Relationship Banker
Valley National Bank
Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions. Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers. Demonstrates and promotes online and mobile banking capabilities. Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff. Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines. Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits. Participate in community events and supports CRA initiatives, activities, and programs. Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements. Adhere to the bank's code of conduct and all policies and procedures. #J-18808-Ljbffr Valley National Bank
- ...and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank... ...degree (GED) ~2 – 5 years of experience as a Universal Banker or Teller Computer Skills and Office Equipment Skills...SuggestedFull timeTemporary workWork at office
- ...Job Title Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment...Suggested
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...SuggestedWork at officeLocal areaDay shift
- Woodforest National Bank in Orlando seeks a Banker to serve as a frontline ambassador, building retail relationships through exceptional service and proactive marketing of banking products. You will handle teller tasks, open deposit accounts, and support digital tools...Suggested
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- Job ResponsibilitiesResponsibilities include, but are not limited to:1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement.2. Product Knowledge: Understand all bank products and services, educate and demonstrate...
$350k
...Private Advisor will: Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or... ...management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating...- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$52k - $60.73k
...information by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,...Full timeWork at officeFlexible hours- ...Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of... .... • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients...Full timeWork at office
- ...Private Client 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...Immediate startAfternoon shift
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Full timePart timeWork at officeNight shiftWeekend work
- ...variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover... ...Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...Work experience placementWork at officeImmediate startFlexible hoursWeekend work
$52k
...Senior Small Business Relationship Banker At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering...Full timeWork at officeFlexible hours$23.25 - $30.75 per hour
...Personal & Commercial Banking Job Description: This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking...Work at office- ...trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker - Responsibilities Perform daily branch functions including client services, teller operations, vault duties, account opening/...Temporary workWork at officeRemote workNight shift
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank 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 through...Full timeTemporary workWork experience placement
- ...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
- ...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
- ...is NOT a remote nor work from home position. See what it's like: click the link or copy the site into your address bar: Virtual Banker - Client Experience Associate Position Overview: What you’ll do: Phone-based client service Serve as a primary point of...Full timeWork at officeMonday to FridayFlexible hoursShift workDay shiftAfternoon shift
- ...Job title Universal Banker FLSA Status Non-Exempt Last updated January 2025 SUMMARY Provide quality... ...tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required...Full timeWork at office
- ...services as appropriate.3. Assist clients with trades, requests for information, research, account problems, etc.4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.5. Participate in...Full timePart timeWork at officeShift workDay shift
- ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll...Full timeWork at office
$78.3k - $151k
...with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.Essential Job Functions:Client Service: Prepare and present to clients portfolio reviews,...Full timeInterim roleWork at office- Job DescriptionJOB SUMMARY: A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals.ESSENTIAL DUTIES AND RESPONSIBILITIES...Full timeInterim roleLocal area
$15.61 - $24.97 per hour
...form in a courteous and professional manner [Required] Ability to use product knowledge and sales techniques to build customer relationships and meet goals [Required] Knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) Compliance and other regulations...Full timeWork experience placementLocal areaShift work- ...Personal Banker Cypress Bank & Trust was originally founded as a Florida Chartered boutique corporate fiduciary in Palm Beach,... ...Courier when necessary. Participates in the referral program in relationship to other lines of businesses within the bank to promote branch...Temporary workWork at officeRemote workNight shift
- ...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office
$150k
...designed by advisors, for advisors. It offers comprehensive support on critical tasks, allowing you to focus on building client relationships and growing your business. AQI provides: Back-office services (billing, performance reports, account management) Compliance...Work at officeRemote work- ...built for advisors who want to do what they do best: meet with qualified prospects, deliver recommendations, and close new client relationships. The firm handles marketing, lead generation, scheduling, planning support, and paperwork. You'll walk into a booked calendar,...
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