Relationship Banker
Jobtailor
Responsibilities 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. 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. Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem‑solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance 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 client engagement and financial services, effectively educating clients on self‑service banking technologies while adhering to regulatory guidelines. Possesses strong problem‑solving skills and a results‑oriented approach to meet clients' financial needs. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Critical Thinking ATS Optimization Keywords Hard Skills Cash Transactions Processing Self‑Service Banking Technologies Mobile Banking Online Banking ATM Operations Sales Techniques Financial Products Knowledge Regulatory Compliance Time Management Problem‑Solving Soft Skills Effective Communication Relationship Building Motivation Collaboration Adaptability Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Financial Services Client Experience Operational Excellence Risk Culture Sales Goals #J-18808-Ljbffr
$25 - $26.77 per hour
...connecting them to appropriate solutions. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines to act in the best interest of clients and the...SuggestedHourly payShift workWeekend workDay shift- ...professional to educate clients in the lobby about self-service banking and to process cash transactions with accuracy. You will build relationships, identify solutions, and guide clients to meet their financial goals while complying with regulations. You should have a...Suggested
- ...is hiring in Washington to educate clients on self-service options and process cash transactions with accuracy. You will build relationships, understand client goals, and connect them with suitable banking solutions in a fast-paced environment. The role requires strong...SuggestedWork at officeWeekend work
$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- ...that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines in daily activities, ensuring compliance...SuggestedShift workWeekend workDay shift
$20 - $24 per hour
...Personal Banker The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough... ...Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...Immediate start$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 payWork experience placementDay shift- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
$28.85 - $33.65 per hour
...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...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...KeyBank in Poulsbo, Washington, seeks a Financial Wellness Associate to enhance client relationships through effective service and transaction processes. You will be essential in addressing clients’ financial needs while following compliance procedures and collaborating...Hourly pay
- ...for Financial Wellness Advisors to serve clients both in branch and through proactive calls. In this hybrid role, you will foster relationships, manage transactions, and ensure clients' financial wellness through tailored recommendations. The position requires strong...Hourly pay
$60k
...service, the Financial Professional should be a true “people person' who enjoys developing professional and mutually beneficial relationships with a wide variety of customers. Candidates should be self-motivated and driven to exceed expectations in all that they do. Responsibilities...Temporary work$19.23 - $28.37 per hour
...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex... ...transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations...Hourly payWork experience placementWork at officeDay shift- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
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