Relationship Banker
Jobtailor
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and 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. Can be flexible to work weekends and/or extended hours as needed. 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. Core Competencies Demonstrates expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while applying strong problem-solving skills to meet their needs. Proven ability to build relationships and achieve sales goals in a results-driven environment. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Self-Service Technology Education ATS Optimization Keywords Hard Skills Cash Transactions Processing Self-Service Banking Technologies Mobile Banking Online Banking ATM Operations Soft Skills Effective Communication Relationship Building Critical Thinking Problem-Solving Time Management Industry Keywords Financial Services Sales Goals Client Solutions Compliance Banking Regulations #J-18808-Ljbffr
- Jobtailor in Connecticut is seeking a motivated lobby associate to educate clients on self-service banking options and assist with transactions in a friendly, compliant manner. You will engage customers, handle cash accurately, and use conversations to uncover needs and...SuggestedWeekend work
- ...the lobby, educate them on self-service options, and help process cash transactions accurately and efficiently. You will build relationships, follow risk and compliance guidelines, and collaborate with specialists in small business, lending, and investments to connect...SuggestedWeekend work
- ...Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments...Suggested
$22.15 - $26.58 per hour
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker II Full-time Regular West Haven, CT, US 3 days ago Requisition ID: 1260 Salary Range: $22.15 To $26.58 Hourly About Us: At...SuggestedHourly payFull timeH1bLocal area- ...share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
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$24.52 - $37.5 per hour
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## Banking Center Relationship Banker 2Applylocations: Stratford, CTtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000588If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put...Hourly payFlexible hoursWeekend work- ...engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build client relationships, assess financial needs, and connect customers with suitable solutions while maintaining risk and regulatory standards. Ideal...Weekend work
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- ...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
- ...partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Full timeFlexible hoursDay shift
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$150k - $175k
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- ...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
- ...to develop financial plans, tax plans, and ongoing strategies for clients. This is a great fit for someone who enjoys planning, relationship management, and providing a white-glove client experience inside a growing advisory firm. Why This Role Is Exciting Work directly...
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- ...educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client relationships. The role centers on conducting high-quality first discovery meetings, confidently leading second meetings where planning...Base plus commissionFull timeTemporary work
$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$55k - $130k
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