Relationship Banker
Encore Bank
Job Summary A liaison between the customer and the financial institution, building and maintaining that relationship and offering advice and guidance related to bank accounts. As a relationship banker, you will have broad knowledge of the products and services offered by Encore Bank as well as the needs and financial goals of our clients, helping them optimize and manage their accounts. Primary Responsibilities Greet customers when they enter the branch and establish a professional, friendly rapport. Listen to and understand your customers’ needs in order to make appropriate recommendations and engage with customers to present and cross sell products and solutions based on their financial needs. Demonstrate passion by building and sharing knowledge of all retail bank products, services, and specialty product lines. Lead teammates by assisting branch management with coaching and training new associates on products and services. Take responsibility of opening and closing accounts, assisting customers with the appropriate selection of accounts, perform research for customer accounts, comply with BSA and CIP requirements, and utilize authority to make decisions on accounts that are policy exceptions. Collaborate with other associates and lines of business to meet and/or exceed designated individual and branch goals. Maintain complete knowledge of all aspects of the teller line including processing transactions, balancing cash drawer and vault, as well as other basic branch operations functions. Teller support would include performing daily processing of financial transactions, i.e deposits, handling currency, coin, and cashing checks. Ensure that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training. Perform other duties and responsibilities as assigned. Qualifications Listen to clients and provide exceptional customer service. Process transactions based on customer needs. Answer general banking questions. Working knowledge of Microsoft Office products including Word and Outlook. Microsoft Office Suite including Word, Excel, and PowerPoint. Physical Requirements While performing the duties of this job this individual is regularly required to stand for long periods of time, walk, sit, talk, hear, use their hands and fingers (manual dexterity), use a telephone, and occasionally lift and/or move up to 50 pounds. Specific vision abilities required by this position include close vision, and the ability to adjust focus. Mental Requirements The ability to solve problems, make decisions, interpret data, organize information, written and oral communication and read/write. Equal Opportunity Employer Encore Bank is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, age, ancestry, citizenship, sex, sexual orientation, gender identity, national origin, marital status, genetic information, physical or mental disability, veteran status or any other characteristic protected by law. Benefits Medical Dental Vision Employer Paid Life Insurance Supplemental Life Insurance Employee Stock Program 401K #J-18808-Ljbffr
- ## Relationship Banker IApplylocations: Hamburg, ARtime type: Full timeposted on: Posted Yesterdayjob requisition id: R115195## It's fun to work in a company where people truly BELIEVE in what they're doing!*We're committed to bringing passion and customer focus to the...SuggestedNight shift
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- ...thriving in a continually changing environment Critical thinking skills Your Role: In this role, you will build professional relationships with customers and promote a positive, helpful and friendly team environment. You will utilize your knowledge of consumer...SuggestedFull time
- ...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...SuggestedImmediate startAfternoon shift
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$100k
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Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$47.89k
...arrest pending adjudication or adverse financial history information alone shall not disqualify an applicant in the absence of a relationship to the requirements of the position. Background check information will be used in a confidential, non-discriminatory manner...InternshipWork at officeLocal areaImmediate startVisa sponsorshipFlexible hoursShift workDay shift$20.54 - $29.42 per hour
Herzing University is seeking candidates for a customer service position to assist a diverse student population in Little Rock, Arkansas. The role involves guiding students through the financial aid process and counseling them on funding options with comprehensive training...Hourly payWork at officeRemote work- ...business and work alongside the Managing Partner and Senior Financial Representative. The ideal candidate will maintain existing relationships with Modern Woodmen members while simultaneously establishing the foundation for their own financial practice. About the Role...Work at officeLocal area
$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$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- Summary The Financial Planning Associate works with the Financial Advisors to gather all applicable data and prepare simple to moderate financial plans for clients and prospective clients. This position may assist branch offices in the use of MoneyGuidePro (Stifel’s online...
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- ...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
- ...including briefs and contracts. Assist in managing complex cases from inception to resolution. Build and maintain strong client relationships. Collaborate with colleagues to develop innovative strategies. Participate in high‑level legal activities such as trials and negotiations...
$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 and...Full timeTemporary workLocal areaFlexible hours- ...information. 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 5+ years' of...
$48k - $100k
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Work at officeShift workDay shift$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...For contractorsWork at office- Fortune 100 Financial Firm/Insurance Company Seeking Financial Advisors Our Fortune 100 client is seeking experienced financial advisors that are looking to grow or transition their career! If you have exhausted your personal network and are struggling to find new clients...Full timeRemote work
- ...Tech Little Rock, AR Salary is open ended based on performance Position Summary The Financial Wealth Advisor serves as the primary relationship manager for a segment of client relationships and strives to build and develop that client base. This involves developing...Flexible hours
$65k - $85k
...blends in-depth planning support, operational excellence, and high-touch client service. What You’ll Do Client Service & Relationship Management - Build and maintain professional relationships with clients. - Handle account inquiries and escalate as needed...Full timePrivate practiceWork at officeMonday to Friday- ...individualized financial plans Make recommendations around a variety of financial products and services Network and develop relationships to create a strong client base Seek out opportunities to make presentations, provide education, and sell services Maintain...Flexible 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...
- ...Excellent communication and interpersonal skills to effectively connect with clients. Demonstrated ability to build and maintain client relationships. Licenses or certifications in financial planning are a plus. Benefits Top-tier health coverage including medical, dental, and...
$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$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- Northwestern Mutual seeks College Financial Representatives for an enriching internship program in Little Rock, Arkansas. This role offers students the chance to build a financial planning practice while receiving mentorship and training. The internship is designed to provide...Full timeInternship
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