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

Relationship Banker

Valley National Bank

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. #J-18808-Ljbffr Valley National Bank

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Montgomery, AL vacancy
  •  ...Location: On site at location listed in job posting. Schedule: Monday - Friday 8:00AM - 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on... 
    Suggested
    Full time
    Temporary work
    Work at office
    Monday to Friday

    First Horizon Bank

    Montgomery, AL
    5 days ago
  •  ...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... 
    Suggested

    Valley Bank

    Montgomery, AL
    3 days ago
  • Primary Office Location: 108 College Street. Oxford, North Carolina. 27565. Position Title Relationship Banker Business Unit Retail Reports to Varies Based On Assignment Position Overview This position is expected to develop proficiency of basic consumer banking transactions... 
    Suggested
    Work at office
    Night shift

    First National Bank Of Pennsylvania

    Montgomery, AL
    2 days ago
  •  ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    Montgomery, AL
    5 days ago
  • We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice and now you want more. At Prudential Advisors we want to help you grow your business and be a resource to you and your clients. Prudential will provide...
    Suggested
    Full time

    Prudential Financial

    Montgomery, AL
    4 days ago
  •  ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to... 

    WealthBridge Financial Group

    Montgomery, AL
    1 day ago
  • Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through ...
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Montgomery, AL
    13 days ago
  • ~ Location 309 Maxwell Boulevard,Montgomery, AL, 36104,United States RB&T Mission Statement As a trusted partner and friend, River Bank & Trust helps our neighbors and the businesses in our communities to reach their financial goals. Position Summary While...
    Work at office
    Night shift

    River Bank & Trust

    Montgomery, AL
    2 days ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Montgomery, AL
    4 days ago
  • $50k

    Performance-based income with uncapped earning opportunities We are seeking a motivated, relationship-focused Financial Advisor to join our growing team. This opportunity is ideal for a licensed professional who is passionate about helping individuals, families, and business... 

    The Piedmont Group

    Montgomery, AL
    3 days ago
  •  ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern... 
    Local area

    Modern Woodmen of America

    Montgomery, AL
    2 days ago
  • Description JOB SUMMARY AND SCOPE: To manage self-pay component of Accounts Receivable (AR) by collecting money owed and making payment arrangements as applicable. ESSENTIAL JOB FUNCTIONS: Administer Point of Service Collections as defined by policy Refer patients to...
    Work experience placement
    Local area

    Down East Community Hospital

    Montgomery, AL
    1 day ago
  • Description Financial Aid Advisor About The Job Fortis College in Montgomery, AL is seeking an energetic and highly motivated Advisor for its Financial Aid Department. If you possess a desire to help others succeed, this is an opportunity for you to positively impact the...
    Full time
    Work at office
    Afternoon shift

    Education Affiliates

    Montgomery, AL
    5 days ago
  •  ...As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest Experience. You will focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and... 
    Full time
    Local area
    Flexible hours

    Woodforest National Bank

    Montgomery, AL
    3 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Montgomery, AL
    10 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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Montgomery, AL
    5 days ago
  • $16 - $18 per hour

    Job Title Compensation $16$18 per hour, based on experience and location, plus performance-based bonus opportunities. Total earnings increase with strong individual and branch performance. Why Join World Finance: Strong growth opportunities Many of our leaders, including...
    Hourly pay
    Work at office
    Local area
    Shift work

    World Finance

    Montgomery, AL
    4 days ago
  • $68.35k - $101.55k

     ..._\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_****Position Summary:**The Community Banker is responsible for acquiring, developing, and managing consumer & small business relationships within the designated territory. The Community Banker will actively pursue new home... 
    Work at office
    Local area
    Night shift

    Camden National Corporation

    Montgomery, AL
    2 days ago
  • Financial Planning Assistant The Financial Planning Assistant provides administrative, operational, and client service support to the Financial Advisor by coordinating meetings, preparing financial planning materials, processing account transactions, maintaining client...
    Work at office

    Guardian Credit Union

    Prattville, AL
    5 days ago
  • $82.1k - $172.5k

     ...to ensure a comprehensive understanding of borrower performance and risk profile. The Portfolio Manager II partners closely with Relationship Managers and Credit Risk throughout the deal lifecycle. Responsibilities include covenant structuring and analysis, collateral... 
    Full time

    Fifth Third Bank, N.A.

    Montgomery, AL
    4 days ago
  • $106.08k - $176.82k

    City/State Norfolk, VA Work Shift Multiple shifts available Overview: Sentara is hiring an Enterprise Analytics Consultant! This role is fully remote. Overview Supports executive leadership and Vice Presidents within the enterprise-wide...
    Full time
    Temporary work
    Remote work
    Shift work

    Sentara Health

    Montgomery, AL
    1 day ago
  • 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 placement
    Work at office
    Night shift

    CB&S Bank

    Pike Road, AL
    4 days ago
  • $65k

     ...safeguard their assets effectively. Maintain a pulse on the industry, ensuring you offer the best and most updated advice. Foster relationships and ensure our clients always have someone they can turn to. Why Work With Us? Flexible Scheduling: Enjoy the benefits of a... 
    Full time
    Flexible hours

    McLain Agencies

    Montgomery, AL
    18 hours ago

Do you want to receive more vacancies?

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