Relationship Banker - Capital East Region #2
$22.82 - $24.82 per hourBroadview Federal Credit Union
If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place! ABOUT THE TEAM Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. This role will be assigned to our Patroon Creek Branch; however, you will support the branches within our Capital East Region #2 which includes our Slingerlands, Western, and Glenmont Branch locations. WHAT YOU’LL DO Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management LET’S TALK IF YOU Have an Associate degree preferred, or combination of equivalent education and experience Have one to two years of branch banking experience Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient in Microsoft Word and Excel Have the ability to multi-task to meet or exceed minimum performance standards Have effective verbal, written and listening communication skills Have strong interpersonal skills Have the flexibility to work out of any location at any time, as business needs dictate Have the ability to lift at least 10 pounds and stand for long periods of time TO THRIVE AT BROADVIEW YOU NEED Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint. To be able to operate in a rapidly changing dynamic environment. Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills. Starting Compensation: $22.82 - $24.82/hr., plus a competitive benefits package Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other status protected by applicable law. Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us at View email address on click.appcast.io At Broadview FCU, your career is so much more than a job. Grow personally and professionally with access to opportunities to apply your strengths and unleash your potential. Broadview’s success is propelled by every employee. As we work together to serve members and our communities, our collective talents produce superior financial solutions and exceptional service that are uniquely Broadview FCU.
$24 - $33.5 per hour
...Retail Banker II Float Work Location: Allentown, Pennsylvania,... ...financial goals and optimize their relationship with TD. This role is... ...~ HS Diploma or GED required; 2 year degree preferred ~2+ years... ...locations within a designated region or area ~ Superior Customer...SuggestedWork at office- ...opportunity to contribute to the company's success. As a RRT (Regional Resource Team) within PNC's retail branch banking... ...Leverages ecosystem partnerships to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...RRT (Regional Resource Team) At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Personal Banker: Lehigh Valley (Float) Position Type Full Time Job Shift Day Education Level High School Founded in 1902, we have... ...financial needs of the communities we serve. Recognized both regionally and nationally for our exceptional client experience, we are an...SuggestedFull timeLocal areaShift work
$18.57 - $30.95 per hour
...business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales... ...Required: High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service and/or...SuggestedHourly payFull time$18.41 - $23.03 per hour
...experience. POSITION OVERVIEW: As a Personal Banker at Provident Bank, your primary role is to establish relationships with customers and prospective customers to... ...will be assigned to the Central NJ/PA Region but will primarily be expected to travel to our...Full timeWork at officeLocal areaFlexible hours- ...Personal Banker: Forks Branch Easton, PA 18040 Overview Position Type Full... ...communities we serve. Recognized both regionally and nationally for our exceptional client... ...consultative conversations. Foster relationships with existing customers to identify cross...Full timeLocal area
- ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Shift workWeekend workDay shift
- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader... ...in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...Work experience placementWork at officeImmediate start
- ...opportunity to contribute to the company's success. As a Branch Banker within PNC's Retail organization, you will be based in Forks... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$20.67 - $31.25 per hour
...Personal Banker Location: 2971 MacArthur Road - Whitehall, Pennsylvania 18052 Be a problem solver, trusted advisor, and partner... ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence...Hourly payWork experience placementDay shift- ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe... ...guidelines and policies Source prospective clients and capitalize on referrals Deliver customized solutions and the full resources...Work at officeShift workDay shift
- ...sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is... ...family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of...Work at office
$58.5k - $70k
...Managers and Centers of Influence and maintain strong working relationships with all assigned branches. Responsibilities: Utilizing... ...or equivalent (Bachelor's Degree Preferred) Minimum of two (2) years investment sales experience (preferably in a financial...Work at officeLocal area$50k
...supported by branch associates, a home-office team and other regional financial advisors. You’ll benefit from the experience that comes... ...in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies...Work at officeWork from homeHome officeFlexible hours$1,000 per month
...results provide information which would not allow someone to work for Northwestern Mutual, approval to contract will be withdrawn. 2 As of June 30, 2023 3 Combined client assets of NMIS and NMWMC as of June 30, 2023 4 Among U.S. life insurers. Ratings are for The...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$75k - $125k
..., seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor Customize financial... ...products, best practices, and tax regulations is vital ~2+ years of experience as a banking advisor, financial advisor,...Start working today$61k - $119k
...client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life... ...each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2Certified Financial...Full timeContract workFor contractorsWork at office- ...Branch Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of...Work at officeShift work
$90k - $150k
...and ultra high net worth clientele while maintaining and growing relationships. The Firm offers comprehensive investment management and... ...salary, significant bonus potential, and benefits Requirements 2-6+ years Financial Advisory/Planning/Business Development experience...Full timeWork at office$92k - $160.59k
A financial services institution in Lehigh County is seeking an experienced commercial banker. The role requires soliciting new business and maintaining relationships with existing customers. Ideal candidates will have a minimum of 5 years in related positions, a B.S. or...$22.5 - $29 per hour
...Banking Job Description: The Retail Banker I is a customer liaison that is integral... ...their financial goals and optimize their relationship with TD. Depth & Scope: * Proficient... ...trust with educational content & tools, (2) providing consultative support, and (3)...Full timeWork at officeLocal areaWork from homeFlexible hours$21 - $30 per hour
...in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions,...Work experience placementFlexible hours$140k
...will be responsible for setting fund strategy, raising/deploying capital, and guiding the team who performs the analytics driving investment... ...Alternative Asset Manager Dallas, TX $90,000.00-$130,000.00 2 weeks ago Dallas, TX $85,000.00-$120,000.00 3 weeks ago PEPI: Manager...Full timeImmediate startRelocation package- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursShift workWeekend workDay shift
$22 - $27.75 per hour
...trust with educational content & tools, (2) providing consultative support, and (3)... ...engage with Customers to acquire and deepen relationships by providing advice and guidance to... ...referral Manages wait times to meet with a Banker by scheduling, rescheduling or canceling...Work at officeLocal areaWork from homeFlexible hoursAfternoon shift- ...us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start
- ...role: ~ Wells Fargo is seeking a Business Banker (LO) in Consumer Banking and Lending. As... ...for building, maintaining, and growing relationships with business banking clients in the branches... ...below Required Qualifications: ~2+ years of financial services, sales, or...Work experience placementWork at officeImmediate start
- ...Position Summary The Universal Banker position is responsible for demonstrating excellent customer service in accordance with the... ...channels in an effort to cross sell and expand existing relationships. Drives proactive sales and service conversations through inbound...Contract workTemporary workLocal area
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