Relationship Banker
Jobtailor
Responsibilities Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management Requirements Associate degree preferred, or combination of equivalent education and experience 1 to 2 years of branch banking experience Passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Proficient in Microsoft Word and Excel Ability to multi-task to meet or exceed minimum performance standards Effective verbal, written and listening communication skills Strong interpersonal skills Flexibility to work out of any location at any time as business needs dictate Ability to lift at least 10 pounds and stand for long periods of time #J-18808-Ljbffr Jobtailor
$17 - $28.96 per hour
...recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking...SuggestedHourly pay$21.25 - $24.5 per hour
...individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Colonie team as: Relationship Banker This opportunity may be perfect for you if you have experience in: Excellent Customer Service Relationship Building & Sales...SuggestedWork at officeLocal areaImmediate startFlexible hours- You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic... ...a variety of cross‑training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in delivering an...SuggestedImmediate startAfternoon shift
$22.82 - $24.82 per hour
Broadview group is seeking a Relationship Banker for their Wolf Road Branch in Colonie, NY. You will provide exceptional service to members by understanding their financial needs and supporting branch goals. The ideal candidate has a strong background in customer service...SuggestedHourly payWork at office- Arrow Financial Corporation is seeking a Relationship Banker for its Colonie office. This role requires a dynamic individual to cultivate customer loyalty while providing exceptional service and mentorship. The successful candidate will manage transactions, address customer...SuggestedWork at office
- A major banking institution in the United States is seeking a Relationship Banker to enhance customer experiences and build lasting relationships. This role involves managing customer accounts, providing financial solutions, and connecting clients with technology. Candidates...Flexible hours
$22.82 - $24.82 per hour
...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient...Full timeWork at office$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...Hourly payWork experience placementDay shift- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$25 - $38.46 per hour
...Private Client Banker Location: 767 New Louden Road - Latham, New York 12110 Job Summary Be a problem solver, trusted advisor... ...Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Hourly payWork experience placementDay shift$22.82 - $24.82 per hour
...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are...Work at office$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a motivated individual to enhance member services in East Greenbush. You will advocate for members, attract new clients, and help grow branch business while ensuring compliance with policies and resolving issues effectively. Qualified...Hourly payWork at office$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a dedicated member services advocate at their Wolf Road Branch in Albany. This role focuses on enhancing member experiences and providing financial solutions to meet their needs. The ideal candidate will have one to two years of...Hourly payWork at office- Broadview FCU seeks a Relationship Banker to support the East Greenbush Capital East Region, including Troy and nearby branches. The role emphasizes member advocacy, expanding relationships, and delivering accurate financial solutions. It requires 1-2 years of branch banking...
$22.82 - $24.82 per hour
Broadview Federal Credit Union is seeking a Relationship Banker to provide exceptional service to members at the Patroon Creek Branch and throughout the Capital East Region. The ideal candidate will have strong communication skills and branch banking experience. This role...Hourly pay$18 - $20 per hour
Busey Bank is seeking a Relationship Banker in City of Troy, NY. The role combines teller duties with personalized customer service, conducting financial transactions, and cross-selling products. Responsibilities include handling complex banking tasks, managing accounts...Hourly payPart time$22.82 - $24.82 per hour
The Broadview group is looking for a Relationship Banker in Albany, NY, who is eager to provide excellent member service and support financial needs. Responsibilities include enhancing member experiences, attracting new members, and ensuring compliance with regulatory guidelines...Hourly payWork at office$25.48 - $31.25 per hour
Citizens in Schenectady, NY is looking for a Banking Advisor to connect with customers and provide personalized financial solutions. You'll support their spending, saving, and investing goals while collaborating with various banking partners. This role offers a salary between...Hourly pay$22.82 - $24.82 per hour
A financial institution in Albany, New York, is seeking an enthusiastic individual for a role focused on member advocacy and banking services. The candidate will support branch growth and serve members through exceptional service delivery. Qualifications include an Associate...Hourly payWork at office$18 - $20 per hour
Position Summary The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible...Part timeWork at officeLocal areaShift work$75k
Entry-Level Financial Advisor Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious ...Flexible hours$55k - $130k
...meaningful businesses while making a lasting impact on the clients and communities they serve. Our approach is rooted in authentic relationships, customized business support, and a commitment to "redefining possible" for our advisors. Build What's Next-On Your Terms We'...Flexible hours$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...Work at office$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- Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...Flexible hours
- Northwestern Mutual is seeking College Financial Representatives for an internship program in Town of Colonie, NY. This position offers students a chance to build a financial planning practice, network with professionals, and gain valuable financial knowledge while working...Full timeInternship
$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 areaFlexible hours- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...
- ...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
$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
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