Relationship Banker
Jobtailor
Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Core Competencies Demonstrates expertise in client engagement and financial services, with a strong ability to educate clients on self-service banking technologies. Possesses critical thinking and problem-solving skills to identify and connect clients with appropriate financial solutions. Highest-signal resume keywords Client Engagement Cash Handling Experience Sales Experience Financial Services Knowledge Effective Communication Hard Skills Cash Transactions Processing Self-Service Banking Technologies Mobile Banking Online Banking ATM Operations Soft Skills Enthusiastic Motivated Self-Starter Relationship Building Critical Thinking Time Management Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Financial Services Client Solutions Sales Goals Regulatory Compliance Financial Products Job Overview This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. #J-18808-Ljbffr Jobtailor
- ...that meet the 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 clients...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- Bank of America in Middletown is looking for a bank teller to engage with clients, assist with transactions, and manage cash responsibilities. The role requires strong communication skills and a commitment to client experience. Candidates should be enthusiastic, adaptable...Suggested
$25 - $26.77 per hour
...priorities and connect them to appropriate solutions. Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines, adhering to all applicable laws and...SuggestedHourly payShift workWeekend workDay shift$18.5 - $23 per hour
...where you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker I role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation...SuggestedFlexible hoursWeekend work$23 - $31.25 per hour
...Overview The Senior Personal Banker is responsible for delivering exceptional service to both existing and prospective clients. This... ...executing transactions accurately and building strong client relationships. The Senior Personal Banker proactively identifies retention and...SuggestedFull timeWork at officeAfternoon shift- ...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 with...
- Responsibilities Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase...Work experience placementImmediate start
$49.5k - $82.5k
...opportunity to contribute to the company’s success. As a Branch Banker within PNC's Central Jersey retail organization, you will be... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...OceanFirst Bank is seeking a new Full Time Personal Banker at our Wall, NJ branch! Upon hire, all retail staff will participate in... ...Proactively sells all Bank products and services to deepen and preserve relationships, based on customer need. Identifies sales opportunities for...Full timeWork at officeNight shift
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$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$23.04 - $30.73 per hour
Req #: 0000254888 Category: Revenue Cycle and Patient Access Status: Full-Time Day Shift Facility: RWJBarnabas Health Corporate Services Department: Patient Financial Services Pay Range: $23.04 - $30.73 per hour Location: 300 SECOND AVE, Long Branch, NJ 07740 Job Summary...Hourly payFull timeFlexible hoursDay shift- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeMonday to FridayShift workDay shift
$63k - $105k
...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$63k - $105k
...service efficiently, identifying opportunities, and making referrals to internal partners. Acquire, expand, and maintain client relationships through business development and networking to grow client loyalty and share of wallet with an exceptional experience. Apply product...Work experience placementWork at office$49.5k - $82.5k
...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...Branch Manager/Assistant Branch Manager performing Universal Banker duties as needed. Contributes to overall Branch goals through... ...customer service ability Ability to build and maintain customer relationships Must be a team player with willingness to work in other...Local areaFlexible hours
- ...seeking a Financial Advisor Associate to serve high-net-worth clients in a branch setting. You will identify client needs, build relationships, review goals, and prepare investment recommendations aligned with client objectives. Role requires maintaining SAFE Act...
$95k - $250k
...candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long term advising relationships, and excellent communication skills. Responsibilities Create customized financial plans suitable for each client based on...- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity,...
$70k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeMonday to FridayShift workDay shift- ...applicants. Edward Jones is a Fortune 500 financial services firm. We recruit Full‑time Financial Advisors who build and manage client relationships, develop a practice, and support the branch team while delivering comprehensive financial solutions. Key Responsibilities Build...Full timeTraineeshipWork at officeLocal areaHome officeFlexible hours
- Northwestern Mutual offers a College Financial Representative internship that provides guidance, a framework for building an integrated financial planning practice, and access to experts and exclusive products from a Fortune 500 company. You’ll develop confidence and a...Full timeInternshipFlexible hours
- ...services. Candidates should be motivated, personable, and possess excellent communication skills. The role includes building long-term relationships with clients and servicing their accounts, alongside a comprehensive benefits package with competitive compensation. #J-18808-...
- WealthBridge Financial Group is seeking motivated Financial Professionals to join our growing team. In this role, you will work closely with clients to develop customized financial strategies while building your own practice with the support of an experienced and collaborative...
- ...income potential A proven process and philosophy that empowers you to succeed What You’ll Do Build long-term, meaningful relationships with clients Guide individuals and families through financial planning for major life milestones Apply cash flow analysis...Work at officeWork visa
- Northwestern Mutual is seeking College Financial Representatives for their internship program based in Wall Township, New Jersey. This role provides the opportunity to build a financial planning practice while receiving guidance and support from experienced professionals...Full timeInternship
- ...meeting preparation, investment research, and case design. ~25% Business Development - Prospecting support, client meetings, relationship cultivation, and personal production growth. ~25% Operations & Administrative Support - Client onboarding, paperwork, CRM management...
$75k - $125k
...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
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