Relationship Banker
Jobtailor
Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions Processing cash transactions for clients Having conversations with clients to understand their financial goals and connect them to solutions Following established processes and guidelines Requirements 1+ years of experience in financial services Knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment 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 expertise in client engagement and financial services, with a strong focus on processing cash transactions and understanding client financial goals. Proven ability to connect clients with appropriate financial solutions while adhering to established processes. #J-18808-Ljbffr Jobtailor
- Find a job that suits your career interests. If you are an individual with a disability who is unable to use our online job search tools, you may request assistance by contacting us at (***) ***-**** option 9, option 3 or email. Your Rights as a Candidate Old National Bancorp...SuggestedFor contractorsFor subcontractor
- ...Job Title: Personal Banker Location: Bismarck, ND Employment Type: Full-Time About Us At Cornerstone Bank, we do more than banking– we build relationships, embrace bold ideas, and empower our people. We value positivity, teamwork, continuous learning and the freedom to...SuggestedFull time
- ...Cornerstone Bank in Bismarck is seeking a full-time Personal Banker to join our professional team. You will handle deposits, loans, and client transactions with a customer-focused, needs-based approach and support other bankers as needed. The ideal candidate has a high...SuggestedFull time
$80k - $105k
...the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication...SuggestedWork at officeRemote work- ...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...Suggested
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50 - $60 per hour
A tech company specializing in AI is looking for a Wealth Manager to help train AI systems for finance. This role offers the flexibility of remote work and allows professionals to choose their schedules. Key responsibilities include supporting AI on financial concepts ...Hourly payRemote work- ...5+ years of client facing comprehensive wealth planning experience to join the team within Sequoia dedicated to the Eide Bailly relationship. This is a full-time, in-person position located at the Eide Bailly/Sequoia office in Bismarck, ND. The ideal candidate will have...Full timeWork at office
- ...to learn. 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 Minimum 3‑5+ years...Contract work
$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...Full timeContract workFor contractorsWork at office$60k
...seeking a Private Wealth Advisor that will be responsible for relationship development and providing financial and investment guidance and... ...responsible for engaging other specialists, including Private Bankers, Trust Officers, Fixed Income Team, RPS Administrators, and...Base plus commissionFull time$80k - $105k
...based on his or her life stage, professional circumstances, and fluctuating financial needs • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Provide strategic recommendations for products, plans, investments...Full timeWork at officeRemote work- Tired of traditional financial planning? Range is the fast, flexible, holistic wealth management platform reinventing the industry. We give people an all-in-one place to manage all aspects of their financial outlook. From buying a house to retiring early or taking care...Work at officeRelocationMonday to FridayFlexible 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 areaFlexible hours- Prudential Advisors is looking for experienced financial professionals in North Dakota who are interested in working with an existing book of clients. We want to help you grow your business and be a resource to you and your clients. Prudential will provide you with the ...Full time
- Northwestern Mutual, based in North Dakota, is seeking College Financial Representatives for an internship program that provides mentorship and a framework for building a financial planning practice. This role allows students to network, develop a business strategy, gain...Full timeInternshipFlexible hours
- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
- ...COMMUNITY LENDING MORTGAGE BANKER Overview This position is responsible for sales of first mortgage and concurrent second loan products... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, using...Work at office
- ...Job Title: Business Banker Location: Bismarck, ND Employment Type: Full-Time About Us At Cornerstone Bank, we do more than banking - we build relationships, embrace bold ideas, and empower our people. We value positivity, teamwork, continuous learning and the...Full time
- ...Starion Bank is seeking a Senior Universal Banker in Bismarck, ND to lead a retail team with a strong focus on customer service and relationship development. The role emphasizes growth, cross-selling, and process efficiency in daily branch operations. The position requires...
$18 per hour
...than 2 years) The Bank of Tioga is seeking to hire a Universal Banker for our Crosby, ND location. Thisposition is responsible for... ...withgoverning regulations and internal policies and procedures. Foster a relationship of mutual trust and confidence withclients and other team...For contractorsWork experience placementFor subcontractorLocal areaRemote 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$50 - $60 per hour
A leading company in AI development is seeking a Head of Investor Relations to enhance AI functionality for finance professionals. This role can be part-time or full-time, fully remote, and offers flexible scheduling. Applicants should have a Master's or PhD and expertise...Hourly payFull timePart timeRemote workFlexible hours- Job Description Job Description What does a career need to offer you? Financial growth? Personal satisfaction? Opportunity to advance? You’ll find all that and more as a New York Life Financial Professional. At New York Life Insurance Company, we believe it’s possible...Fixed term contract
- A tech-focused firm is seeking a VP of Investor Relations to enhance AI's understanding of finance. This role offers the flexibility of remote work and allows for both full-time and part-time engagement. Ideal candidates are experienced finance professionals with advanced...Hourly payFull timePart timeRemote work
- Job Description Job Description Kirkwood Bank & Trust is seeking a Personal Banking Officer for our South Bank Location in Bismarck. The Personal Banking Officer needs to enthusiastically support the bank’s values and mission along with being responsible for providing...
- ...you a financial advisor tired of cold calling and wearing too many hats? Looking for a career opportunity where qualified client relationships already exist? Wealth Plus of the Dakotas , a growing Registered Investment Advisory firm, is seeking a Senior Investment...Full time
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