Relationship Banker
Jobtailor
Build relationships with customers through in-person, appointment-based, virtual, and multi-channel engagement Assess customers’ banking needs and provide counsel based on their goals Obtain and process customer and account information Demonstrate and educate clients on deposit, loan, digital, and self-service products and services Recommend solutions for new and existing clients Conduct proactive outreach and follow-up Maintain knowledge of consumer and business banking products and services 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 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 NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z Required NMLS registration process includes a criminal background and credit check Proven ability to build and foster client relationships 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 using and demonstrating digital products and self-service technologies Ability to identify customer needs while leveraging a digital-first mindset Basic proficiency in making appropriate recommendations that meet customer needs Experience in the financial services industry preferred Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies Core Competencies Demonstrates strong customer service and interpersonal skills while effectively engaging clients to assess their banking needs. Proficient in utilizing digital products and self-service technologies to enhance client experience and operational accuracy. Highest-signal resume keywords NMLS Registration Retail Banking Experience Customer Relationship Management Digital Product Demonstration Financial Services Knowledge ATS Optimization Keywords Hard Skills Banking Needs Assessment Account Information Processing Transaction Processing Service Request Completion Credit Application Submission Soft Skills Client Relationship Building Effective Communication Proactive Outreach Interpersonal Skills Certifications & Qualifications NMLS Registration Industry Keywords Consumer Banking Business Banking Bank Policies Code of Ethics Workplace Conduct Tools & Technologies Digital Banking Products Self-Service Technologies #J-18808-Ljbffr
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$21 per hour
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$45k - $95k
Job Title: Automotive Service Advisor Location: Topeka, KS Compensation: $45,000 - $95,000 per year, including performance-based commission Employment Type: Full-time Position Overview As an Automotive Service Advisor, you are the face of our service department and the...Full timeContract work- ...Advisor with Farm Bureau Financial Services, you have the opportunity to build and lead your own business—creating long-term client relationships, growing recurring income, and building a future with more control over your time, income, and legacy. This is more than just...Work at officeLocal area
$70k - $80k
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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- ...Saturday and Sunday, other hours as needed Role: Lead Personal Bankers (“LPB”) open banking accounts, process loan applications, and... ...to generate new business and strengthen existing household relationships Tracks progress towards branch sales goals. Partners with...Work at officeLocal areaMonday to FridayNight shiftWeekend workAfternoon shift
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