Relationship Banker
Jobtailor
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM Key responsibilities include accurately and efficiently processing cash transactions for clients as needed Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Core Competencies Demonstrates expertise in client engagement and financial services, with a strong ability to educate clients on self-service banking technologies. Possesses critical thinking and problem‑solving skills to identify and connect clients with appropriate financial solutions. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Self-Service Technology Education ATS Optimization Keywords Hard Skills Cash Transactions Processing Self-Service Banking Technologies Financial Products Knowledge Sales Techniques Time Management Soft Skills Effective Communication Relationship Building Critical Thinking Problem-Solving Motivation Industry Keywords Financial Services Client Solutions Sales Goals Business Management Business Administration Finance Tools & Technologies Mobile Banking Online Banking ATM #J-18808-Ljbffr Jobtailor
- ...Relationship Banker - Pinellas Bradenton Market Saint Petersburg, Florida;Saint Petersburg, Florida; Saint Petersburg, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...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...SuggestedFull timePart timeWork at officeNight shiftWeekend work
$46.12k
...Job Opportunity at Regions At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services...SuggestedFull timeFlexible hours- ...Job Opportunity: Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal...SuggestedImmediate startAfternoon shift
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...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...Temporary workWork at officeNight shiftWeekend work
- ...Roving Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed... ...branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in...Work experience placementFlexible hours
- ...Personal Banker Associate I - Skyway Marina - Bilingual/Spanish Make banking a Fifth Third better We connect great people to great... ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork 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$53k - $65k
Current Employees and Contractors Apply HereOsaic Careers Trading Opportunity in Financial Services Equity Trader Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339 La Vista:12325 Port Grace Blvd, La Vista, NE 68128 Oakdale...Full timeFor contractorsWork at officeImmediate start- Financial Counselor I The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully explained and is as comfortable as possible. What you will do: Understands the importance Orlando...Work at officeLocal area
$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$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- ***** NO THIRD-PARTY RESUMES PLEASE. ***** Transfer Associate $24/hour W-2 Location: St. Petersburg, FL 6+ months - opportunity for extension or conversion for good attendance and performance Will work fully onsite each day for training (around 4 weeks) -- will work...Work at officeMonday to Friday3 days per week
$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours- ...Retirement Planning Insurance & Risk Management We pride ourselves on a culture built around integrity, transparency, and long‑term relationships. Our advisors receive hands‑on training, ongoing mentorship, and the tools needed to build a meaningful, high‑impact career....Permanent employment
$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours- ...counseling, legal, and financial services. Now Hiring: Commercial Banker We're seeking a Commercial Banker to work directly with... ...the Central Florida market . What You'll Contribute: Relationship Management, Business Development, & Sales Performance...Full timeTemporary workImmediate startRemote work
- ...your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: A Universal Banker acquires, manages and retains meaningful relationships with clients using a consultative sales and service approach to proactively fulfill their financial...Work at officeLocal areaAfternoon shift
- ...counseling, legal, and financial services. Now Hiring: Universal Banker We’re looking for a Universal Banker for our St. Petersburg... ...precision of teller transactions with the energy of sales and relationship-building, giving you the opportunity to engage customers across...Full timeTemporary workWork at officeImmediate start
- ...processing FA requests, resolving inquiries, and addressing service needs with professionalism and efficiency. Maintain strong, ongoing relationships with FAs and internal partners, acting as a trusted liaison between branches and operational units. Schedule: Monday -...Work experience placementWork at officeMonday to Friday
$10k
...unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Tampa, FL. The Day-to-Day: As an...Work experience placementWork at officeWork from home- ...to join our accounting and finance team at our waterfront property along the Boca Ciega Bay in St. Petersburg, Florida, in our relationship-focused community. The position serves as a leader in the Division of Business & Finance and is routinely a key advisor across academic...Temporary workCurrently hiringLocal area
$70.35k - $205.8k
...ll get to work with an amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access. Together, you'll do so much more than consult. Coming here...Work experience placementLive inWork at officeLocal area- Job Description Job Description Description: Condominium Associates has been a leader in managing condominium and homeowner associations across the Tampa Bay area since 1982. We are a full-service association management company with expertise in facilities management...Work at officeLocal area
- ...ll get to work with an amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access. Together, you'll do so much more than consult. Coming here...Live inWork at officeLocal area
$94.4k - $293.8k
...ll get to work with an amazing mix of world class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access. Together, you'll do so much more than consult. Coming here...Live inWork at officeLocal area- ..., effective communication, and the ability to meet the clients' needs on their terms. Universal Bankers are responsible for establishing and maintaining client relationships and exceeding client expectations in terms of accuracy, efficiency, courtesy, and professionalism...
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