Relationship Banking Specialist - Open Accounts & Cross-Sell
M&F Bank
M&F Bank is seeking a dedicated Universal Banker to manage client banking needs, providing exceptional customer service while handling transactions. You will proactively develop customer relationships to achieve banking and individual sales goals. Applicants should have an Associate's degree and experience in financial services, including cash handling and consumer loans. The role emphasizes the ability to cross-sell products while maintaining compliance with banking policies. Bilingual skills in English and Spanish are preferred. #J-18808-Ljbffr M&F Bank
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...day-to-day transactions as well as open new accounts, while complying with all policies,...AccountsPart time
- ...customers, building relationships, and delivering... ...through a variety of cross‑training... ...Banker in Branch Banking, you will take a lead... ...options to access their accounts 24 hours a day/ 7... ...educates customers, asks open‑ended questions,... ...partnership with Specialists (Financial...AccountsImmediate startAfternoon shift
- ...5:15PM SUMMARY The Relationship Banker is a trusted advisor... ...by actively promoting and selling the bank’s products and services. This... ...an emphasis on deposit accounts, loans and lines of credit,... ...deposit and loan options, opening deposit accounts, and taking...AccountsTemporary workWork at officeMonday to Friday
- ...Citi Commercial Bank - Mid-Corp Relationship Manager, Industrials - Director Discover your future... ...that has over 200 million customer accounts and operations globally with local expertise... ...revenue responsibilities. Identify cross-sell opportunities to deepen and increase...AccountsLocal areaOverseasFlexible hours
- ...Sr. Relationship Manager The Sr. Relationship Manager... ...community commercial banking business, customizing... ...Defines new approaches to sell and deliver solutions... ...and activities of large accounts and related servicing... ...Customers and cross selling existing Customers...AccountsWork at office
- ...a Universal Banker at M&F Bank, you will experience the perfect... ...needs assessment and new account openings. The associate must be... ...about developing and maintain relationships with customers in order to... ...existing accounts. Actively cross-sells and properly tracks products...Accounts
- ...Member Solutions Specialist Location: University... ...NC Job ID: 1112 Openings: 1 Address: 1835... ...expand customer relationships. Ensure the quality... ...to research account-related questions... ...types of accounts, cross sell credit union products... ..., including Bank Secrecy and the USA...Accounts
$135k - $155k
...process ownership and accountability. Lead, manage, and... ...with internal teams and banking partners to... ...variance analysis. Manage relationships with commercial banking... ...administration, including account openings and closings, signer... ...ability to work in a cross functional...AccountsFull timeTemporary workWork at officeLocal areaImmediate startRemote workMonday to FridayFlexible hours- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ...and processing customer and account information, demonstrating and educating... ...and partners to best serve clients. Opens new consumer and business accounts,...Accounts
- ...Property Case Management This role is an operations and case-management focused position supporting unclaimed property related to bank accounts and checks. The work is primarily analytical, documentation-driven, and correspondence-based, with no phone interaction. End-...Accounts
- Position: Lending Specialist Location: LoSo -... ...Id: 1141 # of Openings: 1 Job Grade: 8... ...and open deposit accounts as needed by the... ...and make effective cross-sell recommendations to... ...services, and add new relationships to existing... ...procedures, including Bank Secrecy and the...Accounts
$54k - $56k
...: First Shift Job Category: Accounting Responsibilities Accounts Payable... ..., including W-9 forms, banking information, and contact details... ...maintain positive working relationships with vendors and internal... ...improvement initiatives and cross-functional projects. Qualifications...AccountsFull timeWork at officeLocal areaShift workDay shift- ...Bank Of America Business Banking Advisor At... ...maintaining profitable relationships, collaborating with... ...relationships with Product Specialists. Job expectations... ...in order to identify cross-selling opportunities and... ...Relationship Building Account Management...AccountsWork experience placementWork at officeLocal areaShift workDay shift
- ...Business Banking Sr. Relationship Manager - Charlotte, NC - Carolina West Market... ...with Product Specialists. Job expectations include... ...services in order to identify cross-selling opportunities and increase... ...Relationship Building Account Management Financial Analysis...AccountsWork experience placementWork at officeLocal areaShift workDay shift
- ...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses... ...and processing customer and account information, demonstrating and educating... ...and partners to best serve clients. Opens new consumer and business accounts,...AccountsTemporary work
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join... ...primary point of contact for everyday banking needs, products and services through scheduled... ...everyday banking activities such as opening accounts, handling service requests, and...AccountsTemporary workWork experience placementImmediate start
- ...Cross Country is looking for top talent to join our team! We are... ...PURPOSE: The Senior Accountant II has a thorough working knowledge... ...*May assist in the daily banking requirements. *Collaborate... ...related processes including Opening Balance Sheet procedures....AccountsLocal area
- ...Private Banking Officer At ServisFirst, Our Name... ...high net worth banking relationships. Private banking clients... ...loans Promote and cross-sell other products and... ...and requests regarding accounts within 24 hours Provide... ...information to open new accounts Gather...AccountsWork at officeLocal area
- ...operations, cash management, banking activities, forecasting, and... ...close, maintaining banking relationships, assisting with forecasts, and... ...across multiple bank accounts. Perform daily cash management... ...escrow accounts, KYC, account opening and closing, user access maintenance...AccountsTemporary workShift work
- ...Group is seeking motivated bankers to join their Consumer, Small, and Business Banking division. This role involves building strong customer relationships, assisting with account openings, and educating clients on digital banking tools. The ideal candidate has strong...Accounts
- ...Talent Group is seeking bankers for their Consumer, Small, and Business Banking division in Harrisburg, North Carolina. Ideal candidates will build strong customer relationships, assist with new accounts, and provide tailored financial solutions. Successful applicants will...Accounts
- ...and understood. We build lasting relationships by doing the right thing,... ...utmost hospitality, using the latest banking solutions and cutting-edge financial... ...expectations by providing account servicing and maintenance as well as opening new accounts, while complying with...AccountsPart time
- ...related questions and have an open dialogue with your... ...and measured against the Bank's risk appetite.**Key Accountabilities:*** Provide oversight of... ...opportunities exist.* Participate in cross-functional / enterprise... ...building deep, lasting relationships, TD offers diverse career...Work at officeWork from homeFlexible hours
- ...Fifth Third Bank Personal Banker Associate I Make banking... ...existing customer relationships through a variety of activities... .... Responsible and accountable for risk by openly exchanging ideas and opinions... ...Primarily focused on cross-selling to existing customer base...Work experience placementWork at office
- ...We are seeking a dynamic and experienced Accounting Associate to join a fast-paced finance team... ...report daily cash receipts and prepare bank reconciliations. Prepare and process accounts... ...coding and approvals. Collaborate with cross-functional teams to resolve discrepancies...AccountsFlexible hours
- As a Member Support Specialist, based out of our South Charlotte... ...an extensive range of banking center activities,... ...services that a member’s relationship will benefit from; cross sell these products and services... ..., and ensuring member accounts are properly addressed....AccountsWork at office
- ...Lead Accounting Operations Lead accounting operations including billing, accounts payable... ...visibility and reporting. Work cross-functionally with operations to improve... ...accounting tasks, including assisting with banking transactions, posting revenue, general ledger...AccountsLocal areaFlexible hours
- ...Make banking a Fifth Third better®We connect great... ...development and relationship building through the... ...customers. Responsible for selling a full range of... ...Responsible and accountable for risk by openly exchanging ideas and... ...Primarily focused on cross-selling to existing...Work experience placementWork at office
$20.82 - $24.19 per hour
...Union including depository accounts such as checking,... ...moderately complex platform banking functions under... ...Assist members with opening and maintaining deposit... ...Identify opportunities to cross-service products and enhance member relationships through education Understand...AccountsHourly payFull timeShift work$175.5k - $292.5k
...IT Client Executive - Banking - Tri-State Area Location... ...proven ability to grow accounts, manage P&L, and foster long-term client relationships at the C-suite level.... ...technology needs Lead cross-functional teams —including... ...and consultative selling skills , with experience...AccountsTemporary workRemote workFlexible hours
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