Relationship Banker

5 days ago


Albany, New York, United States Bank of America Full time

Job Summary

We are seeking a skilled and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.

Key Responsibilities

  • Engage with 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 process cash transactions for clients as needed.
  • Build relationships with clients to meet their financial needs and provide them with tailored solutions to achieve their financial goals.
  • Follow established processes and guidelines in daily activities to ensure compliance with all applicable laws and regulations.
  • Manage financial center traffic, appointments, and outbound calls effectively.
  • Drive the client experience by providing exceptional service and support to meet client needs.
  • Manage cash responsibilities and maintain accurate records.

Requirements

  • High school diploma or equivalent required.
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
  • Six months of cash handling experience.
  • Ability to learn and adapt to new information and technology platforms.
  • Strong critical thinking and problem-solving skills to meet client needs.
  • Excellent communication and interpersonal skills to build strong relationships with clients.
  • Ability to work weekends and/or extended hours as needed.

Preferred Qualifications

  • Experience in financial services and knowledge of financial services industry, products, and solutions.
  • Bachelor's degree or business-relevant associate's degree such as business management, business administration, or finance.

Skills

  • Adaptability
  • Business acumen
  • Customer and client focus
  • Oral communications
  • Problem-solving
  • Account management
  • Client experience branding
  • Client management
  • Client solutions advisory
  • Relationship building
  • Business development
  • Pipeline management
  • Prospecting
  • Referral identification
  • Referral management

  • Relationship Banker

    6 days ago


    Albany, New York, 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. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We are dedicated to creating a diverse and inclusive...

  • Relationship Banker

    17 hours ago


    Albany, New York, United States Bank of America Full time

    About the RoleAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and connecting them with the right solutions.Key...


  • Albany, New York, United States M&T Bank Full time

    About the RoleM&T Bank is seeking a highly skilled and customer-focused Universal Banker to join our team. As a key member of our branch team, you will be responsible for delivering exceptional customer experiences through sales, service, and digital engagement.Key ResponsibilitiesSales and Service: Meet customer needs by providing personalized banking...


  • Albany, New York, United States Trustco Bank Full time

    Job OverviewEqual Employment Opportunity: Trustco Bank is committed to providing equal employment opportunities to all qualified individuals without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.Position Title: Branch Operations Manager - Banking Experience...


  • Albany, New York, United States New York State Environmental Facilities Corporation Full time

    Job DescriptionJob Summary:The New York State Environmental Facilities Corporation is seeking a highly skilled and experienced Director of Public Finance to lead the Public Finance Unit. This is a critical role that requires a strong background in public finance, investment management, and debt portfolio management.Key Responsibilities:Provide leadership and...

  • Relationship Banker

    6 days ago


    Albany, California, United States Bank of America Full time

    Job DescriptionJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging with clients in the lobby to educate and assist with conducting transactions through self-service resources. Your key responsibilities will include accurately...

  • Universal Banker

    1 month ago


    New Albany, United States WesBanco Bank Inc. Full time

    Job Title - Department Universal Banker - State Street Location This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be State Street. Market Louisville Southern Indiana Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking, cash...

  • Universal Banker

    3 months ago


    New Albany, United States WesBanco Bank Inc. Full time

    Job Title - Department Universal Banker - Spring Street Location Location: This position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Spring Street.Market Louisville Southern Indiana Work Hours per Week 37.5 Requirements High school diploma or GED required. Banking,...


  • Albany, Oregon, United States People's Bank of Commerce Full time

    Job Type:Full-timeOverview:Founded in 1998, People's Bank of Commerce has established itself as a premier community banking institution in southern Oregon. Our commitment to delivering exceptional service and fostering strong relationships with our customers has positioned us as a trusted partner in the community.Our Mission:At People's Bank, we aim to...


  • Albany, Oregon, United States People's Bank of Commerce Full time

    Job TypeFull-timeOverviewFounded in 1998, People's Bank of Commerce is dedicated to serving the southern Oregon community by offering exceptional banking services. Our commitment to customer satisfaction and community involvement has established us as a leading community bank in the region.Employee ExperienceAt People's Bank, we believe that our employees...

  • Universal Banker

    3 months ago


    New Albany, United States WesBanco Bank Inc. Full time

    Job Title - Department Universal Banker - Float - Spring St Location his position is 100% in office. The employee will work full time in an office in a designated WesBanco location. Consideration for location will be Spring Street, State Street, Highlander Point and Peachtree.Market Louisville Southern Indiana Work Hours per Week 37.5 Requirements High...

  • Universal Banker

    1 month ago


    New Albany, United States Teachers Credit Union Full time

    Universal Banker We are searching for an experienced Part-Time Universal Banker at ourNew Albany Branch. New Albany, Indiana 47150 Essential Function Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while...

  • Universal Banker

    1 month ago


    Albany, United States Berkshire Bank Full time

    **Position** : Universal Banker **Location** : Albany, NY **Division:** Retail Banking **Department:** Various Branch Network **Reports to:** Financial Center Manager **Status:** Non-Exempt **Grade:** 5 **Pay Range:** $18.00 - $25.00 _Actual compensation within the pay range will be decided based on factors including, but not limited to, skills, prior...


  • Albany, Georgia, United States Colony Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Universal Banker to join our team at Colony Bank. As a key member of our banking team, you will be responsible for delivering exceptional customer service, building strong relationships with clients, and providing expert banking solutions.Key ResponsibilitiesCustomer Service: Provide exceptional...


  • Albany, Oregon, United States People's Bank of Commerce Full time

    Job TypeFull-timePosition OverviewPeople's Bank of Commerce, established in 1998, is dedicated to serving the southern Oregon community with exceptional banking services. Our commitment to providing responsive and flexible financial solutions has solidified our reputation as a leading community bank in the region.We prioritize creating a positive experience...


  • New Albany, United States The Ladders Full time

    Want to start your career with Heritage Federal Credit Union! If so, we have an opportunity waiting for you! Join our team at Heritage Federal Credit Union as an Sr. Regional Commercial Banker and experience a dynamic and fulfilling career. It is a fun, caring environment, where what you do matters. The Sr. Regional Commercial Banker will help lead our...

  • Universal Banker

    4 days ago


    New Albany, Indiana, United States WesBanco Bank Inc. Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Universal Banker to join our team at WesBanco Bank Inc. As a key member of our banking center, you will be responsible for providing exceptional customer service, identifying sales opportunities, and performing account transactions.Key ResponsibilitiesCustomer Service: Provide excellent...

  • Private Banker

    3 weeks ago


    New Albany, United States WesBanco Bank Inc. Full time

    Job Title - Department Private Banker - Private Banking Location This position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Consideration for location will be Spring Street, New Albany, IN. Market Louisville Southern Indiana Work Hours per Week 37.5 Requirements Minimum of 5 years of private banking,...

  • Private Banker

    3 weeks ago


    New Albany, United States WesBanco Bank Inc. Full time

    Job Title - Department Private Banker - Private Banking Location This position is 100% in office. The employee will work full-time in an office in a designated WesBanco location. Consideration for location will be Spring Street, New Albany, IN.Market Louisville Southern Indiana Work Hours per Week 37.5 Requirements Minimum of 5 years of private banking,...


  • Albany, United States Colony Bank Full time

    Description Position: Regional Universal Banker Purpose: This position is accountable for the delivery of exceptional customer service through the efficient managing of customer interactions. It assumes a role in developing new customer relationships as well as enhancing existing relationships. Position will be required to travel as needed. Essential...


  • Albany, United States Colony Bank Full time

    Description Position: Regional Universal Banker Purpose: This position is accountable for the delivery of exceptional customer service through the efficient managing of customer interactions. It assumes a role in developing new customer relationships as well as enhancing existing relationships. Position will be required to travel as needed. Essential...


  • New Albany, Indiana, United States Bankers Life Full time

    Bankers Life, a leading name in the Financial Services sector, is on the lookout for driven individuals to expand our team of Insurance Agents and Financial Advisors. If you possess a passion for assisting others in reaching their financial aspirations, are a natural networker, enjoy analytical thinking, and aim to enhance your career, we invite you to...


  • New Albany, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Provide excellent customer service in all interactions. Refer customers to the appropriate business partner for a consultative conversation. Responsible and accountable for...


  • New Albany, Mississippi, United States Linscomb & Williams Full time

    Position OverviewAs a Branch Operations Supervisor, you will play a crucial role in delivering an exceptional customer experience while overseeing a range of financial transactions tailored to meet client needs. Key ResponsibilitiesYour leadership abilities will be essential as you guide team members through complex tasks, focusing on operational, risk, and...

  • Citizens Teller

    4 weeks ago


    ALBANY, United States Citizens Full time

    DescriptionStarting Salary: $17 / hour and up As a Citizens Teller - YOU make a real difference for our customers and the branch team.    What you'll do You’ll greet our customers in our lobbies. You’re comfortable enough with technology to demonstrate how to use our mobile app, or our ATMs, to complete simple transactions. You’ll create amazing...