Relationship Banker
Jobtailor
Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions Processing cash transactions for clients Having conversations with clients to understand their financial goals and connect them to solutions Following established processes and guidelines Requirements 1+ years of experience in financial services Knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment 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, with a strong focus on processing cash transactions and understanding client financial goals. Proven ability to connect clients with appropriate financial solutions while adhering to established processes. #J-18808-Ljbffr
- ..., 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...SuggestedImmediate startAfternoon shift
- ...Job Title: Personal Banker Location: Bismarck, ND Employment Type: Full-Time About Us At Cornerstone Bank, we do more than banking– we build relationships, embrace bold ideas, and empower our people. We value positivity, teamwork, continuous learning and the freedom to...SuggestedFull time
- ...5+ years of client facing comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Bismarck, ND. The ideal candidate will have...SuggestedFull timeWork at office
$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...SuggestedFull timeInternshipLocal areaFlexible hours- ...educational assistance program* **Community Involvement**- Paid Volunteer Day, participation in community events**Our Values*** **Relationship Driven**- we value our customers, employees, and communities we serve.* **Teamwork**- we work together for mutual success.* **...SuggestedFull timeTemporary workPart timeWork experience placementSeasonal workWork at office
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...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...
- ...As part of a Fortune 500 firm, you will receive comprehensive training and support. Your role involves building lasting client relationships, providing personalized advice, and helping clients achieve financial clarity. The position offers unlimited earning potential through...
- 1 week ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager/ Stategic Growth Partner/ Upper Midwest & MT, WY Prudential Advisors is looking...Full time
- Northwestern Mutual, based in North Dakota, is seeking College Financial Representatives for an internship program that provides mentorship and a framework for building a financial planning practice. This role allows students to network, develop a business strategy, gain...Full timeInternshipFlexible hours
$50 - $60 per hour
A tech company specializing in AI is looking for a Wealth Manager to help train AI systems for finance. This role offers the flexibility of remote work and allows professionals to choose their schedules. Key responsibilities include supporting AI on financial concepts and...Remote jobHourly pay- ...learn. Responsibilities Provide financial planning support to clients. Support investment professionals to cultivate client relationships. Prepare financial plans and check their accuracy. Qualifications Bachelor’s degree in finance or related field Minimum 3‑5+...Contract work
$80k - $105k
Our firm is rapidly expanding, and we are currently looking for a new full-time Financial Consultant to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their...Full timeRemote work$61k - $119k
...financial 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- ...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
- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
- ...Western Bank has a full-time opening for an experienced Commercial Banker in Bismarck, North Dakota. Commercial Banker Benefits... ...well as collateral and payment structures Maintain customer relationships through regular communication and follow up contact Meet with...Full timeLocal area
- ...Join Our Team as a Universal Banker at Starion Bank in Mandan! Are you a customer-focused, disciplined, and ethical individual... ...efficient, friendly and accurate manner Develop long-term relationships with consumer and business customers as well as maintain existing...Local area
- Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care ...Work at officeRelocationMonday to FridayFlexible hours
- Associate Financial Advisor The Foster Klima agency is in MN, ND, and SD. We can only hire Representatives who reside in MN, ND, West Wisconsin, North Iowa, and SD. As a full-time Associate Financial Advisor for Foster Klima, there are no sales territories. Our Advisors...Full timeRemote workWork from home
- ...Universal Banker Join our team at Starion Bank in Mandan as a customer‑focused, disciplined, and ethical individual with a passion... ...transactions efficiently, friendly, and accurately Develop long‑term relationships with consumer and business customers and maintain existing...Local area
- COMMUNITY LENDING MORTGAGE BANKER Overview This position is responsible for sales of first mortgage and concurrent second loan products... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, using...Work at office
$100k
...offering sound financial advice. Maintain flexibility in scheduling and collaborate with teammates. Qualifications Effective relationship‑management skills. Strong networking ability to identify potential new clients. Uncompromising integrity and strong communication...Full timePart timeImmediate start$101.23k - $172.36k
...communicate and meet high net worth investors who have expressed an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor, accounting firms, and estate planning firms with the objective of providing the highest level...Remote work- Job Description Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible...Fixed term contract
- A tech-focused firm is seeking a VP of Investor Relations to enhance AI's understanding of finance. This role offers the flexibility of remote work and allows for both full-time and part-time engagement. Ideal candidates are experienced finance professionals with advanced...Remote jobHourly payFull timePart time
- ...comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high‑value and opportunity clients. Responsibilities Manages the end‑to‑end client journey to deliver on client needs and...Temporary workWork experience placementShift workDay shift
- ...comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high value and opportunity clients. Key responsibilities include supporting growth of the profitability of the small...Temporary workWork experience placementWork at officeShift workDay shift
$164.8k - $188.1k
Business Analysis Manager, Capital One Shopping (Remote - Eligible) This is your opportunity to join Capital One’s fast-growing consumer app: Capital One Shopping. Within Capital One, the Shopping team is working on a new consumer product that seeks to change the way people...Remote jobFull timeTemporary workPart timeLocal areaShift work$4,001 - $6,300 per week
About this role We are hiring Remote Financial Sales Consultants. In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. What the day-to-day looks like Contact warm...Weekly payFull timePart timeRemote workWork from homeFlexible hours
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