Relationship Banker
Bank of America ATM
This role is responsible for engaging clients in the lobby, educating and assisting them with transactions through self‑service resources such as mobile banking, online banking, or ATMs. The position requires accurate and efficient processing of cash transactions and deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals. Key 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 to do what is right for clients and the bank, adhering to all applicable laws and regulations. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience and manage cash responsibilities. Required Qualifications An enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaboration skills to build and nurture strong relationships. Passion, commitment, and drive to deliver an experience that improves customers’ financial lives. Confidence in identifying solutions for new and existing clients based on their needs. Effective communication and comfort engaging all clients. Ability to learn and adapt to new information and technology platforms. Confidence in educating clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking. Strong critical thinking and problem‑solving skills to meet clients’ needs. Adherence to established processes and guidelines, ethical standards, and applicable laws and regulations. Efficient management of time and capacity, focusing on results while acting in the client’s best interest. Availability to work weekends and/or extended hours, including potential scheduling at any financial center location within a reasonable distance. Desired Qualifications Experience in financial services and knowledge of the industry, products, and solutions. One year of 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. Skills Adaptability Business acumen Customer and client focus Oral communications Problem solving Account management Client experience Branding Client management Client solutions advisory Relationship building Business development pipeline management Prospecting Referral identification and management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Work Hours Shift: 1st shift (United States of America). Hours per week: 40. Additional Information Privacy Statement: #J-18808-Ljbffr
$37.62k
...update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing...SuggestedFull timeFlexible hours- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to integrity,...Suggested
$100k
...assess their financial needs. Develop customized financial plans to address each of their clients’ desired goals. Maintain strong relationships with clients, helping them track their progress over time. Provide ongoing consultation and support. TFA differs from other...Local area- ...appropriate. Assist clients with trades, requests for information, research, account problems, and other inquiries. Provide client relationship management support, including ongoing counsel and advice, relationship reviews, and client service initiatives. Participate in...Work at office
- ...and confidence to long‐term goals. In this role, you’ll build relationships that begin in our offices and deepen over decades, partnering... ...through School Bank, exploring diverse career paths through our Banker Academy Program, or investing in yourself through our Employee...Temporary workWork at officeLocal areaFlexible hours
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...Dormont Manufacturing Co is seeking a Financial Advisor for their Merrill Advisor Development Program. The role involves developing relationships with high-net-worth clients, understanding their financial goals, and making suitable investment recommendations. The ideal...Full time
$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- ...as appropriate. 3. Assist clients with trades, requests for information, research, account problems, etc. 4. Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives. 5. Participate...Full timePart timeWork at officeShift workDay shift
- HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring...
- ...Merrill's 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...Work at officeShift workDay shift
- ...and professional attitude. Meet production targets that impact overall company revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...Work at office
- ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
$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- Northwestern Mutual is offering an internship for College Financial Representatives in Chattanooga, Tennessee. Interns will receive guidance in building a financial planning practice, engage with experts, and have the chance to interview for full-time roles upon graduation...Full timeInternship
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
- Looking to join a Great Place to Work Employer and become a valued member of our growing team? At SmartBank, we're not just offering a job; we're inviting you to be a part of a culture built on excellence.At SmartBank, our benefits package is designed to enhance your life...Work at officeLocal area
$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network and...Full timeTemporary workLocal areaFlexible hours- ...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
- Job Description Job Description HHM Wealth Advisors, LLC Incumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building...Afternoon shift
- ...Merrill’s 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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$49.66k - $56.49k
Job Description Job Description The Supervisor, Risk & Safety Analytics is responsible for leading the reporting, analytics, process improvement, and administrative infrastructure supporting the organization’s Risk, and Safety functions. This role oversees the development...Temporary workFor contractorsWork experience placementCasual workFlexible hours- Job Description Job Description Investments & Owner Relations Manager PLEASE NOTE: This is NOT a remote opportunity. It will be based out of our Home Office in Chattanooga, Tennessee. Our Culture: We are a highly entrepreneurial company limited only by our...Work at officeLocal areaHome officeFlexible hours
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