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 their financial and life priorities and connecting them to solutions that meet their 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 cash handling and client engagement, 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
Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Providence, RI vacancy
- Engaging clients in the lobby to educate and assist with transactions Processing cash transactions accurately and efficiently Having deep conversations with clients to understand financial priorities Connecting clients to solutions that meet their financial goals Requirements...SuggestedWeekend work
Jobtailor
Central Falls, RI2 days ago $21.5 - $26 per hour
...where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker II role will provide services for Banking Center customers and assist the team in achievement of sales, service, and...SuggestedFlexible hoursWeekend workWebster Bank
Providence, RI2 days ago$22.5 - $29 per hour
...Retail Banker IWork location: Cranston, Rhode Island, United States of AmericaPay details: $22.50 - $29.00 USDLine of business: Personal... ...customers achieve their financial goals and optimize their relationship with TD.Depth & scope:Proficient in products, services and...SuggestedTD Bank
Cranston, RI5 days ago$24 - $26.27 per hour
...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...SuggestedHourly payFlexible hoursWeekend workDay shiftBank of America
Providence, RI2 days ago- ...exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-... .... Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed...SuggestedPart timeWork at officeLocal area
North Easton Savings Bank
Seekonk, MA5 days ago $21.5 - $26 per hour
...where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker II role will provide services for Banking Center customers and assist the team in achievement of sales, service, and...Flexible hoursWeekend workWebster Bank
Providence, RI4 days ago$24 - $26.27 per hour
...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...Hourly payFlexible hoursWeekend workDay shiftBank of America
Cranston, RI3 days ago- ...Banknewport Relationship Banker Offering new and exciting career opportunities, BankNewport is committed to providing our employees the resource and guidance to develop careers that are challenging and rewarding. So if you're looking for a great professional opportunity...Work at officeLocal areaImmediate start
- ...Relationship Banker - Providence Bristol County Market Greenville, Rhode Island;North Providence, Rhode Island; Woonsocket, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Greenville, RI4 days ago $21.5 - $28.57 per hour
...accuratelyUnderstanding and applying bank policies and proceduresProvide a superior banking experience for the customer through a relationship building approachProactively seek and recommend the best products and services to fit the customer's needsContribute to the...Full timeWork experience placementFlexible hoursThe Washington Trust Company
Warwick, RI5 days ago- ...exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-... .... Work Local. Position Summary: As a Relationship Banker II , you will play a key role in shaping the customer...Work at officeLocal area
North Easton Savings Bank
Rehoboth, MA4 days ago $21.5 - $26 per hour
## Banking Center Relationship Banker 2Applylocations: Barrington, RItime type: Full timeposted on: Posted Yesterdayjob requisition id: R26\_0000000608If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to...Flexible hoursWeekend workWebster Bank group
Barrington, RI2 days ago$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$38.25k
...Relationship Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving a customer-centric...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...Job Description Job Description Your Role as a Member Relationship Advisor IAs a Member Relationship Advisor I. at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience...
- Responsibilities Deliver professional, friendly, and efficient service through video interactions Respond to customer inquiries and resolve routine issues Accurately process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments...
Jobtailor
Swansea, MA2 days ago - ...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
Chase
Warwick, RI5 days ago - ...Personal Banker Locations: Taunton & Swansea, MA Status: Full Time Summary: Personal Bankers are responsible for establishing, developing, and retaining customer relationships by introducing Mechanics Cooperative Bank products, services, and Bank's business partners...Full timeWork experience placementShift workNight shift
Mechanics Cooperative Bank
Swansea, MA2 days ago - ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to...Immediate startAfternoon shift
Fairygodboss
Warwick, RI10 hours ago $61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at officeNorthwestern Mutual Life Insurance Company
Providence, RI4 days ago- ...banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I) , your journey begins with being taught the foundational skills needed to...Work at officeShift workDay shift
Bank of America
Riverside, RI3 days ago - Herzing University in Providence, Rhode Island is looking for a Financial Aid Advisor to assist students with the financial aid process and funding options. The role is vital for guiding a diverse student population, offering onboarding support and growth opportunities...Hourly payWork at officeRemote workAfternoon shift
Herzing University
Providence, RI2 days ago $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 officeNorthwestern Mutual
Providence, RI3 days ago- ...well-being. The ideal candidate will have a Bachelor’s degree, strong interpersonal skills, and the ability to build long-term relationships within their community. Thrivent offers unlimited earning potential, comprehensive benefits, and a supportive work environment to...
Thrivent Financial
Providence, RI10 hours ago - ...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
Modern Woodmen
Providence, RI1 day ago - ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon 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 from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Pawtucket, RI1 day ago$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment$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...Work at office- Northwestern Mutual in Providence, Rhode Island, is offering an internship for College Financial Representatives. This opportunity allows students to learn financial planning, develop a professional network, and gain exposure to proprietary planning tools. The role involves...Full timeInternship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!
