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
- ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800... ...clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing...Suggested
$39.6k - $46.88k
...Relationship Banker IAt Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to create...SuggestedFlexible hours$46.12k - $55.16k
...Relationship Banker IIAt 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, and meeting those needs by proactively offering appropriate products, services, and...SuggestedFlexible hours$46.12k
...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- ...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
- ...Responsible for providing an industry leading client service experience 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
- ...Relationship Banker (SAFE) OpportunityWells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com.Upon required...Ongoing contractWork experience placementWork at officeImmediate start
$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...- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Orlando, FL at the Lake Nona Branch.PNC is an in-office company that...Full timeTemporary workPart timeWork 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...
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at office
- ...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
- ...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
$260k - $350k
Job Title Senior Relationship Manager - Southern Cone (Argentina and Chile) Location Miami or New York City Company Retained by a global... ...7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within...Full timeLocal area- ...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
- Senior Commercial Relationship Manager - Orlando, FL FinTrust Connect has partnered with a community-focused financial institution to identify... .... This opportunity is ideal for an experienced commercial banker who thrives on business development, consultative client...
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork at office
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...Personal Banker Associate II - Orlando, FL (Central Orlando) Make banking a Fifth Third better We connect great people to great... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services...Work experience placementWork at office
$10k - $100k
Forex TraderWe are seeking a skilled and experienced Foreign Exchange Trader to join our team. As a Foreign Exchange Trader, you will be responsible for executing trades and managing foreign exchange transactions. This is an exciting opportunity to work in the fast-paced...$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$77k - $202k
...clients for seamless integration and utilization of Oracle Finance systems- Navigating complex situations to build meaningful client relationships and inspire team members- Anticipating the needs of teams and clients to deliver quality solutions in ambiguous environments-...Full timeH1b- ...want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective...Full timeImmediate startDay shift
- Overview About The RoleAs a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your...Full timeWork 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
- ...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
$24 per hour
Financial Representative By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture...Hourly payWork at officeLocal areaFlexible hours$1,000 per month
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 timeContract workFor contractorsInternshipLocal areaFlexible hours- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
- ...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,...Work at office
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