Relationship Banker
Credit-Union-1
Credit Union 1 is Recognized as a Chicago Tribune and Las Vegas Review-Journal Top Workplace 2025We are excited to announce that Credit Union 1 has been recognized as a Chicago Tribune and Las Vegas Review-Journal Top Place to work for the fifth year in a row! The Top Workplaces explore how organizations create and sustain a positive and productive work culture. A great culture is important to Credit Union 1, and our culture is made up of more than great benefits and time off.Join the Credit Union 1 TeamIf you are highly motivated, friendly, and looking for a great place to work, join the Credit Union 1 team. As an employee of Credit Union 1, you will be part of a well-established and respected credit union that offers you amazing benefits, along with both stability and the opportunity for a great career path.Top reasons to begin a career at Credit Union 1 as a Part-Time Employee:Get paid for NOT working 14 holidays each year!Paid Time Off (PTO) begins accruing day one of employmentFree Employee Assistance Program (EAP)Career growth opportunities it's our philosophy to promote from within whenever possible. Credit Union 1 is committed to your success and professional development.Free Teledoc 24/7 Physician ServicesPet Insurance401(k) Retirement Savings and Profit Sharing (must be 20 yrs old)Being part of a team providing services with the goal of improving the ongoing economic well-being of our members.Exclusive interest rate reduction for qualifying loan products.The Job at a GlanceProvides financial and account services to members in a confident and professional manner that assures efficient operations and exceptional service. Assertively executes cross selling with members and potential members to increase growth. This position requires accurately handling member requests, such as but not limited to, deposits, withdrawals, loan payments, new account opening, member interviews, and/or any other request from members. Accommodates staffing needs throughout the branch platform as required.A Typical DayTake responsibility and accountability in following all service standards set forth by the credit union; provide informed, professional, and accurate service and support to all members and associates.Performs teller duties: process member transactions accurately and efficiently while maintaining a balanced cash drawer.Assists members with opening and closing accounts, and addresses and resolves member problems, inquiries, or complaints.Assist applicants with consumer and mortgage loan applications and questions. Explain loan programs, options, and requirements. NMLS is required.Promote the credit union’s products and services based on member needs and identifying opportunities. Actively participate in developing new business for the credit unionRepresent the credit union in a courteous and professional manner; provide prompt, efficient, and accurate service in all areas.Stays abreast of emerging financial trends to better meet members’ needs.Accountable for achieving or exceeding individual sales goals and participating in team sales and referral goals.Maintains knowledge of all Credit Union 1 products, services, procedures while staying informed of all policy and procedural changesMaintains member confidence and protects credit union operations by keeping information confidential.Performs other duties as necessary or directed.Promote CU1’s core values of Be Great, Be Engaged, Be Open, Be Nice.What We Look ForFrequent periods are spent standing or sitting in the same location with some opportunity to move about; occasionally there may be a need to stoop or lift objects.Ability to operate computers and standard office equipment.Repetitive motion. Substantial movements (motions) of the wrists, hands, and/or fingers.Ability to lift up to 20 pounds at a time.Ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.Ability to work in a changing, challenging, and fast paced work environment with variable stress levels.Regular and reliable attendance.Occasional travel for staffing coverage and training, totaling less than 10%.Location: 1404 E. Ireland Road, South Bend, IN 46614Branch Hours: Mon, Tues, Thurs: 9:00am - 5:00pm | Wed: 10:00am - 5:00pm | Fri: 9:00am - 5:00pm #J-18808-Ljbffr Credit-Union-1
$116k - $216k
...serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$20.67 - $31.25 per hour
...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...SuggestedHourly payWork experience placementDay shift- ...compensation, stock plans, tax-efficient investing, estate planning, and broader financial wellness concepts. Through proactive relationship management, education, and advice, you play a critical role in improving participant outcomes and strengthening Fidelity's partnership...SuggestedFull timeLocal area
- ...As a Private Banker, you will be responsible for providing a world class member service experience to our high-net-worth members while... ...of 50 households as well as build own portfolio by developing relationships with new members. Grow the average preferred service client...SuggestedContract workWork at officeLocal area
- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...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
$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$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$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- Northwestern Mutual in Mishawaka, Indiana, is seeking College Financial Representatives for their internship program. This opportunity allows you to build a financial planning practice while receiving support from a Fortune 500 company. Ideal candidates are full-time students...Full timeInternship
$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$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$19.23 - $28.37 per hour
...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex... ...transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations...Hourly payWork experience placementWork at officeDay shift- ...Financial Center Banker As part of the Branch Banking team, Financial Center Banker will have or acquire an in-depth knowledge... ...clients through a consultative approach while expanding the banking relationship. The Financial Center Banker connects customers with...Work at office
$19.25 per hour
...This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION's wallet share. Will float between designated service centers and provide support to multiple...- ...KeyBank in Mishawaka, Indiana invites applications for a Personal Banker who will engage clients, uncover financial needs, and provide tailored guidance. You will attract new clients and deepen relationships with existing ones, collaborating with branch teammates and line...
- ...days/hours that the branch location is open. Bring it all together As the front line customer ambassador for Centier, the Universal Banker is cross trained to provide a World-Class experience for clients. This position will have a thorough understanding of the customer'...Weekend workAfternoon shift
$21.36 - $27.6 per hour
...opportunities to grow and learn, to connect with others, and build relationships with the people around you. You’ll have the space and... ...Manage portfolio of client relationships for 1-3 Private Bankers Provide a superior client experience by completing tasks, resolving...Hourly payFull timeShift work- ...ourEmployeeStockOwnershipPlan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring...Full timeTemporary workLocal area
- ...clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. In this role you will work directly with clients to help them make investment decisions that are...Full timeWork at officeLocal area
$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- The Patient Financial Counselor is responsible for assisting patients in the process of completing financial assistance applications, educating them about their financial responsibility, and helping them identify a path toward resolving their balances. This position also...Work at officeShift work
- ...planning and advice to clients. You will build a book of business, focusing on personalized investment solutions while fostering relationships and integrating technology to enhance client experiences. The ideal candidate has at least 2 years in a financial advisor role,...
$80k - $150k
...Bend IndianaJob SummaryThe Business Banking RM Serves as the relationship manager and financial advisor to clients, introducing a full range... ...and managing and growing existing client relationships. Our bankers are expected to demonstrate strong risk management acumen,...Full timeWork at officeFlexible hoursNight shift$15 per hour
...Business Banker Angott Search Group is partnering with a prominent regional bank, managing assets of over $8 billion, to find an... ...Key Responsibilities: Grow and maintain business banking relationships through loans, deposits, and cross-selling bank products....- ...opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail Branch organization, you will be... ...ecosystem partnerships to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workPart timeWork experience placementWork at office
$100k - $150k
Our client, one of the nation’s largest banks and financial services providers, is looking to add a Business Banking Relationship Manager to their team in South Bend, IN . This position is a great career opportunity for an experienced lending professional and offers a...- KeyBank is seeking a Business Banking Relationship Manager in South Bend. You will serve as the primary advisor to clients, offering a full suite of business banking products and solutions to meet client needs and drive revenue growth. You will lead cross-functional teams...
- ...We are seeking a proven leader to oversee a team of Commercial Bankers and drive loan and deposit growth across the region. This role... ...Bankers to strengthen sales performance, credit skills, and relationship management Lead business development efforts and maintain a...Work at officeLocal areaNight shift
- ...activities. Stakeholder Alignment & Continuous Improvement Connect business priorities with technology delivery. Build trusted relationships across IT, business functions, Finance, Operations, and other stakeholders. Facilitate difficult trade-off conversations....Local area
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