Client Relationship Banker I: Growth & Service
Gulf Coast Bank & Trust
Gulf Coast Bank & Trust is seeking a Certified Relationship Banker I in Metairie, Louisiana. In this role, you will serve as the first point of contact for clients, helping to assess their banking needs and providing information on various products and services. You will be responsible for opening new consumer and business accounts, resolving client issues, and maximizing sales opportunities through effective relationship management. Ideal candidates will exhibit strong customer service skills and adhere to all regulatory requirements. #J-18808-Ljbffr Gulf Coast Bank & Trust
- ...institution in Gretna is seeking a Relationship Banker II to engage with customers,... ...achieving branch targets, educating clients on banking products and digital services, and resolving customer issues.... ...offers opportunities for career growth and incentive pay. #J-18808-...SuggestedFull time
- ...Company in Gretna, Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions... ...product sales. Ideal candidates will have customer service experience, excellent communication skills, and a commitment...Suggested
- ...Horizon Bank is looking for a Relationship Banker in New Orleans, Louisiana.... ...this role, you will engage clients in meaningful conversations... ...promote the bank’s products and services aggressively. Your success... ...financial solutions to drive growth for the banking center. #J-...Suggested
- ...institution in Harvey, Louisiana is seeking a Relationship Banker I to enhance customer experiences by... ...cash transactions, educating clients on banking products, and collaborating... ...problem resolution. Opportunities for growth and incentives are provided. #J-18808-Ljbffr...Suggested
- A leading financial services firm is seeking a Private Banker in New Orleans. This role involves advising families on managing their wealth and... ...focusing on generating new business while maintaining client relationships. Ideal candidates will have strong business acumen...Suggested
- A local insurance agency is looking for a motivated Financial Services Representative to join their team. The role focuses on value-based... ...with customers and offers opportunities for professional growth and development. Ideal candidates will have sales experience, strong...Remote jobLocal areaWork from homeRelocation packageFlexible hours
- Hancock Whitney is seeking a Universal Banker in New Orleans, Louisiana. The role focuses on acquiring, managing, and retaining client relationships through consultative sales and service strategies. You will engage with clients to identify their financial needs and offer...Weekend work
- ...looking for a motivated Universal Banker to join their Retail Banking team. You'll provide exceptional service, handle transactions, and develop relationships while ensuring compliance with regulations... ...competitive compensation and growth opportunities in a collaborative...
- ...With a commitment to quality service and a holistic approach, we prioritize... ...goals and objectives of our clients, helping them secure their financial future.is a growth-oriented financial planning... ...firm that puts client relationships at its core. We offer a collaborative...Full timeLocal area
- ...professionals eager to build a successful career in financial services. You will develop client relationships and create customized financial strategies while... ...in obtaining necessary licenses and access to a growth-oriented culture, health benefits, and a 401K plan. #J...Local area
- A leading financial services company is seeking a Regional Director to enhance client relationships and develop robust financial plans. The ideal candidate is a self-starter with strong communication skills and a minimum educational requirement of a high school diploma....Full time
- JPMorgan Chase & Co. is looking for a Private Client Advisor in New Orleans to provide comprehensive financial planning and advice to clients. The role includes building client relationships, delivering personalized investment solutions, and assisting clients to better...
- Summary The Certified Relationship Banker I provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems. Responsibilities Sells products...Afternoon shift
- ...Monday-Friday, 9 - 5 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative... ...needs. In this role, you will drive growth by actively promoting and selling the bank’s products and services. This role emphasizes deepening client...Temporary workWork at officeMonday to Friday
$60k - $250k
...planning firm in Metairie is hiring an entry-level financial planner to analyze client finances and develop strategies. You will learn from experienced professionals and build client relationships. Strong communication and problem-solving skills are essential. The position...Full time- A financial services company located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth clients. The role involves coordinating financial product... ...managing risks, and developing client relationships. Ideal candidates will have 10...
- ...comprehensive wealth strategies for high net worth clients. The role involves prospecting, delivering financial services, and maintaining relationships with current clients. The ideal... ...offers opportunities for professional growth and contribution to client financial success...
- ...and customer-focused Senior Universal Banker in New Orleans. In this role, you will... ...branch operations and develop strong relationships with clients. Your responsibilities include opening... ...package, with opportunities for career growth within the bank. #J-18808-Ljbffr Ontario...
- ...Responsibilities Build and maintain relationships with clients and prospects through in-person meetings, phone outreach, outbound calling, community... ...identify opportunities and provide tailored product and service solutions. Refer clients to business partners and subject...Work at officeLocal areaAfternoon shift
- ...professional to join their winning team for the role of Financial Services Representative - State Farm Agent Team Member. We seek an... ...your opportunity for a rewarding career with excellent income and growth potential. Responsibilities Use a customer-focused, needs-based...For contractorsWork from homeRelocation packageFlexible hours
- ...is seeking a Private Banker to coordinate the delivery... ...to high net worth clients. This role involves financial... ...planning, client relationship management, and... ...comprehensive advisory services, and maintaining strong... ...and contributing to the growth of our wealth management...
- Regions Bank is seeking a Relationship Banker I in Westwego, Louisiana. The successful candidate will provide exceptional customer service, manage transactions, and educate customers on banking... ...position offers opportunities for growth and is incentivized based on...Full time
- ...FUNCTION / SUMMARY Private Banker 4’s coordinates the... ...delivery of wealth products and services to high net worth clients for investments,... ...revenue generating client relationships Delivers object and sound... ...by management for revenue growth and production on loans,...Local area
$46.12k
Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers... ...proactively offering appropriate products, services, and guidance to achieve their... ...beginning a career with opportunities for growth, development, and upward mobility. Regions...Full timeFlexible hours- Summary The Certified Relationship Banker II provides “first line” contact for clients as they enter the branch, assessing their needs, sharing products and services information, growing their relationships, and handling complaints or problems. Responsibilities Determines...Work at officeAfternoon shift
- ...support needed to establish and grow your own client base. Why Choose Financial Advising?... ...that evolves constantly, fostering your growth as a lifelong learner. Independence with... ...diverse range of competitive products and services including insurance, investments, and fee...Work at officeLocal area
- ...Senior Financial Advisor who is experienced and has a strong client base. This role offers remote/hybrid work options and aims to... ...practice with better support. The ideal candidate will manage relationships with high-net-worth clients, develop financial strategies, and...Remote job
$61k - $119k
...business where you can help your clients achieve their goals through... ...Investment & Advisory Services Trust Services Retirement Solutions... ...including investments for growth, insurance for protection, and... ...them achieve their goals Grow relationships with clients to support them...Full timeContract workFor contractorsWork at office$60k - $250k
Overview Magnolia Wealth Strategies is a growth-oriented financial planning and investment firm that puts client relationships at its core. We offer a collaborative work environment... ...building a strong foundation in financial services. At Magnolia Wealth Strategies you'll be...Full time- ...financial management software. Previous experience in a client-facing role. A passion for building relationships and a commitment to client success. What We Offer... ...success Professional development resources A growth-minded culture Our next training class starts on March...
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