Relationship Banker
Jobtailor
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 clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Can be flexible to work weekends and/or extended hours as needed Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals 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 strong financial services knowledge and effective client relationship management, focusing on delivering exceptional client experiences while adhering to regulatory guidelines. Possesses critical thinking and problem-solving skills to identify solutions that meet client needs. Highest-signal resume keywords Financial Services Experience Client Relationship Management Sales Experience Cash Handling Critical Thinking ATS Optimization Keywords Hard Skills Financial Knowledge Sales Techniques Cash Management Banking Transactions Regulatory Compliance Soft Skills Effective Communication Collaboration Adaptability Time Management Results-Oriented Industry Keywords Risk Culture Operational Excellence Client Experience Financial Products Business Management Tools & Technologies ATM Online Banking Mobile Banking #J-18808-Ljbffr
- ...associate to engage customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to suitable solutions, while adhering to laws and bank guidelines. The role...Suggested
- ...financial needs, guide them through self-service tools, and ensure compliant, accurate handling of transactions. The role emphasizes relationship building, sales performance, and a commitment to customer satisfaction within a regulated banking environment. #J-18808-Ljbffr...Suggested
- ...that 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 clients...SuggestedWork at officeShift workWeekend workDay shift
- ...Bank of America in the United States is seeking a client-focused banking professional to join our in-office team. You will build relationships, meet client financial needs, and uphold our risk and regulatory standards while delivering an exceptional client experience....SuggestedWork at officeWeekend work
- ...clients to solutions that meet the financial goals. 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...SuggestedFlexible hoursWeekend work
- ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800... ...clients—that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing...
$22.15 - $26.58 per hour
...environment.Represent USALLIANCE in the community and form lasting relationships with our members and partners. About this role:... ...difference in the lives of our members and community. Relationship Banker II Float is responsible for the delivery of exceptional member...H1bLocal areaNight shift- JPMorganChase is seeking an Associate Relationship Banker to welcome clients in our branch and provide thoughtful financial solutions. You will use the latest banking tools to deliver accurate service and build lasting relationships with customers. In this role, you will...
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in Yorktown Heights, NY. In this role, you will engage with clients, manage their accounts, and deliver top-notch financial services, tailored to their needs. The ideal candidate will bring over a year of sales experience...
$200k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within... ...seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long‑...Full time$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payWork experience placementDay shift- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...JPMorgan Chase & Co. in Greenwich, CT seeks a Private Banker to advise families on building, preserving and managing their wealth. You will use knowledge of investments, financial planning, credit and banking to service current clients and generate new assets. You will...Temporary workLocal area
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payWork experience placementDay shift- Connecticut Institute for Communities, Inc. Description: CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our...Hourly payFull timeWork at office
$65k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeMonday to Friday- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- JPMorgan Chase is hiring a Private Banker in Greenwich, Connecticut to manage client relationships and provide financial advisory services. The ideal candidate will have over three years of experience in Private Banking and relevant qualifications, ensuring an exceptional...
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
- ...maintaining regulatory compliance. Ideal candidates possess licenses such as Series 7 and 66, along with experience in the financial services industry. Join a team committed to fostering relationships and delivering exceptional service in a dynamic environment. #J-18808-Ljbffr...
$4,500 - $5,800 per week
Job Description Equity Quantitative Research (EQR) seeks to capitalize on market inefficiencies identified through a combination of structural analysis, leading-edge quantitative research and technology. The team trades billions of dollars a day by applying statistics...Weekly payInternshipImmediate startRelocation package$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...Work at office$75k
Are you looking for an opportunity to build a rewarding career in finance, even if you have no prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial...Flexible hours$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 area- ...strong reputation and referral network. The firm takes a selective approach to client onboarding, focusing on building long‑term relationships with individuals and families who value high‑quality financial advice. Their client base primarily consists of professionals,...Self employmentWork 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...Full timeInternshipLocal areaFlexible hours$100k - $115k
We're seeking someone to join our Wealth Management CFO Support team as an Associate in Finance. The team is dedicated to providing support to Morgan Stanley's Wealth Management segment (MSWM), specifically for the Capital Markets team within Investment Solutions. Members...Temporary work
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