Certified Relationship Banker I (Old Goodwood)
Gulf Coast Bank & Trust
Summary The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems. Responsibilities Sells products and services offered by Gulf Coast Bank to current and new clientele. Opens new consumer and business accounts, provides information about various types of services and products offered, answers phones, and greets visitors. Provides clients with account information, handles maintenance requests, and monitors client accounts for non-branch officers. Resolves client problems through direct personal action or referral to proper staff member. Identifies and maximizes cross‑selling opportunities through client profiling and engages with team members and other business partners to make referrals. Adheres to security measures and ensures all regulatory requirements are met (i.e. CIP, BSA). Handles client requests involving the Bank’s Legal department. Orders checks, operates a teller terminal, and assists with balancing the vault and cash verification when needed. Cross trains and supports other positions as needed. May be assigned to opening and closing the branch and other operational tasks. May assist with loan processing and servicing. Performs other duties and special projects as needed by Branch Manager or Operations Officer. Works branch hours, including some evenings and weekends. Maintains CRB skills and knowledge as demonstrated by passing the annual CRB exam. #J-18808-Ljbffr Gulf Coast Bank & Trust
- ...Certified Relationship Banker I The Certified Relationship Banker I provides "first line" contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems...SuggestedWork at officeAfternoon shift
- ...Certified Relationship Banker II The Certified Relationship Banker II provides "first line" contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems...SuggestedWork at officeAfternoon shift
- Gulf Coast Bank & Trust is seeking a Certified Relationship Banker I in Metairie, Louisiana. In this role, you will serve as the first point of contact for clients, helping to assess their banking needs and providing information on various products and services. You will...Suggested
- A prominent financial institution is seeking a Relationship Banker II in Metairie, Louisiana. The role involves meeting customers' financial needs through personalized service, effective communication, and product education. Candidates should possess a high school diploma...SuggestedFull time
- Gulf Coast Bank & Trust Company in Gretna, Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions. This role requires collaborating with clients to open accounts, address issues, and drive...Suggested
$46.12k
Job Description 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, and guidance...Full timeFlexible hours$39.6k
Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and for contributing to the financial wellness of our customers. The role creates meaningful personal connections...Full timeFlexible hours- A regional financial institution in New Orleans seeks to hire a Certified Relationship Banker I. This position acts as the first line of contact for clients, assisting them with their needs and promoting various products and services. Responsibilities include opening new...
- ...financial institution in Metairie, Louisiana, is seeking a skilled individual for a customer-facing role. You will enhance customer relationships by providing exceptional service and meeting their banking needs. The ideal candidate should have at least two years of...Work at office
- ...or update your information by visiting and logging into the careers section of the system. Job Description: 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...Full timeFlexible hours
$39.6k
...update your information by visiting and logging into the careers section of the system. Job Description 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...Full timeFlexible hours$44.62k
...update your information by visiting and logging into the careers section of the system. Job Description 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...Full timeRelocationFlexible hours- ...update your information by visiting and logging into your account. Essential Duties And Responsibilities Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational...Work at officeLocal areaAfternoon shift
- ...Quality Talent Group is hiring bankers for a leading national bank to join their Consumer, Small, and Business Banking division. This position involves building strong customer relationships and assisting with account management and service requests. Ideal candidates will...
$61k - $119k
...client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life... ...Industry Essentials®, Series 6, Series 7, Series 63, and more Certified Financial Planner® licensing support2 Fully company-funded...Full timeContract workFor contractorsWork at office- Regions Bank is seeking a Relationship Banker II in New Orleans, Louisiana. The role involves meeting customers' financial needs through guidance and product offerings, conducting outbound calls to enhance customer relations, and educating clients about digital banking...
- Hancock Whitney Corp. is seeking a professional in New Orleans to manage and expand existing business relationships while developing new opportunities. This role involves managing a substantial portfolio and increasing revenue through effective prospecting. The ideal candidate...
- Hancock Whitney is seeking a Universal Banker in New Orleans, Louisiana. The role focuses on acquiring, managing, and retaining client relationships through consultative sales and service strategies. You will engage with clients to identify their financial needs and offer...Weekend work
- A leading financial institution in Harvey, Louisiana is seeking a Relationship Banker I to enhance customer experiences by processing transactions and addressing inquiries. Ideal candidates should possess strong communication abilities and the capability to assist customers...
- Regions Bank in Westwego, Louisiana is seeking a Relationship Banker I to deliver exceptional customer service while managing transactions. This role emphasizes building personal connections with customers and resolving service inquiries. Ideal candidates will have previous...Full time
- Relationship Banker plays a vital role in fostering client relationships by proactively identifying opportunities and referrals that benefit new and existing clients. By consistently delivering outstanding service and meaningful recommendations, the Relationship Banker...Local area
- Regions Bank is seeking a Relationship Banker II in Westwego, Louisiana. This role entails meeting with customers to assess financial needs and provide appropriate solutions. Ideal candidates will have a high school diploma and strong communication skills. The position...
- ...into your account. JOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated delivery of wealth products and... ...and grows a portfolio of important revenue generating client relationships Delivers object and sound personal financial planning and advisory...Local area
- ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact...Work at officeLocal area
$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- ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... .... Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning...Shift workDay shift
$58.44k
...Organizational Conflicts of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial...Contract workTemporary workWork experience placementWork at office- A global financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial advice. The role requires over six years of experience in private banking or financial services, along with a Bachelor's degree...
- Hancock Whitney Corp. is seeking a Private Banker to coordinate the delivery of wealth products to high net worth clients. This role involves financial planning, client relationship management, and ensuring credit quality standards. The ideal candidate should have extensive...
$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
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