Relationship Banker
Jobtailor
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. 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 Requirements 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' needs Will 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 Can be flexible to work weekends and/or extended hours as needed 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. Core Competencies Demonstrates expertise in client engagement and financial services, effectively educating clients on self-service banking technologies while adhering to regulatory guidelines. Possesses strong problem-solving skills and a results-oriented approach to meet clients' financial needs. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Critical Thinking ATS Optimization Keywords Hard Skills Cash Transactions Processing Self-Service Banking Technologies Mobile Banking Online Banking ATM Operations Sales Techniques Financial Products Knowledge Time Management Operational Excellence Regulatory Compliance Soft Skills Relationship Building Effective Communication Problem-Solving Adaptability Motivation Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Financial Services Client Experience Sales Goals Risk Culture Business Knowledge #J-18808-Ljbffr
$25.07 - $41.79 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- ...Relationship Banker - Copiague and Hauppauge, NY Area *Bilingual Spanish required Copiague, New York;Hauppauge, New York **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...SuggestedFlexible hoursWeekend work$23.17 - $26 per hour
...Banking Center Relationship Banker 2 If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve...SuggestedFlexible hoursWeekend work- Bank of America in Commack, NY is hiring a client service-focused role in the lobby to educate clients on self-service resources and accurately process cash transactions. You will engage clients to understand their financial goals and connect them with solutions. The role...Suggested
- Suffolk Federal Credit Union is seeking a Personal Banker II to deliver exceptional service to members, focusing on relationship building and cross-selling within retail banking. Qualified candidates must have a high school diploma, two years of customer service experience...
- ...Relationship Banker - Long Island East, NY Area Spanish Required Holbrook, New York;Shirley, New York; Smithtown, New York; Riverhead, New York; Port Jefferson Station, New York; Medford, New York **To proceed with your application, you must be at least 18 years of age...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York. This role entails building strong relationships, identifying lending opportunities, and collaborating with cross-functional teams...
- ...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...
- ...client conversations to understand financial goals, and link clients to suitable solutions. Responsibilities include building client relationships, following compliant processes, and supporting a high-quality client experience at multiple NY locations. #J-18808-Ljbffr...
- Metropolitan Commercial Bank is seeking a Universal Banker to engage with new and existing customers, understand their financial needs... ...guiding them through banking options. You will develop deep relationships, educate customers on how to bank with us, and process teller...
- ...clients to solutions that meet the financial goals 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...Flexible hoursWeekend work
- NBT Bank is seeking a Relationship Banker to deliver high-quality customer service and consultative support. You will handle deposits, consumer lending transactions, and account openings, while educating customers and cross-selling suitable products. The role may be in...
$250k
## 26987268 Personal Banker SAFE Act - Bilingual: Spanish/English Preferred - Brentwood BranchApplyremote type: On-Sitelocations: Brentwood... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...Full time$18.5 - $23.42 per hour
Pay Range: $18.50 - $23.42 Bend, Twist, Crouch, Squat The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met...Full timeTemporary workPart timeBank staffWork visaFlexible hours- Jovia Financial in Commack, NY seeks a Part-Time Member Service Representative/Personal Banker. The role handles member transactions, answers questions, and cross-sells suitable financial products to meet member needs. Qualifications include a Bachelor’s degree or 18 months...Part timeWeekday work
$52k - $68k
..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Full timeImmediate startAfternoon 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 officeFlexible hoursShift workWeekend workDay shift
- ...Union is looking for a Financial Services Representative III (Personal Banker) in Smithtown, New York. This role is essential in delivering exceptional member experiences, enhancing member relationships, and overseeing daily branch operations in collaboration with the...
- ...Personal Banker III (Financial Services Representative) Role Overview: As a Financial Services Representative III (Personal Banker... ...members. This role focuses on building and enhancing relationships through acquisition, retention, and cross-selling strategies within...Local areaFlexible hoursNight shift
$142.1k - $236.8k
...comprehensive 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...Full timeTemporary workWork experience placement- Position: Part‑Time Member Service Representative/Personal Banker Location: Commack, NY Job Id: 482 # of Openings: 1 At Jovia, we celebrate diversity and create an inclusive space where your creativity can shine. We value agile thinking and flexible workspaces, encouraging...Full timePart timeFor contractorsFlexible hours1 day per week
- Role Overview Our Personal Banker II's (Financial Services Representatives) are responsible for delivering exceptional service to both... ...members. In this role, they focus on building and enhancing relationships through strategies such as acquisition, retention, and cross‑...Local areaFlexible hoursNight shift
- ...Citi in Plainview, NY is seeking an entry-level Personal Banker SAFE Act to assist in executing sales and service activities while fostering customer relationships. The role includes working with business credit requests and delivering exceptional client experiences....
- ...career” in the U.S. Join us!About this role:Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Work experience placementFlexible hours
- ...mortgages from various sources Produce high quality jumbo loans which are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-...Hourly payMinimum wageWork experience placementWork at officeImmediate start
$142.1k - $236.8k
...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...Temporary workWork experience placement$90k
...ideas are valued, and your contributions make a real difference. If you’re ready to make a meaningful impact and build lasting relationships, we invite you to join us on this rewarding journey. Responsibilities Guide clients in developing personalized financial plans that...- ...including healthcare, government, higher education, finance, and business (both big and small). We're always aiming to build lasting relationships based on trust, respect, and a shared vision for a better future. Our founder, Jennifer Mason, has cultivated a family-like...Full timeWork at officeRelocation packageFlexible hours
- ...Wealth Advisor to drive revenue through new client acquisition and retention of a high-net-worth book. You will lead the client relationship team, coordinate with investment advisors and trust officers, and develop sales strategies to expand client relationships while...
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