Relationship Banker
Jobtailor
Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATMs Accurately and efficiently process cash transactions Conduct deep conversations to understand clients' financial and life priorities Connect clients with solutions that meet their financial goals Execute the bank's risk culture and pursue operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines while complying with laws and regulations Partner with experts in small business, lending, and investments to grow business knowledge and networks Manage financial center traffic, appointments, and outbound calls Drive the client experience Manage cash responsibilities Requirements High School Diploma / GED / Secondary School or equivalent Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results Effective collaboration and relationship-building skills Passion, commitment and drive to improve clients' financial lives Ability to identify solutions for new and existing clients based on their needs Effective and confident communication; comfortable engaging all clients Ability to learn and adapt to new information and technology platforms Ability to educate clients on ATM, online banking, and mobile banking self-service technologies Strong critical thinking and problem-solving skills Ability to follow established processes, guidelines, laws, and regulations Efficient time and capacity management Must be able to work weekends and/or extended hours, including scheduling at any financial center within a reasonable distance Six months of cash handling experience Desired: experience in financial services and knowledge of financial services products and solutions Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals Desired: Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on mobile banking, online banking, and ATM technologies. Possesses critical thinking and problem-solving abilities to identify financial solutions that align with clients' needs and goals. Highest-signal resume keywords Cash Handling Experience Financial Services Knowledge Sales Experience Client Engagement Regulatory Compliance ATS Optimization Keywords Hard Skills Cash Transactions Processing Mobile Banking Education Online Banking Education ATM Education Financial Needs Assessment Time Management Problem-Solving Critical Thinking Soft Skills Effective Communication Relationship Building Collaboration Motivation Adaptability Certifications & Qualifications High School Diploma GED Associate's Degree Bachelor's Degree Industry Keywords Financial Services Client Experience Operational Excellence Risk Culture Sales Goals #J-18808-Ljbffr Jobtailor
- ...exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-... .... Work Local. Position Summary: As a Relationship Banker, you'll play a key role in making NESB customers feel welcomed...SuggestedWork at officeLocal area
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$24 - $26.27 per hour
...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...SuggestedHourly payFlexible hoursWeekend workDay shift$21.5 - $28.57 per hour
...Branch Flex Banker Branch Banking Careers Available at Washington Trust! Our branch banking employees create an environment... ...Provide a superior banking experience for the customer through a relationship building approach Proactively seek and recommend the best...SuggestedFull timeWork experience placementFlexible hours- ...exceptional customer service while forming lasting and meaningful relationships with our customers and community partners through our service-... .... Work Local. Position Summary: As a Relationship Banker II , you will play a key role in shaping the customer...SuggestedWork at officeLocal area
$25 per hour
Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get satisfaction...Hourly payLocal areaFlexible hoursAfternoon shift- ...Relationship Banker - Providence Bristol County Market Greenville, Rhode Island;North Providence, Rhode Island; Woonsocket, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Member Relationship Advisor I Your role as a Member Relationship Advisor I at Navigant Credit Union will involve being on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone...
- ...associate to engage customers in-branch, educate on self-service banking, and process routine cash transactions. You will build relationships, follow compliant processes, and connect clients to appropriate financial solutions. Requirements include strong communication,...Weekend work
- ...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...InternshipWork at officeFlexible hoursShift workWeekend workDay shift
$125k - $175k
...Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship-driven Wealth Advisor to provide comprehensive advisory services to high-net-worth individuals and families. This role is centered on helping clients achieve their financial...$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$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$19.03 - $31.39 per hour
Financial Service Representative Responsible for providing quality and efficient financial service to patients through the daily management of assigned tasks. Oversees financial status of patients scheduled to be seen at Brown Health Medical Group Facility. Maintains...Work at officeShift work$90k - $120k
Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and...Full timePart timeImmediate start- Join to apply for the Financial Aid Counselor role at Inside Higher Ed Brown University To view the full job posting and apply for this position, go to: Job Summary The Financial Aid Counselor is the first point of contact for the Office of Financial Aid (OFA) in The...Work at office
- Job Description: The Financial Aid Counselor is the first point of contact for the Office of Financial Aid (OFA) in The Warren Alpert Medical School, responsible for counseling students and parents about all aspects of the financial aid process and directing the activities...Full timeWork at officeRemote work
$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 timeInternshipLocal areaFlexible hours- ...to develop and implement TIAA products and services to support clients and company initiatives. Develops and maintains strong relationship with Institutional Plan Sponsors. Educational Requirements University (Degree) Preferred Work Experience 3+ Years Required;...Hourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
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$61k - $119k
...financial 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...Work at office- Northwestern Mutual in Providence, Rhode Island, is offering an internship for College Financial Representatives. This opportunity allows students to learn financial planning, develop a professional network, and gain exposure to proprietary planning tools. The role involves...Full timeInternship
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment$25 per hour
...Job Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing...Hourly payLocal areaFlexible hoursAfternoon shift- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses...Work at officeRemote work
- ...responsible for driving business banking growth within an assigned geographic market. This position develops, manages and expands relationships with small business customers and prospects by providing lending, deposit and treasury management solutions. The Business...Work experience placementWork at office
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$101.23k - $172.36k
...communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level...Remote work$65k - $85k
...banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I) , your journey begins with being taught the foundational skills needed to be...Work at officeShift workDay shift
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