Relationship Banker
Jobtailor
Responsibilities Advocate for members, seeking ways to enhance members’ experience, providing solutions that help them achieve their financial goals Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals Build new relationships through Community/Foundation involvement and existing member referrals Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance Demonstrate vigilance in detecting and reporting fraud or irregular activities Ensure compliance with all applicable policies, procedures, and regulatory guidelines Achievement of goals and objectives provided by management Requirements Associate degree preferred, or combination of equivalent education and experience One to two years of branch banking experience Passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Proficient in Microsoft Word and Excel Ability to multi-task to meet or exceed minimum performance standards Effective verbal, written and listening communication skills Strong interpersonal skills Flexibility to work out of any location at any time, as business needs dictate Ability to lift at least 10 pounds and stand for long periods of time Core Competencies Demonstrates strong member advocacy and relationship-building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional member service and achieving financial goals through effective communication and operational excellence. #J-18808-Ljbffr
$21.25 - $24.5 per hour
...individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Colonie team as: Relationship Banker This opportunity may be perfect for you if you have experience in: Excellent Customer Service Relationship Building...SuggestedWork at officeLocal areaImmediate startFlexible hours$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payWork experience placementDay shift$44.72k - $57.5k
...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s retail branch 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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- KeyBank in Latham, NY is seeking a Personal Banker to engage clients in conversations, assess financial needs, and offer tailored guidance... .... You will open personal and small business accounts, build relationships, and collaborate with branch teammates to attract new clients...Suggested
$80k - $150k
...Associate Relationship Manager Location: 66 South Pearl Street, Albany New York Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate...SuggestedWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...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
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Goal and results oriented Computer/technical literacy and proficiency...Interim role
- ...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...
$45k - $100k
...advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking, introductions...TraineeshipWork at officeHome officeFlexible hours$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$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- ...Merrill's 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 are...Work at officeShift workDay shift
$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- ...financial advisor is desired. Stellar communication and math skills complemented by a proven track record of building strong client relationships with existing and prospective customers. A bachelor’s degree in finance, business administration, or a related analytical field...Start working todayWork at office
$96.69k - $112.15k
Structured Finance Associate New Leaf Energy is an experienced clean energy developer that partners with landowners, policymakers, and other stakeholders to accelerate the transition to a world powered by renewable energy. We identify high-value sites, work with landowners...Work at officeLocal areaImmediate startWork from home$90.2k
...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client...Full timeLocal area$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$50k - $70k
The Vermont Agency located in Albany, NY, is looking for an eager financial advisor for an entry-level position with significant growth potential. The role involves customizing financial plans, assessing client information, and making strategic financial recommendations...- ...in a supportive, professional growth environment. Responsibilities Immediately serve an existing client base. Build long-lasting relationships and deliver solid financial planning advice. Use CRM and planning to coordinate client service. Work within an established,...Immediate start
$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$50k - $70k
...financial status, income, financial goals, and other factors contributing to wealth management Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor Make strategic product, plan, and investment recommendations...Work at office$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours- ...Merrill’s 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 are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$80k - $90k
...Merrill Advisor Development Program – Financial Advisor, you will work with high-net‑worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective...Interim roleImmediate startShift workDay shift- ...Universal Banker ISkip to main content#Universal Banker I page is loaded## Universal Banker IApplylocations: Albanytime type: Full... ...transactions, loans, and other credit union services. By building strong relationships, you’ll recommend appropriate products, resolve issues, and...For contractorsWork experience placementFor subcontractorWork at officeLocal areaFlexible hoursNight shift
- ...ensures prompt welcomes of assistance to clients, and genuinely thanks clients for their business. Establishes, develops, and retains relationships with existing and potential clients by offering and selling products and services to meet the client’s needs. Demonstrates...Work at office
- ...Universal Banker The Universal Banker position will be responsible to perform the job responsibilities of both a Teller and a Personal... ..., and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank's products and services...Work at officeFlexible hours
- ...systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and... ...solution or partner referral* Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings*...Temporary workSecond jobWork at officeLocal areaWork from homeFlexible hoursAfternoon shift
- ...service, we invite you to apply online today. Summary The Universal Banker I combines the roles of a teller and seller to provide... ...transactions, loans, and other credit union services. By building strong relationships, you’ll recommend appropriate products, resolve issues, and...Work experience placementWork at officeLocal areaNight shift
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