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
- ...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
- ...Member Relationship Advisor I - (Universal Banker / Bilingual Spanish) Your Role as a Member Relationship Advisor I As 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...Suggested
$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 shift- ...Job TitleThe Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial expertise... ...to moderate complexity/riskEstablishes and nurtures Customer relationships by consistently displaying product knowledge, actively...Suggested
- ...Relationship Banker - Providence - RI South Market Providence, Rhode Island;Providence, Rhode Island; Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...clients with solutions that meet their financial goals Execute the bank's risk culture and pursue operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines while complying with laws and regulations Partner...Weekend work
- 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...Weekend work
$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 shift- ...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
$23.25 - $30.75 per hour
...Retail Banker II Float Work Location: Providence, Rhode Island, United States of America Hours: 40 Pay Details: $23.25 - $... ...help Customers achieve their financial goals and optimize their relationship with TD. This role is accountable for working in multiple...Work at office- ...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
- ...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
$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 hours- ...TD Bank in Warwick, Rhode Island, is seeking a Retail Banker I to serve customers with financial solutions and consultative advice, helping them meet their banking goals and strengthen their relationship with TD. This role handles routine transactions, educates customers...
$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...Hourly payLocal areaFlexible hoursAfternoon shift- ...Retail Banker I The Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial... ...Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope: Proficient in products, services...Work at officeLocal areaWork from homeFlexible hours
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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
$20.55 - $25.05 per hour
...opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and... ...experience, skills, and competencies.) About This Job Our Personal Bankers are personable, goal-oriented, and have a passion for helping...Hourly payFull timeMonday to FridayShift work- 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...
- ...Personal BankerLocations: Taunton & Swansea, MA Status: Full TimeSummary: Personal Bankers are responsible for establishing, developing, and retaining customer relationships by introducing Mechanics Cooperative Bank products, services, and Bank's business partners. While...Work experience placementShift workNight 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$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Financial Aid Counselor Apply ( locations 222 Richmond Street time type Full time posted on Posted 16 Days Ago job requisition id REQ210783 Job Description: SUMMARY: The Financial Aid Counselor is the first point of contact for the Office...Full timeWork at officeRemote work
$125k - $175k
...Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial...- ...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
- ...Job Description Job Description ITM Personal Banker (Full-Time) BayCoast Bank – Swansea, MA Empower Your Career with... ...solutions while maintaining a strong focus on community and customer relationships. At BayCoast, we believe exceptional service starts with...Full timeRemote workWeekend workAfternoon shift
$19.03 - $31.39 per hour
Financial Service Representative Responsible for providing quality and efficient financial service to patients through the daily management of assigned tasks. Oversees financial status of patients scheduled to be seen at Brown Health Medical Group Facility. Maintains...Work at officeShift work- 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
$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
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