Relationship Banker
Jobtailor
Responsibilities Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self‑service and mobile banking options to elevate satisfaction, engagement, and service efficiency Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow‑up plans that reinforce trust and ease Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes Requirements 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Soft Skills Proactive Engagement Team Collaboration Trust Building #J-18808-Ljbffr Jobtailor
- ...Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Position Title Floating Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of...SuggestedWork at office
- ...Relationship Banker I The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies...SuggestedNight shift
- ## Financial Relationship Banker- Woodruff Road, Greenville SC-1Applyremote type: Officelocations: Greenville, SCtime type: Full timeposted on: Posted Todayjob requisition id: R0073144# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
- Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Greenville, South Carolina. This role involves providing exceptional customer service and proactively identifying financial opportunities for both consumer and business customers. Successful candidates...Suggested
- As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring...SuggestedImmediate startAfternoon shift
- ...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...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Greenville, SC to provide excellent customer service and grow customer relationships. The role involves identifying financial goals and recommending suitable banking products. Candidates should have...Work at office
- ...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
- ...Job Summary The Business Banking Officer proactively develops and maintains business relationships through calling efforts and relationship building. This position establishes business loan, deposit, treasury management and other related services to meet needs of...Work at officeLocal area
$60k - $90k
...independently while exceeding goals. If you're an experienced sales professional and excellent communicator, you enjoy building relationships with customers and solving problems, this opportunity is for you. Protect your community while building your career. At CPI Security...- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
- ...actionable and achievable advice and connect clients to Thrivent products and programs.* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.* Make...Local area
- ...income potential and the personal satisfaction of positively impacting clients' lives in a professional environment that values relationships and integrity. Advance into leadership roles as you grow within the firm. Qualifications Education: Bachelor's degree (required)...Full timeTraineeshipInternship
$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- ...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply...
- ...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
$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 hours$75k
...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply...- ...client facing financial advising experience Series 7 and Series 66 required Excellent communication, interpersonal, and client relationship management skills Detail‑oriented with strong organizational and documentation abilities Ability to work in a fast‑paced environment...Work at office
- ...Greenville, SC team. This opportunity is ideal for an experienced advisor who thrives on comprehensive planning, values deep client relationships, and is looking to grow within a collaborative, entrepreneurial environment. The Greenville office has developed a proven...Work at office
$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 from...Full timeInternshipLocal areaFlexible hours$150k - $250k
...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...$61k - $119k
...receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring relationships. Develop a career with a Financial Services firm that not only provides outstanding self-determined income potential but will...Full timeContract workFor contractorsInternship- Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career...Full time
- ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact...Work at officeLocal area
$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- ...Advisor to join our team. Here at MassMutual SC, you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial...
$32.64k - $62.64k
...This position will require occasional floating between our Cottage Grove and Fitchburg branch*. Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and...Local areaFlexible hoursAfternoon shift$61k - $119k
...financial 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...For contractorsWork at office- ...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable...Temporary workWork at officeMonday to FridayShift workDay shift
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