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
- ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...SuggestedAfternoon shift
- ...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
- ...Relationship 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...SuggestedImmediate startAfternoon shift
- ...financial goals Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach... ...Notary Public License within six months of completing Relationship Banker Training Signature Guarantee permissions Proficiency in...SuggestedWork at office
$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...SuggestedWork at office$69k - $105k
...resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Hours: 8-5pm EST Job Summary Sr Relationship Officer, Commercial Banking is the line of business (LOB) professional dedicated to providing support for designated Commercial...Work experience placementWork at officeWork from homeFlexible hours2 days per week- ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service,...
- ...KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch...
$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 payDay shift$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$20.55 - $34.25 per hour
...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...Hourly pay- We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. A DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service...Local area
$50.1k - $82.8k
...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 ensure...Part timeLocal areaImmediate startDay shift$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...Work at officeLocal areaImmediate startFlexible hours$80k - $150k
...our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice...Full timeWork at officeLocal areaFlexible hoursNight shift- 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
$58.44k - $93.5k
Personal Financial Counselor - National Guard, Latham, NYThis position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and...Contract workTemporary workWork at office$65k - $80k
...where 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 engaging all...Temporary workWork at officeMonday to FridayDay shift$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’re...Flexible hours$75k
Job Description Job Description 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...Flexible hours- ...opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building,... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal 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 areaFlexible hours- 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
$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- ..., 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
- ...their goals and provide thoughtful, long-term financial solutions. The company values integrity, client education, and ongoing relationships, creating an environment where professionals can make a meaningful impact. Sausville Benson Financial offers opportunities to grow...Full timeWork at officeLocal area
- ...able to effectively communicate and work with clients to help them achieve their financial goals. Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks...Temporary workWork at office
$50k - $70k
...financial status, income, financial goals, and other factors contributing to wealth management. Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor. Make strategic product, plan, and investment recommendations and...Work at office$40.88k - $42k
Financial Aid CounselorAs a financial aid counselor, you will play a crucial role in assisting students in navigating the financial aid process, ensuring access to education through effective financial planning. Your responsibilities will include evaluating financial aid...Work at officeRemote work$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Full timeContract workFor contractorsWork at office
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