Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently processing cash transactions for clients Having deep conversations with clients to gain knowledge of financial and life priorities and connecting clients to solutions Requirements 1 year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals 6 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 strong client engagement and cash handling skills while effectively connecting clients to financial solutions. Possesses a solid foundation in sales experience and relevant educational background in business or finance. Highest-signal resume keywords Sales Experience Cash Handling Client Engagement Financial Solutions Bachelor's Degree ATS Optimization Keywords Hard Skills Cash Transactions Sales Goals Financial Priorities Soft Skills Client Education Communication Industry Keywords Business Management Business Administration Finance #J-18808-Ljbffr
$22.61 - $37.67 per hour
...lobby management, servicing and sales interactions for retail and business customers. Primary Responsibilities Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process...SuggestedHourly pay$21.5 - $26 per hour
...Relationship Banker IIIf you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals...SuggestedHourly payFlexible hoursWeekend work- ...Centreville Bank is seeking a Banker to deliver exceptional customer service at its Connecticut branch. Responsibilities include assisting with account openings, preparing loan applications, and cross-selling banking products. Preferred candidates will have a high school...Suggested
$22.61 - $37.67 per hour
## Relationship Banker - Farmington, CT (Main Street)Applyremote type: Onsite Positionlocations: Farmington, CTtime type: Full timeposted on: Posted Todayjob requisition id: R87446# **Overview:**Identifies customers' needs through the bank’s retail sales process to provide...SuggestedHourly payLocal area$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- ...and present suitable products. The role requires willingness to travel to banking centers within the region, provide coaching to fellow bankers, and maintain compliance with bank policies; a path to grow within a collaborative, community-focused team. #J-18808-Ljbffr...
$18.5 - $23 per hour
## Banking Center Relationship Banker 1Applylocations: Farmington, CTtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000575If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put...Flexible hoursWeekend work- ...Chase is seeking an Associate Relationship Banker to welcome clients, understand their financial goals, and connect them with tailored solutions in a branch setting. You will leverage digital tools and in-person service to drive trust and deliver memorable experiences....
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
- Für unseren GeschäftsbereichRisk & Regulatory suchen wir dich zum nächstmöglichen Zeitpunkt als Consultant IT-Compliance Financial Services (w/m/d).Das erwartet dichRisk FS - Als Teil unseres Teams im Bereich Risk FS arbeitest du mit hochqualifizierten Fachleuten zusammen...Full timeHome office
$20.67 - $31.25 per hour
...Personal Banker Location: 741 North Colony Road - Wallingford, Connecticut 06492 Job Summary Be a problem solver, trusted advisor... ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payWork experience placementDay shift- ...POSITION SUMMARY: The Personal Banker II serves as the first point of contact for financial customers and prospects by providing... ...Banker II is responsible for building and maintaining relationships with members of the community to enhance satisfaction and identify...Full timePart timeFlexible hours
$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 out...Hourly payLocal areaFlexible hoursAfternoon shift- ...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
- Financial Aid Counselor Application Deadline 8/31/2026 Full-Time Regular 201535 C26-032 Financial Aid Counselor Financial Aid Office Central Connecticut State University invites applications to jointhe Financial Aid Office as a full-time Financial Aid Counselor. Weseek ...Full timeTemporary workWork experience placementWork at officeFlexible hours
- ...on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their... ...safe and secure. Perform additionally assigned duties. As a Banker you are responsible for: Provide superior customer service...Hourly payPart timeWork at office
- ..., budgeting, forecasting and reporting strategies. Develop statements of work and/or client proposals Develop and manage vendor relationships Lead workshops for client education Manage resources and budget on client projects Serve as the escalation point for critical functional...Full timeWork experience placementLive inWork at officeLocal area
$102.8k - $154.2k
Cons Fin Analysis - FF07BEWe’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goals - and to help others accomplish theirs, too. Join our...Full timeTemporary workWork at office- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startShift workDay shift
- ...: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 an...Full timeWork at office
$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...Local area$28.85 - $33.65 per hour
...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift$105.4k - $207.8k
Position Summary Step into a role where you’ll help shape the future of finance. As part of our Finance Transformation team, you’ll collaborate with CFOs, finance leaders, and executive clients to solve their most complex challenges. Leveraging Deloitte’s unmatched...Local areaVisa sponsorship$500 - $700 per month
Job Description Job Description Earn $500–$700 PER ACTIVATED ACCOUNT First Defense Systems is growing and looking for motivated Sales Representatives to join our team throughout Connecticut and Massachusetts. We make selling simple: FREE Security System ...- ...base. This is an exceptional opportunity for an advisor with approximately 3+ years of experience who is looking to deepen client relationships, expand their planning expertise, and build a successful long-term career within an established practice. Unlike many advisor...For contractorsFlexible hours
- ...educating prospective clients, leading them through Sentinel’s structured financial planning process, and stewarding long-term client relationships. The role centers on conducting high-quality first discovery meetings, confidently leading second meetings where planning...Base plus commissionFull timeTemporary 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$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$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$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours
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