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

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).

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Montgomery, AL vacancy
  •  ...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... 
    Suggested
    Temporary work
    Work at office

    First Horizon

    Montgomery, AL
    17 hours ago
  •  ...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

    Valley National Bancorp

    Montgomery, AL
    2 days ago
  • 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... 
    Suggested
    Temporary work
    Work at office

    First Horizon

    Montgomery, AL
    1 day ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Montgomery, AL
    2 days ago
  •  ...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... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Montgomery, AL
    17 hours 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
    4 days ago
  • 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 pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command Financial Services

    Montgomery, AL
    17 hours 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

    Montgomery, AL
    1 day ago
  • 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 office
    Night shift

    Kids For The Future

    Montgomery, AL
    1 day 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
    3 days ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Montgomery, AL
    17 hours ago
  •  ...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 pay
    Part time
    Remote work
    Work from home

    AO Garcia Agency

    Montgomery, AL
    17 hours ago
  • $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 pay
    Local area

    M&T Bank Corporation

    Montgomery, AL
    3 days ago
  • $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 pay
    Work at office
    Local area
    Shift work

    World Finance

    Montgomery, AL
    3 days ago
  •  ...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 job
    Work from home

    AO Garcia Agency

    Montgomery, AL
    17 hours 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
  • 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

    Maverick Trading

    Millbrook, AL
    3 days ago
  • $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

    City National Bank

    Montgomery, AL
    2 days 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
    17 hours ago
  •  ...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 time
    Temporary work
    Local area

    Woodforest National Bank

    Millbrook, AL
    1 day ago
  • $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 time
    Temporary work
    Local area
    Flexible hours

    Regions Bank

    Millbrook, AL
    1 day ago

Do you want to receive more vacancies?

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