Relationship Banker
Tharp Consulting
Role Overview: The Relationship Banker acts as a trusted advisor, engaging clients through consultative conversations to understand their financial goals and recommend personalized solutions. Key Responsibilities Drive growth by promoting and selling bank products and services, including deposits, loans, and referrals to other banking lines. Provide tailored financial advice aligned with clients’ short- and long-term objectives, deepening relationships and enhancing satisfaction. Conduct proactive outreach via calls to identify client needs and opportunities for additional products. Support a high-performance sales culture by coaching team members on sales techniques and product knowledge. Deliver excellent client service by efficiently processing transactions, resolving issues promptly, and minimizing wait times. Ensure compliance with bank policies, regulations, and risk management protocols. Assist in operational tasks such as training new associates, managing vault responsibilities, and maintaining audit controls. Qualifications: High school diploma or GED required, with 5+ years of relevant experience. The role requires strong interpersonal, sales, and customer service skills to meet performance expectations. #J-18808-Ljbffr Tharp Consulting
- ...Location : Onsite at the location listed in the job posting. SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this...SuggestedFull timeTemporary workWork at office
- ...new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values. Word Duties and Responsibilities...SuggestedContract workBank staffWork at officeLocal areaImmediate startFlexible hoursNight shift
$35.64k
...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...SuggestedFull timeFlexible hours$41.51k
...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services,...SuggestedFull timeFlexible hours- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...SuggestedAfternoon shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
- ...Huntington Bank is seeking a Customer Experience Banker Non NMLS to act as a Financial Concierge for walk-in customers. You will help... ...daily ledgers. In this role you will retain and grow customer relationships, educate customers on products, and refer to other areas of...
- 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
$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 areaRemote workFlexible hours- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
$61k - $119k
...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$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$61k - $119k
...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...For contractorsWork at office- Job Title Duties The following are the duties of this position at the full working level. If this vacancy includes more than one grade and you are selected at a lower grade level, you will have the opportunity to learn to perform these duties and receive training...Full time
$58.44k
Personal Financial Counselor; Shreveport, LA This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their ...Contract workTemporary workWork at office- Financial Advisor Opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Red River Bank in Shreveport, LA would allow you to join the Investment Program at Red River Bank as a Financial...Local area
- Facilities Management And Security Services A description of the business units can be found at: Position(s) are to be filled in following area(s): ~ FMSS - Finance Review the additional information below for further details US Government Jobs
- Northwestern Mutual is offering an internship for College Financial Representatives in Shreveport, Louisiana. This program provides students with the opportunity to build a financial planning practice, gain exposure to industry tools and develop essential skills. Ideal ...Full timeInternship
$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- ...Proficiency in MS Office and financial management software. * Previous experience in a client-facing role. * A passion for building relationships and a commitment to client success. What We Offer * Licensing & Certification support (We will provide the training for...Full timeLive inVisa sponsorship
- Financial Advisor Opportunity At Red River Bank LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Red River Bank in Shreveport, LA would allow you to join the Investment Program at Red River...Local area
- ...transactions and handling needs assessment and new account opening. The candidate must be enthusiastic about developing and maintaining relationships with customers in order to achieve banking center and individual sales goals and objectives. Specific Job Duties Reasonable...
- ...will ensure a seamless experience while promoting and cross-selling our credit union's products and services to enhance member relationships and loyalty. You will also be responsible for resolving member issues and inquiries effectively and professionally. Job Requirements...
- ...Description Job Description Bank Teller/New Accounts Representative Local, community bank is looking for experienced retail bankers with teller and new accounts experience. You will be the initial contact to our valued customers. You will greet all branch visitors...Temporary workWork at officeLocal areaRelocation package
- ...Company 2019 Military Friendly Employee TOP 7 BROKER-DEALER Qualities Willingness to learn Strong communication and relationship building skills with a focus on putting people first Problem solver. A strong relationship-builder who takes a people-...
- ...assistance each academic term. Performs other duties or special projects as assigned. Maintains professional and effective working relationships with all other Company personnel. Conducts his or her professional and personal life in a fashion that fosters a positive...Remote work
- ...convenience of “banking where you shop” while providing prospecting and sales opportunities that continue growing our business. Retail Bankers conduct general office work, banking transactions, sales, cross sales, account opening, and account management while providing...Work at officeFlexible hours
- JPMorgan Chase & Co. in the United States seeks a Business Relationship Manager I in Business Banking to manage a portfolio of 100-130 business clients with $1-$5M in annual revenue, providing financial guidance, deposits, cash management, and credit opportunities up to...
- ...employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
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