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

Relationship Banker

$20 - $22 per hour

Burke & Herbert Bank

Under the direction of Community Bank Manager, performs a wide variety of duties including opening accounts, taking loan/line of credit applications, and making referrals to product line specialists (e.g., mortgage, wealth management, business banking) when appropriate. In this important customer-facing role, serve as a demonstration of the Bank's "Service Beyond Expectations" Begins with Me promise.

Essential Functions
Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
  • Perform a broad variety of account opening and customer services
  • Opens a wide variety of Consumer and Business Bank Accounts including loans and deposits
  • Identifying and completing referrals to other Lines of Business including but not limited to Mortgage, Investments, Cash Management, Commercial Loans and Insurance
  • Ability to identify and cross-sell next bank services and products
  • Will need to be able to assist clients in many aspects of their accounts, including account reconciliations, account maintenance, online and mobile products and services, wire transfers, debit card, check orders, and overdraft assistance
  • Must be able to assist and open CDARS accounts/transactions, IRA accounts/transactions and consumer loan products
  • When required will perform teller duties such as receiving deposit, checks, and payments, and processing withdrawals.
  • Will be asked to educate and profile clients using bank systems
  • Will be asked to organize their work to include but not limited to complete sales tracking, plans, follow up client calls, client onboarding and client retention
  • Adheres to all policies and procedures of the company
  • Follows operational procedures to include security
  • Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles
Other Duties
  • Other duties as assigned.
Skills/Abilities
  • Must be comfortable and confident in a sales and service environment
  • Highly goal oriented
  • Must be able to be a part of a team and work closely with fellow Relationship Bankers and Customer Service Tellers
  • Must have and exhibit professional manners and exhibit good interpersonal skills
  • Must have computer knowledge, good typing skills, math skills, and be a good listener and problem solver
  • Other services as needed, such as Notary and NMLS registration
Education and Experience
  • High School diploma or equivalent required.
  • Prior retail banking experience preferred.
  • Prior customer service experience preferred.
  • Position requires the employee to be cross-trained as a Customer Service Teller and be able to be cross-utilized based on the needs of the branch office

Supervisory Responsibility

This position has no supervisory responsibilities.

Work Environment

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines. Office environment with job duties conducted via telephone, face to face meetings, and on the computer.

Physical Demands

This position requires manual dexterity, the ability to lift files and opening cabinets. This position requires bending, stooping or standing as necessary.

Travel

Travel may be required for this position.

For Applicants located in Northern Viriginia (VA): The anticipated salary range for this position is $20.00-$22.00 per hour.

The ranges listed for Viriginia and/or Maryland represent the good-faith compensation the Company reasonably expects to pay for the position at the time of posting. Actual compensation will be determined based on factors including, but not limited to, the candidate's skills, qualifications, experience, education, certifications, internal equity, and business needs. This position may also be eligible for additional compensation, such as bonuses or incentive pay, where applicable.

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

Equal Opportunity/Affirmative Action Employer M/F/disability/protected veteran status
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Richmond, VA vacancy
  •  ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed...  ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... 
    Suggested
    Immediate start
    Afternoon shift

    Chase

    Richmond, VA
    4 days ago
  •  ...Relationship BankerJob Category: BankingLocation: On site at location listed in job posting.Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that... 
    Suggested
    Temporary work
    Work at office

    First Horizon

    Henrico, VA
    4 days ago
  •  ...Personal Banker II - Float At First Community Bank, we are committed to making our community, the places where we live and work...  ...and Responsibilities: # Establish and promote cordial relationships with customers, ensuring prompt attendance to their inquiries... 
    Suggested
    Work at office

    First Community Bancshares

    Richmond, VA
    3 days ago
  •  ...progress for the clients and communities we serve. The Private Banker is responsible for selling, promoting and supporting the...  ...external centers of influence to drive new client acquisition. Relationship Development – Establishes relationships with high net worth clients... 
    Suggested
    Work at office

    First Citizens Wealth

    Richmond, VA
    1 day ago
  • $25 - $100 per hour

    About this role:Wells Fargo is seeking an Executive Director, Commercial Banking Relationship Manager to drive growth and deepen relationships with middle market and corporate clients with annual revenues ranging from $100 million to $2 billion.This role is responsible... 
    Suggested
    Work experience placement

    Wells Fargo

    Richmond, VA
    3 days ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Richmond, VA
    14 days ago
  • Job PositionThis is an in-office position. Location options are Richmond, Virginia; Charlotte, North Carolina; Atlanta, Georgia. Provide high touch equity and options order handling services to Wealth Brokerage and Advisory clients. Communicate directly with the front ...
    Full time
    Part time
    Work at office

    Truist Inc

    Richmond, VA
    4 days ago
  • $100k - $150k

    A leading recruitment firm in Virginia is seeking an experienced operations professional to manage trading and account maintenance functions. The ideal candidate will have a strong background in finance with over 3 years of relevant experience, and will collaborate with...
    Full time

    Green Key Resources

    Richmond, VA
    3 days ago
  • $100k - $130k

    Owens & Minor is a global healthcare solutions company providing essential products, services and technology solutions that support care delivery in leading hospitals, health systems and research centers around the world. For over 140 years, Owens & Minor has delivered ...
    Full time
    Temporary work
    Local area
    Worldwide

    Halyard Health

    Richmond, VA
    4 days ago
  • $116k - $229.1k

    Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...
    Local area

    Deloitte

    Richmond, VA
    7 days ago
  • $200k - $225k

     ...: English (Required)Work Shift:1st shift (United States of America)Please review the following job description:Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships... 
    Full time
    Part time
    Work at office
    Local area
    Shift work
    Day shift

    Truist

    Richmond, VA
    4 days ago
  •  ...this role: Wells Fargo is seeking an CA-WA 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,... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Midlothian, VA
    12 hours ago
  •  ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part...  ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Midlothian, VA
    3 days ago
  •  ...Financial Advisor As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely... 
    Temporary work
    Work at office

    Valeo Financial Advisors LLC

    Richmond, VA
    2 days ago
  •  ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the... 
    Work at office

    Pinnacle Bank

    Richmond, VA
    4 days ago
  •  ...insurance licenses required. ~ Ability to foster and cultivate relationships with prospective and existing customers. ~ Excellent...  ...internal partnering activities including regular branch visits, banker / branch trainings and area meetings. Create strong external... 

    Southern Bank of North Carolina and Virginia

    Richmond, VA
    2 days ago
  • $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 time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual

    Richmond, VA
    2 days ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Richmond, VA
    12 hours ago
  • $40k - $120k

     ...impact in your clients' lives, financial advising may be a good fit for you. By joining an organization where you can use your relationship building skills and your ability to meet and exceed goals, you will have the opportunity to build a world class, client centered... 
    Work experience placement

    North Star Resource Group

    Richmond, VA
    12 hours ago
  • $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 office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Richmond, VA
    2 days ago
  • $36k - $85k

     ...beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the... 
    Full time
    Work at office
    Remote work
    Home office
    Shift work

    South State

    Richmond, VA
    3 days ago
  • Wealth Advisor Virginia, Virginia, United States Or refer someone Job Openings Wealth Advisor Wealth Management opportunity (partnering with CPAs across the U.S.) My client believes every advisor should have the freedom to grow their practice in the way that suits...

    Barker Staffing Solutions, LLC

    Richmond, VA
    2 days ago
  • $125k - $170k

    CONSUMER FINANCIAL SERVICES CAREER ASSOCIATE ATTORNEY Locations: CA (Los Angeles, Orange County, San Diego, San Francisco) | GA (Atlanta) | MA (Boston)\ NY (New York) \ VA (Richmond, Virginia Beach)HYBRIDA premier AmLaw 100 firm is seeking a talented Career Associate Attorney...
    Work at office

    iLocatum Recruiting

    Richmond, VA
    3 days ago
  •  ...and holistic financial planning. Responsibilities: Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary... 
    Work experience placement
    Work at office
    Immediate start
    Work from home

    LPL Financial

    Richmond, VA
    3 days ago
  •  ...materials · Paid apprenticeship and a 48-month paid Residency · Office space, laptop, staff support provided at no cost · Mentor relationships · Product specialist support Virginia Asset Management is currently interviewing for inexperienced and experienced advisors... 
    Apprenticeship
    Work at office

    Virginia Asset Management

    Richmond, VA
    a month ago
  • $120k

     ...excellence in life planning. Our culture prioritizes: Faith, integrity, and excellence Selfless service and professionalism Relationship building and growth Leadership and accountability Client-centered guidance At Cornerstone Advisor Group, we succeed by... 
    Full time
    Local area

    Cornerstone Advisor Group

    Richmond, VA
    13 days 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 of America

    Richmond, VA
    2 days ago
  • Northwestern Mutual is seeking College Financial Representatives for their internship program in Richmond, Virginia. Interns will gain hands-on experience in financial planning, build a professional network, and develop valuable skills while working with a Fortune 500 company...
    Internship
    Flexible hours

    Northwestern Mutual

    Richmond, VA
    3 days ago
  • $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

    UNAVAILABLE

    Richmond, VA
    1 day ago
  • $100k - $150k

     ...right expertise around each client. This is an opportunity for an advisor who enjoys sophisticated planning, values long-term relationships, and wants to understand the full picture of a family’s financial life. The Work Own and deepen client relationships , serving... 
    Full time
    Work at office
    Flexible hours

    Heritage Wealth Advisors

    Richmond, VA
    3 days ago

Do you want to receive more vacancies?

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