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
- Summary 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. Responsibilities Determines...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
- 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
- ...Responsibilities Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community engagement, and educational events. Conduct financial needs assessments to identify opportunities and provide tailored product...SuggestedWork at officeLocal areaAfternoon shift
- 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...Suggested
- Regions Bank is seeking a Relationship Banker I in Westwego, Louisiana. The successful candidate will provide exceptional customer service, manage transactions, and educate customers on banking solutions. Ideal candidates possess strong communication skills and a commitment...Full time
- Nola Bank (I/O) in New Orleans is looking for a motivated Universal Banker to join their Retail Banking team. You'll provide exceptional service, handle transactions, and develop relationships while ensuring compliance with regulations. The ideal candidate has at least...
$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- Description On site at location listed in job posting. Hours Monday-Friday, 9 - 5 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...Temporary workWork at officeMonday to Friday
- First Horizon Bank is looking for a Relationship Banker in New Orleans, Louisiana. In this role, you will engage clients in meaningful conversations to understand their financial goals and promote the bank’s products and services aggressively. Your success hinges on building...
- 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...
- A banking institution in Gretna is seeking a Relationship Banker II to engage with customers, identify their needs, and offer financial solutions. Responsibilities include achieving branch targets, educating clients on banking products and digital services, and resolving...Full time
- BankPlus is seeking a dedicated relationship banker in New Orleans, LA, responsible for building customer relationships and providing tailored banking solutions. The ideal candidate will ensure prompt transaction processing and educate customers on banking technology. Applicants...
- 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
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...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 retirement...Full timeContract workFor contractorsWork at office- Nola Bank in New Orleans seeks a Universal Banker to provide exceptional customer service and support banking operations. This role... ...servicing and transaction processing while fostering strong customer relationships. The ideal candidate has 2+ years of banking experience,...
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$1,000 per month
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$60k - $250k
...financial planner to analyze client finances and develop strategies. You will learn from experienced professionals and build client relationships. Strong communication and problem-solving skills are essential. The position offers full-time employment with a salary range of...Full time- ...looking for entry-level financial professionals eager to build a successful career in financial services. You will develop client relationships and create customized financial strategies while benefiting from comprehensive training, mentorship, and the opportunity to earn...Local area
$45k - $55k
...and state financial aid programs. Gather, compile, and analyze data and prepare reports. Establish and maintain effective working relationships with faculty, staff, students, and administration. Perform consistently under the pressure of deadlines and other administrative...Work at officeLocal area- Western & Southern Financial Group is seeking a Financial Representative in Metairie, LA. In this role, you will assist middle-income clients by providing education on risk protection and financial solutions. Responsibilities include developing marketing plans, conducting...
- Northwestern Mutual in Metairie, Louisiana, is seeking a Financial Advisor to help clients achieve their financial goals. This role involves building a client base, crafting personalized financial plans, and managing clients' finances throughout various life stages. With...
- Are you interested in helping others achieve a secure financial future? Do you thrive in a goal-oriented environment? If so, Compass Capital Management invites you to explore a career as a Financial Advisor with us. If you're new to the field, we provide a subsidized training...Work at officeLocal area
$50k
...focus on clients, you'll have everything you need to deepen relationships and elevate your impact. Your experience matters - and we're... ...Preferred additional professional designations such as CFP® or CERTIFIED FINANCIAL PLANNER™ and/or CRPC™ or Chartered Retirement...Work at officeWork from homeHome officeFlexible hours- Compass Capital Management LLC is seeking Financial Advisors in Metairie, Louisiana. This role offers an opportunity to build a business without limits, supported by dedicated mentoring and ongoing training. Ideal candidates should possess strong interpersonal skills and...Flexible hours
$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 Counselor;...Contract workTemporary workWork experience placementWork at office
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