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
$22.5 - $29 per hour
...Retail Banker I Work Location: Portland, Maine, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD... ...help Customers achieve their financial goals and optimize their relationship with TD. Depth & Scope: Proficient in products, services...SuggestedWork at office$25 - $26.77 per hour
...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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...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
$20.55 - $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$97.96k - $125.96k
Pay Range: $97,962.00 - $125,957.00This role may be filled in either Burlington, VT or Portland, ME. The successful candidate will support the market associated with their hired location. Candidates hired in Portland, ME will support the Maine market, while candidates hired...SuggestedFull timeTemporary workPart timeWork visaFlexible hours- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startShift workDay shift
$28.85 - $33.65 per hour
...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...superior customer service, and bank directed initiatives. May 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...
- ...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...Work experience placementDay shift
$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$100k
...retirement plans • Offer life insurance, estate planning, and additional financial strategies • Provide long-term client service and relationship management --- The Lead Generation System That Works Scheduled Presentations (Your Primary Lead Source): • 2-4 on-campus...Full timePart timeWork at office$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...Temporary workWork experience placement$70k - $80k
...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$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$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...Remote jobHourly payWork at office- 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
$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
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$75k - $85k
...unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in...Work at officeLocal areaRemote work2 days per week- Aogarciaagency in Portland, Maine, is seeking passionate individuals for a virtual role focused on securing families’ financial well-being. Enjoy the benefits of flexibility and a supportive environment while conducting consultations with clients. You will advance based...Remote jobFlexible hours
- ...Community Banker II The Community Banker II is responsible for acquiring, developing, and managing consumer & small business relationships within the designated territory. The Community Banker II will actively pursue new, home equity loans, mortgage loans, small business...Work at officeNight shift
- 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 officeRemote work2 days per week
- 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
- The Capital Management Officer at Evernorth in Portland, Maine will support investor relations and capital management by providing operational and analytical support to the Capital Management department and related business lines. You will partner with internal teams to...
$20.27 - $24.36 per hour
Patient Financial Services Associate II The Patient Financial Services Associate II role is responsible for the specific set of patient accounting which could include the appropriate billing, training, and/or follow up/denial resolution of insurance claims within filing...Hourly payFull timePart timeFlexible hoursShift work$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- 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
- ...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
$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$18.68 - $31.14 per hour
...needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated... ...specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for...
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