Relationship Banker
Jobtailor
Advocate for members and enhance their experience by providing solutions aligned with their financial goals Attract new retail and business members and deepen relationships with existing members using The Member Advantage approach Deliver exceptional member service with accuracy and operational excellence, including problem and complaint resolution Support branch growth and a profitable book of business to achieve individual, team, and corporate goals Build relationships through community/foundation involvement and member referrals Promote, educate, and demonstrate available service channels Participate in coaching, job shadowing, mentoring, and training Detect and report fraud or irregular activities Ensure compliance with applicable policies, procedures, and regulatory guidelines Achieve management-provided goals and objectives Requirements Associate degree preferred, or equivalent combination of education and experience One to two years of branch banking experience Must pass and maintain a Notary Public License within six months of completing Relationship Banker Training Signature Guarantee permissions Proficiency in Microsoft Word and Excel Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint Ability to multitask to meet or exceed minimum performance standards Effective verbal, written, listening, and auditory 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 Ability to operate in a rapidly changing, dynamic environment Fluency in English; bilingual applicants fluent in a second language are highly encouraged to apply Core Competencies Demonstrates strong member advocacy and relationship-building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional service and achieving performance goals in a dynamic banking environment. Highest-signal resume keywords Branch Banking Experience Notary Public License Microsoft Office Suite Proficiency Effective Communication Skills Interpersonal Skills ATS Optimization Keywords Hard Skills Branch Banking Fraud Detection Problem Resolution Operational Excellence Multitasking Soft Skills Verbal Communication Written Communication Listening Skills Flexibility Interpersonal Skills Certifications & Qualifications Notary Public License Industry Keywords Member Advocacy Financial Goals Community Involvement Service Channels Regulatory Compliance Tools & Technologies Microsoft Word Microsoft Excel Microsoft PowerPoint Microsoft SharePoint #J-18808-Ljbffr
$50.1k - $82.8k
...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...SuggestedPart timeLocal areaImmediate startDay shift- ...Relationship Banker IIInvest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. Join a nationally recognized...SuggestedLocal area
- ...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Proficient in...Suggested
- ...Arrow Financial Corporation is seeking a Relationship Banker for its Colonie office. This role requires a dynamic individual to cultivate customer loyalty while providing exceptional service and mentorship. The successful candidate will manage transactions, address customer...SuggestedWork at office
- ...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...SuggestedAfternoon shift
$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Banking Professional This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support...Work at office
$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...Hourly payDay shift- ...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
$25 - $38.46 per hour
...Private Client Banker Location: 767 New Louden Road - Latham, New York 12110 Job Summary Be a problem solver, trusted advisor... ...Key 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$47.47k - $51.63k
...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions ~ Are...Full timeWork at office$80k - $100k
Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. This range is provided by Bankers Life. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $80,000.00/yr...Full timeWork at officeFlexible hours$65k - $75k
Senior Finance Associate The Senior Finance Associate provides support to the Finance Department in managing various accounting, budgeting, reporting and audit support functions. Pay Status and Classification: Exempt, Regular Full-time, Hybrid. This position is not eligible...Full timeRelocation packageFlexible hours- Financial RepresentativeAre you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative,...Flexible hours
$45k - $100k
...lives – the best of both worldsA culture of continuous improvement and professional developmentKey responsibilities include:Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$55k - $130k
...meaningful businesses while making a lasting impact on the clients and communities they serve. Our approach is rooted in authentic relationships, customized business support, and a commitment to "redefining possible" for our advisors. Build What's Next-On Your Terms We'...Flexible hours$96.69k - $112.15k
...share more during the interview process.Benefits and culture:New Leaf Energy's success is driven by our collaborative, long-term relationships based on trust and transparency. We offer a flexible work environment that places significant responsibility in independent...Work at officeLocal areaImmediate startWork from homeFlexible hours$65k - $75k
Senior Finance AssociateThe Senior Finance Associate provides support to the Finance Department in managing various accounting, budgeting, reporting and audit support functions.Pay Status and Classification: Exempt, Regular Full-time, Hybrid. This position is not eligible...Full timeRelocation packageFlexible hours- WizeHire, Inc is seeking ambitious individuals to join as Financial Representatives with no prior experience required. You will provide financial guidance to individuals, families and businesses to help them reach long-term goals. Through a structured training program,...
- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$65k - $80k
...where goals were met or exceeded.Sets and accomplishes goals, achieving whatever you put your mind to.Builds and nurtures strong relationships.Collaborates effectively with others to get things done.Communicates effectively and confidently and is comfortable engaging all...Temporary workWork at officeMonday to FridayDay shift$75k
Entry-Level Financial Representative Thoroughbred Advisors - National Life Group Latham, New York, United States About this position Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious...Flexible 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 from...Full timeInternshipLocal area- ...clients achieve meaningful financial wellness. Our network of over 4,300 financial professionals nationwide is committed to fostering relationships that support clients on their financial journeys. If you are passionate about helping individuals and families reach their...Work experience placementWork at officeLocal areaFlexible hours
- Maverick Trading is hiring a fully remote Equity & Options Trader open to applicants in Schenectady, NY. We are a 25+ year proprietary trading firm that allocates firm capital to disciplined traders and scales buying power based on performance and risk management. Trading...Temporary workFor contractorsLocal areaRemote work
$114.9k - $152.3k
Associate, Software EngineeringJob Duties: Associate, Software Engineering with Goldman Sachs Wealth Services, L.P. in Cohoes, New York. Develop, enhance, support and maintain the Firm's software solutions in support of its global businesses. Design and implement high-...- Northwestern Mutual is seeking College Financial Representatives for an internship program in Town of Colonie, NY. This position offers students a chance to build a financial planning practice, network with professionals, and gain valuable financial knowledge while working...Full timeInternship
- Wealth Management Advisor Assess and fulfill customer's investment and financial needs and/or planning requirements. Responsible for the sale and distribution of investment and insurance products and services. Responsible for assisting in developing, implementing and...Full timeWork at office
$25 per hour
...Citizens Bankers Job Starting Salary: $25 / hour and up Job Title Citizens Bankers are the face of the branch. They devote... ...their time getting to know their customers and building lasting relationships by providing trusted advice. Job Description Are you...Hourly payFull timeLocal areaFlexible hoursShift workAfternoon shift$17 - $25.89 per hour
...Job Description Job Description POSITION: Client Service Banker LOCATION: Malta REPORTS TO: Senior Branch Manager... ...and procedures to maintain compliance standards. Builds relationship with clients by actively listening to deepen relationships and...Hourly payFull time
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