Relationship Banker
Jobtailor
Responsibilities Advocate for members seeking ways to enhance members’ experience and providing solutions for their financial goals. Attract new retail and business members while fostering deeper relationships with existing members. Prioritize the delivery of exceptional member service with accuracy and operational excellence, including problem and complaint resolution. Support the branch in growing a profitable book of business to achieve individual and team goals. Build new relationships through community and foundation involvement and existing member referrals. Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations. Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance. Demonstrate vigilance in detecting and reporting fraud or irregular activities. Ensure compliance with all applicable policies, procedures, and regulatory guidelines. Achieve goals and objectives provided by management. Requirements Associate degree preferred, or combination of equivalent education and experience. 1 to 2 years of branch banking experience. Must have passed and maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions. Proficient in Microsoft Word and Excel. Ability to multi-task to meet or exceed minimum performance standards. Effective verbal, written, and listening communication skills. Strong interpersonal skills. Flexibility to work out of any location at any time as business needs dictate. Ability to lift at least 10 pounds and stand for long periods of time. Core Competencies Demonstrates strong member advocacy and relationship‑building skills while ensuring compliance with regulatory guidelines. Proficient in delivering exceptional member service and achieving performance goals through effective communication and operational excellence. Certifications & Qualifications Notary Public License. Signature Guarantee Permissions. #J-18808-Ljbffr Jobtailor
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- ...Attract new retail and business members while fostering deeper relationships with existing members. Prioritize the delivery of exceptional... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions. Proficient in Microsoft...Suggested
$21.25 - $24.5 per hour
...Relationship Banker The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals to join our amazing team! Currently, we are looking for an experienced professional to join our Colonie team. This opportunity may be perfect for you...SuggestedWork at officeLocal areaImmediate startFlexible hours$22.82 - $24.82 per hour
...Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach... ...Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions Are...SuggestedWork at office$80k - $150k
...our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client promise by managing and building client relationships through knowledgeable advice...SuggestedFull timeWork at officeLocal areaFlexible hoursNight shift$18 - $28 per hour
...delivering exceptional customer service and building lasting client relationships. Our culture is built to attract top talent, celebrate... ...Assistance Program ...and more! Job Title : Relationship Banker I Provides exceptional customer service to new and established...Hourly payBank staffLocal areaNight 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...Hourly payWork experience placementDay shift- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon shift
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- ..., budgeting, forecasting and reporting strategies. Develop statements of work and/or client proposals Develop and manage vendor relationships Lead workshops for client education Manage resources and budget on client projects Serve as the escalation point for critical functional...Full timeWork experience placementLive inWork at officeLocal area
$1,000 per month
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$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- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Work at officeShift workDay shift
$2,500 - $10,000 per month
...individuals and families to understand their financial goals. Provide guidance on budgeting, protection, and long-term planning. Build relationships and maintain ongoing client support. Learn to analyze basic financial situations and identify opportunities. Maintain client...Full timePart timeWork at officeRemote workWork from homeFlexible hours$50k - $70k
...financial status, income, financial goals, and other factors contributing to wealth management • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor • Make strategic product, plan, and investment recommendations...Start working todayWork at office- ...Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional...Full timeWork experience placementLive inWork at officeLocal area
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- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$60k - $100k
At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that ...Full timeTemporary workPart time$90.2k
...actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...Full time$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- ...knowledge of investment products and services Proven ability to engage with and influence others Exceptional interpersonal and relationship building skills Effective communication skills (written and verbal) Goal and results oriented Computer/technical literacy and...Interim role
$45k - $100k
...advisor to develop and grow a client practice, supported by branch, home‑office, and regional teams. Key Responsibilities Build relationships and generate new clients through face‑to‑face and virtual sourcing strategies, including residential, business, networking,...TraineeshipWork at officeHome officeFlexible hours$50k - $70k
...financial status, income, financial goals, and other factors contributing to wealth management. Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor. Make strategic product, plan, and investment recommendations...Work at office$124k - $158k
Experience 2 to 6 years in commercial finance transactions. Responsibilities Represent clients, including borrowers and lenders, in complex middle‑market commercial lending transactions, including applicable advice under the Uniform Commercial Code for secured transactions...Work at officeFlexible hours$18 - $27.96 per hour
...Job Description Job Description POSITION: Senior Relationship Banker LOCATION: Wynantskill REPORTS TO: Branch Manager CLASSIFICATION: Full Time, Non Exempt PAY GRADE: NE 25 ($18.00 - $27.96 per hour) AVAILABILITY: Monday-Thursday 8:3...Hourly payFull timeTemporary work
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