Relationship Banker
Jobtailor
Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently processing cash transactions for clients as needed. 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. Requirements 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 financial services, including client engagement and cash handling, while effectively connecting clients to financial solutions that align with their goals. Proven ability to achieve sales targets in a competitive environment. #J-18808-Ljbffr Jobtailor
- ...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
- ...Relationship Banker - NH Central - North Essex Market Methuen, Massachusetts;Lawrence, Massachusetts; Andover, Massachusetts; Haverhill, Massachusetts **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...local community, and join a team that champions integrity, respect, teamwork, and continuous progress. Start with heart. The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank’s...SuggestedLocal areaShift workWeekend workAfternoon shift
$22.57 - $29.35 per hour
...Personal Banker II Job Tracking ID : 512272-912617 Job Location : Salem, NH Job Level... ...Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests,...SuggestedHourly payFull timeTemporary workPart timeWork at officeFlexible hoursDay shift- ...self-service resources such as mobile, online, and ATM transactions. You will process cash transactions accurately, build client relationships, and connect clients to solutions that support their financial goals. Role requires strong communication, ability to learn new...SuggestedWeekend work
- ...that 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 clients...Shift workWeekend workDay shift
- ...Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decisionmaking, and community impact. With a broad range of banking, wealth management, and investment solutions, Rockland...Work at officeLocal area
$23 - $25 per hour
Description The most prestigious lending institutions trust Zwicker & Associates, P.C. to protect their legal interests nationwide. Zwicker & Associates P.C. is a national creditor rights law firm that emphasizes ethics, compliance, and assertive representation of our ...Hourly payFull timeWork 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...Full timeContract workFor contractorsWork at office- ...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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Financial Counselor As the Financial Counselor, under the direction of the Director of Patient Access and/or coordinator, you will assist the uninsured and underinsured patient population in applying for public assistance programs. Ensure that all necessary information...Weekend work
$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- ...goals or the need for different strategies or products. The FAA is responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing.The FAA will rely on relationship building...Temporary workTraineeshipWork experience placementCasual workWork at office
$90k - $300k
Career Description Financial Professionals help clients identify and achieve their financial goals. Through New York Life, Eagle Strategies and NYLIFE Securities, our Financial Professionals offer a comprehensive array of financial products and services to help clients...Full timeWork at officeLocal areaRemote work- Medium in Salem, New Hampshire is seeking dedicated individuals for a work-from-home financial services position aimed at protecting families. This role values integrity and offers growth opportunities while allowing you to assist others in securing their financial futures...Remote workWork from home
- ...Business Needs Analysis As a Northwestern Mutual Financial Representative: 1. Build—Work to build a client base by growing relationships with your network and develop knowledge of NM financial products and market trends. 2. Educate—Educate yourself beyond...Work experience placement
- ...candidates capable of managing multiple priorities. Proactive and sales-oriented individuals eager to meet customer needs and build relationships. What Youll Do Provide a high level of service quality by greeting customers professionally and building relationships....Afternoon shift
- ...building blocks of our community. For over 100 years, we've built relationships that go beyond transactions - supporting local families, small... ...every day. We are currently looking to hire a Universal Banker for our Salem, NH office - someone who values connection,...Bank staffCurrently hiringWork at officeLocal areaShift work
$49.14k - $73.71k
...Universal Banker Andover Branch - Andover, MA 01810 Overview Salary Range $49,140.54 - $73,710.30 Salary Position Type Full... ...our clients, make them feel valued, and maintain long-term relationships with them by constantly enhancing our products and processes to...Full timeTemporary workWork at officeLocal areaAfternoon shift$21.68 - $36.13 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$21.68 - $36.13 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- ...businesses throughout New England with a strong emphasis on personal relationships, local decision-making, and community impact. With a broad... ...individuals can build meaningful, long-term careers. As a Banker at Rockland Trust, you are a key player in the Retail Branch setting...Live inWork at officeLocal areaFlexible hours
$48k - $60k
...practice. Schedule and conduct financial planning and advice meetings with clients and client prospects. Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. Achieve or exceed program standards...Work experience placementLocal area- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$104.43k - $121.12k
...more during the interview process. Benefits and Culture New Leaf Energy's success is driven by our collaborative, long-term relationships based on trust and transparency. We offer a flexible work environment that places significant responsibility in independent...Work at officeLocal areaImmediate startWork from homeFlexible hours$97k - $192k
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The New England Region of Modern Woodmen is...Work at officeLocal areaWork from homeFlexible hours$72.28k - $108.16k
...client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and...Work at officeLocal areaWork from homeFlexible hours$97k - $192k
Benefits 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The New England Region of Modern Woodmen is actively seeking a Financial Representative...Work at officeLocal areaWork from homeFlexible hours- Edward Jones invites you to join a Fortune 500 financial services firm where your contributions matter. As a financial advisor, you’ll build and grow your own practice with support from a branch, home office, and regional teams, leveraging Edward Jones’s century-long history...Home office
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