Financial Relationship Banker

Found in: Careerbuilder One Red US C2 - 2 weeks ago

San Antonio TX United States Comerica Full time

Relationship Banker
What we can offer you:
Career Growth - promotional opportunities
Incentive program based on performance
Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees
Health, Dental, Vision, 401k match and Life Insurance
Employee Assistance Program
Tuition Assistance Program (Full Time)
Financial Coaching and Benefit Guidance
Floating Cultural Holiday
Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services)
Retirement Plan
Employee Stock Purchase Plan
The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas.
This position will support Banking Centers within the District. May require working occasional Saturdays.
Position Responsibilities:
Marketing Activities:
Execute the proactive marketing activities for the attraction, retention, and expansion of customers.
Complete assigned daily planning activities.
Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis.
Act as a digital ambassador to transition customers to digital solutions.
Initiate quality financial wellness conversations to add value to customers relationships.
Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center.
Assist in community awareness events to increase bank outreach and foster new business relationships.
Effective utilization of converge for customer relationship management.
Operational Risk:
Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures.
Ensure compliance and completion of necessary compliance related training.
Impact the operational and risk activities and related results for the RB role within the Banking Center.
Adhere to all Banking Center Risk Assessment and Compliance Standards.
Control and mitigate losses by following policies and procedures.
Customer Experience Management:
Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services.
Lead and oversee banking center activities in the absence of Banking Manager.
Consistently assess needs and add value to customers and prospects.
Educate and fulfill customer requests, routine and complex.
Resolve customer complaints.
Maintain and add value to deepen existing relationships.
Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed.
Must successfully complete Comerica Platform Training Program.
Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc.
Perform routine Teller transactions as needed.
Maintain customer confidence and protects bank operations by keeping information confidential.
Partnership:
Consistently impact the efforts that improve Banking Center Collaboration.
Identify opportunities to add value to customers by introducing them to partners.
Position Qualifications:
Associate Degree OR 60 college credits and 1 year of customer service experience OR High School Diploma/GED and 3 years of customer service experience.
1 year of consumer/sales experience
1 year of personal computer, systems data entry or internet search experience
Highway 281
7:45 am - 5:15 pm Monday - Thursday, 7:45 am - 6:15 pm Friday; 8:45 am - 12:30 pm Saturday; Must be able to work a flexible 40 hour week during the times listed

  • Relationship Banker

    7 days ago

    San Antonio, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker

    7 days ago

    San Antonio, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker

    7 days ago

    San Antonio, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Relationship Banker

    38 minutes ago

    San Antonio, United States Comerica Full time

    Relationship BankerFind out exactly what skills, experience, and qualifications you will need to succeed in this role before applying below.What we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life...

  • Relationship Banker

    1 week ago

    San Juan Capistrano, United States Comerica Full time

    Relationship BankerWhat we can offer you:Career Growth - promotional opportunitiesIncentive program based on performancePaid Time Off (PTO), Paid Holidays for Full Time/Part Time EmployeesHealth, Dental, Vision, 401k match and Life InsuranceEmployee Assistance ProgramTuition Assistance Program (Full Time)Financial Coaching and Benefit GuidanceFloating...

  • Part Time Relationship Banker

    18 hours ago

    San Juan Capistrano, United States Comerica Full time

    **Relationship Banker** **What we can offer you**: Career Growth - promotional opportunities - Incentive program based on performance - Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees - Health, Dental, Vision, 401k match and Life Insurance - Employee Assistance Program - Tuition Assistance Program (Full Time) - Financial Coaching and...

  • Financial Center Manager II- Medical Center Financial Center

    1 week ago

    San Antonio, United States Broadway Bank Full time

    Lead financial center to deliver the best banking experienceresulting in lasting relationships. Execute strategic direction for sales and service within the financial center to maximize delivery of all capabilities of Broadway Bank to our customers. Financial, Manager, Medical, Relationship Banker, Customer Experience, Operations, Banking

  • Portfolio Banker

    Found in: beBee S US - 6 days ago

    San Antonio, United States JPMorgan Chase Full time

    You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Portfolio Banker is for you.As a Portfolio Banker in Middle Market Banking, you will be tasked with the development and maintenance of client relationships, risk management, and coordination with various sectors of the organization. Your role...

  • Relationship Banker

    Found in: beBee jobs US - 2 weeks ago

    San Francisco, California, United States Bank of America Full time

    Job Description:"At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Relationship Banker

    4 days ago

    San Francisco, United States Disability Solutions Full time

    Job Description:"At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Associate Banker, Multinational Corporations

    2 days ago

    San Francisco, United States JPMorgan Chase & Co Full time

    **JOB DESCRIPTION** You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Multinational Corporations Associate Banker is for you. As an Associate banker within our Multinational Corporations Industry, you work both independently and as part of a team to introduce our comprehensive solutions to...

  • Associate Banker

    6 days ago

    San Francisco, United States Bank of Montreal Full time

    Application Deadline:05/05/2024 Address:2299 Market St. Job Family Group:Retail Banking Sales & Service. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solut Customer Experience, Banker, Associate, Banking, Skills, Retail, Financial

  • Certified Financial Planner

    1 week ago

    San Antonio, United States Financial Life Advisors Full time

    Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well-established and fast-growing, fee-only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full-time) CERTIFIED...

  • Certified Financial Planner

    4 days ago

    San Antonio, United States Financial Life Advisors Full time

    Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well?established and fast-growing, fee?only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full?time) CERTIFIED...

  • Associate Banker

    Found in: Resume Library US A2 - 1 week ago

    San Mateo, California, United States East West Bank Full time

    Introduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...

  • Certified Financial Planner

    2 weeks ago

    San Antonio, United States Financial Life Advisors Full time

    Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well‐established and fast-growing, fee‐only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full‐time)...

  • Certified Financial Planner

    Found in: Appcast Linkedin GBL C2 - 2 weeks ago

    San Antonio, United States Financial Life Advisors Full time

    Financial Life Advisors (FLA) provides our clients with exceptional experiences where they receive customized ongoing guidance and the resources needed to financially succeed in life. We are a well‐established and fast-growing, fee‐only financial planning firm located in central San Antonio. We are looking for a friendly and talented (full‐time)...

  • Associate Banker

    1 week ago

    San Ramon, United States Bank of Montreal Full time

    Application Deadline:05/16/2024 Address:140 Sunset Dr. Job Family Group:Retail Banking Sales & Service. Part-time 20 hours per week. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidan Customer Experience, Banker, Associate, Banking, Skills, Retail, Financial

  • Universal Banker I

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Jewell, IA, United States Availa Bank Full time

    Availa BankDescription:EEO/AA employerAvaila Bank believes our people make a difference and we recognize that individual differences and experiences strengthen our teams. Each member of our team is empowered to inspire and enable our clients and the communities we serve to achieve financial success. Click the Apply link to find out more.UNIVERSAL BANKER I...

  • Voya San Antonio Financial Advisor

    1 week ago

    San Antonio, United States Voya Financial Advisors Full time

    Job DescriptionJob DescriptionVoya Financial Advisors®, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the San Antonio area to work plan sponsor relationships in the education market.This position will be responsible for 403(b)/457...