Relationship Banker
Jobtailor
Build and foster relationships with clients through proactive outreach and follow up Engage customers in person, by appointment, and virtually Assess and attend to customers’ banking needs Obtain and process customer and account information Demonstrate and educate clients on deposit and loan products and services Recommend solutions based on customers’ goals and needs Maintain knowledge of consumer and business banking products and services, including digital products Greet clients and process basic transactions Develop collaborative partnerships with branch team members and partners Open new consumer and business accounts Complete service requests and submit credit applications Educate clients on emerging and self-service digital products and services Leverage resources and technologies to optimize client experience and operational accuracy Requirements High school diploma or equivalent Typically has less than four years of job-related, retail banking experience or a combination of experience and commensurate training Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures and support systems Proven customer service and interpersonal skills Experience with using and demonstrating digital products and self-service technologies Ability to explore and identify a customer’s true needs while leveraging a digital first mindset Demonstrated basic level of proficiency in making appropriate recommendations that meet customer’s needs both reactively and proactively Experience in the financial services industry preferred National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z Must meet and maintain NMLS registration requirements, including satisfactory criminal and credit records Must comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies Core Competencies Demonstrates strong customer service skills and the ability to build relationships through proactive outreach. Proficient in educating clients on banking products and leveraging digital technologies to enhance client experience. Highest-signal resume keywords Customer Service Skills Relationship Building Digital Product Knowledge NMLS Registration Retail Banking Experience Hard Skills Banking Products Knowledge Account Management Transaction Processing Credit Application Submission Service Request Completion Soft Skills Interpersonal Skills Communication Skills Proactive Outreach Certifications & Qualifications NMLS Registration Industry Keywords Financial Services Retail Banking Bank Policies Branch Procedures Tools & Technologies Self-Service Technologies Digital Banking Products #J-18808-Ljbffr Jobtailor
$250k
...Private Banker II Job Locations US-ND-Fargo | US-IL-Knoxville Category/Function Trust/Wealth Management... ...and a demonstrated industry expert that can build and retain a relationship portfolio. Salary Range The salary range for this position...SuggestedFull timeWork experience placement$80k - $105k
...based on his or her life stage, professional circumstances, and fluctuating financial needs Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Support clients’ progress toward their financial goals through...SuggestedWork at officeRemote work- Job Description Job Description At Bank Forward we believe in the commitment to seek out and provide financial and insurance solutions for tomorrow, not just for today. In doing so, we help our customers, employees and communities "fast forward" to the goals they strive...SuggestedPart timeMonday to FridayShift work
$58.44k
Remote ND Fargo 58102 Part time R00000070082 This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary...SuggestedContract workTemporary workPart timeWork experience placementWork at officeRemote workWork from homeHome office- ...organization serving clients and members for 70 years Qualifications Excellent verbal, written, and listening skills Strong relationship-building ability Detail-oriented and dependable Comfortable using computer systems Positive and self-directed work...SuggestedHourly payWeekly payFull timeFor contractorsLocal areaRemote work
- Job Description Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s ...Fixed term contract
$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$65k - $80k
...Radio shows , educating and engaging the public on investing topics, retirement planning, and current market trends. Build lasting relationships with clients based on trust, transparency, and excellent customer service. Collaborate with a high-performance team of advisors...Work at officeLocal area$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...Full timeContract workFor contractorsWork at office$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 area$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...Work at office- ...driven. Can or have overcome adversity. Grow by helping others. Show volunteer spirit in the community. Enjoy building long-term relationships. Credible, trustworthy and honest. Education and Training: Our education and training programs start the first day and continue...Full time
- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
$17.5 - $28 per hour
Careers With Purpose Sanford Health, the largest rural health system in the United States, is dedicated to transforming the health care experience and providing access to world-class health care in America’s heartland. Facility: Sanford Broadway Med Ctr Location: Fargo,...Full timePart timeWork from homeShift workDay shift- Sanford Health in Fargo, ND is seeking a Financial Counseling Representative to help patients understand their financial responsibility and options. You will answer billing questions, review insurance coverage and Explanation of Benefits (EOBs), and assist with payment ...
$85k - $125k
...up-to-date advice. Utilize advanced financial planning tools to enhance client interactions and outcomes. Foster long-term relationships with clients through regular communication and follow-ups. Work closely with senior advisors to refine your skills and expand...Full timeRemote work$80k - $105k
...for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions What You’ll Do Build relationships with clients in your community and beyond Learn to assess financial needs and create customized plans Receive ongoing support...Start working todayWork at officeRemote work- The Foster Klima agency is in MN, ND, and SD. We can only hire individuals who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Associate Financial Planner for Foster Klima, there are no Sales Territories. Our Advisors can do business with any client...Full timeRemote work
- ...Us At Cornerstone Bank, we do more than banking – we build relationships, embrace bold ideas, and empower our people. We value positivity... ...Do This position is responsible for assisting the Personal Bankers. The incumbent will be trained to provide backup services,...Full time
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
$86k - $94k
...At New York Life, we're proud to support our employees through both virtual and in-person interactions, reinforcing our strong relationship-focused culture. Let's work together to make a difference in the lives of clients and build a rewarding future for you. Compensation...$86k - $96k
...you flourish. You'll thrive in a culture that champions collaboration, innovation, and inclusivity, all while fostering strong relationships through both virtual and in-person interactions. We’re proud to offer a comprehensive benefits package that includes health,...- ...data integrity, managing investor relations systems and processes, supporting real estate fund reporting, and fostering strong relationships with existing and prospective investors. Position Logistics Primary Work Location: West Fargo, ND or St Louis Park,...Full timeWork at officeLocal areaMonday to FridayFlexible hours
$90k - $120k
...SOC compliance program. Provides back-up support for assigned Risk processes and procedures. Cultivate productive working relationships with other team members including, but not limited to finance, EHS, legal, field leaders and IT to effectively cross departmental...Work at officeRelocation- ...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
$71.4k - $107.11k
...Responsible for developing, growing, and servicing commercial relationships that include loan and deposit accounts with new and existing businesses... ...and provides functional guidance to other Commercial Bankers and staff. • Keeps abreast of rules, regulations and Magnifi...Full timePart time- ...distribution, and/or professional services verticals. Communication & Leadership : Excellent facilitation, documentation, and client relationship management skills; able to guide business users and manage expectations. Technical Acumen : Comfortable working with...Permanent employmentWork at officeRemote workFlexible hours
- ..., 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
$133.37k - $156.9k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week$105k - $115k
Job Description Job Description About Kasa Kasa is the leading tech-enabled hotel and apartment hotel brand and manager. We partner with owners of multifamily and boutique hospitality properties to deliver stylish, professionally managed accommodations to business...Full timeTemporary workFixed term contractLocal areaRemote workHome officeFlexible hoursNight shift
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