Relationship Banker: Personal Finance & Lending Expert
Bank N.A.
Bank N.A. is seeking a customer-focused banking professional in the Retail Banking Sales & Service area. You will deliver exceptional service, assess customer needs, and guide clients toward tailored financial solutions across everyday banking, lending, and investments. You will engage customers to grow loyalty, facilitate appointments, and collaborate with branch teammates to meet business goals while ensuring compliance with regulatory standards. #J-18808-Ljbffr Bank N.A.
- ...financial solutions across channels. The role focuses on needs-based assessments, proactive engagement, and building relationships through personal banking, lending, and investments while complying with policy and risk controls. Candidates typically have 2-3 years of relevant...Personal
$50k - $100k
...everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...generating appointments, and building new relationships within the community.Addresses... ...guidelines.Makes credit recommendations for personal lending transactions, including...PersonalPart timeImmediate startDay shift- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National... ...with partners across Wealth, Home Lending, and Business Banking to deliver a... ...setting clear expectations, and taking personal ownership to convert qualified opportunities...PersonalTemporary workWork experience placementImmediate start
$29.5 - $36 per hour
About This Role The Relationship Banker is a sales-focused retail banking professional responsible... ...experience as a Relationship Banker, Personal Banker, Universal Banker, Branch... ...partners, including mortgage, consumer lending, business banking, treasury management...PersonalHourly payFor contractorsWork at officeRemote work- ...We build lasting relationships by doing the right... ...As a Relationship Banker in a Chase Branch,... ...with them, both in person and over the phone... ...them to our team of experts to help with... ...Dodd Frank/Truth in Lending Act This position... ..., mortgages, auto financing, investment advice...PersonalImmediate startAfternoon shift
$27 - $41 per hour
...this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network... ...with partners across Wealth, Home Lending, and Business Banking to deliver a differentiated... ...clear expectations, and taking personal ownership to convert qualified...PersonalFull timeTemporary workWork experience placementImmediate start$25 - $26.77 per hour
...for operational excellence Builds relationships with clients to meet financial... ...knowledge and network by partnering with experts in small business, lending, and investments Manages... ...management, business administration or finance Skills: Adaptability Business...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$122.54k - $208.72k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals... ...and Center of Influences, personal community involvement, and... ...whose trust, investment, and lending needs require a consistently...PersonalRemote work$25 - $26.77 per hour
...for operational excellence Builds relationships with clients to meet financial needs... ...knowledge and network by partnering with experts in small business, lending, and investments Manages financial... ..., business administration or finance Skills: Adaptability Business Acumen...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$122.4k - $228k
...retains and grows profitable banking relationships with high-net-worth clients and... ...management needs while providing expert service and highly personalized interaction. Develops and executes... ...technology requirements. Ensures lending and non-lending decisions, prospecting...PersonalPart timeLocal areaShift work- JPMorganChase in Hayward, CA is hiring an Associate Relationship Banker to greet clients, understand financial... ...and over the phone, delivering attentive, personalized service. You will learn product details quickly, work with experts, and support branch operations while...Weekend workAfternoon shift
- ...be called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we choose... ...branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their...PersonalFlexible hours
$45.38k - $75.63k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Banking... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer... ...Problem Solving Prospecting. Retail Lending Selling. Understanding Customer Needs...PersonalFull timeTemporary workWork experience placementWork at office$43.68k - $69.9k
...Function Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education... ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...PersonalWork experience placementWork at office$100 per hour
...Evaluate AI models in consumer lending for accuracy and performance.... ...Turing is looking for Personal and Consumer Lending professionals... ...shaping the future of AI in finance, please apply. No prior AI experience... ...and fellow lending experts to shape training methods, evaluation...PersonalHourly payPart timeFreelanceRemote workFlexible hours$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...than $250K, recognize/refer larger lending opportunities and cross sell treasury... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships...PersonalFull timeMonday to Friday$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the... ...than $250K, recognize/refer larger lending opportunities and cross sell treasury... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships...PersonalFull time$50k - $100k
...us in building something new. This Relationship Banker requisition supports our De Novo... ...everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...Makes credit recommendations for personal lending transactions, including home...PersonalFull timeContract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker Richmond, California;Richmond, California **To proceed with your application... ...and network by partnering with experts in small business, lending, and investments + Manages... ...management, business administration or finance **Skills:** + Adaptability +...Work at officeFlexible hoursShift workWeekend workDay shift
- ...collaborates closely with Human Resources, Finance, and program leadership to ensure proper... ...of all employee payroll and personal information Assist with internal and external... ...that he/she shall do nothing to his/her relationship with The Salvation Army as an employee to...PersonalMinimum wageWork at officeLocal area
- ...Relationship Banker At Chase, we are passionate about creating memorable... ...proactively meet with them, both in person and over the phone, to build... ...connect them to our team of experts to help with specialized... .... Dodd Frank/Truth in Lending Act This position is subject...Immediate startAfternoon shift
$250k
...Citi Wealth Lending provides competitive borrowing solutions that... ...Advisors partner with Citi Private Bankers to advise clients on new loan... ...real estate to more bespoke personal assets such as aviation, fine... ...the initial subject matter expert and first line of control for...PersonalFull time- ...clients with annual revenues between $500K and $2.5 million. You will combine digital tools with strong human connections to grow relationships, prospect new clients, and service accounts from a branch location. The role emphasizes outside prospecting, meeting financial...
- BMO is expanding its DeNovo branch network and seeks a Retail Relationship Banker who can deliver exceptional customer service, identify... ...customers, assess needs, and guide them through banking channels, lending options, and digital tools, while collaborating with branch...
- Bank of America is seeking a customer-focused associate to engage clients in the lobby, assist with transactions, and educate on self-service banking options. You will handle cash, manage client conversations, and connect customers to financial solutions that fit their ...Weekend work
- Citi in San Francisco is seeking an entry-level Personal Banker under the SAFE Act. You will support sales and service activities, work with customers to build loyalty and increase client relationships. This role coordinates with the customer service team to drive cross...Personal
- PNC is seeking a Personal Banker to grow the branch customer base and enhance the customer’s financial wellbeing. You will drive proactive sales, manage the customer experience, and collaborate with ecosystem partners to expand wallet share. Responsibilities include effective...Personal
- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...Personal
$120k - $193.5k
...Private Banker Mechanics Bank is currently searching for a Private Banker... ...connection, partnership, long term relationships and working together in person. This role will be working on-site.... ...Bachelor's Degree Business, Management, Finance or related degree preferred. ~5...Personal16 hoursWork experience placementLocal areaWork from homeFlexible hours- ...including planning, investing, lending and money management... ...on building trusted client relationships, generating new business, and... ...engagement. Build and execute a personal business development plan to... ...etc.) Bachelor's degree in Finance, Economics, or a related field...PersonalPermanent employmentTemporary workWork at office
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