Business Relationship Banker
Builtwell Bank
Business Relationship Banker Primary responsibility will be to build a portfolio comprised primarily of family owned, community minded, and multi-generational businesses generating revenues between $500,000 and $1,500,000 annually and exhibit the strong desire for a banker to serve as a financial adviser. The Business Relationship Banker works closely with retail bank leaders in serving as small business adviser. To this end, the Business Relationship Banker is required to understand and communicate appropriate structure, terms, and conditions to the business owner. In addition, the Business Relationship Banker must develop or have several selected industries where they have intelligence and can build a niche. The Business Relationship Banker is expected to complete fifteen face to face meetings with business decision makers weekly. The Business Relationship Banker develops strong working relationships with the Retail Bank Market Leaders. Ideally, this relationship will lead to deeper relationships and higher share of wallet, including both commercial and consumer needs. By Friday each week, the Business Relationship Bankers reports summarily through the CRM system on results of marketing efforts. This position requires the Business Relationship Banker to have a high level of confidence in their advisory capacity with business owners. This is in line with one of our core strategiesBeing the Trust Financial Adviser. The Business Relationship Banker works closely with Commercial Relationship Managers on referral opportunities with businesses needing in excess of $1,500,000 of commercial debt and/or those businesses which require a high level of servicing. The Business Relationship Banker develops strong working relationships with centralized small business lending unit and will accurately and fully document credit request packages. Commitment to the BWB Vision, Behavioral Standards, and Ground Rules. Serve as a leader in our culture building efforts. Commitment to execute our Profit Rich Sales process and help coach others on it. Involvement in community via civic groups and intentional efforts to aid our education of our clients and the community. Develop strong referral relationships with Bank's insurance agency, mortgage lending department, and other ancillary vendors. #J-18808-Ljbffr
- ...phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business partners for additional business growth opportunities. Will be...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...Regions Bank is seeking a full-time Relationship Banker II in Chattanooga, Tennessee. This role involves meeting with customers and understanding their financial needs, offering solutions, and achieving branch targets. Ideal candidates have experience in retail or sales...SuggestedFull time
$43.81k
...careers section of the system. Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects... ...Educates and advises customers on Regions’ Consumer and Business products and services, including all loan and deposit types...SuggestedFull timeFlexible hours- ...Job Description Job Description Business Operations Consultant/Project Director POSITION OVERVIEW Work directly with privately... ...oversight. The Business Consultant leads the client relationship from initial engagement through measurable outcomes, ensuring...SuggestedFull timeFor contractors
- ...leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their...Suggested
- ...level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...Work at officeFlexible hoursShift workWeekend workDay shift
$1,000 per month
...program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...contact for existing clients and proactively seeks new client relationships. The Financial Advisor reports to the WBT Wealth Management... ...ability to achieve a smooth transition for existing book of business to Raymond James Financial Services ~ Experience with servicing...Work at officeFlexible hours
$61k - $119k
...advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through... ...'s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Full timeContract workFor contractorsWork at office$50k
...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 and referrals, social media and speaking engagements...Work at officeWork from homeHome officeFlexible hours- ...a portfolio of existing Firm clients and development of new business through aggressive solicitation of identified qualified prospects... ...or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality....Work at office
- ...passion for helping clients achieve their financial goals. You will have the opportunity to leverage your expertise to enhance client relationships and expand the WealthBridge Financial Group's client base. At WealthBridge, we pride ourselves on our commitment to...
- ...institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...Shift workDay shift
- HHM Wealth Advisors, LLCIncumbent advisor is expected to utilize our financial planning process along with his/her knowledge of investment strategies, tax, securities, insurance, and retirement plans to assist clients in building, distributing, preserving and transferring...
- ...who enjoys building comprehensive financial plans and partnering closely with advisors—without needing to own the primary client relationship. About the Role This position will serve as the in-house subject matter expert for financial planning, supporting lead...
- ...possess a Bachelor's degree in finance or economics, with preferred prior experience in financial consulting. Join us to enhance client relationships and contribute to their financial well-being. Competitive health coverage and retirement plans are offered. #J-18808-Ljbffr...
$58.44k
Personal Financial Counselor, Assignment Ready Counselor, Tennessee This position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors ...Contract workTemporary workWork experience placementWork at office$1,000 per month
...program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial...Full timeInternshipLocal areaFlexible hours- ...our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers... ...are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...our communities for the better. As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers... ...are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties And Responsibilities... ...individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge...Full timePart timeWork at officeNight shiftWeekend work
- ...solutions. Execute required number of outbound calls and customer conversations based on the branch's needs to acquire new customer relationships and deepen and enhance existing customer relationships. Educate customers and prospects on emerging bank technology and...
$34.1k - $49.38k
...Universal Banker II United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the... ...services Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing...Full timeLocal areaRemote work- ...Huntington Bancshares, Inc. is seeking a Customer Experience Banker Non NMLS in Chattanooga, Tennessee. This role empowers you to... ...financial goals by providing exemplary service and building strong relationships. You will engage with customers, educate them on products, and...Remote work
- ...Associate Banker At Chase, we are passionate about creating memorable experiences for... ..., and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...half of America's households and small businesses achieve their financial goals through a...Part time
- ...candidate will possess at least 4-6 years of experience and a bachelor's degree. Responsibilities include managing projects, translating business requirements, and ensuring high-quality deliverables. Join EY to develop future-focused skills and enjoy a diverse, inclusive...
$142.6k - $261.5k
...Technology – Engineering & Systems Integration – Technology Business Analysis – Manager SAP – Finance Project Systems – Manager... ...informed about progress and expected outcomes. Establish relationships with client personnel at appropriate levels. Demonstrate strong...Summer holidayFlexible hours- ...financial, political and tax trends to ensure client financial positions / plans are effective and proactively updated # Work with business owners to develop, advise, implement and monitor workplace retirement plans # Implement education planning strategies including...Afternoon shift
- ..., the position includes overseeing audit and custody examination services for investment advisory firms, building strong client relationships, and staying current on industry trends. Responsibilities Communicate effectively with staff, clients, and third-party fund administrators...Flexible hours
- ...institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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