Retail Relationship Banker
Origin Bank
At Origin Bank, a job isn't just a paycheck - it's a meaningful journey. We're committed to helping you grow both professionally and personally in an environment where people come first. We offer a competitive total rewards package, including generous benefits and compensation tailored to your skills, experience, and education. What truly sets us apart is our people-first culture. Here, you'll be supported by unique initiatives like our Dream Manager program, one-on-one guidance from a nationally certified health and wellness coach, and free access to certified financial professionals who are here to help you plan for your future. If you're looking for a career that empowers you to make meaningful connections, positively impact others, and pursue your personal and professional dreams-we'd love to meet you. Apply today and start the most rewarding chapter of your career with us. Job Description Serves customers by providing trusted banking advice, processing a variety of banking transactions, opening new accounts and researching and resolving problems in a manner which promotes and maintains positive customer experiences and relationships; and promotes the Bank's culture, including the support of our Brand promise and Core Values by performing the following duties. Duties and Responsibilities Include the following. Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice. Is proficient with all required computer systems. Efficiently opens all retail products and services for customers. Ensures accuracy for new accounts and makes corrections as necessary Suggests the correct products and services in accordance with the customer's needs and desired outcomes. Ensures customers are informed and comfortable using our products and engaging with our technologies. Follows through on all referrals and refers business to our commercial, insurance and investments partners. Seeks opportunities to develop new banking relationships from his or her own network and from the community. Follows all policies and procedures. Assists customers with all service requests including but not limited to: account and statement Research, safe deposit box access, rate and yield quotes, night deposit agreement initiation and processing, lost or stolen cards and transaction disputes. Conducts transactions on behalf of customers. Works with assigned teams to complete bank projects. Individual must be flexible and able to travel to assigned Banking Centers to fill staffing needs with or without notice. Supervisory Responsibilities This job has no supervisory responsibilities. Qualifications To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Education and/or Experience High school diploma or general education degree (GED), college degree preferred; minimum one year banking platform experience preferred. Physical Demands While performing the duties of this job, the employee is regularly required to talk or hear. The employee is frequently required to stand; walk; sit and use hands to finger, handle, or feel. The employee is occasionally required to reach with hands and arms; climb or balance and stoop, kneel, crouch, or crawl. The employee must frequently lift and/or move up to 10 pounds and occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. Work Environment The noise level in the work environment is usually moderate. This job description reflects management's assignment of essential functions. It does not prescribe or restrict the tasks that may be assigned. Origin Bank shall, in its discretion, modify or adjust the position to meet the Bank's changing needs. This job description is not a contract and may be adjusted as deemed appropriate in the Bank's sole discretion. Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, pregnancy, genetic information, disability, status as a protected veteran, or any other protected category under applicable federal, state, and local laws. Know Your Rights #J-18808-Ljbffr
- ...Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services... ...service and math skills Able to meet sales goals in a retail environment Basic computer skills and the ability to...SuggestedPermanent employment
- ...Essential Duties And Responsibilities Build and maintain relationships with clients and prospects through in-person meetings, phone... ...s degree plus 2 years of cash-handling, customer service, and retail experience. ~ Proven ability to form, expand, and deepen client...SuggestedWork at officeLocal areaAfternoon shift
- ...Personal Banker Job ID 2026-15326 Job Locations US-MS-Madison Overview Personal Bankers are intentional... ...sales and service performance by developing new and existing relationships utilizing the customer engagement model Create a daily individual...SuggestedContract workLocal area
- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance... ...service and math skills Able to meet sales goals in a retail environment Basic computer skills and the ability to learn internal...SuggestedPermanent employment
$12.75 per hour
...Retail Banker - Flowood/Jackson Full Time Flowood, MS, US Salary Range: $12.75 To $12.75 Hourly FSNB is a full-service bank that has been family owned and operated for over 75 years. We are currently seeking friendly, adaptable individuals to join our team as an entry...SuggestedHourly payFull timeWork at office$25 - $26.77 per hour
...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...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer... ...for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with...Full timeFlexible hours
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- ...About the Role: As a Personal Banker will work with customers, helping them manage... ...responsible for building and maintaining strong relationships with customers by understanding their... ...: Previous experience in retail banking, customer service, or financial...Work at office
- ...Impact & Member Experience As a Personal Banker, You Will Be a Trusted Partner To Our... ...Their Financial Journey, Strengthening Relationships, And Helping Them Grow Through Member‑Centered... ...sales experience (financial or retail preferred) Proven success in meeting sales...
$1,000 per month
...Fortune 500 company (2023) ~ Top 100 Internship Programs, Yello x WayUp (2022) ~5.0+ million clients and growing ~$257 billion retail investment client assets held or managed by Northwestern Mutual ~ Forbes' Best Employers for Diversity (2018-2021) ~ Unsurpassed...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
107 Merchant St Ste 2A 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...Full timeInternshipLocal area- ...Portfolio Managers, Wealth Advisors, Client Executives, Private Bankers, and Investment Analysts. Topics may include, but are not... ...as it relates to challenging or conflicting family dynamics, relationships, and needs. Outstanding financial analysis and decision‑making...Work at officeNight shift
- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
$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- ...ESSENTIAL DUTIES & RESPONSIBILITIES Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and... ...’s degree preferred. 1+ year of sales, client service, or retail experience required; prior banking experience preferred. Will...Work at officeLocal areaAfternoon shift
$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- Financial Aid Counselor The Jackson State University Financial Aid Office seeks a Financial Aid Counselor who, as part of a team, will provide direct support to prospective students, current students, undergraduate and/or graduate, their families and supporters, Jackson...Work at office
- ...decisions. Stay updated on industry trends and regulatory changes affecting financial planning. Build and maintain strong client relationships through regular communication. Collaborate with team members to enhance service offerings and client satisfaction. Utilize...Work at office
- ...instrumental in introducing new business development opportunities to the firm. In this critically important role, you will manage client relationships, providing sound financial planning advice and counsel and work closely with all members of the Waverly team to exceed client...Local area
- ...and industry best practices to provide clients with the most relevant and accurate information. Build and maintain strong client relationships through regular communication and proactive support. Educate clients on financial planning concepts and strategies to enhance...Local area
- ...obtain financial statements, and assist in loan reviews. The Senior Portfolio Manager will support lenders in all aspects of the relationship. The Senior Portfolio Manager may manage a team of Portfolio Managers. RENASANT BANK IS AN EQUAL OPPORTUNITY EMPLOYER...Contract work
- GENERAL FUNCTION This position is the Customer Ambassador for the bank with the overall purpose of providing quality and efficiency to customers who prefer face-to-face interaction with the bank. This position will have a thorough understanding of the customer's transaction...Work experience placementWork at officeNight shift
- ...Overview The Universal Banker operates in a seamless dual capacity to deliver an exceptional... ...and then providing a complete range of retail banking services to meet those needs in... ...customer engagement model by deepening relationships, educating customers on the bank's...Contract work
$70k - $80k
...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible... ...new business and expand CNB's client relationships through the sale of mortgage loan... ...* H.S. Diploma Minimum 5 years of retail residential mortgage sales experience...Work at officeRemote work- ...Position: Community Banker Location: Collinsville Reporting To: Regional President About the Position A proactive relationship builder that assistsbank clients and provides excellent support throughout the process of underwriting, structuring and closing of loans and...For contractorsWork at officeLocal area
- ...the management, retention, and expansion of existing business relationships and the development of new business and the servicing of a variety... ...Provides guidance/assistance to less experienced Commercial Bankers to develop a thorough understanding of bank products, services...Full timeLocal area
$90k - $125k
Hagerty Consulting, Inc. (Hagerty) is the nation's leading emergency management and homeland security consulting firm. Known for its public spirit, innovative thinking, problem-solving, and exceptional people, Hagerty is sought after to work on some of the largest and ...Contract workTemporary workLocal areaFlexible hours- ...individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain...Flexible hours
- ...values. These values are rooted in our personal and professional experiences, our teams commitment to excellence, and the deep relationships weve had the opportunity to build with our clients. SERVICE Every client deserves unparalleled service. Our entire team is...Work at officeLocal areaWork from homeVisa sponsorshipFlexible hours
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