Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently processing cash transactions for clients as needed Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities Connecting clients to solutions that meet the 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 our 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 banking transactions and solutions. Applies critical thinking and problem-solving abilities to meet client needs and improve their financial lives. Highest-signal resume keywords Client Engagement Cash Transaction Processing Self-Service Technology Education Critical Thinking Relationship Building ATS Optimization Keywords Hard Skills Cash Transaction Processing Self-Service Technology Education Banking Transactions Financial Solutions Identification Soft Skills Effective Communication Collaboration Enthusiasm Motivation Adaptability Industry Keywords Financial Goals Client Needs Compliance Problem-Solving Time Management Tools & Technologies ATM Online Banking Mobile Banking #J-18808-Ljbffr Jobtailor
- ...Civista Bank Description: Position Purpose: A Personal Banker II (PB II) is responsible for maintaining and building customer relationships by providing an exceptional customer experience. A PB II is also responsible for opening new accounts, completing loan...Suggested
Civista Bank
Brunswick, OH8 hours ago $20.25 - $24.75 per hour
...Job Title Bilingual Relationship Bankers Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed....SuggestedTemporary workWork at officeLocal area$25 - $26.77 per hour
...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...SuggestedHourly payFlexible hoursShift workWeekend workDay shift$41.25k - $68.75k
...opportunity to contribute to the company's success. As a(n) Personal Banker within PNC's Retail Branch organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift workFairygodboss
North Olmsted, OH4 days ago$20.67 - $31.25 per hour
...Personal Banker Location: 1435 Warren Road - Lakewood, Ohio 44107 Job Summary Be a problem solver, trusted advisor, and partner... ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client confidence...SuggestedHourly payWork experience placementDay shiftKeyCorp
Lakewood, OH1 day ago- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
Fifth Third
Fairview Park, OH3 days ago $25 per hour
...Citizens Bankers Starting Salary: $25 / hour and up Citizens Bankers are the face of the branch. They devote their time getting to know their customers and building lasting relationships by providing trusted advice. What you'll do Are you outgoing? Do you get...Hourly payLocal areaFlexible hoursAfternoon shiftCitizens Financial Group, Inc.
Strongsville, OH4 days ago- Employee Type Full Time Contact Information Name Greta Popa Phone (***) ***-**** Email ****@*****.*** Description Company Description Since founded in 1904, Union Savings Bank has been serving the local community by promoting responsible home ownership through prudent...Full timeWork at officeLocal area
- ...Universal Banker The Universal Banker is the core role within the First Federal Lakewood retail branches. There are 3 levels within... ...both in person and on the telephone including Customer Relationship Center Support; follows-up with customers as necessary. # Monitors...Night shift
- First Federal Lakewood is seeking a Universal Banker to deliver exceptional service in our Customer Service & Support department. You... ...and platform responsibilities with opportunities to deepen relationships through needs-based recommendations. FFL offers a team-focused...
First Federal Lakewood
Strongsville, OH13 days ago - Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that manages over $11B+ of assets, has 20+ offices and over 600 employees. We offer a multitude...Work at officeFlexible hours
Hantz Group
Independence, OH20 hours ago $75k
...partners as appropriate. Acquires, expands and maintains client relationships through business development and client networking. Grows... ...visibility among branch staff. In partnership with Private Client Banker, leads the branch team on actions to achieve investment...Full timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Brecksville, OH2 days ago$125k - $175k
...half-day Fridays throughout the summer Key Responsibilities Lead client meetings with the plan to take over client relationships over time Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client...Summer workWork at officeRIA Recruiting
Independence, OH3 days ago- ...A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates...
Cetera Financial Group
North Olmsted, OH4 days ago - ...income instruments, managed accounts, commodities, and alternative investments, among others. You will build and maintain long‑term relationships with a portfolio of financially successful clients. Successful candidates in this role possess an entrepreneurial mindset and...
Dollar Bank
North Olmsted, OH1 day ago - ...with the Commercial Banking Team Leader, Regional Commercial Management, and Regional Credit Officer in all aspects of assigned relationship management (a defined "Portfolio"), which will include following loans from application to closing, as well as post-closing administration...
Farmers National
Strongsville, OH20 hours ago - ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
- .... Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact...Work at officeLocal area
- Location Independence Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal...Full time
- ...leading financial services company is seeking a Financial Professional in Independence, Ohio. The candidate will manage plan sponsor relationships, assist in retail wealth management, and conduct seminars on retirement and investment strategies. Ideal candidates are...
- The Wealth Advisor serves as the primary advisor and relationship manager for an assigned book of clients. This role is responsible for delivering a world‑class client experience through personalized financial planning, investment management, and proactive relationship...
- Job Description Job Description GENERAL JOB DESCRIPTION The Senior Financial Planner plays a crucial role on our Financial Planning team, working closely with advisors, clients, and integrated service partners (e.g., tax, estate, insurance, and investments) to produce...Work experience placementWork at office
MAI WEALTH MANAGEMENT, INC.
Independence, OH3 days ago - NFP, an Aon company, seeks an Associate Advisor to support the Wealth Management team in delivering exceptional service to existing and prospective clients. You will gather and analyze data, design financial strategies, develop plans, and assist with portfolio implementation...
- ...responsible for managing and growing a portfolio of commercial card and automated payables clients. This role serves as the primary relationship manager for assigned clients, driving portfolio spend, revenue growth, client retention, product adoption, and overall...Casual workWork at office
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
$25 - $38.46 per hour
...for supporting Lead Institutional Advisors Regional Consultants and Consultants while managing an assigned book of institutional relationships. Provides high‑level client service and administrative support, maintains deep knowledge of institutional products and services,...Hourly payWork at officeWork from homeFlexible hours- .... MBA or CFA preferred. COMPETENCIES Extensive knowledge of financial markets/instruments/regulations, economic theories and relationships, valuation tools, and basic statistical and financial concepts. Flexible and adaptable; thrives in a fast-paced and dynamic team...Flexible hours
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