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 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, 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, which may include being scheduled at 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 Core Competencies Demonstrates expertise in client engagement and financial services, effectively educating clients on self‑service banking solutions while adhering to regulatory guidelines. Possesses strong problem‑solving skills and a results‑oriented mindset to meet clients' financial needs. #J-18808-Ljbffr
- ...Regions Financial Corporation in Naples, FL, is hiring a Relationship Banker II at the Naples Main Branch. The role focuses on identifying customer needs, expanding relationships through outbound calls, and guiding customers on loan, deposit, and digital banking options...Suggested
- ...educate them on self-service options, and accurately process cash transactions to support everyday banking needs. You will build relationships, follow established guidelines, uphold regulatory requirements, and collaborate with experts in lending and investments to...Suggested
$39.6k
...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...SuggestedFull timeFlexible hours- ...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
- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...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 workWork experience placementWork at officeShift work
- ...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
- ...Personal Banker PositionAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are... ...community Centers of Influence to acquire, expand and retain relationships.Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Central Bank is looking for a Private Banker & Market Leader in Naples, Florida. This role involves managing high-net-worth client relationships while leading market growth. The ideal candidate has a strong local network and proven experience in private banking or wealth...Local area
- ...PNC in Naples, Florida, is seeking a Personal Banker to join its Retail Branch organization. This role involves acquiring and deepening customer relationships through proactive sales and exceptional customer service. Candidates should have 3+ years of experience and a...
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...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 conversations...Work experience placementSecond jobFlexible hours
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...Personal Banker Associate IMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships.Key Responsibilities...Temporary workWork at officeRemote work
- ...member of Bessemer Trust’s business development team. In this role, you will be involved in sourcing, initiating, and developing relationships with prospective, ultra-high net worth clients in partnership with Wealth Advisor and Senior Wealth Advisor professionals within...Temporary workWork at officeRemote work
- ...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 officeShift workDay shift
$61k - $119k
...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- ...business-sale advisory and pre-transaction planning. The PWA is responsible for identifying, closing, and deepening client relationships. Your familiarity with client circumstances, alongside a broad knowledge of investments, banking, wealth and estate planning,...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
- ...detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries Maintain and cultivate client relationships via approved mediums of communication Create and prepare detailed portfolio reviews, security analysis, and client delivery...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
- ...where goals 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 all...Temporary workDay shift
- HBKS Wealth Advisors (HBKS), a leading independent personal financial planning and wealth management firm with nearly $8 billion in assets under management. As part of the HBK family of companies-which includes HBK CPAs & Consultants, Vertilocity, and HBKVG-we provide ...Temporary workLocal areaFlexible hoursNight shift
- Financial Counselor Position Title: Financial Counselor (FC) Location: Naples, Florida Department: Acute Care Employment Type: Full-Time. Non-Exempt Schedule: Tuesday-Saturday 8:00am-4:00pm. Hiring Incentives: Immediate PTO Accrual, Full Benefits...Full timeWork at officeLocal areaImmediate start
$152.37k - $186.23k
...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Analyze creditworthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base; through biblical relationships, challenging them in key areas to facilitate growth. Strives to build organizational capacity, create and seize business...Work at officeLocal areaNight shift
- ...the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment and Insurance business from... ...sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and...Bank staffLocal areaNight shift
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