Wealth Management Banker
$120k - $200kRBC
What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM. Job Description What is the opportunity? Wealth Management Banker - Support RBC USWM field and management in growing the cash and lending business through serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding of the full cash management and lending platform of RBC USWM. What will you do? Effectively communicate the importance of incorporating lending and cash management into an advisory practice to financial advisors and clients. Partner with Financial Advisors to understand their clients, identify and analyze business opportunities and assist in driving cash management and lending revenue. Build cash management and lending product awareness among RBC Financial Advisors. Serve as the key relationship manager to financial advisors for their clients’ cash management and lending needs Be accountable to key performance metrics including the development and maintenance of a pipeline of opportunities to meet all client and FA targets, including, but not limited to loan commitments and balances, revenue, units and Advisor participation. Have a basic knowledge level of City National Bank (CNB) banking and lending solutions and work with CNB Banking Advisors to create a seamless credit experience across the platform Report key performance metrics to the Divisional Manager, Wealth Management Banking, along with various PCG field management. Partner with the Associate Banker(s) to provide FAs and their clients cash management and lending solutions and support. What do you need to succeed? Must-have Bachelor’s degree preferred or relevant experience 5+ years’ experience at a wealth management firm, with direct experience in cash management and lending solutions SIE, Series 7 and 63, or ability to obtain within 90 days Proven business development experience, preferably within the cash management and lending space in a wealth management context Strong understanding of cash management and lending products including bank deposits, certificates of deposits, securities-based loans and high net worth tailored lending products. Strong drive to grow a business and hit key performance targets while ensuring products are suitable for clients and properly managing risk to the firm Nice-to-have Demonstrated interpersonal effectiveness of working with a diverse set of departments across an organization Demonstrated ability to adapt to changing business environments and adjust strategic plan, if necessary What’s in it for you? We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual. A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off. Leaders who support your development through coaching and managing opportunities. Ability to make a difference and lasting impact. Work in a dynamic, collaborative, progressive, and high-performing team. Opportunities to do challenging work. Opportunities to build close relationships with clients. The expected salary range for this particular position is $120,000-$200,000 for New York, NY, $99,000-$176,000 for Chicago, IL, $90,000-$160,000 for Albany, NY, Buffalo, NY, Rochester, NY, Syracuse, NY and $86,000-$160,000 for Pittsburgh, PA, depending on your experience, skills, and registration status, market conditions and business needs. You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals. RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: Drives RBC’s high-performance culture Enables collective achievement of our strategic goals Generates sustainable shareholder returns and above market shareholder value Job Skills Additional Job Details Address: 5786 WIDEWATERS PARKWAY:SYRACUSE City: Syracuse Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: WEALTH MANAGEMENT Job Type: Regular Pay Type: Salaried Posted Date: 2026-07-31 Application Deadline: 2026-09-30 Our Employment Opportunities At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. #J-18808-Ljbffr RBC
- RBC is seeking a Wealth Management Banker to support RBC USWM field and management in growing the cash and lending business by serving as the key contact for financial advisors and their clients. The Wealth Management Banker will build Advisor product awareness and understanding...Suggested
$60k - $75k
Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor‑led wealth management businesses provide financial planning, investment management, banking and comprehensive advice...SuggestedFull timeTemporary workPart time$80k - $150k
...borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and... ...community.Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and...SuggestedFull timeWork at officeLocal areaFlexible hoursNight shift- ...provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth.You will use your knowledge of investments, financial planning, credit and banking to...SuggestedTemporary workWork experience placementLocal area
- ...strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.As a Commercial Banker in Emerging... ...exceeding sales goalsExcellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlinesStrong...SuggestedLocal areaFlexible hours
- JPMorganChase in New York is seeking a Government Commercial Banker to build and manage relationships with government entities nationwide, focusing on cities, counties, school districts, and other agencies. You will collaborate with product specialists across Treasury,...
- ...financial advice to your clients. A role as a Government Commercial Banker is for you. Job Description You are customer focused, enjoy... ...new clients and nurturing existing relationships. Our team manages commercial client relationships nationwide, with a focus on cities...Flexible hours
- JPMorganChase is seeking a Government Commercial Banker to acquire new government clients and nurture existing relationships nationwide... ...from Treasury, Public Finance, Securities Trading, and Asset Management to deliver our comprehensive range of services and products to...
$20.55 - $34.25 per hour
## Relationship Banker (Wolf Rd branch)Applyremote type: Onsite Positionlocations: Colonie... ...customer experience through lobby management, servicing and sales interactions for retail... ...s traditional banking services with the wealth management and institutional...Hourly pay- KeyBank is seeking a Private Client Banker in Latham, NY to manage the full client relationship with a plan-based approach to financial advice for clients with up to $2M in investable assets. You will identify opportunities, refer investment and insurance products through...
$25 per hour
...Job Title Citizens Bankers Job Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch... ...app or through our ATMs. You'll collaborate with partners in Wealth Management, Mortgage and Business Banking to help customers with more...Hourly payFull timeLocal areaShift workAfternoon shift- ...Universal BankerThe Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal... ...regulatory requirements.Key Accountabilities:Customer Relationship Management• Provide an outstanding customer experience at all points of...Work at officeFlexible hours
- JPMorganChase is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and modern banking solutions. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful solutions that address customers...
- ...York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to...
- ...York, Northeastern Pennsylvania, Vermont and Western Massachusetts. Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit plan administration. Just as our employees are committed to...
- Pioneer Bank in Albany is seeking a Client Service Banker to be the first impression of our culture and brand. You will listen, understand, and anticipate clients’ needs, delivering outstanding service and executing transactions with professionalism and accuracy. In this...Weekend work
- ..., Saturday 8:30am-12:30pm Position Summary: The Client Service Banker will be our clients’ first impression of the Pioneer culture and... ...solutions to improve their financial well-being. At branch management direction on an as-needed basis, may perform platform duties such...
$22.82 - $24.82 per hour
Broadview Federal Credit Union in Albany, NY is looking for a dedicated Relationship Banker to enhance member experiences, provide financial solutions, and support branch goals. You will play a key role in attracting and retaining members while ensuring compliance with...Hourly payWork at office$18.75 - $25 per hour
...clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers... ...procedures, balances cash drawer within balancing guidelines. Manages day-to-day duties for the branch teller line, including...Hourly payWork experience placementShift workDay shift$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 provide... ...and deepening the relationship of current clients; effectively managing internal and external centers of influence.Ensuring compliance...Hourly payDay shift- ...KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch...
- ...regulatory guidelines. Achieve goals and objectives provided by management. Requirements Associate degree preferred, or combination of... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions. Proficient in Microsoft...
- ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service...
$22.82 - $24.82 per hour
...two years of branch banking experienceHave passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissionsAre Proficient in Microsoft Word and ExcelHave the ability to multi-task to meet or...Work at office- ...will engage in outreach for basic needs and refer complex needs to the appropriate team member. The role focuses on relationship management, account openings, and presenting financial product options while maintaining compliance and risk controls in a customer-centric...
$69k - $105k
...all aspects of the client relationship, including loan and deposit accounts. Essential Functions Works in tandem with Relationship Managers, Credit partners and NSF team to ensure daily resolution to client’s overdrafts and insufficient funds. Coordinates set-up of new...Work experience placementWork at officeWork from homeFlexible hours2 days per week$22.82 - $24.82 per hour
A financial institution in Albany, New York, is seeking an enthusiastic individual for a role focused on member advocacy and banking services. The candidate will support branch growth and serve members through exceptional service delivery. Qualifications include an Associate...Hourly payWork at office- JPMorganChase is seeking a Relationship Banker in Albany, NY to represent our brand and deliver exceptional client service. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and contribute to branch success...Weekend workAfternoon shift
- ...and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending, and residential lending. Perform all teller and platform transactions promptly, efficiently, and...Work experience placement
$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a dedicated member services advocate at their Wolf Road Branch in Albany. This role focuses on enhancing member experiences and providing financial solutions to meet their needs. The ideal candidate will have one to two years of...Hourly payWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Banker. Be the first to apply!
- business banker Albany, NY
- director of knowledge management Albany, NY
- workforce management specialist Albany, NY
- director revenue management Albany, NY
- weight management Albany, NY
- pain management Albany, NY
- director vendor management Albany, NY
- events management graduate Albany, NY
- quality management nurse Albany, NY
- leave management specialist Albany, NY

