Relationship Banker I
Jobtailor
Build relationships with customers through in-person, appointment-based, and virtual channels 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 Identify solutions for new and existing clients Maintain knowledge of consumer and business banking products and services, including digital products and services Greet clients and process basic transactions Develop collaborative partnerships with branch team members and partners Open new 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 National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z Required NMLS registration process includes a criminal background and credit check Ability to build and foster relationships with clients 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 explore and identify a customer’s true needs while leveraging a digital first mindset Demonstrated basic proficiency in making appropriate recommendations that meet customer needs reactively and proactively Financial services industry experience preferred Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies Core Competencies Demonstrates strong customer service skills and the ability to build relationships with clients through proactive outreach. Proficient in educating clients on banking products and services, including digital solutions, while ensuring compliance with banking regulations. Highest-signal resume keywords Customer Service Skills NMLS Registration Retail Banking Experience Digital Product Knowledge Relationship Building ATS Optimization Keywords Hard Skills Banking Products Knowledge Account Management Transaction Processing Credit Application Submission Service Request Completion Soft Skills Interpersonal Skills Communication Skills Proactive Outreach Certifications & Qualifications NMLS Registration Industry Keywords Financial Services Consumer Banking Business Banking U.S. Bank Policies Code of Ethics Tools & Technologies Self-Service Technologies Digital Banking Solutions #J-18808-Ljbffr
- ...depository compliance regulations. Cross sell and/or refer Bank products and services based on customer need to maximize the customer relationship. Perform periodic follow-up with customers for additional services and to ensure customer satisfaction. Solicits and...SuggestedWork experience placement
$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 area$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...SuggestedFull timeContract workFor contractorsWork at office- Northwestern Mutual is offering an internship for College Financial Representatives in Coralville, Iowa. This program allows students to begin a financial planning practice while gaining insights from local experts and exclusive financial products. With flexible scheduling...SuggestedInternshipLocal areaFlexible hours
- ..., and we are committed to investing in their growth and development. Financial Advisor Responsible for managing existing client relationships and formulating and implementing advice. Expected to develop new client relationships and often work with, train, and supervise...SuggestedBank staffWork at officeLocal area
$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 timeFor contractorsInternshipLocal areaFlexible hours$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- ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our...Work experience placementWork at officeLocal areaFlexible hours
- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
$55k - $85k
...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps that give families peace of mind. This collaborative, client-facing role is perfect for a strategic thinker who thrives on trust-building...Work at officeRemote workShift work$80k - $140k
...- $140,000, depending on experience and if you have a current book of business Confidential Search A well-established, relationship-driven private wealth practice is confidentially exploring opportunities to partner with experienced Financial Advisors who...Private practiceWork at office- ...business and regulatory deadlines. This position is also responsible for assisting and serving as backup to the Private Banking Relationship Manager in all aspects. Responsibilities Adheres to the Credit Union's core values and Service Standards in conducting GreenState...Full timeWork experience placement
$17.74 - $22.19 per hour
...Position: Universal Banker II Location: Coralville, IA Job Id: 4786 # of Openings: 1 At First Mid, base salary is one component of... ...understood. We will achieve this by developing a personalized relationship with our customers and by asking questions to create a customized...Hourly payContract workTemporary workWork at office- ...investment guidance to High-net-worth individual and Institutional clients. As a Portfolio Manager, you will: Maintain relationships and service existing client base. Perform proprietary investment research and due diligence. Consult with clients to...Work at officeLocal area
- ...ability to offer our banking products and services to prospects Candidate will possess the ability to develop strong customer relationships. Must be organized, detail-oriented and accurate; possess good oral communications skills and grammar; be professional in...Flexible hours
$18.5 per hour
...52240 TRAINING AND CAREER PATH:When starting out as a Retail Banker at Hills Bank, we ensure that you will already be set up to succeed... ...and applying skills needed for effectively managing customer relationships and providing basic retail banking services. ACCOUNTABILITIES...Full timeWork at officeMonday to FridayNight shiftDay shiftAfternoon shift- ...families. Join Hills Bank and let us surprise you with even more perks!SCOPE:The Commercial Banker position is responsible for developing, managing, and growing long-term relationships with prospective and existing business customers. The role focuses on sourcing and...Full timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift
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