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
$20 - $24.95 per hour
...associates first as we continue to fulfill our mission – People helping people find financial solutions for life. Job Title: Relationship Banker The Relationship Banker will primarily focus on product sales and exceptional customer service. The associate develops new customer...SuggestedHourly payFull timeMonday to FridayNight shift$41.71k - $62.5k
...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedPart timeLocal areaImmediate startDay shift- ...Regions Bank is seeking a Relationship Banker II in Little Rock, Arkansas, responsible for identifying customer financial needs and providing solutions. This full-time position requires communication skills and cash handling experience. The role includes outbound calls...SuggestedFull time
- ...Job Title Relationship Banker I Job Description Do you approach serving every customer like they are your family member? Are you intuitively aware of the overall picture and able to discern top priorities? Do you seem to forge positive and trusting relationships with everyone...SuggestedTemporary workShift work
- ## Relationship Banker IApplylocations: Ozark, ARtime type: Full timeposted on: Posted Yesterdayjob requisition id: R115023## 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 business...SuggestedNight shift
- ...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to...Full timeFlexible hours
- ...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...Full timeFlexible hours
$19 - $23 per hour
...About the Role The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Hourly payImmediate start- ...service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success. Follow established policies in accordance with the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...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 officeShift workWeekend workDay shift
$100k
...Lukas Total Wealth is seeking a Relationship Advisor who is passionate about helping individuals and families navigate retirement with clarity and confidence. This role is designed for an experienced advisor who values meaningful planning, deep client relationships,...Full timeWork at office- ...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 area- ...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
- We are seeking a motivated and client-focused Financial Representative to help individuals, families, and business owners develop personalized financial strategies. Our company believes in taking on an educational approach to finances and to deliver our expertise to people...Full timeTemporary workPart timeFlexible hours
$1,000 per month
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$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$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$61k - $119k
...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$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- ...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 coordinated...Flexible hours
- ...and play a crucial role in delivering exceptional financial solutions to clients. Duties will include : Build and maintain client relationships by addressing inquiries and supporting financial advisors Assist in preparing financial plans Facilitate fund transfers, execute...Permanent employment
- ...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...
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...and our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers... ...for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...ESSENTIAL DUTIES & RESPONSIBILITIES Build, manage, and retain client relationships by conducting proactive outreach, needs assessments, and consultative sales conversations. Serve as a trusted advisor to clients, matching financial products and services to meet their goals...Work at officeLocal areaAfternoon 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$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- 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 business. Position Summary Responsible for the development and execution of the Operational Risk Framework to enable the...
$70k - $80k
...Services team, ensuring the accurate and timely processing of investor requests and transactions, and maintaining exceptional client relationships. This role involves managing a team, optimizing workflows, and contributing to the overall success of the investor services...Ongoing contractWork at officeRemote work
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