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
- ...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
$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...Suggested- 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...
- ...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
- ...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
- ...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
- ...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
$60.73k
...visiting and logging into the careers section of the system. Job Description: 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...Full timeWork at officeFlexible hours- ...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
- ...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- ...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
- 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
- ...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
- ...meet all the needs of our clients.We are looking for a Personal Banker who has a comprehensive knowledge of the Bank's products,... ...Courier when necessary. Participates in the referral program in relationship to other lines of businesses within the bank to promote branch...Work at officeRemote workNight shift
$15.61 - $24.97 per hour
...written and oral form in a courteous and professional manner Ability to use product knowledge and sales techniques to build customer relationships and meet goals Knowledge of Bank Secrecy Act (BSA), Anti-Money Laundering (AML) Compliance and other regulations and laws...Full timeWork experience placementLocal areaShift work- ...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
- ...personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, 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
- ...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,...
$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- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$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...Full timeContract workFor contractorsWork at office- ...strategy consultation. We pride ourselves on our fiduciary standard, transparent fee structure, and commitment to long-term client relationships. The Opportunity You built the book. Someone else took the credit. Saltmarsh's Investment & Wealth...Full timeWork at officeLocal area
- ...Analyze creditworthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
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