Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM Accurately and efficiently processing cash transactions for clients as needed Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Self-Service Technology Education ATS Optimization Keywords Hard Skills Cash Transactions Processing Mobile Banking Online Banking ATM Operations Sales Techniques Financial Products Knowledge Soft Skills Effective Communication Relationship Building Critical Thinking Problem Solving Time Management Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Financial Services Client Solutions Sales Goals Self-Service Resources Compliance #J-18808-Ljbffr
- ...Relationship Banker - Jacksonville North Market - Spanish Required Jacksonville, Florida;Jacksonville, Florida; Jacksonville, Florida; Jacksonville, Florida; Jacksonville, Florida; Jacksonville, Florida; Orange Park, Florida; Jacksonville, Florida; Jacksonville, Florida...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...PNC is seeking a Relationship Banker Business Specialist in Jacksonville, FL. Based in the Skinner Lake branch, you will drive client acquisition and nurture business banking relationships under 2MM in sales revenue. You will leverage ecosystem partners, deliver tailored...Suggested
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail Branch organization, you will be based in Jacksonville, FL at the Skinner Lake branch...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Position Overview PNC is an in‑office company that fosters a collaborative and supportive culture. The Relationship Banker Business Specialist is located in Jacksonville, FL at the Skinner Lake branch (10060 Skinner Lake Dr, Jacksonville, FL 32246). This role focuses on...SuggestedTemporary workWork experience placementWork at office
- A leading financial services firm is seeking a Relationship Banker in Jacksonville, FL. The role involves building and managing client relationships, delivering excellent service, and using financial technology solutions. Candidates should have retail banking experience...Suggested
- ...Relationship Banker Business Specialist 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Relationship Banker Business Specialist 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$250k
...The Private Banker Func Group Manager manages a team of senior professionals. The job requires a broad and comprehensive understanding... ...experts to develop long‑term solutions that strengthen client relationships with the firm. Help clients achieve broad financial &...Full time- ...Location Jacksonville, Florida SUMMARY A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross‑selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals. ESSENTIAL DUTIES...Interim roleLocal area
- ...Personal Banker Associate II - Jacksonville, FL Make banking a Fifth Third better We connect great people to great opportunities... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based services...Work experience placementWork at office
- ...:Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based...Work experience placementWork at office
- ...U.S. Private Bank - Private Banker - Executive Director Jacksonville, FL, United States Job Information Job Identification 2106105... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Full timeTemporary workWork experience placementLocal areaShift work
- Join to apply for the U.S. Private Bank - Private Banker - Executive Director role at JPMorganChase 2 weeks ago Be among the first... ...achieving their goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, understanding client needs,...Local areaWorldwide
- ...end‑to‑end Accounts Payable process, including invoice verification and accurate coding of expenses. Strengthen and manage vendor relationships to ensure high‑quality service delivery, favorable terms, and streamlined communication. Work closely with school‑based...
- Procurement and Operations. Execute regional procurement processes, ensuring compliance with internal controls. Manage the end-to-end Accounts Payable process, including invoice verification and accurate coding of expenses. Strengthen and manage vend Finance, Associate,...
- 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Advisors Prudential Advisors is looking for an Experienced Financial Advisor in the Greater Jacksonville Florida market...Full timeLive inWorldwide
- ...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...
- A leading financial services company is seeking a Financial Advisor within the Advisor Development Program. This role focuses on working with high-net-worth individuals to assess financial goals and deliver personalized investment strategies. Candidates must hold relevant...
$50k - $80k
...create personalized financial solutions, while building meaningful relationships and a career you’re proud of. No finance background? No... ...big plus. The first step is to obtain the necessary licenses. Bankers Life covers Life & Health coursework, and we help you prepare...- Benefits 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Are you someone who thrives on competition, teamwork, and achieving excellence...Work from homeFlexible hours
- ...Florida Financial Advisors (FFA) is a full-service financial planning and wealth management firm focused on building long-term relationships through exceptional service and guidance. The team collaborates with individuals, families, and businesses to create customized...Full time
$50k - $80k
Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Overview First Command has been helping military families pursue their goals and dreams through financial coaching and guidance since 1958. Key Facts 9 out of 10 of...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office$75k - $125k
...decisions and thrive in a performance-based environment, this is a great fit. What You’ll Do Build and manage long-term client relationships based on trust and integrity. Assess clients’ financial goals and develop customized investment, insurance, and retirement strategies...Full timeWork at officeLocal area$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 To become a financial advisor you...Full time$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$50k - $80k
...service financial planning and wealth management firm based in the Jacksonville Metro Area, FL. We are dedicated to building lasting relationships with clients by providing personalized strategies tailored to their unique needs. Our services include customized financial...Full timeTraineeshipInternship- Northwestern Mutual in Jacksonville, Florida is seeking College Financial Representatives for an internship program offering guidance and support for building a financial planning practice. Responsibilities include networking, client meetings, and business strategy development...Full timeInternshipFlexible 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- ...Center (MEAC) is a consultative platform that provides mass affluent clients with holistic financial advice and deepens client relationships by identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions...Work experience placementImmediate startFlexible hoursShift workDay shift
- Curvion Blue is seeking a Senior Wealth Strategy Consultant to join a dynamic inbound sales team. In this role, you will engage in consultative conversations with high-net-worth retirees, providing them with retirement tax planning guidance. The ideal candidate should ...Remote work
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