Relationship Banker North Conway
Truist
Job Title
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 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
1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. 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.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.
4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.
5. 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.
6. Advises on consumer lending options and takes loan applications.
7. 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.
8. 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.
Qualifications
Required Qualifications:
1. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must 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 requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included
Preferred Qualifications:
1. Associate's degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures
Truist- ...Responsible for providing an industry leading client service experience 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...SuggestedFull timePart timeWork at officeNight shiftWeekend work
$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 areaFlexible hours- ...applications. Effective communication skills and excellent working relationships with patients and physicians. Licensure/Certification/... ...& Responsibilities: Requires fundamental knowledge of Conway Medical Center collection policies and procedures as well as...SuggestedLocal area
- ...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...SuggestedAfternoon shift
$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaRemote workFlexible hours$61k - $119k
...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 recognized...Work at office$61k - $119k
...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- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...Prudential Wealth Advisors, you can build under your own brand or operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning , investments, insurance and more! What you get: •...Full timeFlexible hours
- ...Commercial Banking Job Description: The Premier Banker is an experienced banker, servicing as... ...mass affluent clients' complete banking relationship and connects clients to specialists to... ...and is the fifth largest bank in North America by branches/stores. Every day, we...Work experience placementBank staffWork at officeLocal areaWork from homeFlexible hours
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what...Full timeLocal area
$21.5 - $26.75 per hour
...Description: This role plays a vital role in bringing TD's human, relationship driven banking experience to life. This role is a trusted... ...global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every...Work at officeFlexible hoursAfternoon shift$60k - $90k
...independently while exceeding goals. If you're an experienced sales professional and excellent communicator, you enjoy building relationships with customers and solving problems, this opportunity is for you. Protect your community while building your career. At CPI Security...$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- ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
- ...management firm with approximately $350 million in assets under management to identify an experienced Senior Financial Planner / Relationship Manager . This is an excellent opportunity for a CFP® and CPA who enjoys the technical side of comprehensive financial...Full timeRemote work
- ...solutions. You’ll: Guide clients toward achieving their long-term financial goals through tailored strategies Build meaningful relationships within your community through networking and outreach Actively prospect and develop new client opportunities Collaborate...Full timeLocal area
- ...Job Description JOB SUMMARY: The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio... ...of commercial customers. • Maintain positive, professional relationships with customers and continue communication for growth of...Work experience placementWork at office
- ...Job Description JOB SUMMARY: The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio... ...prospects for loans. • Maintain and develop positive, professional relationships with customers and continue communication for growth of...Work at office
$78k - $150k
...rewarding career while helping clients achieve their financial goals. Job Responsibilities Develop and maintain strong relationships with clients to understand their financial needs and goals. Provide personalized financial planning and investment advice...- ...values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals....Local area
- ## Premier Banker- Little RiverPostulerremote type: Sur placelocations: Myrtle Beach, South Carolinatime type: Temps pleinposted on... ...outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial...Temporary workBank staffWork at office
- ...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...trained to support sales and service activities with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker North Conway. Be the first to apply!



