Relationship Banker
Jobtailor
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 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 Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Core Competencies Demonstrates expertise in client engagement and financial services, with a strong ability to educate clients on self-service banking technologies. Possesses critical thinking and problem‑solving skills to identify and connect clients with appropriate financial solutions. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Self-Service Technology Education ATS Optimization Keywords Hard Skills Cash Transactions Processing Self-Service Banking Technologies Financial Products Knowledge Sales Techniques Time Management Soft Skills Effective Communication Relationship Building Critical Thinking Problem-Solving Motivation Industry Keywords Financial Services Client Solutions Sales Goals Business Management Business Administration Finance Tools & Technologies Mobile Banking Online Banking ATM #J-18808-Ljbffr
$52k - $60.73k
...Senior Consumer Relationship BankerAt Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate...SuggestedWork at officeFlexible hours- ...Relationship Banker - Pinellas Bradenton Market Saint Petersburg, Florida;Saint Petersburg, Florida; Saint Petersburg, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Relationship Banker Business Specialist within PNC's Retail Branch organization, you will be based in St Petersburg, FL at the North St...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
$46.12k
...Relationship Banker II 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, and meeting those needs by proactively offering appropriate products, services,...SuggestedFull timeFlexible hours- ...Job Opportunity: Relationship Banker In Branch Banking You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal...SuggestedImmediate startAfternoon shift
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition...Ongoing contractWork experience placementWork at officeImmediate start
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace...Work experience placementWork at officeShift work
- ...opportunity to contribute to the company's success. As a 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Commercial Deposit Relationship ManagerResponsible for acquiring, managing, and expanding commercial deposit relationships with a focus on core operating balances and long-term client retention. This role serves as the primary relationship owner for deposit focused clients...Local area
$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- ...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
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$53k - $65k
Equity TraderTrading Opportunity in Financial ServicesLocations:Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339La Vista: 12325 Port Grace Blvd, La Vista, NE 68128Oakdale: 7755 3rd St. N, Oakdale, MN 55128Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale...Work at officeImmediate start- ...executing opportunities and making referrals to internal business partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client loyalty and share of wallet through an exceptional client...Full timeTemporary workPart timeWork experience placementWork at office
- ...Roving Associate Personal Banker (SAFE)At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed... ...branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in...Work experience placementFlexible hours
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$43.89k - $150k
...offer in-depth guidance through Financial Planning services Identifies and follows up on all opportunities to establish customer relationships including prospecting, lead utilization, and local market/community involvement Builds and maintains a strong client network...Full timeTemporary workLocal areaFlexible hours$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...graduate, they must be able to learn the basics within the retirement planning industry quickly. Experience using a CRM- Customer Relationship Management software (this is used to review info before processing transactions) is preferred. Experience working in a call...Full timeWork experience placementWork at officeLocal areaWork from home
- ...Analyze creditworthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
- ...In partnership with the financial advisor, you'll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice's overall business outcomes. What you'll do Build and deepen client relationships by supporting...Full timeTemporary workFlexible hours
- Job Description Job Description Location: Hybrid – On-site office days + virtual client appointments Compensation: 1099 Independent Contractor – Commission-Based Position Type: Independent Contractor (1099) Are you a skilled financial advisor with experience...For contractorsWork at office
- Financial Counselor I The Financial Counselor assists patients and their families with a host of services to ensure that the process of collecting payments is fully explained and is as comfortable as possible. What you will do: Understands the importance Orlando...Work at officeLocal areaNight shift
$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office- Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up while you study. Our interns work with local and nationwide experts, exclusive financial...Full timeInternshipLocal areaFlexible hours
- ...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
- ...Retirement Planning Insurance & Risk Management We pride ourselves on a culture built around integrity, transparency, and long‑term relationships. Our advisors receive hands‑on training, ongoing mentorship, and the tools needed to build a meaningful, high‑impact career....Permanent employment
- ***** NO THIRD-PARTY RESUMES PLEASE. ***** Transfer Associate $24/hour W-2 Location: St. Petersburg, FL 6+ months - opportunity for extension or conversion for good attendance and performance Will work fully onsite each day for training (around 4 weeks) -- will work...Work at officeMonday to Friday3 days per week
$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
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