Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources 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 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 Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on banking transactions and solutions. Applies critical thinking and problem-solving abilities to meet client needs and improve their financial lives. Highest-signal resume keywords Client Engagement Cash Transaction Processing Self-Service Technology Education Critical Thinking Relationship Building ATS Optimization Keywords Hard Skills Cash Transaction Processing Self-Service Technology Education Banking Transactions Financial Solutions Identification Soft Skills Effective Communication Collaboration Enthusiasm Motivation Adaptability Industry Keywords Financial Goals Client Needs Compliance Problem-Solving Time Management Tools & Technologies ATM Online Banking Mobile Banking #J-18808-Ljbffr
- ...apply banking platforms to educate customers and connect them with financial solutions that meet their goals. The role emphasizes relationship building, effective communication, and adherence to laws and policies, with a weekend/extended-hours component and a customer-...SuggestedWeekend work
- ...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
$41.25k - $68.75k
PNC Financial Services Group, Inc. is seeking a Personal Banker in Berea, OH. This role focuses on acquiring and deepening customer relationships through proactive sales and service activities. Successful candidates will have 3+ years of relevant experience and a customer...Suggested- ...Wealth Management BankerThe Wealth Management Banker in the affluent segment is responsible for the overall affluent client experience... .... Responsible for developing, managing, and retaining client relationships for Affluent Wealth Management through proactive contact of...Suggested
$41.25k - $68.75k
...opportunity to contribute to the company’s success. As a(n) 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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...U.S. Bank in Strongsville, OH seeks a Wealth Management Affluent Banker to deliver the full spectrum of bank products and services to affluent clients, building relationships and collaborating with mortgage, small business banking and personal trust teams. The role requires...
- PNC's Berea, OH Personal Banker role focuses on building and nurturing the branch customer base while delivering proactive sales and superior service. You will identify opportunities to grow the customer’s share of wallet and liaise with ecosystem partners to offer PNC...
$41.25k - $68.75k
...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 office- ...Associate 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...Immediate startAfternoon shift
$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 payDay shift$63.75k - $106.25k
## Premier Client Banker - PNC Wealth ManagementApplylocations: OH - Brecksvilletime type: Full timeposted on: Posted Todayjob requisition... ...a differentiated client experience in all elements of the relationship, from acquisition through onboarding and servicing. Maintains...Full timeTemporary workWork experience placementWork at office- Maverick Trading is hiring a fully remote Equity & Options Trader open to applicants in Berea, OH. We are a 25+ year proprietary trading firm that allocates firm capital to disciplined traders and scales buying power based on performance and risk management. Trading from...Remote jobFor contractorsLocal area
$91k - $202.8k
Job ID: R224313Posted: 2026-08-05Location: Home Location-PA (PAH01); OH - Strongsville; Firstside Center Bldg (PA373)Salary: $91,000.00 - $202,800.00Type: Full timeCountry: United States of AmericaCompany: PNCPosition OverviewAt PNC, our people are our greatest differentiator...Full timeTemporary workPart timeWork experience placementWork at officeRemote workWork from home$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 out...Local areaAfternoon shift- Business Experience Plan Advisor Sr At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Work at office
- KeyBank in North Olmsted, Ohio is seeking a Personal Banker who will engage clients in conversations to uncover needs and provide guidance... ..., both in person and by phone. You will open accounts, build relationships with individuals and small businesses, collaborate with branch...
- Huntington in Brunswick, OH is seeking a Customer Experience Banker (Non NMLS) to serve walk-in customers as a Financial Concierge,... ...products, while proactively identifying opportunities to deepen relationships through referrals and a disciplined sales process. Office-...Work at officeFlexible hours
- ...Wealth Advisor The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world-class client experience through personalized financial planning, investment management, and proactive...
- Senior Financial Planner The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners to produce essential financial planning deliverables. This position contributes to the ...Work experience placementWork at office
- Maverick Trading is seeking a remote Equity & Options Trader. This 1099 independent contractor role involves trading equities and options within defined risk parameters, using a rules-based risk framework, and building capital through performance. The firm provides ...For contractorsRemote work
- ...future.Markets for the purposes of developing the Western & Southern Life brand at the local level.Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s).Maintains personal...Work at officeLocal area
- Location Independence Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal...Full time
$125k - $175k
...half-day Fridays throughout the summer Key Responsibilities Lead client meetings with the plan to take over client relationships over time Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all...Full timeSummer workWork at office- ...income instruments, managed accounts, commodities, and alternative investments, among others. You will build and maintain long-term relationships with a portfolio of financially successful clients. Successful candidates in this role possess an entrepreneurial mindset and...
- ...provide a high level and broad range of technical and client management support and assist in managing all aspects of a client relationship including investments, taxation, estate planning, retirement planning, and insurance. Essential Functions and Primary Duties...Work experience placement
- ...responsible for managing and growing a portfolio of commercial card and automated payables clients. This role serves as the primary relationship manager for assigned clients, driving portfolio spend, revenue growth, client retention, product adoption, and overall...Casual workWork at office
- ...business, is currently seeking a Financial Professional to join our team in the greater Independence area to work plan sponsor relationships and to assist in retail wealth management for an existing book of business. This position will be responsible for 403(b)/457 enrollment...
- ...leading financial services company is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are...
$45k - $100k
...lives - 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- MAI Capital Management is seeking a Wealth Advisor to serve as the primary advisor and relationship manager for clients. Responsibilities include financial planning, investment management, and enhancing client relationships. Candidates should possess a bachelor's degree...
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