Relationship Banker - Memphis Market
Bank of America
About Bank of America We help make financial lives better through responsible growth and by delivering for our clients, teammates, communities and shareholders every day. Job Summary Engage 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 deep conversations with clients to gain insights into their financial and life priorities and connecting them to solutions that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs 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 Grow business knowledge and network by partnering with experts in small business, lending, and investments Manage financial center traffic, appointments, and outbound calls effectively Drive the client experience Manage cash responsibilities Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborate effectively to get things done, building and nurturing strong relationships Passion, commitment, and drive to deliver an experience that improves clients' financial lives Confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Ability to learn and adapt to new information and technology platforms Knowledge of how to educate clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking) Strong critical thinking and problem‑solving skills to meet clients' needs Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations Efficiently manage time and capacity Focus 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 Desired Qualifications 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 Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- Job Overview As a Relationship Banker (RB) you will build, expand, and retain client relationships while delivering an exceptional client experience... ...and guidance at other banking institutions within the market. Physical ability to perform required tasks as specified by...Suggested
- ...banking and important life moments, building relationships that truly matter. Rooted locally since 1934 . Founded in Memphis as First Federal Savings & Loan, we’ve grown... .... About the Role The Personal Banker will serve in a dual capacity within the branch...SuggestedLocal area
$43.81k
...Job Overview 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, and meeting those needs by proactively offering appropriate products, services, and guidance...SuggestedFull timeFlexible hours$43.81k - $52.4k
...Regions Bank is hiring a Relationship Banker II in Collierville, Tennessee. This role involves meeting with customers to determine financial needs and proactively providing suitable products and services. Responsibilities include achieving branch targets, conducting outreach...Suggested- ...transactions using self-service resources. Responsibilities include processing cash transactions accurately and building strong client relationships to meet financial goals. Qualified candidates will possess a High School Diploma, strong communication skills, critical thinking...Weekend work
- ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...Work at office
- ...you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of... ...to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point...Local areaFlexible hours
- If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners... ...to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial BankerinEmerging Middle Market Banking, your role is to be the focal point...Local areaFlexible hours
- If you are customer-focused, enjoy building relationships, andcollaborating with a wide spectrum of partners toprovidestrategicfinancial adviceto... ...relationships within the Mid-Corporate Banking target market, which typically includes companies withannual revenuesranging...Local areaFlexible hours
- ...Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long‑lasting positive relationships with Fidelity. Job Description As a Financial Representative, you will be the face of Fidelity, guiding clients through their...
- ...potential loan and new member applicants to collect and enter loan information and uncover any additional needs. 3. Assist with ongoing marketing campaigns and sales promotions within the branch to increase sales volume. 4. Seek additional opportunities to service each...Work at officeFlexible hours
- ...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...
$30k - $35k
...Member with Laura Mckay - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your... ...from the unexpected and realize their dreams. We are located in Memphis, TN and help customers with their insurance and financial services...For contractors$16.25 - $22.75 per hour
Heights Finance is looking for a Financial Service Representative in Collierville, TN. In this role, you'll deliver exceptional service and help customers secure financial solutions. Ideal candidates are customer-focused, motivated, and possess strong communication skills...Hourly payFull time- ...Representative to deliver exceptional customer service and support. This role not only provides the opportunity to build long-lasting relationships with clients but also promotes personal and professional growth. Heights Finance offers competitive hourly rates, full-time...Hourly payFull time
$16.25 - $22.75 per hour
Attain Finance in Collierville, TN is seeking a Financial Service Representative to provide outstanding service and assist customers with financial solutions. In this role, you will engage with new and existing customers, guiding them through the loan process while promoting...Hourly payFull time- ...lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact.... ...Sign in to set job alerts for “Financial Representative” roles. Memphis, TN $75,800.00-$101,000.00 1 week ago Business Tax Services-...Full timeLocal area
- ...benefits. Provide support to branch management. Universal Bankers must adhere to all Bank policies, procedures and all compliance... ...partners to generate new business and deepen existing client relationships. Participate in client calling activities during special deposit...Work at office
- A financial institution in Collierville, TN seeks a dedicated individual to assist members with financial needs, ensuring the delivery of exceptional service. This role involves greeting members, processing transactions, and promoting credit union products. Candidates should...Full timeWork at office
$16.25 - $22.75 per hour
...Financial Service Representative , you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...Job Title Job Summary Actively source, deepen, grow and retain client relationships, both self-sourced as well as generated from internal partners, by providing distinctive and personalized investment advice, products and solutions based upon clients' individual goals...Full timePart timeWork at office
$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- A leading asset management firm in Germantown is seeking a resourceful Associate to support agricultural loan underwriting and portfolio management. Ideal candidates should have a bachelor’s degree in a related field and over 5 years of experience in agricultural finance...Work at office3 days per week
- A leading financial institution seeks a motivated financial advisor to enhance client relationships and provide expert investment advice. The position involves significant interaction with clients, requiring strong analytical and relationship management skills. Candidates...
- Registered Financial Client Associate Job Summary: Under direct supervision, the Registered Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of administrative support to maintain client accounts, including but not limited...Work experience placementWork at officeHome office
- ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- Truist in Germantown, TN is seeking a dedicated full-time employee to manage client transactions while ensuring an excellent customer experience. This role involves educating clients on digital banking solutions and requires strong interpersonal skills and cash handling...Full timeWeekend work
- ...sales process by outbound calling, checking offers, and identifying opportunities for referrals. Understand and apply Integrated Relationship Management (IRM) principles. Fully participate in the established Truist Retail Community Bank Leadership Routines. Continue...Full timeTemporary workWork at officeNight shiftWeekend workDay shift
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