Relationship Banker
First National Bank of Pennsylvania
Primary Office Location: 2593 West Roosevelt Boulevard. Monroe, North Carolina. 28110. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation’s risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered. A culture of teamwork. A history of success. As a leading diversified financial services company, F.N.B. Corporation (FNB) offers a wide range of opportunities for individuals who want to grow their careers. The FNB team is a group of highly qualified professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania, Ohio, Maryland, West Virginia, Virginia, North Carolina, and South Carolina. Our consistent recognition as a best place to work and top workplace by our own employees symbolizes the outstanding culture we represent. #J-18808-Ljbffr
$18 - $22.5 per hour
Position Details Job Location: Springfield, IL 62704 Position Type: Full-Time Education Level: High School Salary Range: $18.00 - $22.50 Hourly Job Category: Branch Operations The Job at a Glance Provides financial and account services to members in a confident and professional...SuggestedHourly payFull timeTemporary work- ...JPMorganChase is seeking a Relationship Banker to deliver exceptional client experiences at a Chase branch. You will acquire, manage, and retain client relationships, using financial knowledge to tailor solutions and grow business while representing the brand with hospitality...Suggested
- ...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...SuggestedWork at officeShift workWeekend workDay shift
$41.71k - $69k
...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$23.55 per hour
Personal Banker Buffalo Grove, IL - 247 N McHenry Rd Category: Retail Banking Type: Regular Full-Time Minimum Pay: USD $23.55/Hr. Maximum... .... DUTIES & RESPONSIBILITIES Sales Build and retain meaningful relationships with new and existing customers by identifying needs and...SuggestedHourly payFull timeLocal areaMonday to FridayShift workNight shift$22.84 - $34.36 per hour
...people for our GREAT team! Do you enjoy customer interaction and relationship building? WE WANT YOU ON OUR TEAM! The salary range for this... ...future growth opportunities within the role The Personal Banker is responsible for meeting or exceeding members’ expectations...Local area- ...level. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. Other firms may only focus on the short term; we like to look...Permanent employmentTemporary work
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Full timeLocal area
$140k - $200k
...Changer No Prospecting, All Planning : Say goodbye to cold calls. You’ll inherit an existing book of business and focus on deepening relationships through advanced financial planning. Trusted Advisor Status : You’ll be the go-to expert for clients navigating wealth...Work at officeLocal areaFlexible hours$82.25k - $120k
...up. Skills & Competencies Entrepreneurial mindset with a strong work ethic. Natural ability to network and develop professional relationships. Goal-oriented and comfortable in a performance-driven environment. High level of integrity and professional presence. Strong organizational...Full timeRelocation$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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...Work at officeLocal areaVisa sponsorshipFlexible hours
$65k - $75k
Personal Financial Counselors (PFC) provide financial counseling services at military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services may include one-on...Full timeContract workWork at officeFlexible 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. Basic Requirements...Full timeWork at officeFlexible hours
- ...in both clinical and community settings—including clinics, hospitals, outreach events, and partner organizations. Build strong relationships with community partners, nonprofits, and local agencies to refer patients to additional support services when needed. Participate...Work at officeLocal areaAfternoon shift
$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$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...Work at office$15 per hour
...registrations necessary to become a Financial Planner in our Career Development Program (“CDP”), your typical day may include: Developing relationships with clients (both existing and prospective) Gathering client information and using that information to build robust financial...Minimum wageFull timeContract workPart time$80k - $89k
...delivery of services according to the priorities established by the members. The Senior Finance Staff Associate also develops peer relationships with employees to enhance project coordination and delivery. Perform other similar or related duties as requested or assigned...Work at officeFlexible hoursNight shiftAfternoon shift2 days per week3 days per week$75k - $250k
...communication skills, and experience in financial planning and business development. The primary objective is to build personal relationships with existing clients and guide them in achieving their financial goals. While a previous client base is not required, it can be...- ...information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of...
$80k - $100k
...its advisory team. This is a great opportunity for an advisor who has built a solid foundation in financial planning and client relationship management and is ready to take the next step in their career. What sets this opportunity apart is the ability to grow into a meaningful...$55k - $65k
...provide support and ensure follow-up on action items Communicate with consumers using multiple methods to initiate prospective relationships and foster relationships with existing clients Collaborate with the advisory team to develop and implement investment strategies...- Regional Director | The Greater Midwest Financial Group | Prudential Advisors The Opportunity: Prudential Advisors is looking for experienced financial advisors in the Central Illinois Area that are interested in taking their practice to the next level. This exciting opportunity...Full time
$50k - $80k
...generations with a commitment to personalized service and trusted financial guidance. As a community bank, we believe that strong relationships are the foundation of financial success-for our clients, our employees, and our community.**Position Summary** We are seeking an...- ...will step directly into a client-facing role, helping to drive new client acquisition and business growth while serving existing relationships. Beyond managing client relationships, this advisor will have the opportunity to influence the client experience, contribute to...Immediate startRemote workRelocation
- Katalyst Group is working with a large industrial manufacturing and recycling organization to engage a hands-on Senior Finance Consultant to support a rapidly evolving business unit. This is an opportunity to work directly with senior finance leadership and play a critical...
$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- ...Description GENERAL DESCRIPTION The Universal Banker is responsible for establishing, retaining, and deepening customer relationships by opening and closing accounts, and performing teller transactions in support of Bank goals and objectives. The Universal Banker identifies...Work experience placement
$80k - $90k
...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
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