Banking: Relationship Banker
$20 - $28 per hourColumbia Bank (WA, OR & ID)
Relationship BankerRelationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the community and engage customers where and how they prefer to bank by providing education on digital and traditional solutions to achieve their banking needs.Responsibilities:Engage clients and prospects in client financial review(s) and business financial reviews to provide solutions and uncover additional financial needs. Maintains direct contact with external and internal clients, delivering outstanding service in alignment with the bank's Breakthrough Client Service Standards.Primary associate in the branch to open new deposit accounts and to originate consumer loans.Originates consumer loans and some small business loans and is actively building and maintaining a loan and deposit portfolio.Educates customers about the availability of services originated by internal partners such as Treasury Management services.Performs proactive outbound phone calls to current and prospective consumer and small business customers. May partner with branch Manager to do outbound business development meetings in the community.Develops a pipeline of prospects from in branch and outbound business development activities.Independently supports and resolves client issues with digital products and services.Supports the community, which may include events during and after business hours, weekends, volunteerism, and other forms of community sponsorship.Qualifications:High School Diploma or GED, required.2 years of banking and/or demonstrated sales experience required.2 years developing current and new client relationships, achieving sales goals, and building referral sources in banking or retail environment with client Service and cash handling experience required.Ability to understand cash flow, financial statements, and market risk.Demonstrates desire and ability to build upon technology skills in various delivery channels, including online banking platforms, Bill Pay, E-Statements, mobile banking, ATM, and business banking applications.This position may require you to act as a Bank MLO, which is defined as an individual authorized by the Bank to take mortgage loan applications, offer a mortgage, arrange a mortgage, assist a consumer in obtaining or applying to obtain a mortgage, negotiate a mortgage, otherwise obtain or make a mortgage for another person, represent to the public (through advertising or other means of communication) that such person can or will perform any of these activities, or refer a consumer to a loan originator (Note: Except those employees of the Bank who do not discuss particular credit terms available and do not refer the consumer, based on the employee's assessment of the consumer's financial characteristics to a particular Bank MLO) for compensation or gain. All MLOs will be required to register as an MLO complying with the SAFE Act requirements.This position IS NOT authorized to act as a Bank Closed-End MLO, which is defined as any position designated to perform the activities of a Bank MLO for closed-end transactions, and therefore this position is limited to acting as a Bank MLO for open-end transactions (i.e., home equity lines of credit) only.Professional Development: Grow your skills with our tailored premier banker programs.The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Our Commitment to Diversity:Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: View email address on click.appcast.io.
$25 - $26.77 per hour
...extent permitted by applicable law. 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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Columbia Bank in Rocklin, CA is seeking a Relationship Banker to build lasting client relationships, open new deposit accounts, and originate consumer loans. You will manage a loan and deposit portfolio and educate clients on digital and traditional solutions. The role...Suggested
$41.71k - $69k
...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedPart timeLocal areaImmediate startDay shift$20 - $28 per hour
...About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice...SuggestedWeekend work$23.19 - $28.35 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...SuggestedTemporary workLocal area$25 - $26.77 per hour
...that meet 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 clients...Hourly payFlexible hoursShift workWeekend workDay shift$18 - $25 per hour
...perform accurate calculations.Proficient in expanding the client relationship with emphasis on creating new relationships and expanding... ...Professional Development: Grow your skills with our tailored premier banker programs.Career Growth: Clear paths to achieve your...Immediate start- ...the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter... ..., CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is...Temporary workLocal areaImmediate start
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
$22.83 - $27 per hour
...TITLE: FINANCIAL SERVICE SPECIALIST III (PERSONAL BANKER) DEPARTMENT: FOLSOM BRANCH REPORTS TO: BRANCH MANAGER PAY SCALE... ...satisfaction and accomplishment from building strong member relationships, identifies cross-sale opportunities, supports overall branch...Hourly payFull timeTemporary work2 days per week$37 - $65.5 per hour
...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...insurance license and/or securities registrations such as Series 7 and 66 or Series 6, 63, and 65. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow...
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Full timeContract workFor contractorsWork at office- Who We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set...Local areaImmediate startRemote workRelocation
- ...investment strategies. Maintain up-to-date knowledge of market trends and regulatory changes. Build and maintain strong client relationships through effective communication. Prepare and present comprehensive financial reports to clients. Ensure compliance with all relevant...Flexible hours
$20 - $23 per hour
...Personal Banker $500 sign-on bonus opportunity! Come to work for a company you can be proud to work for...and enjoy fantastic,... ...interactions with customers you create and expand banker-client relationships based on purpose, value, and trust. You assist our customers...Hourly payLocal areaRelocation package$23 - $31 per hour
...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed... ...join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in...Hourly payWork experience placementFlexible hours- Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
$64k - $148k
Financial Advisor Trainees at Northwestern Mutual come from diverse backgrounds and industries including business development, education, government, engineering, sales, law enforcement, banking, finance, and more! We are so confident in our training and development programs...Traineeship$150k - $165k
...CA $150,000 - $165,000 Base A growing financial services firm is seeking a Lead Financial Advisor to take ownership of client relationships and deliver strategic financial guidance to high-net-worth individuals and families. Responsibilities Lead comprehensive financial...Local area$20.44 - $37.17 per hour
...Journal, is looking for an eager and friendly experienced Retail Banker to work at our Roseville branch. At Bank of Marin our... ...interpret data and to resolve problems and build strong customer relationships. Bank of Marin is a community-based commercial bank where you...Work experience placementBank staffLocal area$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- Senior New Accounts/CSR III The position is required to be knowledgeable and skilled in opening new consumer and complex business accounts. Responsible for processing all new account transactions; assisting clients in their selection of various accounts and financial...Work at officeLocal area
$20 - $28.6 per hour
Job Summary We are seeking a customer-focused Banker for a direct hire opportunity in Roseville, CA. This role is ideal for an experienced... ...teller operations, new account opening, customer service, and relationship building. The Banker will support consumer and business...Hourly pay- Located in the metropolitan area of Sacramento, the Adventist Health corporate headquarters have been based in Roseville, California, for more than 40 years. In 2019, we unveiled our WELL-certified campus - a rejuvenating place for associates systemwide to collaborate, ...Work experience placement
$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$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Roseville, California. Applicants without a real... ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues...Hourly payFull timeFor contractors$77.52 per hour
Job Description Job Description Risk Manager Duration: 12 weeks Shift Details: OnSite at Glendale, Day Shift M-F, 8hrs day, 5 days per week. Preferred but not required CPHRM, Experience in Risk Management Shift Type: 1st 8h Location: Roseville, CA ...Weekly payLocal areaShift workDay shift- ...funding education. Edward Jones is a privately-owned financial services firm with a client-first approach. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions,...TraineeshipWork at officeWork from homeHome officeFlexible hours
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