Relationship Banker
Jobtailor
Responsibilities Engage clients in the lobby to educate and assist them with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Accurately and efficiently process cash transactions for clients as needed. Have deep conversations with clients to gain in‑depth knowledge of their financial and life priorities and connect them to solutions that meet their financial goals. Requirements Is an enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves clients' financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self‑service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem‑solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results while acting in the best interest of the client. Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance. Core Competencies Demonstrates strong client engagement and relationship‑building skills while effectively educating clients on self‑service banking technologies. Applies critical thinking and problem‑solving abilities to identify and connect clients with financial solutions that align with their goals. Highest‑signal resume keywords Client Engagement Self‑Service Banking Education Critical Thinking Relationship Building Time Management Hard Skills Cash Transaction Processing Mobile Banking Online Banking ATM Operations Soft Skills Enthusiasm Motivation Communication Adaptability Collaboration Industry Keywords Financial Goals Client Solutions Compliance Financial Services #J-18808-Ljbffr Jobtailor
$18.5 - $25.14 per hour
Pay Range: $18.50 - $25.14The role of the Relationship Banker is to deliver high quality customer service and responsiveness while providing quality, consultative customer service to ensure both internal and external customer's needs are met. This individual will be responsible...SuggestedFull timeTemporary workPart timeBank staffWork visaFlexible hours- 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...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$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...SuggestedFull timeInternshipLocal areaFlexible 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...SuggestedWork at officeFlexible hours
- Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors...SuggestedHourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$25 - $31.37 per hour
...clients and abiding by regulatory requirements. Required Qualifications Minimum of one year demonstrated sales experience in a relationship‑oriented and client‑centric environment. In lieu of one year of sales experience, prior role as Relationship Manager (RM), Advisor...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses...Work at officeRemote work
- ...Supervisor/Manager, the Member Service Associate II is responsible for providing exceptional service to our members by building relationships, conducting needs-based conversations, originating and closing consumer loans, and opening and maintaining deposit account relationships...Work at office
- ...with financial well-being through virtual consultations. You will assess client needs, explain suitable solutions, and maintain relationships with regular check-ins while handling related administrative tasks. Interviews are conducted via Zoom, and advancement is possible...Remote jobWeekly payWork from homeFlexible hours
$21.5 - $26.75 per hour
...role. Line of Business: Personal & Commercial Banking Job Description: This role plays a vital role in bringing TD's human, relationship driven banking experience to life. This role is a trusted guide for our clients; delivering everyday banking with accuracy,...Part timeWork at officeAfternoon shift$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- ...Present, promote, and sell security products and services to meet customer needs.Build and maintain strong, long-lasting customer relationships.Meet and exceed monthly and quarterly sales targets.Stay current on industry trends, competitor offerings, and company products...Base plus commissionLocal area
$65k - $82k
...The Investor Relations Manager supports the organization's capitalization efforts by managing investor relationships, coordinating stewardship activities, maintaining investment records and reporting systems, and advancing efforts to attract and retain investors. This...Work at office- GRANTS MANAGER LOCATION: McLane Center - Concord, NH HOURS: 21 hours per week, part-time non-exempt (hourly paid) staff position. Schedule may vary according to needs. This position may include remote office time, with at least one day per week at McLane Center. FUNCTION...Hourly payPart timeWork at officeRemote work1 day per week
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!



