Relationship Banker
Jobtailor
Responsibilities Responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently processing cash transactions for clients as needed. Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. 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 clients and the bank, adhering to all applicable laws and regulations. Grows business knowledge and network by partnering with experts in small business, lending, and investments. Manages financial center traffic, appointments, and outbound calls effectively. Drives the client experience. Manages cash responsibilities. Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed.Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's degree or business relevant associate degree such as business management, business administration, or finance. Core Competencies Demonstrates expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while adhering to regulatory guidelines. Possesses strong problem-solving skills and a results-oriented mindset to meet clients' financial needs. Highest-signal resume keywords Client Engagement Cash Handling Financial Services Knowledge Sales Experience Critical Thinking ATS Optimization Keywords Hard Skills Cash Transactions Self-Service Technologies Mobile Banking Online Banking ATM Operations Financial Products Knowledge Sales Goals Achievement Regulatory Compliance Time Management Problem Solving Soft Skills Relationship Building Effective Communication Adaptability Motivation Collaboration Certifications & Qualifications Bachelor's Degree Associate Degree in Business Management Associate Degree in Business Administration Associate Degree in Finance Industry Keywords Financial Services Client Experience Operational Excellence Risk Culture Business Knowledge #J-18808-Ljbffr
- ...Branch Relationship Banker (Personal Banker) At Amegy Bank, people and culture are at the heart of everything we do. "Everyone counts" isn't just a phrase. It is woven into all aspects of our organization. We know that to be successful in delivering the best to our clients...SuggestedFull timeFlexible hours
- ...Relationship 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...SuggestedImmediate startAfternoon shift
- ...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...SuggestedImmediate startAfternoon shift
- Associate Personal Banker (SAFE)Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations...SuggestedWork experience placementFlexible hours
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high... ...and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone...SuggestedLocal area
- ...full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management... ...motivated individual to fill the position of a Universal Banker in Tomball, TX!Customer Service experience is a MUSTCash Handling...Full time
- ...Universal Banker II This position is responsible for performing routine branch operations and building long-term customer relationships by providing complete, efficient customer service. Assists with account maintenance functions and works closely as a team to ensure...Bank staffWork at officeNight shift
- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...of the largest employee-owned bank in the country! Our Retail Bankers are the face of our organization and are critical in caring...Full timeLocal area
- ...disability. Alternate Location: Nothing herein is intended to override the corporate separateness of local entities. Working relationships discussed herein do not necessarily represent a reporting connection, but may reflect a functional guidance, stewardship, or...Price workPart timeLocal areaImmediate startFlexible hours
- ...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...
$58.44k
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 responsibilities include the full breadth of personal...Contract workTemporary workWork experience placementWork at office- ...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
$105.5k - $243k
Senior Pricing and Finance ConsultantThis role has been designed as 'Hybrid' with a requirement that you will work on average 2 days per week from an HPE office. Who We Are: Hewlett Packard Enterprise is the global edge-to-cloud company advancing the way people live and...Full timeWork experience placementWork at officeLocal areaImmediate start2 days per week- Responsive Recruiter As a Financial Specialist with Michael Fletcher State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to...For contractorsWork at office
- ...product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies...Work at office
- ...in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Full timeWork experience placementFlexible hours
- ...for assets under management and required production. Provides a high level of client service. Manages the full scope of a client relationship by evaluating the client's financial needs, investment opportunities, current holdings and available investment capital. Helps...ApprenticeshipTraineeshipWork experience placement
$70k - $90k
..., paid time off and other benefits. Primary Job Functions Work with the financial advisory team to actively manage client relationships with excellent service Assist the Financial Advisor during client meetings and with follow-up Take meeting notes and promptly...Full timeTemporary workFlexible hours- Benefits: Bonus based on performance Company parties Competitive salary Health insurance Paid time off Training & development Opportunity for advancement Wellness resources 401(k) matching Financial Account Representative – The Money Guide with a Smile Do numbers make ...Work at office
- Job Description Job Description Benefits: ~ Bonus based on performance ~ Opportunity for advancement ~ Paid time off ~401(k) matching ROLE DESCRIPTION: As a Financial Specialist with Michael Fletcher State Farm, you will successfully market the financial...Work at office
- Expand Energy seeks a senior investor relations leader to guide communications with investors and analysts. You will align financial storytelling with strategy, partner with senior leadership, and shape materials for earnings and conferences. The role requires strong regulatory...
- Our core values - Stewardship, Character, Collaborate, Learn, Disrupt - are the lens through which we evaluate every business decision. As a dynamic, growing company that offers extremely competitive compensation and benefits, our employees are our most valued assets and...Work at office
$60k - $300k
...enrich and serve client base · Implement cutting edge financial strategies to grow and develop long lasting, value-based client relationships · Professional Growth: Commitment to engage in a career long process of ongoing training and education to acquire the knowledge...Full timeRelocation packageFlexible hours- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...assignments built to strengthen your knowledge of the financial services industry while developing critical business, communication, and relationship-building skills. You will collaborate with team members to address business challenges, identify opportunities for process...Full timeInternshipSummer internship
- Portfolio Management ConsultantDuration: 6 months with likely extension to 1 year or beyond. Potential conversion to consulting employee for HumanXP Location: Westside (bw8 and i10). Global client, some travel. Mostly remote work from home with some in office time required...Work at officeRemote workWork from home
- ...re looking for someone who is kind, caring, and genuinely enjoys helping others. The ideal candidate is a team player who values relationships, takes pride in providing great customer service, and wants to contribute to a positive office environment. Skills can be taught...Work at officeFlexible hours
- ...financial security and peace of mind. This position is ideal for someone who enjoys consultative conversations, building lasting relationships, and making a meaningful impact through protection planning. Key Responsibilities: Educate customers on life and health...Flexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!



