Personal Banker
Jobtailor
Responsibilities Deliver professional, friendly, and efficient service through video interactions Respond to customer inquiries and resolve routine issues Accurately process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments Ensure compliance with customer identification and security procedures Maintain a welcoming and customer-focused experience during every interaction Identify customer financial needs and recommend appropriate products and services Generate referrals to various areas of the Bank and affiliated business partners Process and balance daily teller transactions while maintaining accuracy standards Monitor ATM and ITM cash levels and coordinate service requests as needed Respond to customer issues and make sound decisions that minimize risk to the customer and the Bank Requirements Minimum 12 months of sales and/or customer service experience in a retail environment Strong verbal communication and interpersonal skills Comfortable interacting with customers through video technology Ability to multi-task and work within multiple computer systems simultaneously Strong problem-solving skills and attention to detail Knowledge of banking products and services preferred Ability to handle customer complaints and routine problem resolution independently Core Competencies Demonstrates expertise in delivering exceptional customer service through video interactions, with a strong focus on problem-solving, transaction processing, and compliance with banking procedures. Proficient in identifying customer needs and recommending suitable banking products and services. #J-18808-Ljbffr
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- ...Local. Work Local. Position Summary: As a Relationship Banker II , you will play a key role in shaping the customer... ...building lasting relationships through financial education and personalized solutions. This is the perfect opportunity for someone looking...SuggestedWork at officeLocal area
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- ...Navigant Credit Union, you'll be on the front lines of helping our members with their financial needs and supporting a positive and personalized experience. We're looking for someone to play an active role in the following areas: Delivering Outstanding Service: Help...Suggested
$18.5 - $23 per hour
Webster Banking Center Teller 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 ...Hourly pay$21.5 - $26 per hour
...you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker II role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation...Flexible hoursWeekend work$24 - $26.27 per hour
Bank Of America JobAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders ...Hourly payFlexible hoursWeekend workDay shift$21.5 - $26 per hour
...you can expand your career potential, benefit from our robust development opportunities, and enjoy meaningful work! The Relationship Banker II role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation...Flexible hoursWeekend work- Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently processing cash transactions for clients as needed Having deep conversations with clients to gain in-depth knowledge of their financial...
$21.5 - $26 per hour
## Banking Center Relationship Banker 2Applylocations: Barrington, RItime type: Full timeposted on: Posted Yesterdayjob requisition id: R26\_0000000608If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been...Flexible hoursWeekend work- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
$25 per hour
...Description Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know... ...helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers,...Hourly payLocal areaFlexible hoursAfternoon shift- ...Job Description Job Description Universal Banker (Full-Time) BayCoast Bank – Somerset Branch Empower Your Career with BayCoast... ...under the direction of the Branch Manager, you’ll provide personalized financial solutions, process transactions, open accounts, and...Full timeWeekend workAfternoon shift
$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experienceBuild personalized, holistic financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their...Work at office- Herzing University in Providence, Rhode Island is looking for a Financial Aid Advisor to assist students with the financial aid process and funding options. The role is vital for guiding a diverse student population, offering onboarding support and growth opportunities...Hourly payWork at officeRemote workAfternoon shift
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$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
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$48k - $100k
...and guidance. Our 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...Shift workDay shift$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeInternshipLocal areaFlexible hours$61k - $119k
...your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve...Work at office- Northwestern Mutual in Providence, Rhode Island, is offering an internship for College Financial Representatives. This opportunity allows students to learn financial planning, develop a professional network, and gain exposure to proprietary planning tools. The role involves...Full timeInternship
$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment- Join to apply for the Financial Aid Counselor role at Inside Higher Ed Brown University To view the full job posting and apply for this position, go to: Job Summary The Financial Aid Counselor is the first point of contact for the Office of Financial Aid (OFA) in The...Work at office
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Hourly payWork experience placementImmediate startRemote workFlexible hours3 days per week
- ...or retirees. EFS Advisors provide sound professional advice helping clients pursue their financial goals by developing a personalized retirement plan based on the client’s unique financial situation. While in our corporate office each advisor provides value to the...Full timeTemporary workWork at office
- Senior Financial Advisor — WealthMax Financial Group Bristol, RI & Foxborough, MA WealthMax Financial Group. A fully independent fiduciary firm specializing in retirement, tax, and estate planning for pre‑retirees and retirees. We're hiring an experienced Senior Financial...
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