Relationship Banker: Build Lasting Client Relationships
Santander
Santander is seeking a Relationship Banker in the United States to serve as a trusted advisor, building lasting relationships by understanding customers' financial needs and goals. You will tailor solutions across banking, lending, and investment products while delivering exceptional service. You will cross-sell, educate on digital tools, and drive branch sales targets, collaborating with team members to achieve branch goals and growth. Strong communication and problem-solving are essential. #J-18808-Ljbffr Santander
- ...Provident Bank in Morristown, NJ, is seeking a Personal Banker to establish lasting relationships with customers, understand their financial needs, and provide a positive branch experience. The role involves handling transactions, opening accounts, cross-selling, and guiding...Suggested
- ...years, we've been the Bank that clients from every industry turn to... ..., strategies, and advice--building the kind of trust that can fuel... ...every goal. We are the leading relationship bank built for growth--with... ...associates as well. The Relationship Banker is responsible for driving...Suggested
$63k - $105k
...an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC’s Retail Branch organization,... ...conducted inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing...SuggestedFull timeTemporary workWork experience placementWork at officeShift work- ...Experienced Financial Advisor Build the Business You've Always... ...‑term business while helping clients pursue financial confidence.... ...expand your impact, and build a lasting legacy. Why Experienced Advisors... ...practice Strengthen client relationships Build referral networks...SuggestedWork at officeRemote work
- ...Opportunities Available Launch a Business. Build a Career. Create a Legacy. Most... ...’ll learn how to build meaningful relationships, create value for clients, develop leadership skills, and establish... ...to build successful careers and lasting businesses. Ready to Build Your...SuggestedWork at officeImmediate startRemote work
$49.5k - $82.5k
...company's success. As a FT Branch Banker within PNC's Northwest Region... ..., ultimately elevating client loyalty. Delivers a full PNC... ...to acquire, expand and retain relationships. Creates customer loyalty... ...our reputation and to continue building upon that we expect our employees...Full timeTemporary workPart timeWork experience placementWork at officeShift work$49.5k - $82.5k
...to the company’s success. This FT Branch Banker role within PNC’s Northwest Region... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...Full timeTemporary workWork experience placementWork at office$125k - $150k
...and establishing legacies that last for generations. We are... ...are seeking a proactive and client-focused Wealth Planner to join... ...Serve as primary advisor and relationship manager on key client relationships... ...client referral sources, building centers of influence and participating...Permanent employmentTemporary workWork at officeFlexible hours- ...Prospect by phone, email, social media, and networking events; screen for fit. Build Relationships – Nurture prospects, request referrals, and coordinate meetings with senior advisors. Support Clients – Address questions, surface needs, and introduce insurance and investment...Full timeRemote work
$70k - $80k
...our company and how we deliver for our clients, teammates, communities and shareholders... ...considerations. At Bank of America, you can build a successful career with opportunities... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others to...Temporary workWork at officeMonday to FridayShift workDay shift- ...College Financial Representatives. This role equips interns to build a financial planning practice while getting support from industry... ...essential skills such as networking, business strategy development, and client interaction. The program offers a flexible schedule and the...InternshipFlexible hours
$23 - $31.25 per hour
...Senior Personal Banker The Senior Personal Banker is responsible for delivering... ...to both existing and prospective clients. This role manages the full client experience... ...transactions accurately and building strong client relationships. The Senior Personal Banker...Full timeWork at officeAfternoon shift- ...our company and how we deliver for our clients, teammates, communities and shareholders... ...considerations. At Bank of America, you can build a successful career with opportunities... ...mind to. • Builds and nurtures strong relationships. • Collaborates effectively with...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Parsippany, New Jersey. Role Overview This is a client-facing role focused on comprehensive... ...planning, retirement education, and relationship management. Working closely with the Wealth... ...These engagements provide a platform to build trust, identify client needs, and...
$75k
...and planning strategy focused on helping clients meet their savings, investing and... ...about our values and helping our advisors build their future. PNC is an in-office company... ...Acquires, expands and maintains client relationships through business development and client...Full timeTemporary workWork experience placementWork at office- ...this role, you will be responsible for servicing existing clients and their accounts to ensure they are meeting their... ...in wealth management, portfolio management, and customer relationship management to build and maintain strong client relationships. Responsibilities...
$60k - $120k
...management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized macroeconomic planning... ...implementation, and annual review coordination. Manage existing client relationships, addressing daily operational inquiries with high professional...Full timeLocal area$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial... ...review financial and investment goals, building a financial plan, and recommending... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with others to...Temporary workMonday to FridayShift workDay shift$60k - $100k
..., as comprehensive training is provided. Responsibilities include guiding clients on financial strategies, ensuring compliance with financial regulations, and building strong client relationships. The position offers a commission-based compensation structure ranging from...Flexible hours- ...could be the opportunity of a lifetime. Our client is a highly successful, independent... ...looking for one professional who wants to build a career, become a trusted partner, and... ...you do best: serving clients and growing relationships. Ideal Background Five or more years as...Permanent employmentTemporary work
- ...management firm is seeking a senior advisor to work directly alongside the CEO and help lead relationships with the firm’s premier high-net-worth and ultra-high-net-worth clients. This is a true co-advisory role with significant client exposure, ownership, and influence....
- ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele... ..., and products. As a Financial Advisor, you will: Build a client base and develop knowledge of Bankers Life financial...Work at officeFlexible hours
$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...financial representative focused on client-building and obtaining licenses. Our award-... ...help them achieve their goals Grow relationships with clients to support them through every...Full timeContract workFor contractorsWork at office$80k - $90k
...individuals identifying needs, developing relationships, reviewing financial goals, and... ...goals of both existing and prospective clients. Additionally, you’ll have the opportunity... ...mentored by Merrill Financial Advisor Teams to build upon your experience to promote...Interim roleImmediate startShift workDay shift- ...to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing... ...Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management. The Paraplanner...
- ...a growing wealth management practice built around long-term client relationships, disciplined financial planning, and entrepreneurial advisors... ...want to own their future. We develop advisors who want to build real practices with real equity in their book of business About...Work at office
$15 per hour
...whose goal is to successfully help their clients achieve financial goals. About the Role... ...your typical day may include: Developing relationships with clients (both existing and... ...information and using that information to build robust financial plans Helping clients prepare...Minimum wageFull timeContract workPart time$50k - $75k
...Advisors whose goal is to successfully help their clients achieve financial goals. Responsibilities Developing relationships with clients (both existing and prospective)... ...client information and using that information to build robust financial plans Helping clients prepare...Full timePart time$145k - $185k
...personalized approach of a nimble financial partner. First Citizens Bank helps personal, business, commercial and wealth clients build financial strength that lasts. Headquartered in Raleigh, N.C., First Citizens has built a unique legacy of strength, stability and long‑term...Work at office- ...services, will provide you with the opportunity to help our clients solve their business issues related to business... ...others. Able to read situations and modify behavior to build quality relationships. Uphold the firm's code of ethics and business conduct....Local area
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