Relationship Banker
Jobtailor
Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the 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 clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr
- ...color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Relationship Banker Duty Summary The position of Relationship Banker is responsible for fulfilling our mission of providing customer care,...Suggested
- ...to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, drive the client experience, and collaborate with experts in lending, investments, and small business to meet client needs. You...Suggested
$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payFull timeWork experience placementDay shift$20.55 - $34.25 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...SuggestedHourly pay- ...customer service, and executing bank‑directed initiatives. May also be involved in community initiatives to support the development of relationships in the areas the Bank serves. Essential Functions Contributes to branch growth and participates in activities designed to meet...Suggested
- ...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
$92.36k - $123.16k
Pay Range: $92,361.00 - $123,155.00 Provides holistic advice and solutions to business banking customers with an advanced level of independence. Source, develop, and deliver business related products/services for our existing & new business banking clients. Focus on ...Full timeTemporary workPart timeWork experience placementLocal areaWork visaMonday to FridayFlexible hours$116.4k - $194k
...wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm.Work closely with...Temporary workWork experience placement$20.54 - $29.42 per hour
Herzing University in Portland, Maine, is looking for a Customer Service position to assist students with the financial aid process and funding options. This role involves guiding students through their financial needs and offers opportunities for growth through our Career...Hourly payWork at officeRemote work$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours$18.68 - $31.14 per hour
...to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and...Hourly pay$18.68 - $31.14 per hour
M&T Bank is hiring a Branch Teller in Portland, Maine, responsible for enhancing customer experience through sales and digital engagement. This role ensures effective resolution of customer queries while meeting compliance standards. Applicants should possess a high school...Hourly pay- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 3 out of 4 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located near military installations. First Command Financial Advisors...Hourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
- Operational Risk Manager (ORM) The Operational Risk Manager (ORM) serves as the regional leader for operational risk mitigation, safety, and compliance. This role is responsible for driving a culture of safety and risk awareness across field operations, ensuring contractual...Work at officeLocal areaRemote work2 days per week
$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day—freedom is the result with uncapped earnings...Permanent employment- ...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
- ...obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$65k - $78k
Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Full timeContract workWork at officeFlexible hours- ...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 workWork at officeImmediate startMonday to FridayShift workDay shift
- ...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- ...systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and... ...solution or partner referralManages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetingsEngages...Work at officeLocal areaWork from homeFlexible hoursAfternoon shift
$18.68 - $31.14 per hour
...to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide...$80k - $150k
...Portland Maine Job Summary The Business Banking RM serves as the relationship manager and financial advisor to clients, introducing a full... ...and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen, including...Work experience placementWork at officeFlexible hoursNight shift- ...generating files memos, and conducting property inspections. This individual must have the ability to manage commercial and real estate relationships and leverage technology to achieve operational efficiencies. All Commercial Portfolio Manager activities must be consistent with...Full time
$110.76k - $178.88k
...provide you more specific details for this role. Line of Business: Personal & Commercial Banking : The Government Banking Relationship Manager III develops and retains government banking business and grows core deposits, meeting with prospects and customers....Full timeWork from homeFlexible hoursAfternoon shift- ...The essential functions include, but are not limited to the following: Establish and maintain a positive team-oriented relationship with colleagues. Adhere to company policies and procedures for workflow and documentation. Develop relationships with current...Work at office
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