Relationship Banker
$22.82 - $24.82 per hourBroadview Federal Credit Union
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Park South Branch; however, you will support the branches within our Capital Central Region #1 which includes our Downtown Albany Branches, Latham and Cohoes Branch locations. WHAT YOU'LL DO Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management LET'S TALK IF YOU Have an Associate degree preferred, or combination of equivalent education and experience Have one to two years of branch banking experience Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient in Microsoft Word and Excel Have the ability to multi-task to meet or exceed minimum performance standards Have effective verbal, written and listening communication skills Have strong interpersonal skills Have the flexibility to work out of any location at any time, as business needs dictate Have the ability to lift at least 10 pounds and stand for long periods of time TO THRIVE AT BROADVIEW YOU NEED Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. Broadview FCU is committed to ensuring individuals with disabilities and/or those whohave special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at View email address on click.appcast.io #J-18808-Ljbffr
$69k - $105k
...resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Hours: 8-5pm EST Job Summary Sr Relationship Officer, Commercial Banking is the line of business (LOB) professional dedicated to providing support for designated Commercial...SuggestedWork experience placementWork at officeWork from homeFlexible hours2 days per week- ...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Proficient in...Suggested
- ...to engage clients in the lobby, educate them on self-service channels, and accurately process cash transactions. You will build relationships, follow regulatory guidelines, and collaborate with specialists to meet financial needs, while delivering an outstanding client...SuggestedFull timeWeekend work
$21.25 - $24.5 per hour
...individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Colonie team as: Relationship Banker This opportunity may be perfect for you if you have experience in: Excellent Customer Service Relationship Building...SuggestedWork at officeLocal areaImmediate startFlexible hours- ...KeyBank in Latham, NY is seeking a Personal Banker to engage clients in conversations, assess financial needs, and offer tailored... ...wellness. You will open personal and small business accounts, build relationships, and collaborate with branch teammates to attract new clients...Suggested
- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
- ...Arrow Financial Corporation is seeking a Relationship Banker for its Colonie office. This role requires a dynamic individual to cultivate customer loyalty while providing exceptional service and mentorship. The successful candidate will manage transactions, address customer...Work at office
$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payDay shift$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payDay shift$80k - $150k
...our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...financial goals. 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$2,500 - $10,000 per month
...individuals and families to understand their financial goals. Provide guidance on budgeting, protection, and long-term planning. Build relationships and maintain ongoing client support. Learn to analyze basic financial situations and identify opportunities. Maintain client...Full timePart timeWork at officeRemote workWork from homeFlexible hours$80k - $90k
...the Merrill Advisor Development Program. As a Financial Advisor, you will work with high-net-worth individuals to build client relationships and provide tailored financial recommendations. This position offers a competitive salary range of $80,000.00 – $90,000.00 annually...$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- ...to deliver comprehensive wealth planning and investment guidance to clients, with goals-based strategies and a personal advisory relationship. The role requires FINRA Series 7 & 66 registrations, a minimum of $1M in production, and a strong track record in portfolio...
- ...knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Goal and results oriented Computer/technical literacy and proficiency...Interim role
$48k - $100k
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Work at officeShift workDay shift- ...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 FridayShift workDay shift
$50 - $115 per hour
BST & Co. CPAs, LLP is seeking a Consulting Controller/Chief Financial Officer in Albany, NY for a hybrid opportunity. The ideal candidate must have hands-on financial operations experience and strong expertise in forecasting, cash flow projections, and project management...Hourly pay$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$90.2k
...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client...Full timeLocal area$76.52k - $163.9k
...A leading financial institution is seeking a Sr. Practice Solutions Relationship Manager in Albany, NY. This hybrid role involves acquiring and managing relationships with healthcare professionals, focusing on practice finance solutions. Ideal candidates will have at...$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$61k - $119k
...financial 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...For contractorsWork at office$50k - $70k
...financial status, income, financial goals, and other factors contributing to wealth management. Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor. Make strategic product, plan, and investment recommendations and...Work at office$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource...Work at officeWork from homeHome officeFlexible hours$45k - $100k
...advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking, introductions...TraineeshipWork at officeHome officeFlexible hours- ...in a supportive, professional growth environment. Responsibilities Immediately serve an existing client base. Build long-lasting relationships and deliver solid financial planning advice. Use CRM and planning to coordinate client service. Work within an established,...Immediate start
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


