Financial Wellness & Relationship Banker
PNC Bank
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.PNC's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our. #J-18808-Ljbffr PNC Financial Services Group, Inc.
- PNC Financial Services Group, Inc. seeks a Personal Banker in Atlanta, GA to enhance customer relationships and sales. This role involves proactive engagement with clients, managing their financial needs effectively, and delivering tailored PNC solutions. Ideal candidates...Financial
- ...guided by a common purpose to help make financial lives better through the power of every... ...' physical, emotional, and financial wellness through affordable, competitive and flexible... ...for operational excellence Builds relationships with clients to meet financial needs...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients... ...banking solutions and cutting-edge financial technology combined with friendly and... ...with clients about banking solutions, as well as collaborate with and connect them to...FinancialAfternoon shift
$48.43k
...system. Job Description At Regions, the Relationship Banker II is responsible for meeting with... ...person and on the phone to determine their financial needs, and meeting those needs by... ...individually driven and competitive, as well as motivated to work as a team to achieve...FinancialFull timeFlexible hours- ...section of the system. Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer... ...line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create...FinancialFlexible hours
- Description 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... ...Benefit Highlights Medical with wellness incentives, dental, and vision HSA with...FinancialTemporary workWork at officeMonday to Friday
- ...section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience... ...line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create...FinancialFull timeFlexible hours
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand the client situation... ...communicate to clients/prospects complex financial concepts and investment... ..., and disability insurance; and wellness programs. Citi also offers paid...FinancialFull time- ...Branch Banker At PNC, our people are our greatest differentiator... ...to improve the customer's financial wellbeing. Collaborates with... ...Leverages ecosystem partnerships as well as community Centers of... ...to acquire, expand and retain relationships. Creates customer loyalty...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Job Profile As a Personal Banker within PNC's retail organization... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of... ...acquire, expand and retain relationships. Creates customer loyalty and...FinancialFull timeTemporary workWork experience placementWork at officeShift work
- ...company’s success. As a Personal Banker within PNC's retail... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of... ...to acquire, expand and retain relationships.* Creates customer loyalty and...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Third Bank in Atlanta is seeking a Retail Personal Banker I responsible for identifying and meeting the financial needs of customers. This role requires proficiency... ...base salary and comprehensive benefits to support employee well-being. #J-18808-Ljbffr Fifth Third BankFinancial
- First Horizon Bank seeks a Relationship Banker in Atlanta, Georgia, to serve as a trusted advisor. You'll engage clients through consultative conversations, aligning banking solutions with their financial goals while promoting product growth. Key duties include proactive...Financial
- Regions Bank in Brookhaven, Georgia, is looking for a dedicated Relationship Banker II to engage with customers and meet their financial needs. This role offers opportunities for growth and development in a supportive environment. As a Relationship Banker II, you'll provide...FinancialFull time
- First Horizon is looking for a Relationship Banker in Atlanta, Georgia, to engage clients and provide personalized financial advice. This role involves understanding clients' financial goals, promoting banking products, and deepening client relationships through excellent...FinancialWork at office
- ...of America in Smyrna, Georgia seeks a highly motivated individual to engage clients and assist with financial transactions. This role emphasizes building relationships and providing personalized solutions while adhering to the bank's guidelines. Successful candidates will...Financial
- ...-service transactions like online banking and ATMs. Responsibilities include processing cash transactions, building relationships, and managing financial center traffic effectively. The ideal candidate should have a strong work ethic, critical thinking skills, and a High...Financial
- ...A. in Atlanta, Georgia, is seeking a Universal Banker to serve as a single point of contact for customer financial needs. This role combines teller and financial... ...will have a high school diploma and skills in relationship building. The position offers opportunities to...Financial
- Quality Talent Group is seeking bankers for a prominent client in Smyrna, Georgia. This global leader in financial services offers a full-time or part-time position with... ...integrity. This role involves building customer relationships and guiding clients through financial...FinancialFull timePart time
- ...Third Bank is seeking a Personal Banker I in Atlanta, GA, focusing on... ...sales to meet customer financial needs. Successful candidates... ...acquiring and deepening customer relationships. The role requires strong... ...financial, emotional, and social well-being. #J-18808-Ljbffr Fifth...Financial
- ...clients as needed. 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 and the...FinancialShift workDay shift
- ...clients as needed. 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 and the...FinancialShift workDay shift
- Personal Banker I - Lindbergh Plaza At Fifth Third, we understand the importance... ...families, encompassing physical, financial, emotional and social well‑being. You can learn more about... ...directed. Establish close working relationships with assigned Business Partners (Mortgage...FinancialWork experience placementWork at office
- ...role will be a Retail Personal Banker I, following a 4-8 week... ...duties. General Function A Financial Center role focused on identifying... ...deepening existing customer relationships through lobby leadership, aisle... ...teller transactions as well as working as a member of the...FinancialWork at office
- ...day to help our customers achieve their financial goals. Our branch colleagues have an... ...for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge... ...growing consumer and business customer relationships by proactively identifying financial goals...FinancialFull timeH1bWork at officeRemote workWork from homeFlexible hours
- Position Summary The Private Banker is responsible for managing a... ...Banking clients who require financial services and products to meet... ...retaining and deepening existing relationships. Pay is commensurate to... ...to multi‑task Strong Ethics Well‑developed interpersonal and negotiating...FinancialFull timeBank staffWork at officeImmediate startMonday to FridayFlexible hours
- Responsibilities Calls on clients to deepen relationships and proactively owns, responds to, uncovers and anticipates... ...and investment products and processes as well as a track record of providing sound banking and financial advice and solutions to clients Demonstrates...Financial
$158.4k - $237.6k
The CSG Relationship Manager is a strategic professional who closely follows latest trends in own field and adapts... ...banking and investment products and process as well as a track record of providing sound banking and financial advice and solutions to clients Demonstrates...FinancialFull time- ...to become a Retail Personal Banker I after completing a 4-8 week... .... The Personal Banker I is a Financial Center position focused on using... ...deepening existing customer relationships through a variety of... ...Marts) and tele-consulting, as well as processing teller transactions...FinancialWork experience placementWork at office
- ...Job Title Associate Personal Banker (SAFE) Job Description About this role: Wells Fargo is seeking an Associate... ...customer experience by building relationships through proactive outreach as well... ...to help customers succeed financially Assist customers with basic requests...FinancialWork experience placementWork at officeImmediate start
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