Relationship Banker
Jobtailor
Engaging clients in the lobby to educate about mobile banking and other resources Accurately processing cash transactions Having deep conversations with clients for better financial solutions Following established processes and guidelines Requirements 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 Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Core Competencies Demonstrates expertise in financial services, including knowledge of industry products and solutions, while effectively engaging clients to provide tailored financial solutions. Proven ability to process cash transactions accurately and achieve individual sales goals in a performance-driven environment. Highest-signal resume keywords Financial Services Experience Sales Experience Cash Handling Bachelor's Degree Client Engagement ATS Optimization Keywords Hard Skills Cash Transactions Processing Financial Solutions Knowledge Sales Goal Achievement Soft Skills Client Education Effective Communication Industry Keywords Financial Services Industry Business Management Business Administration Finance #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Richmond, VA vacancy
- ...Associate Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them... ...embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture...SuggestedImmediate startAfternoon shift
Chase Inc
Richmond, VA4 days ago $20 - $22 per hour
...retention Adheres to all policies and procedures of the company Follows operational procedures to include security Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles...SuggestedHourly payWork at officeBurke & Herbert Bank
Richmond, VA1 day ago- ...C&F Bank is seeking a Universal Banker I to join their retail team in Richmond, Virginia. This position involves acquiring and managing customer relationships through personal engagement and outbound activities. The successful candidate will enjoy a comprehensive benefits...Suggested
C&F Bank
Richmond, VA3 days ago $25 - $26.77 per hour
...meet the 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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$45.76k - $54.25k
...Relationship Banker Responsible for providing an industry 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...SuggestedTemporary workWork at officeNight shiftWeekend work$24 - $35 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...Temporary workWork experience placementImmediate start- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
- ...Relationship BankerResponsible for providing an industry 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...Temporary workNight shiftWeekend work
Truist Inc
Glen Allen, VA4 days ago - ...Relationship BankerJob Category: BankingLocation: On site at location listed in job posting.Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...Temporary workWork at office
First Horizon
Henrico, VA2 days ago - About this role:Wells Fargo is seeking an Executive Director, Commercial Banking Relationship Manager to drive growth and deepen relationships with middle market and corporate clients with annual revenues ranging from $100 million to $2 billion.This role is responsible...Work experience placement
- ...offer suitable solutions, and connect customers to specialists, while guiding them through self-service and in-branch transactions. This role emphasizes outbound client outreach, follow-up, and delivering exceptional care to build trusted relationships. #J-18808-Ljbffr...
Bank of America
Mechanicsville, VA11 hours ago $100k - $175k
...Private Banker This position is responsible for selling, promoting, and supporting the delivery of private banking services to... ...external centers of influence, to drive new client acquisition. Relationship Development - Establishes relationships with high net worth clients...Work at office- Job PositionThis is an in-office position. Location options are Richmond, Virginia; Charlotte, North Carolina; Atlanta, Georgia. Provide high touch equity and options order handling services to Wealth Brokerage and Advisory clients. Communicate directly with the front ...Full timePart timeWork at office
Truist Inc
Richmond, VA2 days ago $116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...Local area$200k - $225k
...: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships...Full timePart timeWork at officeLocal areaShift workDay shift- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
Wells Fargo
Midlothian, VA1 day ago - ...insurance licenses required. ~ Ability to foster and cultivate relationships with prospective and existing customers. ~ Excellent... ...internal partnering activities including regular branch visits, banker / branch trainings and area meetings. Create strong external...
Southern Bank of North Carolina and Virginia
Richmond, VA11 hours ago - ...Financial Advisor As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely...Temporary workWork at office
Valeo Financial Advisors LLC
Richmond, VA11 hours ago $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 officeNorthwestern Mutual
Richmond, VA11 hours ago$40k - $120k
...impact in your clients' lives, financial advising may be a good fit for you. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered...Work experience placementNorth Star Resource Group
Richmond, VA3 days ago$36k - $85k
...beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the...Full timeWork at officeRemote workHome officeShift workSouth State
Richmond, VA1 day ago$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 hoursNorthwestern Mutual Life Insurance Company
Richmond, VA5 days ago- ...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...Work at office
Pinnacle Bank
Richmond, VA1 day ago $50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hoursEdward Jones
Richmond, VA2 days ago$97k - $192k
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Polk Region of Modern Woodmen is actively seeking a Financial Representative...Work at officeLocal areaWork from homeFlexible hoursPolk Region - Modern Woodmen of America
Richmond, VA1 day ago- ...advancing Heritage's integrated advisory platform. This position is responsible for delivering holistic financial guidance encompassing relationship management, strategic planning, investment oversight, and tax coordination, ensuring clients receive tailored solutions that...ApprenticeshipWork at officeLocal areaRemote workFlexible hours
Heritage Wealth Advisors
Richmond, VA4 days ago $110k - $167.5k
...prospecting quotas. No product sales. No book you have to bring with you. Our client invests heavily in marketing and referral relationships, and qualified families with $1 million to $10 million+ in investable assets are booked directly onto your calendar. Your job is...Work at officeRemote workFinancial Planner Recruiting, LLC
Richmond, VA2 days ago- Patient Financial Counselor Hourly Wage Estimate: 15.46 - 23.19 / hour Learn more about the benefits offered for this job. The estimate displayed represents the typical wage range of candidates hired. Factors that may be used to determine your actual salary may include...Hourly payTemporary workWork at officeMonday to FridayFlexible hours
Parkridge Medical Center
Richmond, VA11 hours ago - Wealth Advisor Virginia, Virginia, United States Or refer someone Job Openings Wealth Advisor Wealth Management opportunity (partnering with CPAs across the U.S.) My client believes every advisor should have the freedom to grow their practice in the way that suits...
Barker Staffing Solutions, LLC
Richmond, VA11 hours ago - ...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 Modern...Local area
Modern Woodmen
Richmond, VA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!
