Relationship Banker
Jobtailor
Build relationships with customers through in-person, appointment-based, and virtual engagement Assess and attend to customers' banking needs Obtain and process customer and account information Demonstrate and educate clients on deposit and loan products and services Recommend solutions based on customers' goals and needs Conduct proactive outreach and follow-up with clients Maintain knowledge of consumer and business banking products, services, and digital offerings Greet clients and process basic transactions Collaborate with branch team members and partners Open consumer and business accounts Complete service requests and submit credit applications Educate clients on emerging and self-service digital products and services Leverage resources and technologies to optimize client experience and operational accuracy Requirements High school diploma or equivalent Typically has less than four years of job-related retail banking experience or a combination of experience and commensurate training Must obtain and maintain National Mortgage Licensing System (NMLS) registration under the S.A.F.E. Act of 2008 and Regulation Z Subject to criminal background and credit checks Ability to build and foster client relationships through proactive outreach and follow-up Ability to effectively engage and communicate with clients Thorough knowledge of applicable bank and branch policies, procedures, and support systems Proven customer service and interpersonal skills Experience using and demonstrating digital products and self-service technologies Ability to identify customers' needs while leveraging a digital-first mindset Basic proficiency in making appropriate customer recommendations Financial services industry experience preferred Ability to comply with U.S. Bank policies, procedures, Code of Ethics and Business Conduct, and workplace conduct and safety policies Must satisfy applicable employment eligibility verification and background-check requirements Core Competencies Demonstrates strong customer service skills and the ability to build and maintain client relationships through proactive engagement. Proficient in educating clients on banking products and services while leveraging digital technologies to enhance the customer experience. Highest-signal resume keywords Customer Relationship Management National Mortgage Licensing System (NMLS) Registration Retail Banking Experience Digital Product Demonstration Customer Service Skills ATS Optimization Keywords Hard Skills Banking Products Knowledge Account Opening Transaction Processing Service Request Completion Credit Application Submission Soft Skills Interpersonal Skills Effective Communication Proactive Outreach Certifications & Qualifications NMLS Registration Industry Keywords Financial Services Consumer Banking Business Banking U.S. Bank Policies S.A.F.E. Act Compliance Tools & Technologies Self-Service Technologies Digital Banking Platforms #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 payImmediate start$41.71k - $65k
...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...SuggestedPart timeLocal areaImmediate startDay shift- ...Associated Bank is hiring a Relationship Banker to connect with customers and deliver exceptional service. You will process transactions, open new accounts, and identify opportunities to recommend products and services that help customers achieve their financial goals....Suggested
- ...and development are encouraged and supported, then Associated Bank may be the right place for you. Join Associated Bank as a Relationship Banker. In this role you will build relationships with customers, provide exceptional service, process transactions, assist customers...Suggested
$17 - $28.96 per hour
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 career. Key Accountabilities Deliver outstanding customer service by efficiently processing transactions...SuggestedHourly pay$20 - $22 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to...Temporary workPart time$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$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$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...Full timeTraineeshipLocal areaHome office$19.05 per hour
Love + medicine is who we are, it's what we do, it's why people want to work here. If you’re looking for a job to love, apply today. Scheduled Weekly Hours We’re not just filling positions, we’re building careers. At Emplify Health, we care for our teams, while they...Full timeWork experience placementWork at officeMonday to Friday$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible 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...Full timeInternshipLocal area$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$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...Full timeContract workFor contractorsWork at office- 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
$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- ...community businesses? State Bank Financial is seeking a Business Banker in the greater La Crosse area who is serious about growing a... ...area. Primary focus on developing new prospective client relationships. Relationships include clients who are users of some, or all...Hourly payContract workWork at officeLocal areaFlexible hoursShift work
- ...closely with Business Banking Officers to support and develop relationships with business clients, gaining a deeper understanding of their... ...named one of the top Community Banks in the nation and American Banker’s “Best Banks to Work For”. Don’t wait, our positions fill...Work at office
- ...procedures, and regulations. In addition to providing financial solutions, this role actively identifies opportunities to deepen relationships and support Verve’s growth objectives. Position Responsibilities Member Experience Greet members promptly and professionally,...Temporary workWork at officeFlexible hoursNight shift
- Description Great bankers do more than manage accounts, they build trust, create opportunities, and help communities thrive. We're looking... ...of product/service promotion, establishing new customer relationships, and enhancing existing customer relationships. Duties and Responsibilities...Work experience placementMonday to Friday
- ...ability to work from home, ensuring a balance between personal and professional life. Responsibilities include building lasting relationships with clients and completing necessary administrative tasks. The firm provides no cold calling, mentorship, and access to industry...Remote jobWork from homeFlexible hours
$83.6k - $111.2k
...long term strategies • Lead risk identification, analysis, and mitigation initiatives Oversee insurance, claims, and vendor relationships • Manage insurance procurement and renewals • Oversee open claims, negotiations, cost allocation, and resolution...Contract workRemote workFlexible hours2 days per week- ...Wnbfinancial is seeking a Vice President Business Banker to provide exceptional service to clients seeking commercial loans. The successful candidate will develop strong client relationships, analyze complex financial information, and promote products that align with...
$62.3k - $199k
...a growing, community and client-focused company that is firmly rooted in its core values. Responsibilities The Business Banking Relationship Manager is responsible for generating new loan and deposit business, according to assigned sales goals, by initiating and developing...Work experience placement
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