Relationship Banker
Truist Inc
Relationship BankerResponsible for providing an industry 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 partners for additional business growth opportunities. Will be cross trained to perform required teller duties as needed.Essential duties and responsibilities include:Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.Advises on consumer lending options and takes loan applications.Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.Required qualifications:High school diploma or equivalent education2 years of client sales and service experienceExperience with sourcing and prospecting for new clients and client relationship buildingExcellent interpersonal and communication skills, including a desire to interact with clients and prospectsDemonstrated proficiency in basic computer applications, such as Microsoft OfficeMust be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirementsAbility to multi-task under time constraintsAbility to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changesAbility to work weekends and/or extended hours with occasional travel and overnights may be includedPreferred qualifications:Associate's degree or higherDemonstrated ability to handle multiple priorities under time constraintsExcellent verbal and written communication skillsAbility to respond in a professional manner with a high level of service qualityExperience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clientsDemonstrated ability in meeting or exceeding sales goalsGeneral understanding of bank operations, policies and proceduresThe annual base salary for this position is $45,760- $54,250. Additional incentive pay is available for this position.
- ...Relationship BankerJob Category: BankingLocation: On site at location listed in job posting.Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...SuggestedTemporary workWork at office
$45.76k - $54.25k
...Relationship Banker Responsible for providing an industry 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...SuggestedTemporary workWork at officeNight shiftWeekend work- Engaging clients in the lobby to educate about mobile banking and other resources Accurately processing cash transactions Having deep conversations with clients for better financial solutions Following established processes and guidelines Requirements Experience in financial...Suggested
- ...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...SuggestedImmediate startAfternoon shift
$25 - $26.77 per hour
...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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...solutions, and connect customers to specialists, while guiding them through self-service and in-branch transactions. This role emphasizes outbound client outreach, follow-up, and delivering exceptional care to build trusted relationships. #J-18808-Ljbffr Bank of America
- C&F Bank is seeking a Universal Banker I to join their retail team in Richmond, Virginia. This position involves acquiring and managing customer relationships through personal engagement and outbound activities. The successful candidate will enjoy a comprehensive benefits...
$20 - $22 per hour
...retention Adheres to all policies and procedures of the company Follows operational procedures to include security Relationship Bankers will make our promise of “Service Beyond Expectations” Begins with Me real and believable by following our defined principles...Hourly payWork at office- ...you’re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful...
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$36k - $75k
Mutual of Omaha is launching a Financial Representative Trainee Accelerator Program in the Virginia/Greater Richmond area. The program trains you to sell Individual Insurance products while building a holistic financial practice and managing a real client base. You will...Traineeship- HUB International Mid-Atlantic is seeking a Financial Planning & Service Associate to join the Retirement and Private Wealth team in our Glen Allen, VA office. The selected candidate will assist Investment Advisors by creating and maintaining financial plans and processing...Work at office
$21 - $28 per hour
...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,...Full timeWork experience placementFlexible hours$45k - $65k
...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply...$45k - $75k
...of Fidelity. Through integrity and honesty, you will inspire client dedication and engagement to develop long-lasting positive relationships with Fidelity. The Expertise We're Looking For Customer service, phone, or financial services experience will prepare you...Full time$36k - $75k
Are you driven, self-motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long-term success. As a Financial Representative...TraineeshipLocal areaHome office$49.92k - $72.8k
...Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define...Full timeTemporary workWork experience placementImmediate start- ...Universal Banker The Universal Banker provides a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identify financial needs and recommend solutions. You will be responsible for assisting with branch operations...Work experience placementBank staffWork at office
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$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- ...partner and our commitment to the well-being of our community. The purpose of this role is to develop & enhance the full member relationship from opening of an account to sharing various services offered by the credit union. Join the Argent Credit Union family if you...
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...a Financial Services Representative, you will build long-term relationships with clients, helping them navigate their financial futures through... ...Midlothian, VA $40,000.00-$60,000.00 1 year ago Relationship Banker or Senior Relationship Banker - VA CTR Marketplace Richmond,...Full time$200k - $225k
...: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships...Full timePart timeWork at officeLocal areaShift workDay shift- ...matters. Collaborate with senior attorneys to deliver comprehensive counsel to clients. Contribute to business development and client relationship management. Requirements 3-5 years of experience in leveraged finance transactions at a law firm or in‑house at a financial...
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...building and delivering financial plans, preparing for and following up on client meetings, and over time, taking ownership of client relationships. This role is designed to grow. As you build rapport with clients and deepen your expertise, you’ll take on more clients and...Immediate start
$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$36k - $85k
...beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the...Full timeWork at officeRemote workHome officeShift work- ...Financial Advisor As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely...Temporary workWork at office
- ...actionable and achievable advice and connect clients to Thrivent products and programs.Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community.Make client...
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