Relationship Banker
Dormont Manufacturing Company
Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include 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. 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 clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications 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 and travel to any financial center location within a reasonable distance Desired Qualifications 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 Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr
- ...Relationship Banker I The Relationship Banker I position serves as a teller and customer service advocate for banking customers. This role focuses strongly on building banking knowledge and supporting the company's strong reputation for excellence and reliability through...SuggestedWeekend work
$41.71k - $65k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...and assist with banking transactions through self-service resources. The role involves managing cash transactions and building relationships with clients to address their financial needs. Strong critical thinking and communication are essential. Candidates must be adaptable...Suggested
- ...Relationship Banker West Valley City, Utah;Salt Lake City, Utah; Murray, Utah; Salt Lake City, Utah; West Valley City, Utah; Salt Lake City, Utah; Salt Lake City, Utah; Salt Lake City, Utah **To proceed with your application, you must be at least 18 years of age.** Acknowledge...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...SuggestedHourly payWork experience placementDay shift$22 - $27 per hour
...High School Diploma or GED. 2 years of banking and/or demonstrated sales experience. 2 years of developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling...Hourly payWeekend work$20.19 - $28.03 per hour
...finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and... ...creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Hourly payFull timeWork at office$20.67 - $31.25 per hour
...Personal Banker Location: 1939 W 4700 South - Taylorsville, Utah 84118 Be a problem solver, trusted advisor, and partner to the... ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence...Hourly payWork experience placementDay shift$25 - $38.46 per hour
...Private Client Banker page is loaded## Private Client Bankerlocations: Taylorsville, UTtime type: Full timeposted on: Posted Todaytime... ...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$97k - $192k
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 Strong benefits and retirement package Life insurance Professional development...Work at officeLocal areaWork from homeFlexible hours- ...social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Full timeLocal area
- ...and Salt Lake City. Our mission: Using creative business and personal planning, we help our clients achieve financial freedom one relationship at a time. We feel that our true team approach and entrepreneurial atmosphere sets us apart from other firms in our industry....Full timeFlexible hours
- ...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...Contract workTraineeship
- Job Overview A law firm seeks a Debt Finance Associate to join its Finance Practice Group in Salt Lake City, UT. The associate will engage in a variety of debt finance transactions, including drafting, negotiating, and executing financing documents, and advising on credit...Work at office
- The Anderson Search Group has been retained by a an $80 billion financial institution to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take...Local area
- Location: Salt Lake City or Rexburg - 5 days a week - Relocation Package Included Summary We are partnered with a global subscription firm, who are looking to hire a Senior Financial Analyst to work with their team based in their Rexburg or Salt Lake City office. Key responsibilities...Work at officeRelocationRelocation package
- Jobtailor in Salt Lake City is seeking a results‑driven financial services professional to grow a personal book of business. You will identify needs of high‑net‑worth clients, review financial goals, and deliver comprehensive recommendations aligned with those goals. The...
- Modern Woodmen of America in Salt Lake City, Utah, is looking for financial representatives dedicated to helping individuals achieve their financial goals through tailored plans. Representatives will provide guidance and products aimed at protecting families and enhancing...
- ...Responsibilities Working with high-net worth individuals identifying needs and developing relationships Reviewing financial goals and delivering comprehensive recommendations that align with clients' needs Developing a book of business to meet and exceed established performance...
- ...with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… A self‐motivated individual with a dynamic, confident...Permanent employmentWork at office
- ...committees. Advise management of anomalies, trends, or patterns affecting student and program eligibility. Maintains effective working relationships and serves as a resource regarding scholarship and financial aid issues, policies, and procedures. Performs other duties as...Permanent employmentTemporary workWork experience placementWork at office
- ...Advisor to drive new client acquisition and serve as a trusted financial partner to prospective clients. This role is ideal for a relationship-focused professional who excels in consultative conversations and thrives in a goal-oriented, growth-focused environment. Key...
$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 timeFor contractorsInternshipLocal area$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$45k - $130k
...insurance, retirement, and estate planning options Foster long-term relationships based on trust, service, and ongoing education Leverage a wide... ...Lake City, UT $100,000.00-$250,000.00 3 months ago Commercial Banker - Mid-Corporate Banking - Vice President Personal Financial...Full timeFlexible hours$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$20 - $23 per hour
Finance Associate Position Type: Full-time, Contract Duration: 6 Months Location: Salt Lake City, UT (Onsite: 5 Days onsite/week) Job Description As a Finance Associate , you will: An analyst within Cleared Collateral Management will primarily be focused on building operational...Hourly payFull timeContract workTemporary workWork experience placementWork at officeImmediate startWorldwideFlexible hours- A leading proprietary trading firm is seeking experienced equity/options traders or motivated beginners for a remote role. The ideal candidate will trade with firm capital, manage risk, and engage in a supportive trading community. This opportunity allows for a part-time...Remote jobFull timePart time
- ...outreach, speaking, and content creation. Jobs To Be Done Conduct initial consultations with prospects and secure new relationships Design and implement financial plans for new clients Own the construction, implementation, and execution of investment plans...Live inRelocation
- ...motivated individual to start a private wealth advisory practice in Salt Lake City. The selected candidate will build on existing relationships with insurance producers to grow the book of business. Success in this position requires a proactive approach to client...Private practice
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