Relationship Banker
Opportunity Bank of Montana
Performs the following duties under general supervision: Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs. Responsible for opening new personal and business deposit accounts, identifying, and selling appropriate consumer loan solutions, responding to customer inquiries, resolving issues, and recognizing and referring cross sale opportunities. Perform all Customer Service Teller functions and has a cash drawer as necessary, maintaining proper cash and authority limits while balancing as required. Responsible for all maintenance on customer account and closing accounts. Assist customers in challenging balancing situations; offer fresh start loans etc. Adhere to all operational and security policies and procedures, including enforcing compliance and privacy policies maintained by the Bank. Establish, retain, and deepen relationships with existing and new customers in the community to achieve branch sales goals and provide exceptional customer service. May participate in mentorship and training of new employees. Perform other related duties as assigned. Opportunity Bank of Montana is an equal opportunity employer. It is the policy of Opportunity Bank to provide equal employment opportunity within the Bank and motivate cooperation toward the goal of hiring and promoting available qualified personnel without regard to their race, gender, color, national origin, sex, age, religion, disability, veteran status, marital status, sexual orientation, or any other legally protected status. Qualifications Behaviors Detail Oriented Capable of carrying out a given task with all details necessary to get the task done well Team Player Works well as a member of a group Enthusiastic Shows intense and eager enjoyment and interest Motivations Growth Opportunities Inspired to perform well by the chance to take on more responsibility Self-Starter Inspired to perform without outside help Education Preferred High School or better. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor. #J-18808-Ljbffr
- ...About The Role As a Relationship Banker you will be the primary point of contact for our customers in the branch. Your role will support growth of the bank's market share through new account acquisition, deepening relationships through referrals and helping our clients...SuggestedHourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaFlexible hours
- ...Performs the following duties under general supervision: Develop customer relationships through active profiling and needs-based questioning to identify deposit, credit, investment, and other needs. Responsible for opening new personal and business deposit accounts, identifying...Suggested
- ...Job Summary As a Relationship Banker (RB) you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional client experience. You will assess clients’ financial needs and offer solutions across the bank’s products...SuggestedNight shift
$20 - $23 per hour
...Relationship BankerRelationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships are...Suggested- ...Retail Banker IThe Retail Banker I is a customer liaison that is integral to delivering TD's Brand promise by utilizing financial... ...help Customers achieve their financial goals and optimize their relationship with TD.Depth & Scope:Proficient in products, services and routine...Suggested
- ...Build relationships with customers through in-person, appointment-based, virtual, and multi-channel engagement Assess and attend to customers’ banking needs and recommend solutions based on their goals Obtain and process customer and account information Demonstrate and...
- ...Relationship BankerJob Category: BankingSupervisor: ANTHONY LASTORIARequisition Number: RELAT012946Posted: May 23, 2025Full-TimeLocation... ...Schedule: Monday through Friday 8:30AM to 5:00PMThe Relationship Banker is a trusted advisor who engages clients in meaningful,...Temporary workWork at officeMonday to Friday
- ...Chase is seeking a Relationship Banker to join a branch team in a Chase Branch, focusing on acquiring, managing, and retaining client relationships with a strong emphasis on hospitality and financial solutions. You will guide clients through technology-enabled banking...
$41.71k - $69k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship BankerBravera is hiring for a Relationship Banker in Helena, MT. Bravera is an employee- and director-owned company that is committed to helping our employees forge a new path in their career. We work together to drive continuous improvement which enhances...
- ...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...
- ...all areas of our community. Counsels clients, providing needs-based financial solutions. Actively seeks opportunities to expand relationships. Capable of supporting clients in-person or virtually. Responsible for working as an active member of the branch office sales/service...Bank staffWork at officeNight shift
- JPMorgan Chase & Co. in Bozeman, MT, seeks an Associate Relationship Banker to welcome clients and provide tailored financial solutions using Chase technologies. You will build relationships, learn products, and collaborate with experts to meet clients' financial needs....Full timeAfternoon shift
- Foothills Bank is looking for a Relationship Banker in Stevensville, Montana. In this role, you will be the primary point of contact for customers, assisting with financial transactions and relationships. Your focus will be on new account acquisition and deepening customer...
$45.38k - $75.63k
...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at office$45.38k - $75.63k
...Personal BankerSkip to main content#Personal Banker page is loaded## Personal BankerApplylocations: MD - Mount Airytime type: Full... ...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 office- ...Retail Personal Banker Associate I- Charleston ProperMake banking a Fifth Third better® We connect great people to great opportunities... ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
$37.44k - $52.8k
...more than part of our name, it's our mission and our purpose. WSFS Bank's Personal Bankers will be responsible for providing products and services to enhance our Customer relationships. The incumbent will get to know their customers, understand and educate them...Full timeH1bVisa sponsorshipMonday to FridayFlexible hours$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. We are looking for a Private Banker to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to fit a...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- ...opportunities. Responsibilities include conducting virtual consultations with clients, assessing their needs, and building lasting relationships through regular check-ins. The position features no cold calling, mentorship, and industry-leading tools with the ability to...Work from home
- ...Fifth Third Bank in Mount Clemens, MI is hiring for a Personal Banker Associate I. The program trains you to become a Retail... ...will use consultative selling to identify customer needs, deepen relationships, and support cross-functional referrals across Mortgage, Small...
$37.13k - $61.88k
...Regional Banker/TellerAt 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 at office- ...to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting businesses to offer...Afternoon shift
- ...Private Banker The Private Banker is responsible for the overall affluent (based on complexity / financial needs) client experience... ...Northwest products and services. Cultivate and maintain relationships with numerous sources of new business including company officials...Work experience placementWork at office
- A financial services company in Great Falls seeks an experienced trader to join its investment team. This role focuses on executing trades for fixed income and equity portfolios, analyzing client needs, and contributing to team efficiency. The ideal candidate holds a bachelor...
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...#TeamFirstInterstate.SUMMARYThe Wealth Advisor II will lead expansion of existing, and develop, new Wealth Management and First Interstate relationships through a comprehensive financial planning approach. This position will lead a relationship team and may be responsible for the...Full timeBank staff
- ...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
$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- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
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