Relationship Banker
Golden Route Operations
Employee Type: Full Time Contact information: Katrina Sweaney Summary Full‑Time Monday‑Friday, available some Saturdays Essential Job Functions Demonstrate Legacy Bank and Trust corporate values in all situations and interactions. Serve daily as lead teller performing basic and complex transactions (Cash handling, balancing of drawers, vaults, coin machine, etc.). Open/close depository accounts and facilitate maintenance on existing accounts. Review for accuracy and compliance. Uncover needs and deepen customer relationships by identifying needs and recommending appropriate bank products. Assist in training and coaching branch retail staff on all retail functions. Possess knowledge of all banking products, including other lines of business within the bank. Stay current on new products, pricing, and cross‑sell opportunities within retail and other departments of the bank. Serve as backup to branch management in leading and coaching branch retail team. Complete all required training as well as ABA assigned courses. Accept and process consumer loan applications, meet with loan customers, and act as a liaison between loan customers and loan officers as needed. Consistently provide exceptional customer service and appropriately manage customer complaints. Comply with bank policy, laws, and regulations. All other duties as assigned. Strong cultural values. Excellent verbal skills and customer service delivery. The ability to handle multiple functions at the same time. Microsoft Word, Excel, and Outlook experience. Education and Experience High School Diploma or equivalent. Two or more years of banking and/or sales experience. Physical Requirements Onsite Position Seeing: Must be able to see well enough to see computer screen and read documents (75-100% of work time spent on activity). Hearing: Must be able to hear well enough to communicate with customers, vendors, and employees (75-100% of work time spent on activity). Sitting: Must be able to sit for long periods of time (50-74% of work time spent on activity). Standing/Walking: Must be able to move about office (75-100% of work time spent on activity). Climbing/Stooping/Kneeling: Must be able to stoop or kneel to pick up paper products or materials (25-49% of work time spent on activity). Lifting/Pulling/Pushing: Must be able to lift up to 10 pounds (0-24% of work time spent on activity). Grasping/Feeling: Must be able to write, type and use technical equipment (75-100% of work time spent on activity). Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Benefits 401(k) 401(k) matching Flexible spending account Health insurance Life insurance Paid time off Vision insurance Physical setting Office Schedule Monday to Friday, available some Saturdays Legacy Bank and Trust is an Equal Opportunity Employer. #J-18808-Ljbffr
$41.71k - $69k
...needs based on customer traffic.Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...Bank of America in Richardson, TX seeks a client-focused banker to engage customers in the lobby, educate them about self-service... ...options, and help with cash transactions accurately. You will build relationships, collaborate across banking teams, and ensure compliance with...SuggestedWeekend work
- ...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...SuggestedWork at officeLocal areaDay shift
- ...Join to apply for the Personal Banker role at PNC Position Overview At PNC, our people are our greatest differentiator and competitive... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workWork experience placementWork at office
- ...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...Suggested
$20.67 per hour
...Personal Banker Location : Location US-TX-Plano Location/Org Data : Name Plano Location : Address 5900 Chapel... ...creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Full timeWork at office- ...Personal Banker Plano, TX, US, 75023 Location: Plano -PLAN Areas of Interest: Consumer Banking; Consumer Lending Pay Transparency... ...experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and prospective...Local area
- ...Position Relationship Banker I Job Summary Responsible for all customer service, sales, and relationship management; serves as the single point of contact for customers, mentors employees, and maintains knowledge of products, policies, and regulatory issues. Essential...
- ...InTouch Credit Union 5640 Democracy Drive Plano, TX USA Personal Banker Job Type Full-time As a not-for-profit community institution, InTouch Credit Union operates branches across Texas, Nevada, and Michigan, proudly serving over 70,000 members in the United States and...Full timeWorldwide
- ...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...Flexible hoursShift workWeekend workDay shift
- ...Then, use our "Get Started" section to take your first step to being a part of First United. The Position Job Title Relationship Banker I Job Description Do you approach serving every customer like they are your family member? Are you intuitively...Temporary workShift work
- ...Personal Banker It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion... ...to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The...Hourly payFull timeWork at officeShift work
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Relationship Banker Business Specialist within PNC's West McDermott Branch, you will be based in Allen, TX. PNC is an in-office company that...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Relationship Banker I At First United Bank we are dedicated to building a culture of care in the communities we serve and we are committed to building lifelong, multigenerational relationships. We are also committed to using our collective talents to make our community...
- ...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...Immediate startAfternoon shift
- ...exceptional customer service, including receipt and payment of cash, while working in a high‑volume sales environment. Evaluate customer relationships with new and existing account holders to offer bank products and services. Follow established policies in accordance with the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Personal Banker I It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless... ...personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem...
- ...PlainsCapital Bank is seeking results-driven Relationship Managers to join our team. This role is responsible for originating, structuring... ...Us PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown...Local area
$85k - $145k
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Job Description A healthcare provider is in search of Patient Financial Counselors. The ideal candidate would educate patients on what services are covered by insurance, copays, deductible, and out-of-pocket costs by working with the Pre‑Service Coordinators to gather ...
- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
- ...employees, 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 Virtual Banker II within Consumer Banking, you will represent our brand and culture...Immediate start
- Financial Manager Are you someone who has an interest in Financial Analysis and Management and is looking to grow your career working in a globally diverse organization? JP. Morgan Asset and Wealth Management Finance and Business Management has a new opening for a Financial...Full timeWork experience placementWork at officeLocal areaImmediate startRelocationVisa sponsorshipRelocation package
- ...complexity, adapt to shifting priorities, and operate effectively within a global team. Success in this role depends on building strong relationships, driving execution, and ensuring senior management has clear visibility into key initiatives, financials, and business metrics....Work at officeVisa sponsorshipShift work
- ...the right place to grow your career. The Senior Private Wealth Banker is primarily responsible for making and servicing a wide... ...You will manage a portfolio of key and strategic customer relationships. Develop and execute tailored solutions and strategies for customers...Local area
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...role will act as a leader and subject matter expert, trusted adviser and technical expert, in complex individual and family client relationships for high net worth clients. ESSENTIAL DUTIES & RESPONSIBILITIES: Actively engage in the prospecting, selling,...Local area
$10k
...clients to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and...Work at officeWork from home- Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Plano, TX office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects...Work experience placementWork at office
- 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...
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