Relationship Banker
Burke & Herbert Bank
Job TitleUnder the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise.Essential FunctionsPerform a broad variety of account opening and customer servicesOpens a wide variety of Consumer and Business Bank Accounts including loans and depositsIdentifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and InsuranceAbility to identify and cross-sell next bank services and productsWill need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistanceMust be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan productsWhen required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.Will be asked to educate and profile clients using bank systemsWill be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retentionAdheres to all policies and procedures of the companyFollows operational procedures to include securityRelationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principlesOther DutiesOther duties as assigned.Skills/AbilitiesMust be comfortable and confident in a sales and service environmentHighly goal orientedMust be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service TellersMust have and exhibit professional manners and exhibit good interpersonal skillsMust have computer knowledge, good typing skills, math skills, and be a good listener and problem solverOther services as needed, such as Notary and NMLS registrationEducation and ExperienceHigh School diploma or equivalent required.Prior retail banking experience preferred.Prior customer service experience preferred.Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch officeSupervisory ResponsibilityThis position has no supervisory responsibilities.Work EnvironmentThis job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.Physical DemandsThis position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.TravelTravel may be required for this position.SalaryThe ranges listed for Virginia represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.Equal Employment OpportunityPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.
$20 - $22 per hour
...retention Adheres to all policies and procedures of the company Follows operational procedures to include security Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles...SuggestedHourly payWork at office$32 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...SuggestedTemporary workWork experience placementImmediate start- ...PNC Financial Services Group, Inc. is seeking a Personal Banker in Fredericksburg, VA to act as a trusted advisor and deliver customer... ..., and collaboration with ecosystem partners to deepen client relationships. The position requires 3+ years in banking or related fields,...Suggested
$45.38k - $75.63k
...Personal BankerSkip to main content#Personal Banker page is loaded## Personal BankerApplylocations: VA - Fredericksburg (22401)time... ...community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$45.38k - $75.63k
...opportunity to contribute to the company's success. As Personal Banker within PNC's Retail Branch organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships.Creates customer loyalty and grows customer share of wallet through...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in Stafford, VA. PNC is an in-office company that fosters a...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$50k - $60k
...made to enable individuals with disabilities to perform the essential functions. Cultivate and grow financial planning relationships for Burke & Herbert Bank customers. Develop relationships with new clients to help add to the Bank's growth. Meet with current...Full timeWork at officeLocal areaRemote work$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- University of Mary Washington invites applications for a Financial Aid Peer Counselor in Admissions. You will answer basic financial aid questions by phone, email, and at the front desk, and clearly explain Federal Student Aid programs while protecting student records under...
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Title: Financial Aid Peer Counselor VP Area: Provost - UMW Department: Admissions Campus Location: Lee Hall Advertised Range: $13.00 per hour Job Summary/Basic Functions Responsibilities include receiving and answering basic financial aid-related questions for incoming ...Hourly pay- ...developing team leadership. The ideal candidate will possess or be able to acquire necessary financial licenses and demonstrate strong sales and client service skills. This role offers a competitive commission structure and extensive training. #J-18808-Ljbffr Bankers Life
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- Bankers Life in Fredericksburg, VA is seeking candidates for their Financial Advisor Development Program. As a wealth management trainee... ...provide personalized financial solutions, establish valuable relationships, and carve out a fulfilling career. The program emphasizes...Traineeship
- University of Mary Washington is seeking a Financial Aid Peer Counselor to handle basic financial aid inquiries by phone, email, and at the front desk. You will explain FAFSA basics and federal aid processes while ensuring confidentiality for student records under FERPA...
- LMG Staffing Solutions is seeking a Director of Finance for a confidential client in the federal government contracting sector. Based in Fredericksburg, VA, you will oversee financial operations, government contract accounting, and compliance, driving strategic planning...Contract work
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- Truist Financial in Fredericksburg, VA is seeking a Part Time Universal Banker to process client transactions, maintain accurate records, and promote digital banking solutions. The role emphasizes delivering a distinctive client experience and supporting outbound client...Part timeWeekend work
- Woodforest National Bank in Virginia-Fredericksburg is seeking a Branch Banking professional to help drive sales and deliver great customer service in a busy branch. The role includes processing transactions, opening accounts, vault balancing, cash ordering, and ATM maintenance...Full time
- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$16.48 - $19.81 per hour
...Woodforest National Bank is privately owned, and our Employee Stock Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities and understand the financial needs of every customer we serve. At...Hourly payFull timeLocal area- Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through face-to-face coaching. What Our Financial Advisors Do Personal coach to military...Hourly payFor contractorsWork at officeLocal areaHome office
- A financial services firm with a mission to ensure retirees reach their retirement goals of financial security is seeking a licensed Servicing Advisor to join our team. They will conduct financial analyses and make customized investment recommendations for the existent...Full time
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A financial services firm is seeking a licensed Servicing Advisor in Stafford, VA, to conduct financial analyses and offer customized investment recommendations for clients. The ideal candidate will possess strong interpersonal skills and integrity while assisting with ...Full time$112k - $127k
Job Description A facility near Fredericksburg, VA, is seeking a full-time Director of Quality and Risk to their team. See below for some more details! Salary Range: $112,000-$127,000, DOE This position is eligible for quarterly bonus's based on performance...Permanent employmentFull timeLocal areaMonday to Friday$120k - $170k
Portfolio Manager Team LeadThe Portfolio Manager Team Lead will report to the assigned Regional President and will work with the Regional Presidents, Commercial Market Executives, and lenders.Essential FunctionsOversee a Portfolio Management Team and overall meet and/or...Work at office- A financial advising firm is seeking Financial Advisors to coach military families toward financial security. Responsibilities include personal coaching on financial planning, managing day-to-day finances, and engaging the community. Candidates should have military experience...Flexible hours
£44.08k - £50.27k per year
Working hours 22.5 hours per week, worked over 3 days per week. For example, Mondays, Wednesdays and Thursdays 8.30am-4.30pm, although there is some flexibility for a work pattern which suits the successful candidate to be agreed. Risk & Compliance Manager Vacancy type:...Permanent employmentContract workWork at officeLocal areaImmediate start3 days per week
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