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
- ...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...SuggestedWeekend work
$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- ...Relationship Banker - Providence - RI South Market Providence, Rhode Island;Providence, Rhode Island; Providence, Rhode Island **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently processing cash transactions for clients as needed Having deep conversations with clients to gain in-depth knowledge of their financial...Suggested
$21.5 - $26 per hour
## Banking Center Relationship Banker 2Applylocations: Barrington, RItime type: Full timeposted on: Posted Yesterdayjob requisition id: R26\_0000000608If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to...SuggestedFlexible hoursWeekend work$21.5 - $28.57 per hour
...accuratelyUnderstanding and applying bank policies and proceduresProvide a superior banking experience for the customer through a relationship building approachProactively seek and recommend the best products and services to fit the customer's needsContribute to the...Full timeWork experience placementFlexible hours$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...Hourly payFlexible hoursWeekend workDay shift- ...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...Work at officeLocal area
- ...TD Bank in Warwick, Rhode Island, is seeking a Retail Banker I to serve customers with financial solutions and consultative advice, helping them meet their banking goals and strengthen their relationship with TD. This role handles routine transactions, educates customers...
- ...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...Part timeWork at officeLocal area
- ...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 - (Universal Banker / Bilingual Spanish) Your Role as a Member Relationship Advisor I As a Member Relationship Advisor I at Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting...
- Engaging clients in the lobby to educate and assist with transactions Processing cash transactions accurately and efficiently Having deep conversations with clients to understand financial priorities Connecting clients to solutions that meet their financial goals Requirements...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to...Immediate startAfternoon shift
- ...firm is seeking passionate individuals for a remote role. You will conduct virtual consultations, assess client needs, and foster relationships, all while enjoying flexibility in your work schedule. The position emphasizes growth opportunities without cold calling and...Remote 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$48k - $100k
...guidance. Our Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Shift workDay shift- ...well-being. The ideal candidate will have a Bachelor’s degree, strong interpersonal skills, and the ability to build long-term relationships within their community. Thrivent offers unlimited earning potential, comprehensive benefits, and a supportive work environment to...
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office- Financial Aid Counselor Apply ( locations 222 Richmond Street time type Full time posted on Posted 4 Days Ago job requisition id REQ210783 Job Description: SUMMARY: The Financial Aid Counselor is the first point of contact for the Office...Full timeWork at officeRemote work
$19.03 - $31.39 per hour
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 insurance information for maximum ...Work at officeShift 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Herzing University in Providence, Rhode Island is looking for a Financial Aid Advisor to assist students with the financial aid process and funding options. The role is vital for guiding a diverse student population, offering onboarding support and growth opportunities...Hourly payWork at officeRemote workAfternoon shift
$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$65k - $70k
...proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel. Primary responsibilities include * Focus on clients: Aspire to deliver world-class customer service * Drive...Currently hiringWork at officeLocal areaFlexible hours$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- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

