Relationship Banker
Jobtailor
Responsibilities Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM Accurately and efficiently processing cash transactions for clients as needed. Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet their financial goals 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 clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities 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 Skills Hard Skills cash transactions mobile banking online banking ATM transactions financial solutions risk management operational excellence financial center management client education self-service technologies Soft Skills enthusiastic self-starter strong work ethic results-oriented collaboration relationship building communication critical thinking problem-solving time management #J-18808-Ljbffr
- ...PNC is seeking a Regional Banker/Teller in the Hampton Roads region. This in-office role focuses on delivering excellent customer experiences, expanding wallet share, and leveraging PNC solutions with an emphasis on risk awareness and compliance. The successful candidate...SuggestedWork at office
- ...The Personal Banker Supervisor plays a key role in delivering exceptional customer service and strengthening customer relationships. This position involves engaging in meaningful interactions to understand customer needs and recommending tailored banking products and...SuggestedWork at officeShift work
- ...this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$41.25k - $68.75k
...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work- ...Position Overview Personal Banker within PNC's Retail Branch organization, based in Virginia Beach, VA. This role focuses on customer relationship management, proactive sales, and branch operations to drive revenue and customer loyalty. Job Profile PNC is an in‑office...SuggestedWork experience placementWork at office
$41.25k - $68.75k
...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 experience placementWork at officeShift work$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$69.74k - $116.25k
City/State Virginia Beach, VA Work Shift First (Days) Overview: Sentara Health is looking to hire a Remote Finance Consultant, Physician Compensation Remote opportunities available in the following states: Virginia, North Carolina, Alabama, Delaware...Full timeTemporary workRemote workShift work- CCRM Fertility Patient Financial Counselor CCRM Fertility, a leader in fertility care with over 30 locations nationwide, is excited to announce the opening of a brand-new clinic. We are looking for passionate and driven individuals to help shape the future of fertility...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend workAfternoon shift
$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- Job Overview A law firm seeks a Corporate Trust Finance Associate to join their Finance & Banking Practice Group in Virginia Beach, VA. This role offers the opportunity to work in a dynamic and collaborative environment. Duties Represent trustees and/or collateral agents...
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
- ...motivated financial professional to join our Retirement Advisory Distribution team. The RAD Advisor is responsible for building client relationships, delivering retirement and wealth management solutions, and helping individuals achieve their long-term financial goals....
$20.54 - $27.78 per hour
Herzing University is seeking a Customer Service position to assist a diverse student population with the financial aid process. Responsibilities include guiding students through funding options and providing onboarding support through our training program. The ideal candidate...Remote work- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ECPI University is seeking a remote Financial Aid Advisor to guide students through education funding, aid eligibility, and application processes. You will analyze financial data, award aid within guidelines, and respond to inquiries from students and families. Responsibilities...Remote work
- ...The Financial Planner helps the Financial Advisors maintain client relationships and accounts. This individual helps prepare and present financial plans to clients and monitors progress toward achieving client goals while maintaining all compliance and customer service...Work at office
$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- Bryant & Stratton College, Hampton Roads Market is seeking a Financial Aid Advisor. The Financial Aid Advisor is responsible for advising and assisting current and prospective students with all aspects of financial aid. This includes accurately and efficiently advising...
$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- Charles Schwab is looking for an Investment Consultant (IC) in Lake Terrace, Virginia. In this role, you will build a book of business and gain exposure to financial consulting while collaborating with experienced Financial Consultants. The ideal candidate will have a ...
- Northwestern Mutual in Virginia Beach is looking for College Financial Representatives for an internship program. This role provides a unique opportunity for full-time students to develop a financial planning practice while gaining valuable experience. Responsibilities ...Full timeInternshipFlexible hours
- BCG Attorney Search is looking for a Corporate Trust Finance Associate to join their Finance & Banking Practice Group in Virginia Beach, VA. This position offers a chance to work in a dynamic and collaborative environment. The ideal candidate will have one to five years...
- Job Description - ASSOICATE MERCHANDISE FINANCIAL PLANNER (260000SU) Job Description ASSOICATE MERCHANDISE FINANCIAL PLANNER Job Number: 260000SU Primary Location Organization NEXCOMHQ Note 1: This is a Grade/Salary Code progression position. Selectee may advance non...Seasonal work
- ...Beach for a role focusing on clients' financial well-being. You will conduct consultations, assess client needs, and build lasting relationships through regular interactions. The position offers a flexible schedule and the opportunity to work from home, allowing you to...Remote workWork from homeFlexible hours
$33.75k - $56.25k
...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$81.2k - $135.3k
..., MD, NJ, PA, VA. Primary responsibility is to actively monitor the portfolio quality of assigned commercial businesses' credit relationships including gathering, analyzing and underwriting all business and personal financial data collected for the purpose of issuing, extending...Full timeTemporary workWork experience placementLocal areaWork visaFlexible hours- A financial services agency in Virginia Beach is seeking qualified candidates for a part-time remote position. The role offers the opportunity to earn additional income by conversing virtually with clients and presenting insurance products. Candidates will benefit from ...Remote jobPart time
- ...Financial business development experience (highly preferred) Knowledge of brokerage/banking products and services Strong client relationship building experience Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register...
$33.75k - $56.25k
...Regional Banker/Teller 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...Full timeTemporary workPart timeWork at office
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