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
- ...Relationship Banker - Greater Albany Area Albany, New York;Latham, New York; Troy, New York; Schenectady, New York; Albany, New York; Delmar, New York; Albany, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Invest 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 bank and a capital...SuggestedLocal area
$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 pay- ...Attract new retail and business members while fostering deeper relationships with existing members Prioritize the delivery of exceptional... ...Public License (within 6 months of completion of Relationship Banker Training) Proficient in Microsoft Word and Excel Ability to multi...Suggested
$20.67 - $31.25 per hour
...Personal Banker Location: 782 Hoosick Rd - Troy, New York 12180 Job Summary Be a problem solver, trusted advisor, and partner... ...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- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...
- ...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: 241 Saratoga Road - Glenville, New York 12302 Job Summary: Be a problem solver, trusted advisor... ...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$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- ...POSITION SUMMARY: The Universal Banker focuses on the branch's customer experience through sales, service, and engagement of... ...modify accounts to address customer needs and maintain or expand relationships. Educate customers and explain the features and benefits of...
$65k - $80k
...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...Temporary workWork at officeMonday to FridayDay shift$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible 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
- 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
$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- 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
$75k
Job Description Job Description 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 individuals eager to learn and grow in the financial services industry. As a Financial Representative...Flexible hours- ...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
- ...Management is seeking candidates for the Advisor Development Program - Financial Advisor. You will identify client needs, build relationships with high-net-worth individuals, and deliver comprehensive recommendations aligned to goals, under mentorship from Merrill teams...Work at office
- 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
$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- Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and...
$65k - $80k
...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...Temporary workWork at officeMonday to FridayShift workDay shift$25 per hour
...Job Description Starting Salary: $25 / hour and up 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. What you'll do Are you outgoing...Hourly payLocal areaFlexible hoursAfternoon shift- ...-energy, detail-oriented call center/consumer direct mortgage bankers to work bank-provided leads within our 50-state platform. Remote... ...and more! Strong Secondary Department with over 50 investor relationships and direct seller to Fannie Mae, Freddie Mac, and Ginnie Mae...Work at officeRemote work
- Financial Service Representative - New York Deferred Compensation Plan This position is responsible for providing exposure to both Sales and Service for New York Deferred Compensation Plan. Successful candidates should possess: Associates Degree, Bachelor's Degree...Contract work
- ...Controller – GP Fund Solutions As a Controller at GPFS, your work drives client success, supports investors, and strengthens lasting relationships — all while growing your own career. Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across...Work at officeTrial period
- Senior Third Party Manager | Vendor Governance & RiskDe positieStrategische rol binnen een internationale financiële organisatieExterne leveranciers spelen een steeds belangrijkere rol binnen financiële organisaties. Van technologische dienstverlening tot bedrijfskritische...
- ...As an Investor Services Associate GPFS, you'll play a key role in delivering exceptional services and building lasting investor relationships. Join GP Fund Solutions (GPFS) - a people-first fund administrator serving clients across the US, UK, and EU. We offer a collaborative...Full timeWork at officeTrial period
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