Relationship Banker
Jobtailor
Engage clients in the lobby and educate them on self-service resources such as mobile banking, online banking, and ATMs Assist clients with conducting banking transactions Accurately and efficiently process cash transactions Have deep conversations with clients to understand their financial and life priorities Connect clients to solutions that meet their financial goals Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes, guidelines, laws, and regulations Partner with small business, lending, and investment experts Manage financial center traffic, appointments, and outbound calls Drive the client experience Manage cash responsibilities Requirements Enthusiastic, highly motivated self-starter with strong work ethic and focus on results Collaborates effectively and builds strong relationships Passion, commitment, and drive to improve clients' financial lives Ability to identify solutions for new and existing clients based on their needs Effective and confident communication skills Ability to engage all clients Ability to learn and adapt to new information and technology platforms Ability to educate clients on ATM, online banking, and mobile banking transactions Strong critical thinking and problem-solving skills Ability to follow established processes and guidelines and comply with laws and regulations Efficient time and capacity management Ability to work weekends and/or extended hours May be scheduled at any financial center within a reasonable distance Experience in financial services and knowledge of financial services products and solutions preferred One year of successful sales experience in a salary-plus-incentive environment with individual sales goals preferred Six months of cash handling experience preferred Bachelor's degree or business-relevant Associate’s Degree such as business management, business administration, or finance preferred Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify and connect clients with appropriate financial solutions. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Effective Communication Skills Sales Experience ATS Optimization Keywords Hard Skills Cash Transactions Processing Mobile Banking Education Online Banking Education ATM Transactions Education Financial Services Products Knowledge Soft Skills Relationship Building Critical Thinking Problem-Solving Time Management Adaptability Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Banking Transactions Risk Culture Operational Excellence Sales Goals Financial Center Management #J-18808-Ljbffr
$41.71k - $65k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...self-service options, and assist with transactions using mobile, online banking or ATM. You will process cash transactions, build relationships, and connect clients to solutions that help meet their financial goals while delivering a positive client experience in a fast-...Suggested
- ...transactions for clients as needed. 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...SuggestedShift workWeekend workDay shift
- ...everyday banking, lending, and investments. You will grow business by engaging customers, arranging appointments, and building relationships while adhering to risk, privacy, and regulatory requirements. A post-secondary degree and 2-3 years’ experience are typical; the...Suggested
- First Fidelity Bank is seeking a Personal Banker to build lasting relationships with clients and help them meet financial goals. You will assist customers with accounts, loans, and other services while delivering exceptional service in a community-focused environment. Responsibilities...Suggested
- BMO Financial Group is seeking a branch-based professional to deliver exceptional service and identify opportunities for customers. You will conduct needs assessments, advise on financial solutions, and promote digital banking options to simplify processes for clients. ...
- ...clients in the lobby and guide them through self-service banking tools. You will accurately process cash transactions and build relationships to meet financial needs. The role requires bilingual Spanish and availability to work weekends or extended hours, with up to 5%...Weekend work
- A local financial institution in Arizona is seeking a Teller and a Relationship Banker to enhance member relationships and drive sales. You will provide customer service for financial transactions, manage accounts, and recommend products. Ideal candidates will possess strong...Local area
- ...maintenance, ownership changes, wire requests, IRA transactions, automatic transfers, disputes, and serving as a notary public. Relationship Banker - You will maintain and deepen member relationships through consultative analysis and recommendation of Desert Financial...Hourly payMonday to Friday
- ...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...Work at officeFlexible hoursWeekend workDay shift
- ...are looking for service-minded individuals who enjoy building relationships, helping clients achieve their financial goals, and being a positive... ...of the difference they make every day. Summary The Personal Banker is responsible for building meaningful, lasting relationships...Work experience placementFlexible hoursRotating shift
- RadNet, Inc. is seeking a customer service oriented teller to work in a high-volume retail environment. You will handle cash transactions, verify deposits and provide banking services to a diverse customer base. The role requires a high school diploma and the ability to...Weekend workAfternoon shift
- A financial institution in Mesa, Arizona is seeking a Personal Banker to provide exceptional customer service in a high-volume sales environment. Responsibilities include processing transactions, recommending products, and ensuring accurate record-keeping. The ideal candidate...Full timeFlexible hoursAfternoon shift
- PNC is seeking a Full Time Universal Personal Banker at the Superstition Springs Branch in Mesa, AZ. You will engage customers, identify financial needs, and offer tailored PNC solutions to help clients achieve financial wellness. The role emphasizes proactive sales, exceptional...Full time
- Commercial Banking Relationship Manager - Mesa (AZ) At National Bank of Arizona, we’re a community of professionals with relationships at... ...for a career. NBAZ is looking for an experienced Commercial Banker to join our East Valley Team. This position focuses on identifying...Work experience placementLocal areaFlexible hours
- Private Client Banker - Gold Canyon/Signal Butte and Baseline Branch - Mesa, AZ Job Description You have a passion for taking care... ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong...Immediate startAfternoon shift
- PNC Financial Services Group, Inc. is hiring a Full Time Universal Personal Banker in Mesa, AZ. The role focuses on acquiring and deepening customer relationships through proactive sales and service, while improving customers’ financial wellbeing. Based in the Superstition...Full timeWork at office
- Overview Join to apply for the Personal Banker role at PNC . The position is in Mesa, AZ at the Greenfield and Main Branch. Bilingual... ...and Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeWork experience placementWork at office
- A leading financial services firm in Mesa, AZ, is seeking a Private Client Banker. In this role, you will manage the banking relationships of affluent clients, helping them achieve their financial goals. You should possess strong relationship-building skills, a commitment...
$45k - $100k
...professional lives – the best of both worlds. A culture of continuous improvement and professional development. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...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
- ...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
$36k - $125k
A financial services provider is seeking a PT/FT Financial Sales Professional for a remote role. This position does not require prior financial experience, as extensive training is provided. You will help clients with financial planning and can earn between $36,000 and ...Remote jobPart time- ...Schwab in Mesa, AZ is seeking a client-focused associate to deliver financial guidance on inbound calls and build lasting client relationships. You will own client issues, collaborate with teams, and strive to provide the best solutions while upholding Schwab's service...
- Edward Jones in Mesa, Arizona, is looking for a financial advisor who is motivated to build client relationships and grow a practice. The role offers extensive training, a supportive team, and no ceiling on earning potential through commissions and profit sharing. The ideal...
- ...firm in Arizona is looking for a Financial Advisor to develop their own practice with comprehensive support. You'll build client relationships through various strategies while positively impacting clients' financial goals. Ideal candidates are self-motivated with strong...Flexible hours
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...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 workMonday to FridayShift workDay shift
- Bankers Life is seeking Financial Advisors to help clients live more and worry less through personalized financial planning. You will operate as a business owner, building your own client base with help from industry-leading training, mentors, and supported products. The...Flexible hours
- ...management, along with a Certified Financial Planner (CFP) certification. Responsibilities include managing significant client relationships and maximizing business development opportunities. This role involves collaborating on new marketing strategies and participating...
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