Relationship Banker
Greenfield Banking CO
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Relationship Banker Duty Summary The position of Relationship Banker is responsible for fulfilling our mission of providing customer care, quality service and community support while building lasting customer relationships by providing personalized financial guidance and offering tailored product solutions that help clients achieve their goals. Essential Duties Supports both teller and platform functions; focuses on learning and providing excellent customer service. Accurately processes teller transactions and resolves basic customer inquiries. Identifies and refers simple sales opportunities while adhering to compliance and operational standards. Builds foundational banking, digital, and referral skills to progress toward relationship management. Operates personal computer and transaction scanner to process account activity, determine balances, and resolve problems within given authority. Reports malfunctions of equipment as directed. Performs official notary duties upon completion of becoming a Notary Public for the State of Indiana. All required costs associated with certification will be covered by GBC. Answers telephones and directs callers to proper Bank personnel. May gather data and process various reports (e.g., currency transaction, returned items, overdrafts, callbacks, etc.) May assist in opening and closing the vault daily; may assist in balancing vault currency and coin. May type routine letters, reports and forms. Maintains files, copies, scans and faxes documents, and orders and distributes supplies. Treats people with respect; keeps commitments; inspires the trust of others; works ethically and with integrity; upholds organizational values; accepts responsibility for own actions. Demonstrates knowledge of and adherence to Equal Employment Opportunity (EEO) policy; shows respect and sensitivity for cultural differences; educates others on the value of diversity; promotes working environment free of harassment; builds a diverse workforce and supports affirmative action. Assures compliance with all Bank policies and procedures and all applicable state and federal banking laws, rules and regulations. Completes administrative tasks correctly and on time; supports the Bank’s goals and values; benefits the Bank through outside activities. Performs the position safely, without endangering the health or safety to themselves or others and will be expected to report potentially unsafe conditions. The employee shall comply with occupational safety and health standards and all rules, regulations and orders issued pursuant to the OSHA Act of 1970, which are applicable to one’s own actions and conduct. Minimum Requirements High school diploma or general education degree (GED); or related experience and/or training; or the equivalent combination of education and experience. Work related experience should consist of a cash handling and/or customer service background. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Caring, Professional & Responsive. Friendly and people oriented. Enjoy interacting with others face to face. Intermediate skills in computer operation including Microsoft Suite. Basic typing skills to meet production needs of the position. Basic math skills; calculate interest and balance accounts; add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions and decimals; locate routine mathematical errors; count currency, coin and negotiable instruments in a timely manner. Excellent verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, interpret documents, understand procedures, write reports and correspondence, and speak clearly to customers and employees. Ability to deal with routine problems involving multiple facets and variables in standardized situations. Good organizational and time management skills. Ability to work with general supervision while performing duties. Current driver’s license and a vehicle with appropriate insurance coverage if required to drive in the course of performing assigned duties and responsibilities. Please note that this job description is not inclusive of all activities, duties or responsibilities that are required of this position. Duties, responsibilities and activities are subject to change at any time with or without notice. #J-18808-Ljbffr
- ...processing cash transactions for clients as needed. 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...SuggestedShift workWeekend workDay shift
- ...superior customer service, and bank directed initiatives. May be involved in community initiatives to support the development of relationships in the areas the Bank serves. Essential Functions Contributes to branch growth and participates in activities designed...Suggested
$92.36k - $123.16k
Pay Range: $92,361.00 - $123,155.00 Provides holistic advice and solutions to business banking customers with an advanced level of independence. Source, develop, and deliver business related products/services for our existing & new business banking clients. Focus on ...SuggestedFull timeTemporary workPart timeWork experience placementLocal areaWork visaMonday to FridayFlexible hours$116.4k - $194k
...wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely...SuggestedTemporary workWork experience placement- 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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$18.68 - $31.14 per hour
...to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and...Hourly pay$22 - $27.75 per hour
...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...Work at officeLocal areaWork from homeFlexible hoursAfternoon shift$18.68 - $31.14 per hour
...needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated... ...specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for...$18.68 - $31.14 per hour
M&T Bank is hiring a Branch Teller in Portland, Maine, responsible for enhancing customer experience through sales and digital engagement. This role ensures effective resolution of customer queries while meeting compliance standards. Applicants should possess a high school...Hourly pay- ...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
$28.85 - $33.65 per hour
...in obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and collaboration...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...where goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all...Full timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Operational Risk Manager (ORM) The Operational Risk Manager (ORM) serves as the regional leader for operational risk mitigation, safety, and compliance. This role is responsible for driving a culture of safety and risk awareness across field operations, ensuring contractual...Work at officeLocal areaRemote work2 days per week
$80k - $150k
...Portland Maine Job Summary The Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full... ...and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including...Work experience placementWork at officeFlexible hoursNight shift$27.4 - $41.83 per hour
...Location:For Those Who Work At Home, MaineJob SummaryThe Business Banking Virtual Relationship Manager actively manages a portfolio of clients within the entry end of the Business Banking segment. They effectively manage the client relationship by selling and promoting...Hourly payWork at officeRemote workWork from homeFlexible hoursNight shift$65k - $78k
Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Full timeContract workWork at officeFlexible hours- ...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their 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 FridayFlexible hoursShift workDay shift
- ...obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...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
- ...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...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$4,001 - $6,300 per week
About this role If you have sales experience and you are tired of working a territory, sitting in an office, driving to appointments, or being capped at a quota someone else set — this role was built for you. We are hiring experienced sales professionals to join ...Weekly payPermanent employmentFull timeWork at officeRemote workWork from homeHome officeFlexible hours$4,001 - $6,300 per week
About this role We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. What the day-to-day looks like Contact warm...Weekly payFull timePart timeRemote workWork from homeFlexible hours$139k - $185k
This is a remote position, however, the candidate must reside within 30 miles of one of the following locations: Portland ME, Chicago IL, Boston MA, Washington DC, Dallas TX, San Jose CA, Seattle WA, or New York City NY. WEX is an innovative payments and technology ...Remote jobFlexible hours
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