Relationship Banker
Jobtailor
Advocate for members, seeking ways to enhance members’ experience Attract new retail and business members while fostering deeper relationships with existing members Prioritize the delivery of exceptional member service Support the branch in growing a profitable book of business Build new relationships through Community/Foundation involvement Create greater awareness of all service channels members can utilize Participate in ongoing coaching, job shadowing, mentoring, and training Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Requirements Associate degree preferred, or combination of equivalent education and experience 1 to 2 years of branch banking experience Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) Proficient in Microsoft Word and Excel Ability to multi-task to meet or exceed minimum performance standards Effective verbal, written, and listening communication skills Strong interpersonal skills Flexibility to work out of any location as business needs dictate Ability to lift at least 10 pounds and stand for long periods Core Competencies Demonstrates strong member advocacy and relationship-building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional member service and effectively communicating with diverse audiences. #J-18808-Ljbffr
$47.47k - $51.63k
...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions ~ Are...SuggestedFull timeWork at office$20.55 - $34.25 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...SuggestedHourly pay- M&T Bank Corporation in Colonie, NY is seeking a Relationship Banker to identify customers' needs through our retail sales process and provide proactive basic sales solutions. You will engage in branch activities, profile customers for sales opportunities, and onboard new...Suggested
- ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service,...Suggested
$22.82 - $24.82 per hour
...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient...SuggestedWork at office$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payFull timeWork experience placementFlexible hoursDay shift- ...KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch...
- ...Relationship Banker - Greater Albany Area Albany, New York;Latham, New York; Troy, New York; Schenectady, New York; Albany, New York; Delmar, New York; Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of...Work at officeFlexible hoursShift workWeekend workDay shift
- ...solutions. You will engage in outreach for basic needs and refer complex needs to the appropriate team member. The role focuses on relationship management, account openings, and presenting financial product options while maintaining compliance and risk controls in a...
- ...financial goals Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach... ...Notary Public License within six months of completing Relationship Banker Training Signature Guarantee permissions Proficiency in...Work at office
- ...We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. A DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service...Local area
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Broadview Federal Credit Union is seeking a Relationship Banker to join the Clifton Park/Capital Northwest region. You will engage with members, review financial profiles, and recommend solutions to meet goals while supporting branches in Malta, Wilton, and Route 9 locations...Work at office
$58.44k - $93.5k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include...Full timeContract workTemporary workWork experience placementWork at office- ...Pioneer Bank in Albany is seeking a Client Service Banker to be the first impression of our culture and brand. You will listen, understand... ...role you will help meet clients' financial goals by building relationships, detecting potential fraud, and complying with bank policies....Weekend work
- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...
$80k - $150k
...our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice...Full timeWork at officeLocal areaFlexible hoursNight shift- ...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
- Financial Representative Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative...Flexible hours
$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- WizeHire, Inc is seeking ambitious individuals to join as Financial Representatives with no prior experience required. You will provide financial guidance to individuals, families and businesses to help them reach long-term goals. Through a structured training program,...
$75k
Entry-Level Financial Representative Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious...Flexible 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'...Flexible hours$25 - $38.46 per hour
...Private Client Banker Location: 241 Saratoga Road - Glenville, New York 12302 Job Summary: Be a problem solver, trusted advisor... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Hourly payWork experience placementDay shift- Northwestern Mutual is seeking College Financial Representatives for an internship program in Town of Colonie, NY. This position offers students a chance to build a financial planning practice, network with professionals, and gain valuable financial knowledge while working...Full timeInternship
$61.88k - $108.16k
Work Location Latham, New York, United States of America Work Location Latham, New York, United States of America Hours 40 Pay Details $61,880 - $108,160 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities...$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 area- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$25 per hour
...Description Starting Salary: $25 / hour and up 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...Hourly payLocal areaFlexible hoursAfternoon shift
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