Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with conducting transactions Accurately and efficiently processing cash transactions for clients Having deep conversations with clients to gain in-depth knowledge of financial and life priorities Connecting clients to solutions that meet their financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what's right for clients and the bank Growing business knowledge and network by partnering with experts in small business, lending, and investments Managing financial center traffic, appointments, and outbound calls effectively Requirements 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 Core Competencies Demonstrates expertise in financial services, including cash handling and client relationship management, while effectively connecting clients to financial solutions that align with their goals. Proven ability to execute operational excellence and adhere to established processes in a sales-driven environment. Highest-signal resume keywords Financial Services Experience Cash Handling Experience Sales Experience Client Relationship Management Bachelor's Degree in Finance ATS Optimization Keywords Hard Skills Cash Transactions Processing Sales Goal Achievement Financial Products Knowledge Operational Excellence Risk Culture Execution Soft Skills Client Engagement Effective Communication Relationship Building Problem Solving Industry Keywords Financial Services Industry Business Management Business Administration Financial Solutions Small Business Expertise #J-18808-Ljbffr Jobtailor
- ...engage clients to understand their financial goals and deliver personalized solutions. You will actively acquire and deepen client relationships, provide guidance on TD products, including mortgage options, and ensure risk and regulatory standards are met. Role emphasizes...Suggested
TD
Northfield, NJ2 days ago $57.75k - $96.25k
...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 within PNC's Retail Branch organization, you will be based in Absecon, New Jersey. This branch is located...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift workPNC
Absecon, NJ3 days ago$38.25k
...difference. If you are interested in exploring the possibilities We Want to Talk to You! The Difference You Make: As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their...SuggestedHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shiftSantander Holdings USA Inc
New York, NY3 days ago$38.25k
...are interested in exploring the possibilities We Want to Talk to You! \n \n \n \n The Difference You Make: \n As a Relationship Banker you serve as a trusted advisor to customers, focusing on building strong, long-lasting relationships by understanding their...SuggestedHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shiftSantander Holdings USA Inc
New York, NY8 days ago$20.55 - $34.25 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 payM&T Bank
New York, NY4 days ago- ...Job Summary: MUST BE BILINGUAL ENGLISH & SPANISH A relationship banker is the liaison between the customer and the financial institution, building and maintaining that relationship and offering advice on everything from personal and business accounts to investments...
New Edge Associates Inc
New York, NY23 hours ago - ...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
Chase
New York, NY1 day ago - ...Job Title Responsibilities 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...
Valley National Bancorp
New York, NY1 day ago $18.5 - $23.42 per hour
...Pay Range: $18.50 - $23.42 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. This individual will be...Full timeTemporary workPart timeBank staffWork visaFlexible hoursNBT Bank
New York, NY1 day ago$38.25k
...Relationship Banker, Lexington Ave, NY Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization. Our people are at the heart of this journey and together, we are driving...Hourly payFull timeWork experience placementWork at officeShift workAfternoon shift- ...challenge, this role is a powerful next step into banking, finance, and customer experience. You're the face of Northwest. As a Relationship Banker, you bring the customer experience to life, creating meaningful connections in every interaction and financial conversation....Work experience placementWork at office
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...and assist with self-service banking (ATM, mobile, online). You will accurately process cash transactions and build strong client relationships to understand financial needs and guide clients to suitable solutions. Role requires strong communication, problem-solving, and...Weekend work
- Northwest Bank is seeking a Relationship Banker to deliver excellent customer experiences in our financial center. You will build meaningful connections through thoughtful conversations, guiding customers through accounts and services with accuracy and efficiency. Join...
- Regions Bank is hiring a Relationship Banker II in Pensacola, FL. The role involves meeting with customers in person and by phone to assess financial needs and propose Regions products and guidance to help customers reach their goals. Strong communication, teamwork, and...
- Chase is seeking a Private Client Banker to manage a select group of affluent clients and other branch customers. You will develop their banking relationships using an education-first, advice-based approach and coordinate with specialists for complex needs. The role emphasizes...
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a selective group of affluent clients and other customers in the branch. You will manage their complete banking relationship with a proactive approach to grow balances and acquire new clients...
$20.86 - $25.03 per hour
...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker I Full-time Regular Bronx, NY, US 2 days ago Requisition ID: 1261 Salary Range: $20.86 To $25.03 Hourly About Us: At...Hourly payFull timeH1bLocal area- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and help clients meet their financial needs using our banking solutions and technology. The role focuses on acquiring, managing, and retaining meaningful client...Afternoon shift
- JPMorgan Chase & Co. in New York, NY, is seeking a Private Client Banker in Branch Banking to manage the complete banking relationship for a select group of affluent clients. You will actively solicit referrals, collaborate with specialists, and help clients access self...
$19 - $23 per hour
...customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g. Financial...Work experience placement- JPMorganChase in New York is seeking a Relationship Banker to represent the bank’s brand and deliver hospitality while helping clients meet financial goals. You will service clients, open and manage accounts, and introduce them to Chase solutions with a focus on strong...
- Santander in the United States is seeking a Relationship Banker on Lexington Ave, NY to serve as a trusted advisor, building lasting relationships by understanding clients' financial goals and delivering tailored solutions across banking, lending, and investment products...
- ...clients and assist with transactions in a dynamic financial center. Responsibilities include processing cash transactions, building relationships with clients to meet their financial needs, and fostering an exceptional client experience. The ideal candidate is bilingual in...
- ...selling banking products and services Develop and maintain client relationships by understanding financial needs and providing tailored... ...essential functions and responsibilities of the Relationship Banker role, with District Executive, District Operations Manager, and...Full timeWork experience placementWork at officeAfternoon shift
- ...to engage customers in lobby areas, educate on self-service channels, and process cash transactions accurately. You will build relationships, follow procedures, and connect clients to solutions to meet financial goals, while upholding risk and compliance standards. Ideal...Weekend work
- ...solutions that meet their goals. Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines in daily activities to do what is right...Flexible hoursShift workWeekend workDay shift
- Chase is seeking a Private Client Banker in Branch Banking to be the main point of contact for affluent clients, managing full banking relationships and delivering education and advice tailored to financial needs. You will collaborate with specialists to connect clients...
- ...financial goals Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach... ...Notary Public License within 6 months of completing Relationship Banker Training Signature Guarantee permissions Proficiency in...Work at office
- JPMorganChase in New York City is seeking a Relationship Banker to welcome clients, represent our brand with hospitality, and use our latest banking solutions to address financial needs. You will build lasting client relationships and help clients choose appropriate products...Flexible hoursAfternoon shift
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