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 Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client 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 Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to identify and connect clients with suitable financial solutions. Highest-signal resume keywords Client Engagement Self-Service Banking Education Critical Thinking Relationship Building Time Management ATS Optimization Keywords Hard Skills Cash Transaction Processing Mobile Banking Online Banking ATM Operations Soft Skills Enthusiasm Motivation Communication Adaptability Collaboration Industry Keywords Financial Goals Client Solutions Compliance Financial Services #J-18808-Ljbffr
- ...First National Bank Of Pennsylvania in Cary, NC is seeking a Relationship Banker to develop consumer banking relationships and cross-sell bank products. You will handle routine teller tasks and banking transactions while identifying sales opportunities and referrals within...Suggested
- ...Location 1155 Kildaire Farm Road. Cary, North Carolina. 27511. Position Overview Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment. This position is expected to develop proficiency of basic consumer banking transactions, account...SuggestedWork at office
- ...Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and...SuggestedWork experience placement
- ...Relationship Banker I The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies...SuggestedNight shift
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...site at location listed in job posting. Hours: Monday- Thursday 9AM–4pm; Friday 9am - 5pm; Saturday 9am-12pm SUMMARY The Sr. Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...Temporary workWork at office
- ...First Horizon seeks a Sr. Relationship Banker in Raleigh to engage clients in consultative conversations, understand financial goals, and promote tailored banking solutions. You will deepen client relationships while meeting sales goals, supporting the Banking Center’s...
$25 - $27.88 per hour
...connect them with appropriate solutions. Responsibilities Execute the bank’s risk culture and strive for operational excellence Build relationships with clients to meet their financial needs Follow established processes and guidelines in daily activities, adhering to all...Hourly payFlexible hoursShift workWeekend workDay shift- ...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 clients...Shift workWeekend workDay shift
- ...opportunity to contribute to the company's success. As a Branch Banker within PNC's retail banking 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 officeShift work
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...benefits. Job Purpose & Scope Responsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful,...Work at officeLocal areaDay shift
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...Personal Banker I The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting... ...will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....Work at officeImmediate start
- ...forward to new colleagues joining our community! The Personal Banker I provides customers with accurate information regarding the Bank... .... Duties and Responsibilities Establish and promote cordial relationships with customers, ensuring prompt attendance to their inquiries...Work at office
- ...OH0713 NW Bancshares HQ Job Description The C & I Commercial Relationship Manager is responsible for serving as a trusted business advisor to clients and provide a full breadth of banking solutions to meeting their financial objectives and needs while establishing a network...Work at office
- ...Northwest Bank is seeking a Private Banker to deliver an affluent client experience by coordinating across investments, mortgage,... ...prepare proposals and present solutions with the goal of growing relationships and meeting production targets. This role requires FINRA/SEC...
- ## Personal Banker I Associate - Robinhood VillageApplylocations: Winston Salem, NCtime type: Full timeposted on: Posted Todaytime... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Work experience placementFlexible hours
$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeFor contractorsInternshipLocal areaFlexible hours$250k
...Advisor The Financial Advisor is the primary advisor for clients typically in the $250K - $2MM segment (and may support "Prime" relationships as designed), delivering a structured advice experience including inquiry, planning, implementation, and periodic reviews. The...$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- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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...For contractorsWork at office- ...future. Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal...Work at officeLocal 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 from...Full timeInternshipLocal area$50k - $80k
...you'll do Work directly with individuals, families, and business owners to build financial plans they can trust. Build long‑term relationships. Collaborate with experienced professionals. Grow within a structured development program designed to move you from day one into...- Northwestern Mutual in Cary, NC invites college students to join its College Financial Representative internship. Build a personal financial planning practice while leveraging resources of a Fortune 500 company, with coaching, licensing support, and events to accelerate...Full timeInternshipFlexible hours
- ...Associate Financial Representative to assist individuals and businesses in achieving their financial goals. This role emphasizes relationship building and offers a structured career path with mentorship. Candidates should possess a passion for helping others, strong...
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