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
- ...color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Relationship Banker Duty Summary The position of Relationship Banker is responsible for fulfilling our mission of providing customer care,...Suggested
- ...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
- ...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 Functions Contributes to branch growth and participates in activities designed...Suggested
$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...SuggestedHourly payWork experience placementDay shift- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$92.36k - $123.16k
Pay Range: $92,361.00 - $123,155.00 Responsibilities 50% Generate new loan and deposit production. 25% Provide expert level service and advice to business clients with regard to credit, deposit, and Cash Management solutions including the use of internal technologies to...Full timeTemporary workPart timeWork experience placementWork visaFlexible hours$116.4k - $194k
...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 with...Temporary workWork experience placement$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$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
...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...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- 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
- 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
- Operational Risk Manager (ORM) serves as the regional leader for operational risk mitigation, safety, and compliance. This role is responsible for driving a culture of safety and risk awareness across field operations, ensuring contractual and regulatory compliance, and...Work at officeLocal areaRemote work2 days per week
$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment- 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
- ...effectively. Demonstrates Emotional Intelligence: Exhibits a high level of self-awareness, self-management, other awareness and relationship management. Conducts themselves in an empathic, appropriate way, with a sense of humor and stimulates a collaborative work environment...Full timeWork experience placementWork at officeHome officeFlexible hoursShift work
- ...obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...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
- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$65k - $78k
Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Full timeContract workWork at officeFlexible hours$18.68 - $31.14 per hour
...used to decide 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- ...systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and... ...solution or partner referralManages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetingsEngages...Work at officeLocal areaWork from homeFlexible hoursAfternoon shift
$80k - $150k
...Portland Maine Job Summary The Business Banking RM serves as the relationship manager and financial advisor to clients, introducing a full... ...and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including...Work experience placementWork at officeNight shift$4,001 - $6,300 per week
About this role We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. What the day-to-day looks like Contact warm...Weekly payFull timePart timeRemote workWork from homeFlexible hours$4,001 - $6,300 per week
About this role If you have sales experience and you are tired of working a territory, sitting in an office, driving to appointments, or being capped at a quota someone else set — this role was built for you. We are hiring experienced sales professionals to join ...Weekly payPermanent employmentFull timeWork at officeRemote workWork from homeHome officeFlexible hours- ...generating files memos, and conducting property inspections. This individual must have the ability to manage commercial and real estate relationships and leverage technology to achieve operational efficiencies. All Commercial Portfolio Manager activities must be consistent with...Full time
- ...designated Commercial Banking Officers and Directors of Commercial Banking to successfully manage and maintain commercial loan relationships. The Portfolio Manager I applies their underwriting skills to ensure adherence to loan policy, financial analysis, risk evaluation...Contract workLocal area
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