Relationship Banker- Lehigh Valley
Penn Community Bank
Job description: Responsibilities Attain complete knowledge of products and services, recognize referral opportunities and successfully partner with appropriate business lines including mortgage, wealth, cash management, commercial lending, and residential lending. Perform all teller and platform transactions promptly, efficiently, and accurately. Deliver and cross‑sell banking products in conjunction with customers’ needs through platform interactions and teller line transitions. Assist in the attainment of branch‑specific goals in conjunction with bank initiatives and the strategic plan. Provide best‑in‑class customer service to customers regarding daily transactions, addressing inquiries, problem resolution, and customer follow‑up in accordance with all bank policies and expectations. Perform outbound sales activities including prospecting and outbound calling to prospective and existing customers, in person, virtually, and via phone. Maintain a position of trust and responsibility by keeping all customers’ business confidential in accordance with bank policy. Operate technology as required and consistently utilize the customer management system to document customer and prospect interactions, send referrals, and update campaigns. Education and Experience Associate’s or Bachelor’s degree preferred. Previous banking or relevant work experience preferred. Skills and Competencies Customer service and sales skills. Deposit and loan product knowledge. Ability to handle multiple responsibilities simultaneously. Balanced decision making keeping both customer and company in mind. Strong interpersonal and relationship‑building skills. Effective selling, cross‑selling, and referral skills. Microsoft product proficiency and the ability to use core banking systems. Penn Community Bank is an equal opportunity employer. #J-18808-Ljbffr Penn Community Bank
- ...professional development is an important aspect in your growth and satisfaction. Invest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's...SuggestedHourly payFull timeLocal area
- ...exceptional customer service. You will be responsible for cross-selling banking products based on customer needs and maintaining strong relationships. The ideal candidate has a degree and previous experience in banking. Proficiency in Microsoft products and effective...Suggested
$22.82 - $24.82 per hour
...goalsAttract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissionsAre Proficient in...SuggestedWork at office- ...Attract new retail and business members while fostering deeper relationships with existing members. Prioritize the delivery of exceptional... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions. Proficient in Microsoft...Suggested
$20.55 - $34.25 per hour
...lobby management, servicing and sales interactions for retail and business customers.Primary Responsibilities:Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process...SuggestedHourly pay- ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service,...
- ...KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch...
- ...solutions. You will engage in outreach for basic needs and refer complex needs to the appropriate team member. The role focuses on relationship management, account openings, and presenting financial product options while maintaining compliance and risk controls in a...
$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...Work experience placementWork at officeWork from homeFlexible hours2 days per week$22.82 - $24.82 per hour
A financial institution in Albany, New York, is seeking an enthusiastic individual for a role focused on member advocacy and banking services. The candidate will support branch growth and serve members through exceptional service delivery. Qualifications include an Associate...Hourly payWork at office$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a dedicated member services advocate at their Wolf Road Branch in Albany. This role focuses on enhancing member experiences and providing financial solutions to meet their needs. The ideal candidate will have one to two years of...Hourly payWork 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 utmost...Immediate startAfternoon shift
- Ballston Spa National Bank is seeking a Relationship Banker II to deliver excellent service, handle deposits and loans, and identify customer needs for tailored financial solutions across our Capital District branches. You will perform cash transactions, promote appropriate...
- JPMorganChase is seeking a Relationship Banker in Albany, NY to represent our brand and deliver exceptional client service. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and contribute to branch success...Weekend workAfternoon shift
- ..., 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 utmost...Immediate startAfternoon shift
- JPMorganChase is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and modern banking solutions. You will acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful solutions that address customers...
$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a Relationship Banker to provide exceptional service to members at the Patroon Creek Branch and throughout the Capital East Region. The ideal candidate will have strong communication skills and branch banking experience. This role...Hourly pay- Citizens Bankers is seeking a friendly, outgoing professional to help customers with financial solutions and trusted advice. You will build lasting relationships, explain products, and guide clients through spending, saving, borrowing and investing needs. You’ll introduce...
$20.67 - $31.25 per hour
...Personal BankerSkip to main content# Key CareersPersonal Banker page is loaded## Personal BankerApplylocations: Troy, NYtime type:... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payWork experience placementFlexible hoursDay 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...Full timeWork at officeLocal areaFlexible hoursNight shift$48k
Founded in 1953, Hudson Valley Community College (HVCC) located in scenic Upstate NY is a multi-campus College with locations in Troy and Malta New York. HVCC offers more than 80 degree and certificate programs in three schools: Business and Liberal Arts; Health Sciences...Full timeWork at officeAfternoon shift- Hudson Valley Community College (HVCC) seeks an experienced Admissions and Financial Aid Counselor for SUNY Reconnect programs. This 12-month, full-time role supports admissions and financial aid operations, presenting to prospective students and families, and guiding...Full time
- ...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
- ...opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building,... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$60k - $75k
...include tax-efficient solutions, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond....Full timeTemporary workPart time$20 - $27.13 per hour
...Delmar, NY - 255 Delaware Ave Purpose/Objective The Universal Banker position will be responsible to perform the job... ...accounts, and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank's products and services...Work at officeFlexible hours$59.1k - $196k
...Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional...Full timeWork experience placementLive inWork at officeLocal area- Guardian Life is seeking a Senior Product Owner for Wealth Management to translate strategy into a prioritized backlog and actionable user stories. You will work with product, technology, operations, and data teams to deliver wealth management capabilities that improve ...
$62k - $79k
...and retention of the Bank’s municipal and public-sector banking relationships throughout New York State. This position is responsible for... ...employees. Ability to travel within the Capital District and Hudson Valley market is required. Must possess and maintain a valid driver’s...Work experience placementWork at officeRemote work$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Full timeContract workFor contractorsWork at office
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