Relationship Banker
Valley National Bancorp
Job TitleResponsibilities include but are not limited to:Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling.Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs.Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions.Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers.Demonstrates and promotes online and mobile banking capabilities.Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff.Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines.Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits.Participate in community events and supports CRA initiatives, activities, and programs.Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements.Adhere to the bank's code of conduct and all policies and procedures.Required Skills:Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.Detail oriented, strong organizational skills, and high degree of accuracy.Ability to manage multiple projects simultaneously.Proficient computer skills.Required Experience:High School Diploma or GED equivalent; and minimum of 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.Preferred Experience:Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.FIS/IBS (Integrated Banking Solutions).
- ...team member to engage lobby clients, educate on self-service banking, and assist with transactions. You will handle cash, build relationships, and connect clients to suitable financial solutions while ensuring compliance and exceptional service. The role emphasizes reliability...SuggestedWork at officeShift work
$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...SuggestedFlexible hoursWeekend work- ...Relationship Banker - Copiague and Hauppauge, NY Area *Bilingual Spanish required Copiague, New York;Hauppauge, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...SuggestedFlexible hoursWeekend work$25.07 - $41.79 per hour
...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...SuggestedHourly pay- ...ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
- ...client conversations to understand financial goals, and link clients to suitable solutions. Responsibilities include building client relationships, following compliant processes, and supporting a high-quality client experience at multiple NY locations. #J-18808-Ljbffr...
- ...Bank of America in Hicksville, NY is seeking a customer-focused banker to engage clients in the lobby and guide them through self-... ...them with suitable solutions. This in-office role emphasizes relationship building, adherence to policies and laws, and collaboration with...Work at office
- ...Private Client 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
- Webster Banking Career Opportunity If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their...Flexible hoursWeekend work
- ...mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- NBT Bank is seeking a Relationship Banker to deliver high-quality customer service and consultative support. You will handle deposits, consumer lending transactions, and account openings, while educating customers and cross-selling suitable products. The role may be in...
- ...clients to solutions that meet the financial goals 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...Flexible hoursWeekend work
$18.5 - $23.42 per hour
Pay Range: $18.50 - $23.42 Bend, Twist, Crouch, Squat The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met...Full timeTemporary workPart timeBank staffWork visaFlexible hours- Suffolk Federal Credit Union is seeking a Personal Banker II to deliver exceptional service to members, focusing on relationship building and cross-selling within retail banking. Qualified candidates must have a high school diploma, two years of customer service experience...
- Bank of America in Commack, NY is hiring a client service-focused role in the lobby to educate clients on self-service resources and accurately process cash transactions. You will engage clients to understand their financial goals and connect them with solutions. The role...
- Valley Bank is seeking a Relationship Banker to drive branch growth by deepening customer relationships and acquiring new clients through proactive cross-selling. You will deliver exceptional service, uphold regulatory standards, and promote our digital banking tools to...
- ...multiple responsibilities simultaneously. Balanced decision making keeping both customer and company in mind. Strong interpersonal and relationship building skills. Effective selling, cross‑selling and referral skills. Microsoft product proficiency and the ability to use core...Work experience placement
- Metropolitan Commercial Bank is seeking a Universal Banker to engage with new and existing customers, understand their financial needs... ...guiding them through banking options. You will develop deep relationships, educate customers on how to bank with us, and process teller...
- Citigroup Inc. is seeking an entry-level Personal Banker to assist in sales, service and product activities in coordination with the customer service team. The role focuses on fostering client relationships, growing deposits and cross-selling treasury and small business...
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- Webster Bank seeks a Banking Center Relationship Banker 2 in New York to deliver exceptional customer service while supporting sales and operations goals. You will process routine transactions, learn client needs, and build lasting relationships across business segments...
- ...DescriptionResponsibilities include but are not limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all new business referrals from Senior Management, the branch network...
- JPMorganChase is seeking a Private Client Banker to represent our brand, deliver premier service, and manage the banking relationships of Chase's affluent clients within a branch setting. You will drive growth by proactively soliciting referrals and delivering tailored...
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or...- Job Title Simple Staffing is hiring for this position on behalf of New York Life Insurance Company About New York Life Founded in 1845, New York Life Insurance Company is the largest mutual life insurance company in the United States and one of the most respected...Flexible 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$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$55k - $130k
...meaningful businesses while making a lasting impact on the clients and communities they serve. Our approach is rooted in authentic relationships, customized business support, and a commitment to "redefining possible" for our advisors. Build What's Next-On Your Terms We'...Flexible hours$80k - $150k
...candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long‑term advising relationships, and excellent communication skills. Apply now! Responsibilities Assist clients in implementing financial recommendations such...
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