Relationship Banker
Jobtailor
Responsibilities Engage clients in the lobby to educate and assist with conducting transactions through self-service resources such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients as needed. Have deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals. 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. Can be flexible to work weekends and/or extended hours as needed. 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. Hard Skills cash handling mobile banking online banking ATM transactions sales experience financial products financial solutions Soft Skills enthusiastic self-starter strong work ethic collaboration relationship building communication critical thinking problem-solving time management flexibility Certifications Bachelor's Degree Associate’s Degree in business management Associate’s Degree in business administration Associate’s Degree in finance #J-18808-Ljbffr
$35.75k - $52.04k
...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 to identify needs and offer financial solutions to help customers secure their...SuggestedLocal areaFlexible hoursAfternoon shift- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...Suggested
$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...SuggestedHourly payWork experience placementDay 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 a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...SuggestedImmediate startAfternoon shift
$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$66k
...informed about economic trends, financial markets, and regulatory changes to provide informed advice Cultivate long-term client relationships based on trust, transparency, and results Collaborate and partner with internal departments to deliver comprehensive...Local area$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...Full timeContract workFor contractorsWork at office$100k
...location. Purpose/Objective Responsible for identifying potential new clients and working with them to build a wealth management relationship. Assess and fulfill customer’s investment and financial needs through a personalized review of each client’s needs and goals....Base plus commissionWork at office- ...achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities Engage with...Work from homeVisa sponsorshipFlexible hours
$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource...Work at officeWork from homeHome officeFlexible hours$48.5k - $51k
Essential Duties and Responsibilities : # Award Letter Creation (New Student Focus): Collects and processes incoming financial aid documents. Reviews documentation and information in Banner, CPS, COD, and NSLDS for accuracy and completeness. Corrects or returns incomplete...Hourly payWork at office- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
- ...achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client...InternshipWork at officeWork from homeVisa sponsorshipFlexible hours
$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$20.67 - $31.25 per hour
...KeyBank in Syracuse, New York, seeks a Personal Banker to enhance client relationships and drive sales. This role involves engaging clients and addressing their financial needs both in person and via proactive outreach efforts. Qualified candidates should demonstrate...Hourly pay$105k - $135k
...You enjoy building client relationships and delivering financial solutions. Join us as an Associate Banker on our Emerging Middle Market Banking team. As an Associate Banker in Emerging Middle Market Banking, you will play a key role in supporting companies with annual...$40k - $62k
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$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$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- ...employees, 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
$22.4 - $26 per hour
...exceptional service, enhancing lives, and making a difference every day. Job Summary: The Escrow, Insurance & Investor Relationship Specialist is responsible for supporting loan servicing, escrow administration, insurance tracking, secondary market loan activity...Hourly payTemporary workWork at officeFlexible hours
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