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
$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 hours$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...SuggestedHourly payWork experience placementDay shift- 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...Suggested
$44.72k - $57.5k
...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 wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$80k - $150k
...Associate Relationship Manager Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate...SuggestedWork experience placementWork at officeLocal areaFlexible hoursNight shift- KeyBank in Latham, NY is seeking a Personal Banker to engage clients in conversations, assess financial needs, and offer tailored guidance... .... You will open personal and small business accounts, build relationships, and collaborate with branch teammates to attract new clients...
- ...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
- ...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
$100k - $125k
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...Start working today$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 office- ...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 proficiency...Interim role
- ...information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of...
$45k - $100k
...advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking, introductions...TraineeshipWork at officeHome officeFlexible hours$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource...Work at officeWork from homeHome officeFlexible hours$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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
$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$19.23 - $28.37 per hour
...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex... ...transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations...Hourly payWork experience placementWork at officeDay shift$50k - $70k
The Vermont Agency located in Albany, NY, is looking for an eager financial advisor for an entry-level position with significant growth potential. The role involves customizing financial plans, assessing client information, and making strategic financial recommendations...$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...For contractorsWork at office$96.69k - $112.15k
Structured Finance Associate New Leaf Energy is an experienced clean energy developer that partners with landowners, policymakers, and other stakeholders to accelerate the transition to a world powered by renewable energy. We identify high-value sites, work with landowners...Work at officeLocal areaImmediate startWork from home$90.2k
...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client...Full timeLocal area- ...financial advisor is desired. Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers. A bachelor’s degree in finance, business administration, or a related analytical field...Start working todayWork at office
$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 hours- ...in a supportive, professional growth environment. Responsibilities Immediately serve an existing client base. Build long-lasting relationships and deliver solid financial planning advice. Use CRM and planning to coordinate client service. Work within an established,...Immediate start
$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- ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Work at officeImmediate startMonday to FridayShift workDay shift
$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- ...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
$80k - $90k
...Merrill Advisor Development Program – Financial Advisor, you will work with high-net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective...Interim roleImmediate startShift workDay shift
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