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
$51.19k
..., or update your information by visiting and logging into the careers section of the system. 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...SuggestedFull timeFlexible hours- ...client service professional to engage lobby clients and process cash transactions using self-service resources. You will build relationships and connect clients with solutions to their financial goals. The role emphasizes risk culture, operational excellence, and meeting...SuggestedFlexible hours
- ...Position Overview As a Relationship Banker (RB) you will build, expand, and retain existing client relationships while providing an exceptional client experience. You will assess the financial needs of existing and prospective clients and offer solutions through bank products...SuggestedNight shift
- ...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...SuggestedFlexible hoursShift workWeekend workDay shift
- ...Regions Bank in Spring, Texas is seeking a Relationship Banker II who meets with customers to determine financial needs and offers suitable products and guidance to reach their goals. This role suits candidates with retail or sales experience and a drive to grow within...Suggested
- ...We are currently seeking a Personal Banker for our Tomball location. The Personal Banker (PB) works with existing credit union membership and solicits new members to utilize various credit union products and services. The qualified candidate will need to have a minimum...Temporary work
- ...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...Flexible hoursShift workWeekend workDay shift
- First Convenience Bank in Spring, Texas is hiring for an entry-level customer service role. The ideal candidate will provide exceptional service, process transactions, and evaluate customer needs for bank products. This position requires flexibility in scheduling and provides...Flexible hours
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...PNC invites applications for a Regional Banker/Teller based in Spring, TX. This in-office role focuses on delivering an exceptional customer experience, boosting financial wellbeing, and expanding share of wallet through proactive sales and service activities. You will...Work at office
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
$49.53k - $58.86k
...review, modify, or update your information by visiting and logging into the careers section of the system. : 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...Full timeFlexible hours- ...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 MUST...Full time
- ...Universal Banker Position Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a Universal Banker in Tomball, TX! Customer Service experience is a MUST Cash Handling experience is a MUST Banking experience is...Full time
- ...Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within our nationally... ...Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities...Full timeLocal area
- ...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
- ...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
$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 recognized...Full timeContract workFor contractorsWork at office- Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch in Spring, TX. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive...
$60k - $100k
Financial Services Representative - State Farm Agent Team Member As a Financial Services Representative - State Farm Agent Team Member with Michael Liberto - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient...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
- ...comprehend and apply financial knowledge and insights to make informed decisions. It’s the understanding of the financial effects and relationships of various aspects of your business Strategic Planning: Strategic planning is an organization’s process of defining its strategy...Permanent employmentContract workFor contractorsWork experience placementVisa sponsorshipRelocation package
$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- ...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
$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$105.05k - $161.8k
...independent judgment in resolving business issues and establishing policies. Develops and builds productive internal/external working relationships and may provide mentoring and guidance to lower‑level employees. Education & Experience Four‑year or Graduate Degree in...Temporary workWork experience placementFlexible hours- ...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
- ...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
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