dedicated to providing exceptional service to our members. We pride ourselves on our commitment...Full timeMonday to Friday- ...the general supervision of the assigned manager, the Universal Banker position is a position that performs both Teller and Platform... ...limited to cross selling, tele-consulting, developing business relationships, servicing accounts, check cashing, withdrawals, deposits, and...Work at officeImmediate startShift work
- ...Position Summary Universal Banker is responsible for delivering exceptional customer experience by supporting both teller transactions... ...products and services. This position plays a key role in relationship building and is accountable for achieving referral goals that...
$19.5 - $23 per hour
...Position Summary The Universal Banker Trainee position is responsible for delivering excellent customer experiences to current and... ...through needs‑based questioning to build and deepen customer relationships and refer business partners. Assist with basic deposit account...Hourly payContract workTemporary workTraineeshipWork at officeFlexible hours
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