Relationship Banker
Jobtailor
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 Connecting clients to solutions that meet the financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Growing business knowledge and network by partnering with experts in small business, lending, and investments Managing financial center traffic, appointments, and outbound calls effectively Driving the client experience Managing cash responsibilities Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results 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 Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Exhibits critical thinking and problem-solving abilities to connect clients with financial solutions that align with their goals. Highest-signal resume keywords Client Engagement Cash Transaction Processing Self-Service Banking Education Relationship Building Critical Thinking ATS Optimization Keywords Hard Skills Cash Transaction Processing Self-Service Banking Mobile Banking Online Banking ATM Operations Soft Skills Effective Communication Relationship Building Time Management Adaptability Problem Solving Industry Keywords Financial Services Operational Excellence Risk Culture Compliance Client Experience #J-18808-Ljbffr
- ...Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service...SuggestedNight shift
- ## Relationship Banker Business SpecialistApplylocations: TX - Sugar Land (77478)time type: Full timeposted on: Posted Todayjob requisition id: R220476# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve...SuggestedWork experience placementWork at officeShift work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Relationship Banker Business Specialist within PNC's retail organization, you will be based in Sugar Land, TX. PNC is an in-office company...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...clients to solutions that meet the financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is right for...SuggestedFlexible hoursWeekend work
- ...their financial goals and connect them with suitable solutions, while upholding risk and regulatory standards. This role emphasizes relationship building, strong service, and operational excellence. The ideal candidate is a motivated self-starter with excellent...Suggested
- A regional financial institution in Sugar Land, Texas is looking for a Relationship Banker. The role involves identifying customer needs, processing various transactions, and achieving sales goals. Candidates should possess a high school diploma and have 2 years of customer...
$51.19k
...or update your information by visiting and logging into the careers section of the system. Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...Full timeFlexible hours- Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service...Work experience placementNight shift
- PNC is seeking a Relationship Banker Business Specialist located in Sugar Land, Texas. In this role, you will drive customer satisfaction by expanding business banking opportunities and delivering comprehensive solutions to clients leveraging your banking knowledge. The...
- ...cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the... ...Here, you grow.We are seeking an experienced, high-performing, relationship-driven Branch Relationship Banker (Personal Banker), with bilingual...Full timeMonday to FridayFlexible hours
- ...Personal Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing... ...coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The...Hourly payFull timeWork at officeShift work
- ...involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Branch 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 workPart timeWork experience placementWork at officeShift work
- ...PNC, based in Stafford, VA, is seeking a Personal Banker for our Retail Branch team. In this role you will acquire and deepen the branch customer base, drive proactive sales conversations, and educate clients on banking options to improve their financial wellbeing. You...
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...78441 Location: Sugarland -SGLND Areas of Interest: Consumer Banker; Consumer Banking; Consumer Lending Pay Transparency Salary Range... ...experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective...
- .... Cross sells services as required. Responsible for providing excellent customer service and maintaining strong professional relationships. Essential functions and basic duties include: Presents and explains bank services and products to clients and assists in...Full timeWork at officeWork from homeMonday to FridayNight shiftAfternoon shiftWeekday work
- BOK Financial Corporation in Sugar Land, TX is seeking a Personal Banker. The role focuses on delivering exceptional client experience, assisting with accounts, loans, and digital banking products. You will participate in a 9-week Banking Navigator training to build the...
- BOK Financial in Sugar Land, TX, is seeking a Personal Banker to deliver exceptional client service within our Banking Navigator program. The 9-week training equips you with skills, knowledge, and confidence to excel in customer interactions and product guidance. During...
- ...Personal Banker I It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless... ...personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem...
- Prosperity Bank is seeking a Personal Banker Floater (Full Time) for SB Stafford, TX. The role encompasses teller functions, customer... ...emphasis on accurate cash handling, problem resolution, and relationship building with clients. The position requires at least one year...Full time
- ...Grow Relationships. Build Deposits. Fund Businesses. Strengthen Communities. Are you a relationship-builder who thrives on connecting with business owners, uncovering opportunities, and delivering financial solutions that help companies succeed? Do you enjoy balancing...Full timeLocal area
- Capital Bank is hiring a Commercial Banking Relationship Manager/Market President to grow commercial lending and deposit relationships, support local businesses, and serve as a trusted financial partner in the Greater Houston market. This role is a strong fit for an experienced...Full timeLocal area
- ...We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success...Full time
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
- First Community Credit Union is seeking a Personal Banker at our Sienna location in Missouri City, TX. Bilingual preferred (English/Spanish), with 1-3 years in retail or financial services to assist members with transactions and promote products. You'll work a 4/10 schedule...Flexible hours
- BOK Financial in Sugar Land, TX, is seeking a Personal Banker to deliver superior client experiences while training in the Banking Navigator program. The 9-week program equips you with skills and confidence to excel as a Personal Banker. The role starts with comprehensive...Permanent employmentTraineeship
- Personal Banker #633-29849 Richmond, Texas, United States Location FCB Richmond Wal-Mart Location Address 5330 FM 1640 Rd. Position... ...volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial...Full timeWork experience placementWork at officeFlexible hoursAfternoon shift
- We are currently seeking a Personal Banker, bilingual preferred (English/Spanish), for our Sienna location in Missouri City, TX to assist credit union members with various financial transactions in a personable, professional manner. The Personal Banker (PB) works with...Temporary workWork experience placementFlexible hours
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