Relationship Banker
$17.86 - $23.81 per hourClinton Livery
Relationship Banker West Boylston, MA 01583 US Full-time 40 hours per week including every other Saturday. Pay range: $17.86 - $23.81 hourly Job Description Provides level of service excellence as well as builds relationships with customers through sales and cross‑sales. Offers expertise with more complex bank services and demonstrates in‑depth product and service knowledge. Provides supervision and guidance to staff and takes complete ownership of all customers’ needs. Opens and closes the branch. Contributes to the achievement of corporate and individual goals by recognizing cross‑sell opportunities to actively promote the bank’s products and services. Provide exceptional customer service while promptly and efficiently processing customer transactions. Promotes positive public relations by providing professional and pleasant greetings in accordance with retail procedures and performance standards. Opens new accounts and educates customers on alternative channels for cross‑selling opportunities for additional bank products and services. Manages safe deposit box area in accordance with bank standards by retrieving boxes for customers, maintaining files, and assisting customers in and out of the safe deposit area. Inputs and maintains accurate customer information on the core data processing system. Balances daily work in accordance with established standards. Assures that appropriate documents are received, complete and properly filed in compliance with bank policies and procedures by securing adherence to all audit requirements. Accurately processes a variety of customer banking transactions which include deposits, withdrawals, loan payments, cashing checks, and answering questions. Reconciles cash drawer. Complies with bank operations and security procedures. Job Requirements Customer service, cash handling, attention to detail, and good verbal communication skills are necessary. The position requires a minimum of a high school education and two years of retail banking experience. Previous banking and supervisory experience preferred. However, we are willing to train the right candidate with a great attitude. Clinton Savings Bank is an EOE Vet/Disability. Member FDIC Member DIF #J-18808-Ljbffr
$17.86 - $23.81 per hour
...Full Time Relationship Banker 40 hours per week includes every other Saturday Pay range: $17.86 - $23.81 hourly The Relationship Banker position provides level of service excellence as well as builds relationships with customers through sales and cross-sales. Provides...SuggestedHourly payFull timeTalentify.io
West Boylston, MA1 hour ago$22.61 - $37.67 per hour
...lobby 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 payM&T Bank
Worcester, MA2 days ago$25 - $26.77 per hour
...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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses...SuggestedLocal area
- Chase is hiring a Relationship Banker in a Massachusetts branch to deliver hospitality-driven service and leverage cutting-edge financial tools. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to meet their needs and simplify...Suggested
- ...security, risk and regulatory policies and procedures, a Personal Banker is responsible for providing a high quality of customer... ...and achieving individual goals while building long-term client relationships and cross-selling additional products and services. Ensures compliance...Temporary work
Bay State Bank
Worcester, MA2 days ago - ...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
- ...: Do you enjoy engaging in conversation and building relationships? This is your chance to work in a unique Transformed Branch environment with a team of fellow Relationship Bankers. Under the direction of the Branch Manager you will deliver an energetic banking experience...Full timeWork at office
$21 - $23 per hour
...inquiries to ensure a positive and seamless service experience Accurately document the nature of all interactions in the customer relationship management (CRM) system and serve as an initial point of resolution by researching issues, gathering detailed information, and...Hourly payWork at officeMonday to FridayWorcester Polytechnic Institute
Worcester, MA2 days ago$55k - $65k
Cash Application and Banking Associate Location 1700 W Park D, Ste 410, Westborough, MA, 01581, United States Base Pay $55,000.00 - $65,000.00 / Year Description Cash Application and Banking Associate Location : Westborough, MA About...Remote workUnited Medical Systems
Westborough, MA3 days ago$100k - $125k
...security, and growth. We are looking for a highly motivated Associate Financial Advisor to support our lead advisors, manage client relationships and provide tailored financial planning and investment solutions. There is tremendous room for growth for the right candidate! A...Full timeWork at officeGilder Search Group
Worcester, MA1 day ago- ...for a Financial Advisor. If you’re an ambitious financial professional looking for a clear path to growth and long-term client relationships, this is the opportunity for you! Founded in 1998, CCR Wealth Management is a thriving independent wealth management firm with...Immediate start
CCR Wealth Management
Westborough, MAa month ago - TaraVista seeks a Financial Counselor to meet patients before discharge, collect co-pays, and manage self-pay accounts. The role involves reviewing billing docs, applying insurance guidelines, and assisting patients in securing MassHealth or other coverage. The candidate...Full timeWork at office
$110k - $125k
...planning. As fiduciaries, we are committed to always acting in our client’s best interests - building long-term, collaborative relationships rooted in trust, integrity, and tailored advice. Our mission is to help individuals and families make thoughtful, informed financial...Full timeWork at office2 days per week$80k - $150k
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through...$90k - $120k
...lead Financial Advisor in servicing an existing client base. Job Responsibilities: Support the management and service of client relationships, acting as a secondary point of contact for client inquiries and routine requests. Prepare for and participate in client...$130k - $140k
...success Culture centered around teamwork, accountability, and professional development Key Responsibilities Support and manage client relationships in partnership with senior advisors Cultivate new business through networking, prospecting, and referral networks Conduct client...Local areaFlexible hours$110k - $200k
...Financial Advisor to serve as a trusted advisor to high-net-worth individuals and families, develop and deepen long-term client relationships, and provide comprehensive financial planning and investment guidance. The successful candidate will bring significant industry...Flexible hours- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
$20 - $27.13 per hour
..., and specific work location. Purpose/Objective The Universal Banker position will be responsible to perform the job responsibilities... ..., and proactively develop, retain, and expand customer relationships. Cultivate relationships, promote Beacon Bank’s products and services...Work at officeFlexible hoursBeacon Bank
Worcester, MA3 days ago$20.55 - $34.25 per hour
...used 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 provide...Hourly payM&T Bank
Westborough, MA3 days ago$19.03 - $24.5 per hour
...exceed member expectations and earn “World Class Service” rating on each interaction. 6. Secure new memberships and enhance existing relationships through cross-sell of all Credit Union programs during each interaction with a focus on uncovering life-events that impact...Hourly payWork at officeMonday to FridayFlexible hoursCentralfcu
Auburn, MA2 days ago- ...client-centered individual who enjoys guiding individuals and families through thoughtful financial decisions while building lasting relationships. The role offers the chance to expand an existing book of business, contribute to firm growth, and progress toward a senior...
Robert Half
Westborough, MA18 days ago $1,000 per month
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, who come from...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Worcester, MA1 day ago- ...presentations that recommend various financial products Review and communicate portfolio performances to clients Network and build relationships with new and existing client base Qualifications: Previous experience in banking, financing, or other related fields...
New York Life/ NYLIFE Securities LLC
Westborough, MA26 days ago - Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...Full timeWork at officeImmediate start
U.S. Department of Housing and Urban Development
Worcester, MA1 day ago - ...Job Description Job Description We are looking for a personable and detail-oriented Universal Banker to support members with everyday financial needs at a credit union. This Long-term Contract to hire position is ideal for someone who enjoys delivering attentive service...Long term contract
Robert Half
Auburn, MA23 days ago $20.55 - $34.25 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 provide...Hourly pay$37.93k - $54.02k
Overview It is the responsibility of the Banker II to represent Middlesex Savings Bank to the public and to their colleagues, and to... ...and of their team. The Banker II promotes strong customer relationships by conducting a wide array of customer transactions, recommending...Work experience placementWork at officeWeekend work- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Part time
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