Relationship Banker- White Birch
Cedar Rapids Bank & Trust
Relationship BankerThe Relationship Banker is responsible for developing, maintaining, and deepening relationships with consumer and business clients by providing them with exceptional client service and recommending solutions that will fulfill their financial needs. Serve as a subject matter expert for consumer banking and interact with the consumer and small business clients to achieve new clients and expand existing relationships. The Relationship banker will ensure the client's needs are achieved by conducting thorough financial needs assessments and recommending the most appropriate products and services to fulfill the client's needs.Essential Functions:Source and build long term, meaningful relationships with clients, understand their financial needs and provide solutions through appropriate product and service offerings, including deposit products, electronic services, and loans.Open bank accounts for current and new clients, oversee transactions and close accounts when necessary.Maintain thorough knowledge of all bank products and services.Answer questions, address service challenges, and provide resolutions.Promote and cross-sell the full line of retail bank loans, deposit products and services and electronic services to individuals ensuring that their financial needs are met and that long-term account relationships are developed and maintained.Maintain a system of orderly follow-up by mail and telephone to onboard new client relationships.Collaborate with business development and lending teams to seek and establish new clients in the marketplace.Coordinate and participate in sales presentations at partnership meetings.Achieve monthly partnership event goals and track progress. Recommend- Achieve monthly branch goals and track progress.Maintain knowledge of internal audit procedures, legal and bank regulations, and policies and procedures.Assist clients with HSAs, IRAs, fiduciary, and small business products.Assist clients with consumer lending needs including the ability to take a loan application and maintain a sound lending portfolio.Answer inquiries and provides information to prospective and current clients regarding interest rates, account charges, and other pertinent account information while complying with disclosure requirements, regulations, and consumer privacy policies.Follow security procedures consistently and protect client confidentiality.Support security testing, internal and external audits, and regulatory and compliance exams with a prioritized sense of urgency.Comply with all company or regulatory policies, procedures and requirements that are applicable to this position.Invest in community partnerships and participate in community events in support of our brand and culture.Foster and preserve a culture of diversity, equity, and inclusion.Additional duties and responsibilities may be required to support the company's mission, vision, and values.Qualifications:High school diploma or equivalent required.Two years' experience in banking, client service, or related field with cash handling experience. Experience in lending, sales or account management preferred.Excellent client service skills.Capability to prioritize and execute a variety of tasks simultaneously, at times in a demanding environment.Capability to perform data entry utilizing banking software and Microsoft 365 products, with a high level of accuracy and attention to detail.Demonstrates strong decision making & critical thinking skills, as well as strong interpersonal and written communication skills.Working Conditions:Duties performed in a professional office environment.Availability to work Saturdays.Requires travel to other bank locations or client sites.At QCR Holdings, Inc. we are committed to fostering and preserving a culture of diversity, equity, and inclusion and strongly believe that it is our differences - of all kinds - that make our company and our communities better and stronger.QCR Holdings, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, disability, age, sexual orientation, gender identity, national origin, veteran status, or other protected class status.It is the policy of QCR Holdings, Inc. to comply with the Americans with Disabilities Act by providing reasonable accommodations to enable qualified individuals with disabilities to access the job application and interview process, to perform the essential functions of the job, and to receive equal access to other benefits and privileges of employment.
$20.25 - $24.75 per hour
...career. Try new things, learn new skills and discover what you excel at—all from Day One.Sign-On Bonus $1,500Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the...SuggestedRelocation package$41.5k - $65.5k
...needs 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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...The role focuses on needs-based assessments, cross-selling of banking, lending, and digital options, and strengthening customer relationships within the branch and through channels. Applicants should have 2–3 years of relevant experience and a post-secondary degree,...Suggested
- ...achieve financial success. This is not a remote position. UNIVERSAL BANKER III (SENIOR BANKER) POSITION SUMMARY This position is... ...ESSENTIAL DUTIES AND ACCOUNTABILITIES Build and maintain strong relationships with customers to understand their financial needs and objectives...SuggestedTemporary workFlexible hours
$20.25 - $24.75 per hour
...Job Title Sign-On Bonus $1,500 Client Relationship Consultants Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible...SuggestedTemporary workRelocation package- ...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...Immediate startAfternoon shift
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$30.76 - $37.6 per hour
...primary Small Business Banking partner for assigned branches and relationships and providing comprehensive financial solutions to small... ...two to three branch locations, the Small Business Relationship Banker acts as a dedicated resource for branch teams, helping to address...Full timeTemporary workLocal area- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...CIBC US is seeking a Senior Relationship Manager, Commercial Banking Mid-Market in Des Moines, IA. You will manage a portfolio of Commercial Banking clients, develop new business opportunities, and deliver flexible financial solutions to support client growth. You will...Flexible hours
$134.28k - $164.12k
...Relationship ManagerAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter... ...client experience. This is a high?impact role for a banker who thrives in a dynamic, relationship?driven environment and...3 days per week- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$38.92k - $57.24k
## Personal Banker IApply: In-office: Farley IA: Full time: Posted Today: R-9383**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...Full timeWork at officeLocal areaFlexible hoursAfternoon shift- Description What You’ll Be Doing As a Personal Banker at Bank Iowa, you will be primarily responsible for opening new consumer and... ...and commercial clients. A Personal Banker provides personalized relationship-based banking services to current and prospective clients,...Work experience placementBank staffWork at officeLocal area
$300k
...instrumental in helping individuals and businesses secure their financial futures. You'll use your expertise to build lasting client relationships, evaluate unique financial situations, and create personalized strategies to protect and grow their financial well-being. With...Full timePart timeImmediate start$65k
...personalized insurance and investment strategies tailored to each client's unique needs. Build and maintain strong, trusting relationships with clients through regular communication and follow-ups. Collaborate with experienced advisors to enhance your skills and knowledge...Full timePart timeImmediate start- ...The Community Banker role at QCR Holdings, Inc. provides friendly, accurate banking service across deposits, withdrawals, transfers, loan payments, and client inquiries, while promoting the bank’s products and services to meet client needs. This Float position moves...Local area
$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$65k
...based on his or her life stage, professional circumstances, and fluctuating financial needs Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Engage with clients to understand their financial goals and...Full timePart timeWork at officeImmediate start$20.25 - $24.75 per hour
.... Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Sign-On Bonus $1,500 Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to...Full timeTemporary workLocal areaRelocation package- ...career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions,...Full timeWork experience placementFlexible hours
- ...Availa Bank seeks a Universal Banker III (Senior Banker) to deliver high-level customer service and financial counseling. You will... ...transactions, open and service accounts, and work to deepen customer relationships with appropriate banking solutions. This non-remote role...Remote work
- A leading financial services company is seeking a Financial Advisor in Urbandale, Iowa. This role allows you to build a client-focused financial planning practice with uncapped earning potential, leveraging proprietary software and comprehensive training. Candidates should...
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...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 client...Full timePart time
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- ...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...Full time
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