Relationship Banker
Valley National Bancorp
Job TitleResponsibilities 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.Required Skills:Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers.Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees.Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues.Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions.Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form.Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services.Detail oriented, strong organizational skills, and high degree of accuracy.Ability to manage multiple projects simultaneously.Proficient computer skills.Required Experience:High School Diploma or GED equivalent; and minimum of 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program.Preferred Experience:Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field.FIS/IBS (Integrated Banking Solutions).
- ...Location Onsite at the location listed in the job posting. Weekly Scheduled Hours M-Th 8-5, Fri 8-6, Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...SuggestedTemporary workWork at office
- ...Job Title 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...Suggested
- Location Onsite at the location listed in the job posting. Weekly Scheduled Hours M-Th 8-5, Fri 8-6, Sat 8:30-1:30 SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...SuggestedTemporary workWork at office
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's retail organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Job Title Personal Banker Job Description Acquires and deepens the branch customer base through a variety of proactive sales... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...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...
- Job Description 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...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...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
- Location 309 Maxwell Boulevard,Montgomery, AL, 36104,United States Employee Type FT 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 officeNight shift
$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 hours- ...executing opportunities and making referrals to internal business partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office
- ...Montgomery, Alabama. The role involves client interaction, where you will present and explain insurance products and cultivate client relationships. The position provides comprehensive training and weekly pay, with opportunities for rapid career growth. Ideal candidates...Weekly payPart timeRemote workWork from home
$18.68 - $31.14 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 payLocal area$15 - $17 per hour
## Financial Services RepresentativeApplylocations: Montgomery, AL, United Statestime type: Full timeposted on: Posted Yesterdayjob requisition id: R18897The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing...Hourly payWork at officeLocal areaShift work- ...their team. This role involves conducting virtual consultations, assessing clients' financial needs, and cultivating strong client relationships. The position offers the flexibility of working from home, industry-leading tools, and a qualified lead program. Ideal...Remote jobWork from home
$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 officeLocal areaNight shift- Maverick Trading in Millbrook, Alabama, seeks disciplined traders to manage firm capital in equities and options. You’ll be expected to trade within defined risk parameters, follow risk management practices, and demonstrate consistency in performance. The role offers a ...Remote work
$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- 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
- ...ourEmployeeStockOwnershipPlan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring...Full timeTemporary workLocal area
$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours
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