Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

vnbcareers

Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions. Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers. Demonstrates and promotes online and mobile banking capabilities. Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff. Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines. Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits. Participate in community events and supports CRA initiatives, activities, and programs. Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements. Adhere to the bank's code of conduct and all policies and procedures. Required Skills: Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience: High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role. Preferred Experience: 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field. FIS/IBS (Integrated Banking Solutions). #J-18808-Ljbffr vnbcareers

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Orlando, FL vacancy
  •  ...Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional... 
    Suggested

    Valley National Bancorp

    Orlando, FL
    4 days ago
  •  ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a... 
    Suggested
    Work at office
    Local area
    Day shift

    Bank OZK

    Winter Park, FL
    1 day ago
  •  ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business... 
    Suggested
    Temporary work
    Work at office
    Night shift
    Weekend work

    Truist

    Orlando, FL
    4 days ago
  • $52k - $60.73k

     ...by visiting and logging into the careers section of the system. Job Description: At Regions, the Senior Small Business Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and... 
    Suggested
    Full time
    Work at office
    Flexible hours

    Regions Bank

    Orlando, FL
    2 days ago
  • $49.9k

     ...Relationship Banker Team Lead 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 needs, and meeting those needs by proactively offering appropriate products... 
    Suggested
    Full time
    Local area
    Flexible hours

    Regions Financial

    Orlando, FL
    2 days ago
  • Relationship BankerThis position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer... 
    Work at office
    Night shift

    First National Bank

    Winter Park, FL
    6 days ago
  • $350k

     ...Private Advisor will: Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI's and or...  ...management industry as either a Financial Advisor, Private Banker, or Relationship Manager with proven track record of generating... 

    Avior Executive Search, Inc

    Orlando, FL
    3 days ago
  •  ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank 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 through... 
    Full time
    Temporary work
    Work experience placement

    PNC

    Orlando, FL
    4 days ago
  •  ...trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker – Responsibilities Perform daily branch functions including client services, teller operations, vault duties, account opening/... 
    Temporary work
    Work at office
    Remote work
    Night shift

    Cypress Bank & Trust

    Winter Park, FL
    22 hours ago
  •  ...opportunity to contribute to the companys success. As a Personal Banker within PNC's Retail Branch organization, you will be based...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Orlando, FL
    21 hours ago
  •  ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client...  ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC Financial Services Group

    Altamonte Springs, FL
    1 day ago
  • Job Responsibilities Responsibilities include, but are not limited to: 1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement. 2. Product Knowledge: Understand all bank products and services, educate...

    Valley National Bancorp

    Winter Park, FL
    4 days ago
  •  ...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 work
    Work experience placement
    Local area

    Chase

    Orlando, FL
    3 days ago
  •  ...Job Description Job Description Commercial Banking Relationship Manager –Orlando, FL FinTrust Connect has partnered with a well...  ...estate banking. This role is ideal for an experienced commercial banker who can develop new relationships, expand an existing... 

    FinTrust Connect Careers

    Orlando, FL
    a month ago
  •  ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising...  ...goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Next Frontier Capital

    Orlando, FL
    4 days ago
  •  ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Orlando, FL
    2 days ago
  • $55k

     ...financial counseling as a public service. FEC counseling services are based on four guiding principles: establishing safe banking relationships, increasing savings, reducing debt, and building credit. The FEC is operated in partnership between Orange County Local... 
    Full time
    Temporary work
    Work at office
    Local area
    Monday to Friday
    Flexible hours
    Weekend work
    Afternoon shift
    Early shift

    Habitat For Humanity Of Greater Orlando Inc

    Orlando, FL
    6 days ago
  •  ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    5 days ago
  • $78.3k - $151k

     ...with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.Essential Job Functions:Client Service: Prepare and present to clients portfolio reviews,... 
    Full time
    Interim role
    Work at office

    CliftonLarsonAllen

    Orlando, FL
    3 days ago
  • Job DescriptionJOB SUMMARY: A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals.ESSENTIAL DUTIES AND RESPONSIBILITIES... 
    Full time
    Interim role
    Local area

    BankUnited

    Orlando, FL
    4 days ago
  •  ...and Integrity: Passing a background check is essential, and your reputation for reliability and honesty will build lasting client relationships.Desire to Stay Active: Your eagerness to continue contributing to society, coupled with your wealth of experience, makes you the... 
    Extra income
    Part time
    Remote work
    Work from home
    Flexible hours

    Melius Consulting

    Orlando, FL
    21 hours ago
  • $52k

     ...Senior Consumer Relationship Banker At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate... 
    Full time
    Work at office
    Flexible hours

    Regions Financial

    Lake Mary, FL
    6 days ago
  •  ...personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Orlando, FL
    5 days ago
  •  ...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    The PNC Financial Services Group

    Orlando, FL
    2 days ago
  •  ...Analyze creditworthiness 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

    Synovus

    Orlando, FL
    5 days ago
  •  ...Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of...  .... • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients... 
    Work at office

    First Horizon Bank

    Orlando, FL
    1 day ago
  •  ...want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective... 
    Full time
    Immediate start
    Day shift

    Bank of America

    Orlando, FL
    3 days ago
  •  ...Bankers Life in Florida is seeking motivated individuals to join our insurance and financial solutions team, working one-on-one with clients to tailor coverages and plans. No finance background is required at first; you’ll get licensed and Bankers Life covers Life & Health... 

    Bankers Life

    Orlando, FL
    3 days ago
  •  ...for new advisors. Advice-Centric Experience : Deliver holistic, personalized financial guidance with tools that enhance client relationships. Scalable Growth Support : From marketing and practice management to succession planning, we help you grow your business your way... 
    Full time

    Cetera Wealth Services

    Orlando, FL
    22 hours ago
  •  ...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. Assist clients in implementing... 

    WizeHire

    Orlando, FL
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!