Relationship Banker
Valley Bank
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth--with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US. At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you--working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients--that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. This role delivers exceptional customer service in alignment with the bank's mission by engaging clients with professionalism, confidence, and a strong understanding of their financial needs. Responsibilities Include But Are Not Limited To Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate financial solutions. Meet with customers to conduct financial needs assessments, maximize sales opportunities, and provide full-service support. Open new accounts, including checking, savings, CDs, and IRAs and discuss/sell loan products to existing and prospective customers. Demonstrates and promotes online and mobile banking capabilities. Responsible for meeting customer expectations and achieving service quality standards. Participate/oversee the sales referral process ensuring customer financial needs are met and assist management in coaching and mentoring branch staff. Perform all customers' transactions efficiently while leveraging technology to enhance service. Maintains and balances a cash drawer and utilizes teller scanning equipment, cash recyclers, cash dispensers, and coin machines. Serve as Vault Teller ensuring adequate branch cash levels by managing currency and coin orders, shipments, and distribution to tellers within established limits. Participate in community events and supports CRA initiatives, activities, and programs. Report significant matters, issues, and unusual customer activity to management while maintaining strong knowledge of compliance and regulatory requirements. Adhere to the bank's code of conduct and all policies and procedures. Required Skills Excellent verbal and written communication. Ability to write correspondence and appropriately and accurately demonstrate products and services to customers. Excellent interpersonal - customer service skills, attentiveness, information retention, tact and diplomacy in dealing with both customers and employees. Strong analytical, problem solving, and decision-making skills to effectively uncover and resolve complex customer issues. Ability to make sound decisions which include making on-the-spot decisions regarding customer transactions; weighing customer satisfaction issues with the Bank exposure to loss or fraud and the ability to think through and rationalize decisions. Ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form. Provides deep understanding of Retail Banking and strong Customer Service Skills with the ability to engage customers in conversation regarding products and services. Detail oriented, strong organizational skills, and high degree of accuracy. Ability to manage multiple projects simultaneously. Proficient computer skills. Required Experience High School Diploma or GED equivalent; and minimum of one year experience in customer service, retail sales and service position with cash handling, or a similar role. Preferred Experience 1 year of business services experience in branch banking and knowledge of branch operations or successful completion of a Valley Retail training program. Associates degree or Bachelors' degree with concentration in accounting, business, finance, economics or a related field. FIS/IBS (Integrated Banking Solutions). #J-18808-Ljbffr Valley Bank
- ...Responsibilities include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with...Suggested
$39.6k - $46.88k
...update your information by visiting and logging into the careers section of the system. Job Description: 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...SuggestedFull timeFlexible hours- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...SuggestedWork at officeLocal areaDay shift
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...SuggestedWork experience placementWork at officeShift work
- Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead management, and proactive cross selling. Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional...
$52k - $60.73k
...information by visiting and logging into the careers section of the system. Job Description: At 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,...Full timeWork at officeFlexible hours- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking 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 office
- Job ResponsibilitiesResponsibilities include, but are not limited to:1. Exceptional Customer Service: Provide friendly and professional service in accordance with Valley's mission statement.2. Product Knowledge: Understand all bank products and services, educate and demonstrate...
- ...drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer-facing role involves assisting customers with a variety...Work at officeLocal area
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank 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 through...Full timeTemporary workWork experience placement
- ...Personal Banker At 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 culture where all...Full timeTemporary workPart timeWork at office
- ...trust, investment advisory, personal and commercial banking services to meet all client needs with personalized solutions. Personal Banker - Responsibilities Perform daily branch functions including client services, teller operations, vault duties, account opening/...Temporary workWork at officeRemote workNight shift
- Senior Commercial Relationship Manager - Orlando, FL FinTrust Connect has partnered with a community-focused financial institution to identify... .... This opportunity is ideal for an experienced commercial banker who thrives on business development, consultative client...
$260k - $350k
Job Title Senior Relationship Manager - Southern Cone (Argentina and Chile) Location Miami or New York City Company Retained by a global... ...7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book of client business within...Full timeLocal area- ...Job Description Job Description Commercial Banking Relationship Manager –Orlando, FL FinTrust Connect has partnered with a well... ...estate banking. This role is ideal for an experienced commercial banker who can develop new relationships, expand an existing...
- ...Financial Advisor, you will be responsible for developing client relationships and partnerships with referral sources inside and outside of... .... • Develop client relationships through internal banker referral partners and external COIs. • Surround your clients...Full timeWork at office
- ...want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective...Full timeImmediate startDay shift
$77k - $202k
...clients for seamless integration and utilization of Oracle Finance systems- Navigating complex situations to build meaningful client relationships and inspire team members- Anticipating the needs of teams and clients to deliver quality solutions in ambiguous environments-...Full timeH1b$78.3k - $151k
...with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures.Essential Job Functions:Client Service: Prepare and present to clients portfolio reviews,...Full timeInterim roleWork at office- ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll...Full timeWork at office
- Job DescriptionJOB SUMMARY: A Corporate Banking Relationship Manager is responsible for originating commercial loans and for cross-selling BankUnited products to commercial accounts. Incumbents are expected to meet or exceed production goals.ESSENTIAL DUTIES AND RESPONSIBILITIES...Full timeInterim roleLocal area
- Overview About The RoleAs a Corporate Banking Relationship Manager, you’ll serve as the primary advisor for a portfolio of high-value clients. You’ll lead relationship strategy, drive new business development, and deliver tailored financial solutions that support your...Full timeWork at office
- ...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
- ...personalized service, and a fiduciary commitment to our clients. As a Sr. Manager, Wealth Advisor, you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll...Full timeWork at office
- ...on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing. You'll...Work at office
$24 per hour
Financial Representative By joining Sedgwick, you'll be part of something truly meaningful. It's what our 33,000 colleagues do every day for people around the world who are facing the unexpected. We invite you to grow your career with us, experience our caring culture...Hourly payWork at officeLocal areaFlexible hours$25 per hour
Southfield, MI Eden Prairie, MN Orlando, FL - Ingenuity Dubuque, IA Memphis, TN Dublin, OH - Glendon - 5500 Irving, TX - Royal - 2201 Indianapolis, IN - Purdue Chicago, IL R76480 By joining Sedgwick, you'll be part of something truly meaningful...Hourly payWork at officeLocal areaFlexible hours- ...based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base; through biblical relationships, challenging them in key areas to facilitate growth. Strives to build organizational capacity, create and seize business...Work at officeLocal areaNight shift
- ...detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries Maintain and cultivate client relationships via approved mediums of communication Create and prepare detailed portfolio reviews, security analysis, and client delivery...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
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