Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM Accurately and efficiently processing cash transactions for clients as needed 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 Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Growing business knowledge and network by partnering with experts in small business, lending, and investments Managing financial center traffic, appointments, and outbound calls effectively Driving the client experience Managing cash responsibilities Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results 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 focus on delivering tailored solutions that meet clients' financial goals. Proficient in cash handling and self-service banking technologies, while adhering to regulatory guidelines and operational excellence. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Problem-Solving Skills ATS Optimization Keywords Hard Skills Cash Transactions Self-Service Technologies Financial Products Knowledge Sales Techniques Operational Excellence Soft Skills Effective Communication Relationship Building Critical Thinking Time Management Adaptability Industry Keywords Financial Services Regulatory Compliance Client Experience Business Management Business Administration Tools & Technologies Mobile Banking Online Banking ATM #J-18808-Ljbffr
$25 - $26.77 per hour
...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...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payWork experience placementDay shift$20.43 - $32.31 per hour
...Relationship Banker Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local...SuggestedHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer‑facing role involves assisting customers with a variety...SuggestedWork at officeLocal area
- ...About this role: Wells Fargo is seeking an CA-WA 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,...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer-facing role involves assisting customers with a variety...Work at officeLocal area
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Immediate startFlexible hoursDay shift
$24.5 per hour
...Description Starting Salary: $24.50 / 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...Local areaAfternoon shift- ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Work experience placementDay shift
- ...Personal Banker II Incumbent will create and manage the customer experience by determining the types of accounts and/or services... ...experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This...Work at officeLocal area
- ...Human Resources Coordinator at Legacy Advisors-Talent Optimizer Position Summary: We are seeking an experienced and relationship-driven Financial Advisor with an entrepreneurial mindset who thrives in a sophisticated, team-based environment. The ideal candidate is an...Temporary workFlexible hours
$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$45k - $100k
...makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipLocal areaFlexible hours- 2 weeks ago Be among the first 25 applicants Is a Career as a Financial Advisor at WealthBridge Financial Right for You? Do you enjoy helping people pursue financial security? Are you self-motivated and driven by your own success? Do you thrive in an entrepreneurial environment...Full timeLocal areaFlexible hours
- ...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
- ...decisions. Maintain compliance with industry regulations and uphold fiduciary responsibilities. Build and nurture long-term client relationships through proactive communication and regular reviews. Collaborate with internal team members to deliver holistic financial...Temporary work
$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...Local areaAfternoon shift- ...positive example for others to emulate. 2. Builds customer relationships by being accountable for representing QNB to the customer in a... ...2. High School diploma or equivalent. 3. Complete Universal Banker Certification Checklist and fulfill re-certification requirements...Work at officeLocal area
- ...comfort of their home. Responsibilities include conducting virtual consultations, assessing client needs, and nurturing lasting relationships. This position offers a flexible schedule, performance-based advancement, and comprehensive training. If you're competitive, motivated...Remote workFlexible hours
- ...Mortgage Banker Quaint Oak Mortgage, a subsidiary of Quaint Oak Bank, is hiring an experienced Mortgage Banker. Join a growing organization that offers excellent opportunities for career growth, a team atmosphere, and a competitive benefits package! Position Summary...Local areaRemote workFlexible hours
- ...Description Job Description Help Members Thrive. Build Relationships. Grow Your Career. Merck Sharp & Dohme Federal Credit Union (... ...professional to join our Harleysville Branch as a Universal Banker . As one of Pennsylvania's largest credit unions, MSDFCU has...Local area
- ...Advisors, your goal is creating, maintaining, and protect the financial stability for your clients. The main priority is developing relationships with your clients based on trust, honesty, and integrity. With your ability to assess a client’s current financial state and...Full timeWork at officeLocal areaWorldwide
- ...Regional Banker/Teller At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail organization, you will be based in... ...ecosystem partnerships to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Possesses strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building relationships, and demonstrate a commitment to providing personalized service Develops strong relationships with team members and clients...InternshipWork at office
- Job Description Job Description Hiring for a competitive, high-energy professional eager to work in a consultative sales role in a fast-paced environment. We’re seeking a driven, ambitious Advisor Recruiting Associate to help grow our Financial Advisor and Wealth Management...Work at officeImmediate start
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