Relationship Banker
Ascendo Resources
Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking institution that is on an upward trajectory and deeply committed to the professional growth of its team. This is a fantastic role for a driven individual looking to advance their career within a supportive and energetic environment. The ideal professional will possess 3+ years of dedicated experience in retail banking or cash handling, along with full fluency in English and Spanish to effectively serve a diverse client base. Responsibilities Provide exceptional service to incoming and existing clients while resolving inquiries with a focus on satisfaction. Process a variety of financial transactions accurately, including deposits, withdrawals, and balancing cash drawers in accordance with operational standards. Identify and cultivate new business opportunities by actively participating in sales initiatives and lead generation. Maintain strict adherence to banking regulations and security procedures to ensure the safety of branch assets and client data. Collaborate effectively within a team setting to support branch goals and assist management with daily operations. Engage in consultative conversations to recommend appropriate financial products and services that meet client needs. Qualifications Must be fully bilingual with the ability to read, write, and speak professionally in English and Spanish. 3+ years of relevant experience within a retail banking or high volume cash handling environment. Proven track record of understanding sales techniques and meeting performance metrics. High school diploma or an equivalent level of education is required. Strong proficiency with general office software and the ability to learn new systems quickly. Excellent verbal and written communication skills with a client first mentality. Comprehensive health, dental, and vision insurance plans. Company sponsored retirement savings program with employer contribution. Paid time off and leave policies. Competitive base salary combined with variable compensation potential. Support for professional development and tuition assistance. Coverage for life and disability insurance. ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. #J-18808-Ljbffr Ascendo Resources
- ...JPMorgan Chase & Co. in New York is seeking a Relationship Banker to build and manage meaningful client relationships, educate clients on technology tools, and deliver exceptional service. You will work with a team to meet financial needs and ensure compliance with banking...SuggestedAfternoon shift
- ...satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to... ...degree (GED) 2 – 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office...SuggestedTemporary workWork at office
- Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking institution that is on an upward trajectory and deeply committed to the professional growth of its team. This is a fantastic role for...SuggestedWork at office
- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts...SuggestedNight shift
- ...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 (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will collaborate with Specialists to connect clients with experts for tailored financial solutions and help clients access...Weekend workAfternoon shift
- ...JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You’ll use investments, planning, credit, and banking know-how to support current clients and attract new...Local area
- ...JPMorgan Chase & Co. is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will work with investments, financial planning, credit and banking to advise current clients and acquire...Local area
- ...Responsibilities 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...
$300k - $425k
..., and you have the support to build a career you truly love. The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise...Work experience placementWork from homeFlexible hoursShift workAfternoon shift- ...We believe in the power of relationships. With our clients and team members, we foster genuine connections that fuel success and create a... ...of a team that’s committed to your success. Position: Personal Banker II Location: Maitland, FL Job Id: 190 # of Openings: 1 Cypress...Work at officeLocal areaRemote workNight shift
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...that meet the financial goals. ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for clients...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship 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...Immediate startAfternoon shift
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- - **Client engagement** - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan. Use your knowledge of technology, cash management, credit, investment and wealth protection to help ...
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank 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...Full timeTemporary workPart timeWork experience placementWork at office
- Senior Personal Banker / Banking Operations Specialist (Contract-to-Hire) Location: Palm Beach, FL Employment Type: 4 month Contract... ...strong understanding of banking operations, excellent client relationship skills, and the ability to manage multiple priorities while maintaining...Permanent employmentContract workBank staff
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank 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...Full timeTemporary workWork experience placementWork at officeShift work
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...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
- ...comprehensive financial planning and investment guidance for individuals and families, building a strong client book, and leveraging relationships to deliver personalized solutions. You will guide clients from new savers to high-net-worth individuals, offering advised...
$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...Full timeContract workFor contractorsWork at office- Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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- ...National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We're entrepreneurs at heart-growing fast, making an impact, and shaping the future of banking in Florida. To...Work at office
- ...prospective clients into long-term clients within their assigned geographic region. The ideal candidate will have deep industry relationships, a consultative approach, and a proven track record of successfully sourcing and establishing new client relationships. Key Responsibilities...Temporary workWork at officeRemote work
- Sharon King - State Farm Agent is seeking an Insurance and Financial Services position to grow the agency through strong customer relations and effective liaison between customer needs and agency departments. You will market relevant products and services, contributing...Work at office
- ...and we are committed to investing in their growth and development. The Universal Banker II will play a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects...Work at officeLocal areaNight shift
- ..., and we are committed to investing in their growth and development. The Universal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving as a trusted frontline advisor who reflects Nicolet...Work at officeLocal area
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