Relationship Banker
Jobtailor
Responsibilities Advocate for members seeking ways to enhance members’ experience and providing solutions for their financial goals. Attract new retail and business members while fostering deeper relationships with existing members. Prioritize the delivery of exceptional member service with accuracy and operational excellence, including problem and complaint resolution. Support the branch in growing a profitable book of business to achieve individual and team goals. Build new relationships through community and foundation involvement and existing member referrals. Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations. 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. Achieve goals and objectives provided by management. Requirements Associate degree preferred, or combination of equivalent education and experience. 1 to 2 years of branch banking experience. Must have passed and maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions. Proficient in Microsoft Word and Excel. Ability to multi-task to meet or exceed minimum performance standards. Effective verbal, written, and listening communication skills. Strong interpersonal skills. Flexibility to work out of any location at any time as business needs dictate. Ability to lift at least 10 pounds and stand for long periods of time. Core Competencies Demonstrates strong member advocacy and relationship‑building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional member service and achieving performance goals through effective communication and operational excellence. Certifications & Qualifications Notary Public License. Signature Guarantee Permissions. #J-18808-Ljbffr
$22.82 - $24.82 per hour
...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are Proficient...SuggestedWork at officeBroadview Federal Credit Union
Albany, NY2 days ago- ...KeyCorp's Personal Banker position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch...Suggested
KeyCorp
Albany, NY3 days ago $69k - $105k
...resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Hours: 8-5pm EST Job Summary Sr Relationship Officer, Commercial Banking is the line of business (LOB) professional dedicated to providing support for designated Commercial...SuggestedWork experience placementWork at officeWork from homeFlexible hours2 days per weekKey Bank
Albany, NY2 days ago- ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service,...Suggested
Broadview Group LLC
Albany, NY2 days ago - ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...SuggestedAfternoon shift
Chase
Watervliet, NY3 days ago - ...Arrow Financial Corporation is seeking a Relationship Banker for its Colonie office. This role requires a dynamic individual to cultivate customer loyalty while providing exceptional service and mentorship. The successful candidate will manage transactions, address customer...Work at office
Arrow Financial Services
Latham, NY2 days ago - Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
TradeJobsWorkforce
Albany, NY4 days ago $20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payDay shiftKeyCorp
Albany, NY8 hours ago$80k - $150k
...our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice...Full timeWork at officeLocal areaFlexible hoursNight shift- ...Job Description Job Description Invest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. Join a nationally...Local area
Ballston Spa National Bank
Ravena, NY7 days ago - ...opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building,... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
Chase
Albany, NY3 days ago - ...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
- ...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
- ..., budgeting, forecasting and reporting strategies. Develop statements of work and/or client proposals Develop and manage vendor relationships Lead workshops for client education Manage resources and budget on client projects Serve as the escalation point for critical functional...Full timeWork experience placementLive inWork at officeLocal area
- ...able to effectively communicate and work with clients to help them achieve their financial goals. Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks...Temporary workWork at office
Pioneer Corporation
Albany, NY1 day ago $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 hoursEdward Jones
Albany, NY3 days ago- ...Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional...Full timeWork experience placementLive inWork at officeLocal area
$50k - $70k
...financial status, income, financial goals, and other factors contributing to wealth management Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Make strategic product, plan, and investment recommendations...Start working todayWork at officeThe Vermont Agency
Albany, NY9 days ago$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 hoursNorthwestern Mutual
Albany, NY4 days ago- We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...
- ...knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Goal and results oriented Computer/technical literacy and...Interim role
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours$40.88k - $42k
As a financial aid counselor, you will play a crucial role in assisting students in navigating the financial aid process, ensuring access to education through effective financial planning. Your responsibilities will include evaluating financial aid applications, counseling...Work at officeRemote work- ...achieve their financial goals through retirement planning, wealth management, and investment guidance. Advisors build lasting client relationships, identify growth opportunities, and leverage Voya's resources, technology, and support platform to grow their practices. Key...
$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...Full timeContract workFor contractorsWork at office$48k - $100k
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Work at officeShift workDay shift$20 - $27.13 per hour
...NY - 255 Delaware Ave Purpose/Objective: The Universal Banker position will be responsible to perform the job... ...accounts, and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank's products and services...Work at officeFlexible hoursBerkshire Bank
Delmar, NY1 day ago- ...Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional...Full timeWork experience placementLive inWork at officeLocal area
$42.74k - $71.24k
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...Hourly payFull time- ...Commercial BankerIf you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide... ...strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.As a Commercial Banker in Emerging...Local areaFlexible hours
Chase
Albany, NY1 day ago
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