Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with transactions Processing cash transactions accurately and efficiently Having deep conversations with clients to understand financial priorities Connecting clients to solutions that meet their financial goals Requirements 1+ years of experience in financial services Experience with cash handling Bachelor’s Degree or business-relevant Associate’s Degree Strong critical thinking and problem-solving skills Ability to work weekends and/or extended hours Core Competencies Demonstrates expertise in client engagement and financial services, with a strong focus on cash handling and problem-solving. Capable of understanding client needs and connecting them to appropriate financial solutions. #J-18808-Ljbffr
$18.5 - $23 per hour
...Evaluates needs of clients and offers appropriate financial products and services through needs-based conversations to build and deepen relationships. Performs routine teller transactions like deposits, withdrawals, check cash, loan payments and other transactions. Supports...SuggestedFlexible hoursWeekend work- ...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 officeFlexible hoursShift workWeekend workDay shift
- ...Job Description Job Description Your Role as a Member Relationship Advisor I As a Member Relationship Advisor I. at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized...Suggested
$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...SuggestedFull timeInternshipLocal areaFlexible hours- Financial Aid Advisor - Lincoln Tech Lincoln We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands‑on financial aid experience in higher education...SuggestedFull timeTemporary workImmediate start
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$19.03 - $31.39 per hour
SUMMARY: Responsible for providing quality and efficient financial service to patients through the daily management of assigned tasks. Oversees financial status of patients scheduled to be seen at Brown Health Medical Group Facility. Maintains insurance information for...Work at officeShift work- A leading financial institution is seeking candidates for the Financial Advisor role within the Merrill Advisor Development Program. Responsibilities include working with high-net worth clients to identify needs and deliver tailored investment recommendations. Successful...
- ...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...Local area
- Join to apply for the Financial Aid Counselor role at Inside Higher Ed Brown University To view the full job posting and apply for this position, go to: Job Summary The Financial Aid Counselor is the first point of contact for the Office of Financial Aid (OFA) in The ...Work 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$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- ...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. As a Financial Advisor...Work at officeFlexible hours
$80k - $100k
About Baystate Financial Baystate Financial is a leading wealth management and financial planning firm based in Boston, Massachusetts, established in 1901. Our team of over 300 professionals and 200 support staff provides clients across the country with personalized financial...Permanent employment$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment$65k - $85k
...investment, banking and lending advice. Set clear expectations and facilitate smooth transitions for the Bank of America/Merrill relationship. Provide end‑to‑end comprehensive advice, present client reviews confidently, and recommend strategies to help clients achieve...Shift workDay shift- ...to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required;...Hourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
- DarrowEverett LLP is looking for a highly motivated finance or Corporate Associate with 3-6 years of experience in debt finance transactions to join our growing practice. The ideal candidate will have experience representing both lenders and borrowers in sponsored and non...
- Northwestern Mutual in Providence, Rhode Island, is offering an internship for College Financial Representatives. This opportunity allows students to learn financial planning, develop a professional network, and gain exposure to proprietary planning tools. The role involves...Full timeInternship
$25 per hour
...Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction out...Hourly payLocal areaFlexible hoursAfternoon shift- ...responsible for driving business banking growth within an assigned geographic market. This position develops, manages and expands relationships with small business customers and prospects by providing lending, deposit and treasury management solutions. The Business...Work experience placementWork at office
- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses...Work at officeRemote work
- ...firm is seeking passionate individuals for a remote role. You will conduct virtual consultations, assess client needs, and foster relationships, all while enjoying flexibility in your work schedule. The position emphasizes growth opportunities without cold calling and...Remote work
$1,000 - $2,000 per month
...Key responsibilities include virtual conversations with clients, presenting insurance products, and fostering long-term client relationships. Comprehensive training and a dynamic team environment are offered for rapid career growth. All interviews will be conducted via...Part timeRemote work- Description The Banker is responsible for providing an exceptional customer experience in the branch while meeting all business objectives. The Banker works with the management team to ensure sales, service and operational plans are met. The Banker will ensure that all...Flexible hours
- ...tailored to clients' risk tolerance and financial goals, advising on products like stocks, bonds, mutual funds, and insurance. Client Relationships: Build and maintain long-lasting relationships with clients by providing personalized financial planning services and advice....
$101.23k - $172.36k
...to communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develop partnering relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level...Remote work$90k - $120k
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...Full timePart timeImmediate start- Operational Risk Manager (ORM) The Operational Risk Manager (ORM) serves as the regional leader for operational risk mitigation, safety, and compliance. This role is responsible for driving a culture of safety and risk awareness across field operations, ensuring contractual...Work at officeLocal areaRemote work2 days per week
$70k - $85k
...from the ground up, establishing internal processes, working across teams to surface fundable opportunities, developing strong relationships with funders, and managing the full lifecycle of grants from proposal to final report. The Grants Manager will align fundraising...Full timeLocal areaFlexible hours
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