Relationship Banker I
Ives Bank
The Relationship Banker l accurately records customer checks, deposits, and withdrawal transactions and provides outstanding service to the organization's customers. Correctly verifies customer information including names, dates, and account numbers to ensure safety of transactions. Works cohesively in a team environment to achieve personal and branch goals. Displays motivation and enthusiasm within the team. Key responsibilities include compliance with all banking regulations and the policies and procedures established by management, building customer relationships, accurately recording daily transactions, identifying products and services that will benefit customer relationships and efficiently fulfilling customer requests. Achieve individual referral goals and assist fellow employees with enthusiasm and motivation to reach overall branch goals. Demonstrate a clear understanding of the company’s mission statement and core values. Key Responsibilities Transaction Accuracy Processes a wide variety of customer transactions including deposits, withdrawals, payments, and other miscellaneous transactions Processes transactions within limits of established policy accurately and efficiently and seeks approvals when required Balances cash drawer daily for both the cash and transaction totals Transaction Processing Efficiently and accurately records checks, deposits, withdrawals and other transactions into the computer systems Effectively addresses customer questions; successfully managing periods of heavy traffic at the branch Opens basic Checking and Savings accounts Customer Relationships Creates a value-added experience that achieves high customer satisfaction and builds strong, long-term customer relationships Promptly addresses and resolves customer concerns and inquiries in a positive, confident manner Consistently makes time to be friendly, get to know our customers and make every customer feel important Educational and experience requirements include High School Diploma or GED Knowledge of banking customer service principles and processes Ability to use mathematics to accurately compute routine transactions Strong interpersonal skills including verbal communication and listening skills Strong computer and electronic skills Ability to use banking software Strong critical thinking abilities Relevant experience performing clerical activities Physical Demands and Work Environment The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. #J-18808-Ljbffr Ives Bank
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch... ...branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in...SuggestedWork experience placementFlexible hours- ...the financial goals. Responsibilities: 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...SuggestedFlexible hoursWeekend work
- The Relationship Banker ll performs a variety of customer service duties to provide service to the bank's customers in conformance with established bank policies and operating procedures. Works cohesively in a team environment to achieve personal and branch goals. Displays...Suggested
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$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$50k
...Universal Banker Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker... ...Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute...Work at officeImmediate startWeekend work- ...on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their... ...safe and secure. Perform additionally assigned duties. As a Banker you are responsible for: Provide superior customer service...Hourly payFull timeWork at office
$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...base. This is an exceptional opportunity for an advisor with approximately 3+ years of experience who is looking to deepen client relationships, expand their planning expertise, and build a successful long-term career within an established practice. Unlike many advisor...For contractorsFlexible hours
$100k - $110k
...Advisor to the team who will support the firm’s lead advisor. The Wealth Advisor is responsible for the retention of existing client relationships as well as the development of new client connections. The Wealth Advisor role is a full-time, salaried position with a...Full time- ...clients. Responsibilities include delivering high-touch financial planning and investment management services, building strong client relationships, and expanding your practice. Qualifications include a minimum of 5 years' experience, necessary licenses, and a client-centric...
$150k - $240k
...of business at the firm; providing client stewardship, supporting strategic growth, deepening referral and center-of-influence relationships, and helping elevate the client experience across high-net-worth families, business owners, executives, and multi-generational relationships...Work at officeFlexible hours$70k - $80k
...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. Key Responsibilities • Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering...
- ...Commission, Full-Time Who We are: At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards...Full time
$20.55 - $34.25 per hour
...used to decision loan applications. Complete servicing-related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank's sales process and provide...Hourly pay- M&T Bank Corporation in Southbury, CT is seeking a branch Teller to deliver exceptional customer service, process transactions, and promote digital banking solutions. You will educate customers, identify needs, and support sales goals while ensuring compliance and risk...Hourly pay
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$19.25 per hour
...This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building relationships and expanding EVERWISE CREDIT UNION’s wallet share. Primary Responsibilities and Duties Maintains a high level of member service...- ...information and uses it for improvements in products and services. Acts with customers in mind. Establishes and maintains effective relationships with customers and gains their trust and respect. Ethics and Values - Adheres to an appropriate (for the setting) and...Work at officeNight shift
$110k - $170k
...Relationship Manager, Business BankingIf you're looking for a meaningful career, you'll find it here at Webster Bank, a division of Santander Bank, N.A.. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families...
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