Relationship Banker
Jobtailor
Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs Accurately and efficiently process cash transactions Hold deep conversations to understand clients’ financial and life priorities Connect clients with solutions that meet their financial goals Execute the bank’s risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines while adhering to applicable laws and regulations Partner with experts in small business, lending, and investments Manage financial center traffic, appointments, and outbound calls Drive the client experience Manage cash responsibilities Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs Requirements High School Diploma / GED / Secondary School or equivalent Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results Ability to collaborate effectively and build strong relationships Passion, commitment and drive to improve clients’ financial lives Confidence identifying solutions based on client needs Effective and confident communication with all clients Ability to learn and adapt to new information and technology platforms Ability to educate clients on ATM, online banking, and mobile banking self-service technologies Strong critical thinking and problem-solving skills Ability to follow established processes, guidelines, laws, and regulations Efficient time and capacity management Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance FDIC hiring restrictions apply Desired: financial services experience and industry knowledge Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals Desired: six months of cash handling experience Desired: Bachelor’s Degree or business-relevant Associate’s Degree Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Proficient in cash handling and adhering to regulatory guidelines to ensure operational excellence. Highest-signal resume keywords Client Engagement Cash Handling Financial Services Experience Sales Experience Regulatory Compliance Hard Skills Cash Transactions Mobile Banking Online Banking ATM Technologies Financial Solutions Soft Skills Effective Communication Critical Thinking Problem-Solving Collaboration Time Management Certifications & Qualifications High School Diploma GED Industry Keywords Financial Services Sales Goals Operational Excellence Risk Culture Client Experience #J-18808-Ljbffr
- ...Relationship Banker Roseville, California;Roseville, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior to applying...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$27 - $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$24.56 - $35.62 per hour
...service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this... ...and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans...SuggestedTemporary workNight shiftDay shiftAfternoon shift$18 - $25 per hour
...accurate calculations. ~ Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing... ...Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional...SuggestedFull timeLocal areaImmediate start- ...Financial Service Consultant II (Personal Banker) Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union...SuggestedTemporary workLocal areaImmediate start
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- ...investment strategies. Maintain up-to-date knowledge of market trends and regulatory changes. Build and maintain strong client relationships through effective communication. Prepare and present comprehensive financial reports to clients. Ensure compliance with...Flexible hours
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...insurance license and/or securities registrations such as Series 7 and 66 or Series 6, 63, and 65. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow...
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...lives – the best of both worlds.A culture of continuous improvement and professional development.Key responsibilities include:Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours
- ...seeking candidates for the Advisor Development Program aimed at aspiring Financial Advisors. Responsibilities include managing client relationships and providing tailored financial solutions. Ideal candidates will hold Series 7 & 66 licenses, possess strong interpersonal...
$114k - $182.4k
...technology leaders regarding portfolio priorities, investment planning, and governance practices. Builds and maintains collaborative relationships across business, technology, cybersecurity, architecture, operations, finance, and delivery functions. Leads efforts to enhance...Temporary workFor contractorsVisa sponsorshipFlexible hours$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- ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Citigroup Inc. is looking for a Universal Banker in Citrus Heights, California. This entry-level position involves assisting with sales and customer service activities. Responsibilities include account opening, resolving service issues, executing transactions, and participating...
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...Temporary workWork experience placementImmediate start- Client Service Representative Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Senior New Accounts/CSR...
$20.44 - $37.17 per hour
...Journal, is looking for an eager and friendly experienced Retail Banker to work at our Roseville branch. At Bank of Marin our... ...interpret data and to resolve problems and build strong customer relationships. Bank of Marin is a community-based commercial bank where you...Work experience placementBank staffLocal area- Located in the metropolitan area of Sacramento, the Adventist Health corporate headquarters have been based in Roseville, California, for more than 40 years. In 2019, we unveiled our WELL-certified campus - a rejuvenating place for associates systemwide to collaborate, ...Work experience placement
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Roseville, California. Applicants without a real... ...phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform...Hourly payFull timeFor contractors$126.2k - $176.68k
...focus on excellent customer service to retain clients and find ways to grow the loan and deposit base of existing and new customer relationships. This position will also work to train and mentor junior staff as appropriate. Experience with a Loan Operating System (...Work experience placementBank staffWork at office$77.52 per hour
Job Description Job Description Risk Manager Duration: 12 weeks Shift Details: OnSite at Glendale, Day Shift M-F, 8hrs day, 5 days per week. Preferred but not required CPHRM, Experience in Risk Management Shift Type: 1st 8h Location: Roseville, CA ...Weekly payLocal areaShift workDay shift$170k - $190k
...findings into clear business insights for executive leadership and the Audit Committee.Build Trusted PartnershipsDevelop strong relationships with leaders across Engineering, Information Security, Product, Enterprise Technology, Finance, and Compliance while maintaining...H1bWork at officeLocal areaRemote workHome officeRelocation packageMonday to Thursday- ...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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