Relationship Banker
Jobtailor
Key Responsibilities Engaging 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 processing cash transactions for clients as needed 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 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' needsWill 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 and travel to 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 strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Self-Service Technology Education ATS Optimization Keywords Hard Skills Cash Transactions Processing Self-Service Banking Technologies Financial Products Knowledge Sales Techniques Time Management Soft Skills Effective Communication Relationship Building Critical Thinking Adaptability Motivation Industry Keywords Financial Services Client Solutions Sales Goals Business Management Business Administration Finance Tools & Technologies Mobile Banking Online Banking ATM #J-18808-Ljbffr Jobtailor
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- ...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...SuggestedInternshipWork at officeFlexible hoursShift workWeekend workDay shift
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- First Convenience Bank is seeking a part-time Personal Banker at the Waxahachie Wal-Mart location. You will provide exceptional customer service, handle cash transactions, and promote bank products to meet customer needs in a high-volume environment. The role requires...Part timeWeekend workAfternoon shift
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- ...Investments is hiring for High Asset Under Management (AUM) Investment Counselors to support the firm's largest, intricate private client relationships, ensuring they receive truly unparalleled attentiveness and service. This is a unique opportunity to mature your skill set...Work at officeWork from home
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...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 recognized...Full timeContract workFor contractorsWork at office$10k
...unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As an...Work at officeWork from home- ...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
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- ...refer to partners, and review goals with clients, while pursuing required licenses and maintaining compliance. The role emphasizes relationship building, time management, and the ability to navigate a fast-paced environment with a strong client-first mindset. #J-18808-...
- ...guidance on our products and services. The role involves teller transactions, sales to meet monthly goals, and building lasting relationships with members. Bilingual in Spanish is required; hours include 7:30am-6:15pm on weekdays and 8:45am-1:15pm on Saturdays. EECU emphasizes...Weekday work
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- Bank of America in the United States is seeking a colleague to engage clients in the lobby, educate them on self-service resources, and help them conduct transactions via mobile, online banking, or ATM. The role focuses on processing cash transactions accurately, conducting...
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- ...recommend brokerage products to help achieve objectives. Required licences (Series 7/66 or 63/65), 1+ year in investments, and strong relationship-building are essential. You must work Monday-Friday with rotating Saturdays in an in-office environment. #J-18808-Ljbffr Bank...Work at officeMonday to Friday
- ...Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our... ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities...Full timeLocal area
$16 - $17.5 per hour
About World Finance World Finance, winner of the Top Workplaces USA award for five years in a row and a two-time winner of Newsweek’s Most Trustworthy Companies award, helps customers meet their financial needs and unlock their financial good. We’re an energetic team looking...Hourly payWork at officeLocal areaShift work- ...partners, meet clients, build a financial plan, and recommend brokerage products. Requires Series 7 and 66, at least one year in investments or financial services, and strong relationship-building. Monday-Friday with rotating Saturdays. #J-18808-Ljbffr Bank of AmericaMonday to Friday
- ...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 officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Are you looking to take the next step in your pensions career within a highly regarded, in‑house pensions team? This role offers exposure to complex UK pension schemes, strong trustee engagement, and the opportunity to deepen your technical and governance expertise in a...Flexible hours
- ...skills to develop solutions for varied and complex issues. Your advanced emotional intelligence will be key in building trusting relationships and influencing better outcomes for our team and clients. Your role will also involve planning and directing the day-to-day work...
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