Relationship Banker II
Jobtailor
Meet with customers and prospects in person and by phone to determine financial needs Proactively offer appropriate products, services, and guidance to help customers achieve financial goals Achieve branch targets and goals by identifying customer needs and providing guidance on Regions' solutions Conduct outbound calls from customer and prospect lead lists to expand relationships and acquire new customers Educate and advise customers on Regions' consumer and business products and services, including loans and deposits Educate customers on mobile, online, ATM, and other digital banking solutions Provide an optimal customer experience, including greeting customers and processing transactions Own and resolve customer issues Refer customers to internal experts when complex financial needs are identified Follow banking processes, procedures, laws, and regulations Complete duties delegated and assigned by the Branch Manager Help ensure sound banking practices and manage, identify, and report operational risks Requirements High School Diploma or GED Ability to work Saturdays as needed Ability to handle cash and process cash transactions Ability to communicate in person, by phone, and through electronic channels Frequent computer use, including typing and sustained attention to a monitor Ability to walk and stand for extended periods Ability to lift up to 20 pounds Registration with the Nationwide Mortgage Licensing System and Registry (NMLS) Bachelor's degree preferred Life Insurance License preferred One year of cash-handling, banking, and/or customer service experience preferred Core Competencies Demonstrates expertise in customer engagement and financial product education, ensuring optimal customer experiences while adhering to banking regulations and processes. Proficient in cash handling and operational risk management. Highest-signal resume keywords Customer Service Experience Cash Handling Financial Product Knowledge NMLS Registration Banking Regulations Compliance ATS Optimization Keywords Hard Skills Cash Transactions Financial Needs Assessment Digital Banking Solutions Outbound Calling Transaction Processing Soft Skills Communication Skills Problem Solving Customer Relationship Management Certifications & Qualifications NMLS Registration Life Insurance License Industry Keywords Banking Processes Operational Risk Management Consumer Products Business Products Tools & Technologies Online Banking Platforms ATM Systems #J-18808-Ljbffr
$46.12k
...and integrity, and possess the drive to succeed, then we are your employer of choice. Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs,...SuggestedFull timeFlexible hours$250k
Private Banker II Job Locations US-TN-Nashville | US-IL-Knoxville Category/Function Trust/Wealth Management Position... ...a demonstrated industry expert that can build and retain a relationship portfolio. Salary Range The salary range for this position...SuggestedFull timeWork experience placement- ...Bank is a dynamic regional community bank committed to delivering passionate, customer‑focused banking solutions. We look for a Relationship Banker (RB) who can build, expand, and retain client relationships while providing an exceptional client experience. Essential...SuggestedNight shift
- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts...SuggestedNight shift
- ...Fifth Third Bank Personal Banker Associate II - Harpeth Valley Make banking a Fifth Third better We connect great people to great opportunities... ...position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-...SuggestedWork experience placementWork at office
- ...Personal Banker Associate II - Brentwood Area Make banking a Fifth Third better We connect great people to great opportunities. Are you... ...sales position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-...Work experience placementWork at office
- ...Regions is seeking a Relationship Banker II in Nashville to meet with customers, identify their financial needs, and offer Regions’ products and guidance to help achieve goals. This role targets growth through proactive customer engagement and cross-selling across consumer...
$17 - $29.75 per hour
...Relationship Banker Job Locations US-TN-Nashville Category/Function Retail Banking Center Position Type... ...) or currently NMLS registered . Relationship Banker II Experienced bankers who have successfully completed the...Full timeImmediate start- ...solutions that meet their goals. Key Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines to do what is right for clients and the...Shift workWeekend workDay shift
- ...The role involves engaging clients in the lobby, assisting them with transactions via self-service resources, and building strong relationships to meet their financial goals. Candidates should possess strong communication skills, a high school diploma, and ideally...
- ...Huntington Bank seeks a Financial Relationship Banker to retain and grow consumer and business customer relationships. You will promote deposit, loan, and other banking products while delivering high service quality. The role involves educating customers on online and...
- ...Regions Financial Corporation in Brentwood, Tennessee, is seeking a Senior Consumer Relationship Banker to meet with customers in person and by phone, assessing financial needs and offering tailored products and guidance to help achieve goals. The role emphasizes Preferred...
- ...Relationship BankerThe Relationship Banker serves as a trusted financial guide and a dynamic customer champion. This dual professional not only deepens customer relationships through exceptional service and personalized financial guidance but also plays a pivotal role...Flexible hours
- ...Job Description Location : Onsite at the location listed in the 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 meet their needs...Temporary workWork at office
- ...FirstBank is seeking a Relationship Banker to deepen client relationships and provide personalized financial guidance in the Brentwood branch. You will support branch operations and back up the Area Manager when needed, while actively engaging with consumers and small...
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...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...Shift workWeekend workDay shift
- ...Relationship Banker - Nashville Market Franklin, Tennessee;Brentwood, Tennessee; Nashville, Tennessee; Brentwood, Tennessee **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all**...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Regions Bank in Nashville, TN is seeking a Senior Consumer Relationship Banker to meet with customers and prospects, assess financial needs, and offer tailored Regions products and guidance. Focus areas include wealth and lending solutions within Preferred Banking Households...
- ...Relationship BankerJob Category: BankingLocation: Onsite at the location in the 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...Temporary workWork at office
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
$39.6k
...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers. The purpose of this role is to...Full timeFlexible hours- ...Job Description \n \n Location: On site at location listed in job posting. SUMMARY \n \n \n The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...Temporary work
- ...to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding... ...progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned...Full timeWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift
- ...Disabled Robert C. Matthews, email: ****@*****.*** Personal Banker I Role: To assist customers and potential customers with their banking needs; to support Relationship Managers in processing loans; to look for cross-sell opportunities and make...Full timeFor contractorsApprenticeshipWork at office
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...achieving their desired goals.Job ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...TNBANK Personal Banker We are looking for a talented Personal Banker to establish new and increase existing customer account relationships through sales and referrals. You will manage teller staff, foster a positive environment and ensure customer satisfaction. The successful...
$25 per hour
...Overview Title: AR Analyst- Finance Associate II Duration: 6 months with possible extension/hire Please note: This is currently... ...be submitted only. Pay Rate: $25/hour Responsibilities Builds relationships with the customers and utilizes the appropriate method of contact...Contract workWork at officeLocal areaMonday to FridayFlexible hours2 days per week3 days per week- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
$170k
...provide more details. Intrepid Investment Bankers is expanding nationally and seeking to... ...senior bankers in establishing relationships and maintaining direct contact with current... ...the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles' Fair Chance Initiative...Work at officeLocal areaRemote work
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