Relationship Banker
FirstBank
Relationship BankerThe Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens customer relationships through exceptional service and personalized financial guidance but also plays a pivotal role in supporting branch operations. As a designated back-up for the Area Manager, this position brings leadership readiness, cross-functional skills, and the flexibility to step into key responsibilities as needed, including teller transactions and operational support. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.Essential Duties and Responsibilities:Relationship Bankers will actively consult with both Consumer and Small Business clients and collect information directly from clients regarding income, assets, investments, and credit; analyze information to develop customized plans identifying banking products and services that will best meet clients' financial needs and goalsDeliver an exceptional client experience by embodying a client-first attitudeAcquire new relationships through cultivating a strong referral network and outreach effortsDiscover financial needs and tailor recommendations for products and services that meet those needs; educate clients about banking solutions and digital tools to empower their financial confidenceRepresent FirstBank by participating in Bank and community activities, events and civic organizations; build, expand and maintain business and social networksServe as a reliable back-up to the Area Manager, supporting key branch functions and team leadership during absencesAssist with teller transactions and branch operations as needed, ensuring smooth daily functionalityPartner with other department partners to connect clients with expert resources (Financial Advisors, Mortgage Bankers, Relationship Managers, Trust and Wealth Management and other team members)Demonstrate strong initiative and product knowledge to present financial options using a consultative approachActively influences and educates clients, fostering growth in digital banking adoptionStay agile in learning and applying new services and technologies to enhance client experienceEducation and/or Experience:High school diploma or GED equivalent4+ years of experience within retail banking with a solid understanding of banking productsProven success in building customer relationships and customer serviceExperience adhering to policies, procedures, and regulatory banking requirementsSkills and Abilities:Exude confidence with clients when sharing product knowledge and solutionsDemonstrated capability to multitask and support both customer engagement and operational needsAbility to work flexible hours and adapt to branch scheduling needsStrong interpersonal skills with an ability to connect genuinely with peopleLeadership potential and interest in progressing into branch management rolesAbility to demonstrate the highest level of ethical behavior and confidentiality and maintain confidentiality with sensitive information.FirstBank does not accept unsolicited resumes from agencies and staffing firms. Recruitment agencies and consultants may not submit resumes directly to managers. FirstBank will not pay fees to any third-party agency or company that does not have a signed agreement as an approved vendor. FirstBank is an Equal Opportunity Employer, including disability.
- ...at location listed in job posting. Schedule: Monday-Thursday 9:00am - 4:00pm | Friday 9:00am - 5:00pm SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...SuggestedTemporary workPart timeWork at office
- ...leading client service experience both in person and on the phone 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...SuggestedFull timePart timeNight shiftWeekend work
$49.4k
...Senior Small Business Relationship Banker At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering...SuggestedFull timeWork at officeFlexible hours$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...SuggestedWork at officeHome officeFlexible hours- A leading financial services firm is seeking a proactive Financial Advisor to build a client base and offer personalized financial solutions. The ideal candidate should possess active Life & Health licenses and a passion for continuous learning. With a strong training ...Suggested
$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- ...Analyze credit worthiness 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 and...Work at office
- Northwestern Mutual is offering an internship for College Financial Representatives in Chattanooga, Tennessee. Interns will receive guidance in building a financial planning practice, engage with experts, and have the chance to interview for full-time roles upon graduation...Full timeInternship
$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 lifeTraining, licensing & designationsNorthwestern 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 from...Full timeInternshipLocal areaFlexible hours- ...Business Banking OfficerThe management of borrowing and depository relationships with business banking clients. In addition, the solicitation of new business banking clients through direct sales calls. The development of community and business relationships is necessary...Local area
- ...enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals....Work at officeImmediate start
$99.81k
...services by monitoring progress. Demonstrate in-depth technical capabilities and professional knowledge. Maintain long-term client relationships and networks. Cultivate business development opportunities. Full time employment, Monday – Friday, 40 hours per week, 8:30...Full timeWork experience placementSummer holidayWork at officeImmediate startMonday to Friday- ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties and Responsibilities Following is a summary of the essential functions for this...Temporary workPart timeWork at officeNight shiftWeekend work
$26k - $31k
...salary Opportunity for advancement Paid time off Training & development Responsibilities: Develop and maintain strong relationships with new and existing customers. Identify customer needs and recommend appropriate insurance products and coverage....For contractors- ...Offer a wide variety of business loans, deposits, other banking products, and services to build long-term and profitable customer relationships. Ensure credit quality and risks are identified in client portfolio as well as maintaining profitable growth. ESSENTIAL...Part timeLocal area
- ..., monitoring risk trends, supporting loan officers with credit analysis, and working directly with customers to maintain strong relationships. The Portfolio Manager also assists with loan documentation, compliance monitoring, and account servicing as needed. KEY RESPONSIBILITIES...Full time
- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to...
- ...impactful networks in the community and learn how to authentically build referral connections. Develop and maintain long-term client relationships (our average client relationship is over 40 years.) Provide customized financial strategies and solutions through factfinding...
- Job Description Job Description HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing...Afternoon shift
$18 - $20.24 per hour
...Overview United Community is looking for a Universal Banker I to deliver exceptional customer experiences while supporting financial... .... You’ll combine service and sales expertise to strengthen relationships, educate customers on banking tools and technology, and ensure...Full timeLocal areaRemote work- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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