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
- ...appropriate banking products and services. You will manage outreach, appointments and proactive follow-ups to strengthen client relationships. The role emphasizes customer service, account openings, and collaboration with internal partners to deliver value and secure compliance...Suggested
- ...M&T Bank Corporation in Seymour, CT is seeking a Relationship Banker to help identify customer needs and provide basic sales solutions through proactive outreach. The role emphasizes branch customer experience, needs-based conversations, and onboarding new clients to strengthen...Suggested
- JPMorgan Chase & Co. in the United States seeks a Private Client Banker in Branch Banking to serve a selected group of affluent clients, managing their complete banking relationship with an advice-based approach. You will collaborate with Specialists to connect clients...Suggested
$20.86 - $25.03 per hour
...environment.Represent USALLIANCE in the community and form lasting relationships with our members and partners. About this role:... ...difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences...SuggestedHourly payPart timeH1bLocal area- ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...
$23 - $31 per hour
...career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Work experience placementFlexible hours$21.5 - $26 per hour
## 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$18.5 - $23 per hour
...where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation...Hourly payFlexible hoursWeekend work$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank 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...Hourly payWork experience placementDay shift$19 - $28.84 per hour
M&T Bank is looking for a dedicated individual to improve the branch customer experience in New Haven, Connecticut. The role emphasizes exceptional customer service, accurate transaction processing, and operational tasks within the branch. Applicants should possess a high...Hourly pay- ...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...
$18.5 - $23 per hour
## Region Relationship Banker 1Applylocations: New Milford, CTtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000530If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people...Hourly pay- ...Relationship Banker I USALLIANCE Financial is committed to making a positive difference in the lives of our members and community. Relationship Banker I is responsible for the delivery of exceptional member experiences, implementing USALLIANCE's sales and service standards...Part timeLocal area
- ...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...Day shift
- ...Private Client Banker Location: 1248 Dixwell Avenue - Hamden, Connecticut 06514 Job Summary Be a problem solver, trusted advisor... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Day shift
$150k - $175k
...Advisor to the team who will support the firm’s lead advisor. The Wealth Advisor is responsible for the retention of existing client relationships as well as the development of new client connections. Wealth Advisor role is a full-time, salaried position that offers a...Full timeWork from homeFlexible hours1 day per week- ...Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen... ...branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Work experience placement
$20.67 - $31.25 per hour
...East Haven, Connecticut 06512 *This is a hire ahead personal banker role and will require flexibility to work at any area branch including... ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payWork experience placementDay shift- ...common retirement pitfalls such as outliving their savings, unexpected healthcare costs, and market downturns. Build Long-Term Relationships – Act as a trusted advisor, providing ongoing guidance to ensure clients stay on track with their financial goals. Stay Informed...Temporary workFlexible hours
- ...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...
- Connecticut Institute for Communities, Inc. Description: CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our...Hourly payFull timeWork at office
- Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in...Full timeTemporary workImmediate start
- ...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
- ...After obtaining the necessary licenses and registrations to become a FINANCIAL ADVISOR, your typical day may include: Developing relationships with clients (both existing and prospective). Gathering client information to build comprehensive financial plans. Helping...Immediate start
- ...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
- ...methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term relationships with clients. Providing financial solutions for clients through fact gathering and needs analyses. Expanding personal knowledge...Work experience placement
- Northwestern Mutual in Bridgeport, CT is looking for a Financial Advisor to join their team. This role involves helping clients achieve their financial goals through personalized financial solutions and insurance. As a Financial Advisor, you will engage with clients, develop...
$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$58.5k - $70k
...each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment...Work at officeLocal area
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