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
- ...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. A DAY IN THE LIFE On a daily basis, the Relationship Banker II will provide service...SuggestedLocal area
Ballston Spa Bancorp
Glenmont, NY5 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, NY3 days ago$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...SuggestedWork at office$21.25 - $24.5 per hour
...individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Colonie team as: Relationship Banker This opportunity may be perfect for you if you have experience in: Excellent Customer Service Relationship Building...SuggestedWork at officeLocal areaImmediate startFlexible hoursArrow Bank NA
Albany, NY19 days 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...SuggestedFull timeWork at officeLocal areaFlexible hoursNight shift- ...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, NY3 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 payWork experience placementDay shiftKey Bank
Albany, NY2 days ago- ...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...Afternoon shift
$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...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...Immediate startAfternoon shift
- ...Banking Professional This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support...Work at office
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
Chase
Albany, NY2 days ago - ..., 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
$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 hoursNorthwestern Mutual
Albany, NY3 days ago$50k - $60k
...communicate and work with clients to help them achieve their financial goals. Key Responsibilities: Develops and deepens client relationships by recommending/selling, opening, maintaining, servicing, and renewing (if appropriate) all types of deposit services and seeks...Full timeTemporary workWork at officeMonday to FridayPioneer Bank ℠
Albany, NY2 days ago$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 workExcelsior Collage
Albany, NY1 day ago$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 officeNorthwestern Mutual
Albany, NY2 days ago$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, NY2 days ago$2,500 - $10,000 per month
...individuals and families to understand their financial goals. Provide guidance on budgeting, protection, and long-term planning. Build relationships and maintain ongoing client support. Learn to analyze basic financial situations and identify opportunities. Maintain client...Full timePart timeWork at officeRemote workWork from homeFlexible hoursThe Schaible Agency
Albany, NY4 days ago- ...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
Bank of America
Albany, NY4 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...Work at officeThe Vermont Agency
Albany, NY4 days ago- ...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...
Voya Financial
Albany, NY5 days ago - ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Albany, NY4 days ago $25 - $38.46 per hour
...Private Client Banker Location: 767 New Louden Road - Latham, New York 12110 Job Summary Be a problem solver, trusted advisor... ...Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Hourly payWork experience placementDay shift$60k - $100k
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that ...Full timeTemporary workPart timeSocket
Albany, NY3 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, NY13 hours ago- ...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
- 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...
$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours
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