Relationship Banker
Fox Valley Savings Bank
We are seeking a dedicated and personable Relationship Banker to join our team, serving as a trusted financial advisor for our valued customers. In this role, you will deliver an exceptional banking experience by providing personalized service, understanding customer needs, and offering tailored financial solutions. Your expertise will help foster long‑term relationships and support our customers' financial wellness. Customer Experience & Service Create a welcoming, personalized experience for every customer—warm greeting, eye contact, and use of their name. Provide fast, friendly, and accurate service across all teller and platform responsibilities. Actively listen and uncover customer needs to ensure the right products, services, and solutions are recommended. Support customers through a full range of transactions, account questions, and service requests. Educate customers on the bank’s digital tools, services, and features that simplify their financial life. Relationship Building & Sales Support Engage customers in meaningful conversations to understand financial goals and identify opportunities. Recommend appropriate products and services that support customer needs and help grow the relationship. Maintain documentation of conversations, needs identified, and solutions offered. Refer customers to specialists (loans, financial services, business banking) when appropriate. Operational Excellence Perform teller functions following all bank policies, procedures, and compliance requirements. Complete account openings, maintenance, and closings with accuracy and efficiency. Maintain up‑to‑date product knowledge and stay informed on new offerings and enhancements. Balance cash drawers daily and resolve discrepancies promptly. Follow security procedures and support branch opening/closing routines. Compliance & Risk Management Uphold confidentiality standards and always safeguard customer information. Complete all required compliance and regulatory training on schedule. Ensure all customer identification and account-opening protocols (including CIP) are followed without exception. Team & Culture Demonstrate the bank’s core values in all interactions with customers, colleagues, and community members. Contribute to a positive, team‑oriented branch environment. Support other branch locations as needed. The job duties listed are in no way all encompassing. Other duties, responsibilities and qualifications may be required and/or assigned as necessary. This position requires regulatory compliance. Requirements High school diploma or equivalent. Strong customer service skills with a positive, professional presence. Previous banking or financial services experience required. Cash‑handling and teller experience strongly required. Solid math, computer, and data‑entry accuracy. Ability to prioritize, multitask, and adapt to varying customer needs. Ability to stand for extended periods and handle detailed work. Willingness to work a flexible schedule and travel to other branches when necessary. FVSBank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation or protected veteran status. #J-18808-Ljbffr
$41.71k - $65k
...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedLocal areaImmediate startDay shift$17 - $28.96 per hour
## Relationship BankerApplyremote type: On-Sitelocations: WI Pulaskitime type: Full timeposted on: Posted Todayjob requisition id: JR1061... ...check on all new hires.***Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide...SuggestedHourly payImmediate start$17 - $29.75 per hour
...Relationship Banker Job Locations US-WI-Madison Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID...SuggestedFull timeImmediate start- ...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker Full Time Professional St Germain, WI, US 5 days ago Requisition ID: 1241 Named American Banker’s “Best Banks to Work For”...SuggestedFull time
$17 - $28.96 per hour
Relationship Banker - Job Overview At Associated Bank, our focus is on professional growth and development. In this role you will build customer relationships, provide exceptional service, process transactions, and recommend financial solutions. Key Responsibilities Deliver...SuggestedHourly pay- ...technology solutions. The ideal candidate has strong sales experience and excellent communication skills to build lasting client relationships. High school degree is essential; a college degree is preferred. Come be a part of a leading financial institution that values...
- General Summary The role of the Relationship Banker is to establish new and increase existing client account relationships through sales and referrals of bank products and services. This position serves as a proactive member of the Retail Banking branch team by being an...Work experience placement
- Job Overview Deliver exceptional service to BMO customers and prospects by identifying their needs and providing advice on personal banking, lending, investment and small‑business solutions. Work collaboratively within the branch and across channels to achieve business ...
- ...Client Relationship Consultant Part-time 20 Hours Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital...Part time
- ...asset, and we are committed to investing in their growth and development. The Personal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted financial advisor who reflects...Temporary workWork at officeLocal area
$35.75k - $52.04k
## Personal Banker IApplyremote type: In-officelocations: Madison WItime type: Full timeposted on: Posted Yesterdayjob requisition... ...6**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers...Local areaFlexible hoursAfternoon shift- ...Purpose of Position A Personal Banker is responsible for delivering a premier client experience that is second to none by helping... ...solutions to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The...Full timeWork experience placementWork at officeMonday to Friday
$75k - $100k
...the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication...Work at office- ...Greensburg, Greensburg, PA 15601, USA Travel Required Yes. Regional travel may be required. Description As a First Commonwealth Relationship Banker you will live out our Mission to improve the financial lives of our neighbors and their businesses. You understand the...Live outWork at office
$35.75k - $52.04k
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial...Local areaFlexible hoursAfternoon shift- ...through both internal and external channels, including community engagement Cultivate Referral Networks: Foster ongoing, productive relationships with Centers of Influence (COIs) to ensure sustained lead generation for the firm Deliver Client Advisory & Insights: Provide...Summer work
$81.86k - $120.41k
...Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to... ...all minimum standards of care are met across all client relationships assigned. Other duties as assigned. We’re excited to talk to you...Work at officeLocal areaFlexible hours$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours- Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunity Comprehensive benefits including medical, dental, and vision...Full timeLocal areaMonday to Friday
$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients 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$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network through business development, and deliver impactful solutions...Full timeWork at officeMonday to FridayFlexible hours
$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource...Work at officeWork from homeHome officeFlexible hours- ...that get results. Responsibilities Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge...Work experience placement
$51.8k - $95.9k
...generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Develops solutions and makes recommendations based on an understanding...Part timeLocal area$50 - $60 per hour
A leading AI company in the United States is seeking a Wealth Manager to collaborate with AI Assistant models in the finance domain. This remote role offers flexibility to work full-time or part-time. Candidates should have an advanced degree (MBA or higher) and expertise...Hourly payFull timeContract workPart timeRemote work- ...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...Full timeLocal area
- ...helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional...Part timeImmediate start
$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 placementFlexible hoursDay shift$175k
...Actively participate in client meetings and deal discussions. Contribute to deal structuring and negotiation processes. Support senior bankers in identifying and pursuing new business opportunities. What You Bring To perform this job successfully, an individual must be able...Hourly payFull timeContract workWork experience placementShift work
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