Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

Valley National Bancorp

Job TitleResponsibilities include but are not limited to:Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.Demonstrates and promotes online and mobile banking capabilities.Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.Participate in community events and supports CRA initiatives, activities, and programs.Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.Adhere to the bank's code of conduct and all policies and procedures.Required Skills:Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.Detail oriented, strong organizational skills, and high degree of accuracy.Ability to manage multiple projects simultaneously.Proficient computer skills.Required Experience:High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role.Preferred Experience:1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.FIS/IBS (Integrated Banking Solutions).

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Winter Park, FL vacancy
  •  ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800...  ...clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing... 
    Suggested

    Valley Bank

    Orlando, FL
    2 days ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail Banking organization, you will be based at Vista Lakes: 8708 Lee Vista Blvd, Orlando,... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Orlando, FL
    5 days ago
  • ## Relationship Banker Business SpecialistApplylocations: FL - Orlando (32829)time type: Full timeposted on: Posted Todayjob requisition id: R231286# **Position Overview**At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve... 
    Suggested
    Work experience placement
    Work at office

    PNC Financial Services Group

    Orlando, FL
    3 days ago
  •  ...Banking Professional This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions... 
    Suggested
    Part time
    Work at office

    TD Bank

    Orlando, FL
    11 hours ago
  •  ...Relationship Banker Business Specialist 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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Orlando, FL
    3 days ago
  •  ...Relationship Banker (SAFE) OpportunityWells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.Upon required... 
    Ongoing contract
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Sanford, FL
    4 days ago
  •  ...Bank of America is seeking a client‑facing banker who engages clients in the lobby to educate and assist with self‑service resources...  ...meet their financial goals. Responsibilities include building relationships, following procedures, and collaborating with specialists in... 
    Weekend work

    Bank of America

    Longwood, FL
    3 days ago
  • Job ResponsibilitiesResponsibilities include, but are not limited to:1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement.2. Product Knowledge: Understand all bank products and services, educate and demonstrate...

    Valley National Bancorp

    Winter Park, FL
    2 days ago
  • $350k

     ...Private Advisor will: Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or...  ...management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of... 

    Avior Executive Search, Inc

    Orlando, FL
    2 days ago
  •  ...The Personal Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services by processing all new account-related transactions. Assists customers in their selection of various accounts and financial... 

    Central Bancompany

    Winter Park, FL
    4 days ago
  •  ...Job Description Job Description Commercial Banking Relationship Manager –Orlando, FL FinTrust Connect has partnered with a well...  ...estate banking. This role is ideal for an experienced commercial banker who can develop new relationships, expand an existing... 

    FinTrust Connect Careers

    Orlando, FL
    3 days ago
  •  ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based at...  ...community Centers of Influence to acquire, expand and retain relationships.Creates customer loyalty and grows customer share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Orlando, FL
    3 days ago
  • $260k - $350k

     ...Job Title Senior Relationship Manager – Southern Cone (Argentina and Chile) Location Miami or New York City Company Retained by a global...  ...7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within... 
    Full time
    Local area

    Norman Alex

    Orlando, FL
    2 days ago
  •  ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client...  ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Altamonte Springs, FL
    1 day ago
  •  ...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... 
    Temporary work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Altamonte Springs, FL
    4 days ago
  •  ...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... 
    Temporary work
    Work at office
    Night shift
    Weekend work

    Truist

    Casselberry, FL
    4 days ago
  •  ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank 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 through... 
    Full time
    Temporary work
    Work experience placement

    PNC

    Orlando, FL
    3 days ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Orlando, FL
    3 days ago
  •  ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    Fairygodboss

    Orlando, FL
    3 days ago
  •  ...trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker - Responsibilities Perform daily branch functions including client services, teller operations, vault duties, account opening/... 
    Temporary work
    Work at office
    Remote work
    Night shift

    Cypress Bank & Trust

    Winter Park, FL
    3 days ago
  •  ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising...  ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Orlando, FL
    4 days ago
  •  ...Personal Banker Associate II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to...  ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services... 
    Work experience placement
    Work at office

    Fifth Third Bancorp

    Orlando, FL
    11 hours ago
  •  ...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 work
    Work experience placement
    Local area

    Next Frontier Capital

    Orlando, FL
    3 days ago
  • Job DescriptionJOB SUMMARY: A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals.ESSENTIAL DUTIES AND RESPONSIBILITIES... 
    Full time
    Interim role
    Local area

    BankUnited

    Orlando, FL
    3 days ago
  •  ...with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.Essential Job Functions:Client Service: Prepare and present to clients portfolio reviews,... 
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Orlando, FL
    1 day ago
  •  ...want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective... 
    Full time
    Immediate start
    Day shift

    Bank of America

    Orlando, FL
    3 days ago
  • $77k - $202k

     ...clients for seamless integration and utilization of Oracle Finance systems- Navigating complex situations to build meaningful client relationships and inspire team members- Anticipating the needs of teams and clients to deliver quality solutions in ambiguous environments-... 
    Full time
    H1b

    PwC

    Orlando, FL
    2 days ago
  •  ...personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    4 days ago
  •  ...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Orlando, FL
    22 hours ago
  •  ...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... 
    Work at office
    Shift work
    Day shift

    Bank of America

    Orlando, FL
    22 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!