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. Can be flexible to work weekends and/or extended hours as needed. Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to identify and connect clients with suitable financial solutions. Highest-signal resume keywords Client Engagement Self-Service Banking Education Critical Thinking Relationship Building Time Management ATS Optimization Keywords Hard Skills Hard Skills Cash Transaction Processing Mobile Banking Online Banking ATM Operations Soft Skills Enthusiasm Motivation Communication Adaptability Collaboration Industry Keywords Financial Goals Client Solutions Compliance Banking Regulations #J-18808-Ljbffr
- ...F.N.B. Corporation is seeking a Floating Senior Relationship Banker to execute traditional consumer banking asks and convert transactions into qualified sales or referrals. The role includes promoting the sales process, handling customer interactions, and supporting branch...Suggested
fnbcorp
Livermore, CA2 days ago $45.9k - $75.9k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedPart timeLocal areaImmediate startDay shiftHispanic Alliance for Career Enhancement
Livermore, CA23 hours ago$49.5k - $82.5k
...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail 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 through...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift workFairygodboss
Livermore, CA3 days ago- ...PNC is looking for a Personal Banker to join their team in Livermore, CA. You'll be responsible for enhancing customer relationships through service and sales activities while ensuring compliance with regulations. The ideal candidate will have at least 3 years of banking...Suggested
Fairygodboss
Livermore, CA2 days ago $70.3k - $73.98k
...CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2... ...contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with...SuggestedFull timeWork experience placementWestamerica Bank
Pleasanton, CA4 days ago$158.4k - $237.6k
...troubleshooting issues, and ensuring alignment with existing infrastructure.Stakeholder Management: Skilled at building and managing relationships with senior leaders across Product, Services, and Sales, ensuring alignment on deployment strategy and facilitating clear...Full timeWork at officeRemote workHome officeFlexible hoursShift work- ...Financial Valuation - Excellent financial modeling, valuation, and business case development skillsPeople Leadership - Builds effective relationships, taking care to build a network that represents the right balance of skills, levels, perspectives, and roles; must be...Full timeSummer workFlexible hours
$40.5k - $67.5k
## Regional Banker/TellerApplylocations: CA - Livermoretime type: Full timeposted on: Posted Yesterdayjob requisition id: R228738#... ...Leverages ecosystem partnerships to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC Financial Services Group
Livermore, CA3 days ago$22 - $27 per hour
Reporting to the Retail Branch Manager, the Financial Services Representative’s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions, and ensure pending transactions are completed in a timely manner. They...Hourly payPart time- We help the world run betterAt SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, and we need your unique talents to help shape what's next. The work is challenging...Permanent employmentFull timeLocal areaWorldwideFlexible hours
$75k - $150k
IntroductionSince 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community...Full time$60k - $300k
...team. In this role, you will sell enterprise-level integrated security solutions with a focus on new construction and build strong relationships with end-users, electrical contractors and general contractors. You will have the opportunity to prospect and cultivate new...Weekly payFor contractorsLocal areaFlexible hours- ...installation, maintenance, upgrades, and repairs with security vendors, contractors, and service providers. Manage vendor relationships, service agreements, invoices, and performance expectations. Work with Operations, IT, Facilities, and vendors to troubleshoot...For contractorsWork experience placementWork at office
Ghai Management
Livermore, CA23 hours ago - ...Coordinate investment, retirement, insurance, estate-planning, and business-planning needs Manage and deepen existing client relationships Develop new business through referrals, professional relationships, community involvement, and targeted business development...Full time
$115.44k - $140k
...Portfolio Manager will work with the Vice President, Commercial Banker to manage loans to ensure the credit risks are responsibly... ...Gather and analyze necessary information to present along with the Relationship Manager, a financing request to senior management or Loan...Full time$140k - $185k
...responsibilities include serving as the primary point of contact/trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates and facilitating client relationships with Product Specialists. Job expectations include having...Full timeWork experience placementWork at officeLocal areaFlexible hoursDay shift- Pyramid is a leading Information Technology Consulting services company headquartered in metropolitan Atlanta, GA with prime emphasis on the following service offerings: Staff Augmentation Lifecycle IT solutions Application Development & Support Outsourced Testing ...
- ...seasoned Commercial Banking professional to serve as the primary advisor for complex Business Banking clients, managing substantial relationships and delivering tailored financial solutions. You will collaborate with internal partners to identify cross-sell opportunities...
Bank of America
Pleasanton, CA2 days ago - At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and...
- Stanford Health Care Tri-Valley is seeking a Patient Safety Consultant to lead investigation and root cause analysis of sentinel events, coordinate data management, and educate staff on incident reporting systems across the hospital and clinics. The role focuses on reducing...
Stanford Health Care Tri-Valley
Dublin, CA3 days ago - Job Description:Job Title: Country Compliance & Operational Risk ManagerCorporate Title: Up to Vice PresidentLocation: DublinCompany Overview:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection....Full timeWork at officeLocal areaFlexible hours
- NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and forward-thinking organization, apply now. Summary of Role: In that role, they will: Bring a good understanding...
$72k
.... Ensure delivery and distribution of all promotional materials supporting the event. Develop, maintain and manage vendor relationships. Ensure that MADD is in compliance with all regulatory requirements for conducting the event, including proper logo and branding...Temporary workWork at officeLocal areaFlexible hoursMothers Against Drunk Driving
Dublin, CA14 days ago
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