Relationship Banker
Jobtailor
Job Description 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. 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 clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Jobtailor
$22.5 - $29 per hour
...Retail Banker I Work Location: Portland, Maine, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD... ...help Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope: Proficient in products, services...SuggestedWork at office$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- ...to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, drive the client experience, and collaborate with experts in lending, investments, and small business to meet client needs. You...Suggested
$97.96k - $125.96k
Pay Range: $97,962.00 - $125,957.00This role may be filled in either Burlington, VT or Portland, ME. The successful candidate will support the market associated with their hired location. Candidates hired in Portland, ME will support the Maine market, while candidates hired...SuggestedFull timeTemporary workPart timeWork visaFlexible hours$20.55 - $34.25 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process...SuggestedHourly pay$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 payDay shift$46.8k - $60.32k
...Personal & Commercial Banking Job Description: This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by...Full timeWork at officeLocal areaWork from homeFlexible hours- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startShift workDay shift
- ...superior customer service, and bank directed initiatives. May be involved in community initiatives to support the development of relationships in the areas the Bank serves.Essential FunctionsContributes to branch growth and participates in activities designed to meet...
- ...remote work. Ideal candidates will have at least 5 years of proven success, required Series 7 and 63 licenses, and portable client relationships. Join a dynamic organization and leverage your existing network to drive success in the financial services industry. #J-18808-...Remote work
$20.54 - $27.78 per hour
Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu myself My Company View Opportunities to apply using the internal application process. To participate in a remote work arrangement, employees must reside in the United States. No ...Hourly payWork at officeRemote workShift workAfternoon shift$116.4k - $194k
...comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely...Temporary workWork experience placement$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- ...role within a specified time frame Actively calls and meets with TD Bank customers and prospects with the goal to deepen customer relationships, assist with customer service issues, and identify customer financial needs Utilizes a financial needs assessment tool to...TraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours
$20.54 - $29.42 per hour
Herzing University in Portland, Maine, is looking for a Customer Service position to assist students with the financial aid process and funding options. This role involves guiding students through their financial needs and offers opportunities for growth through our Career...Hourly payWork at officeRemote work$100k
...retirement plans • Offer life insurance, estate planning, and additional financial strategies • Provide long-term client service and relationship management --- The Lead Generation System That Works Scheduled Presentations (Your Primary Lead Source): • 2-4 on-campus...Full timePart timeWork at office$70k - $80k
...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 FridayFlexible hoursShift workDay shift$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- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours$18.68 - $31.14 per hour
M&T Bank is hiring a Branch Teller in Portland, Maine, responsible for enhancing customer experience through sales and digital engagement. This role ensures effective resolution of customer queries while meeting compliance standards. Applicants should possess a high school...Hourly pay$18.68 - $31.14 per hour
...used to decision loan applications.Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs.Follow the Bank's sales process and provide...Hourly pay$75k - $85k
...unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in...Work at officeLocal areaRemote work2 days per week- ...KeyCorp in South Portland, ME, seeks a Personal Banker to engage clients, uncover needs, and guide financial solutions in person and by phone. You’ll attract new clients and deepen existing relationships to support their financial wellness, while delivering high-quality...
- Aogarciaagency in Portland, Maine, is seeking passionate individuals for a virtual role focused on securing families’ financial well-being. Enjoy the benefits of flexibility and a supportive environment while conducting consultations with clients. You will advance based...Remote jobFlexible hours
- ...Community Banker II The Community Banker II is responsible for acquiring, developing, and managing consumer & small business relationships within the designated territory. The Community Banker II will actively pursue new, home equity loans, mortgage loans, small business...Work at officeNight shift
- ...TD Bank Group is seeking a Premier Banker in Yarmouth, Maine. The role serves as the primary contact for a mass affluent client portfolio... ..., connected experience. The Premier Banker grows and retains relationships by proactive outreach, coordinating with specialists, and...
- Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 3 out of 4 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located near military installations. First Command Financial Advisors...Hourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
- ...client's goals. The role will serve as the central point of contact, responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve their goals related to asset accumulation, preservation, growth, and...Temporary workWork at officeLocal areaWork from homeFlexible hours
- Maverick Trading is a fully remote equity and options trading firm hiring traders who can operate in Windham, ME. The role involves trading our capital with defined risk limits and a clear, rules-based approach, aiming to scale capital through performance. As a 1099...Temporary workFor contractorsRemote work
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