Relationship Banker
Bank of America
Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions 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 and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needsWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications 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 Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr
- ...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker - Team Lead is responsible for meeting with customers and prospects both in person and on the phone to determine their financial...SuggestedFull timeLocal areaFlexible hours
- ...Responsibilities / Job Duties: Establish a strong banking relationship with individual customers by building rapport and providing... ...preferred At least one year of previous Teller or Personal Banker experience required Strong mathematical skills; ability to...SuggestedWork at officeNight shift
- ...primarily responsible for managing and growing an assigned portfolio of retail customers consisting of basic to the most complex relationships. This position performs a variety of customer services such as opening new checking, savings, certificate, and safe deposit...Suggested
- ...A financial institution in Knoxville, TN, is seeking a Relationship Manager to drive new customer prospects and manage loan applications. The ideal candidate has a strong background in banking or sales lending, with at least 5 years of experience. Responsibilities include...Suggested
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...SuggestedWork experience placementWork at office
- ...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
- ...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 officeShift workWeekend workDay shift
$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- We are seeking a Financial Planning Associate to support senior advisors in delivering personalized financial plans and client service. This role is ideal for someone looking to build a long-term career in financial services. Our company believes in taking on an educational...Full timeTemporary workPart timeRemote workFlexible hours
- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to...
$58k - $65k
21st Mortgage Corporation is seeking a Financial Counselor to join our team. This position offers an exceptional entry point into the mortgage industry and provides opportunities for long-term career growth. After completing a comprehensive training program, Financial...- ...planning, estate planning, asset allocation, and investment strategies will be key to your success. What You'll Do Build Relationships: Connect with clients to understand their financial needs and goals. Provide Expert Advice: Guide clients on retirement planning...Full timeLocal areaRemote work
$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- ...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
- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...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 from...Full timeInternshipLocal area- ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
- Who We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set...Local areaImmediate startRemote workRelocation
$5,000 per month
...will: Build your own practice while leveraging our infrastructure, mentorship, and reputation. Build and cultivate client relationships through prospecting, consistent communication, and trust-building. Lead with purpose by guiding clients through personalized...Contract workWork at officeFlexible hours- ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...following. Other duties may be assigned Provides friendly, responsive service to all members; cultivates and maintains appropriate relationships with members and co-workers; abides by UT Federal Credit Union's Global and Departmental Service Standards and encourages...Work at officeFlexible hoursNight shift
- ...for our clients. We uphold the highest standards of integrity, respect, and confidentiality. We believe in the power of positive relationships built on trust and empathy. We proudly serve our clients and community with purpose and heart. Core Purpose The...
- Department team lead for the purchasing and receiving of goods and services. Team lead for the department for all accounts payable data entry in DASH to include invoices, petty cash reimbursements, contract and vendor payments, transfer vouchers, procurement card statements...Full timeContract work
- ...clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state...Full timeWork at officeLocal area
$17 per hour
...personal contact with others inside and/or outside the organization for purposes of giving or obtaining information, building relationships, or soliciting cooperation. * Ability to accurately process account entries and transactions, write routine reports and construct...Hourly payFull timeFlexible hours- TCV Trust & Wealth Management / Portfolio Manager / Knoxville, TN TCV Trust & Wealth Management (TCV) a fully employee-owned, independent trust company providing asset management, trust administration, and estate services to individuals, families, nonprofits, and ...Work at officeNight shift
$200k
...accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to evaluate the very... ...interpersonal communication skills necessary to maintain positive working relationships with all management and personnel at all levels. Ability to...- ...team, you have an opportunity to experience first-hand what it takes to be a State Farm Agent. You will build and develop customer relationships within the community to promote State Farm products including auto, home and life insurance. This position will allow you to...For contractorsWork at office
$170k - $190k
...effectively, sold efficiently, and revenue goals are achieved. The manager will drive team performance, develop strong investor relationships, and implement systems that maximize deal profitability and speed of sale. Essential Responsibilities Manage and lead a team...Work from home
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