Relationship Banker
1 day ago
We are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank. As a key member of our branch team, you will be responsible for identifying customer needs and providing proactive sales solutions to meet their financial goals.
Key Responsibilities- Identify customer needs through the bank's retail sales process and provide proactive sales solutions to meet their financial goals.
- Specialize in branch customer experience through lobby management, servicing, and sales interactions for retail and business customers.
- Play a key role in Relationship Management, Sales Process, and Risk Management, including customer assessments, profiling for sales opportunities, account opening, and lead-focused outbound calling.
- Complete basic research on customer profiles to assess potential ways to add value to their banking relationship and transition to needs-based discussions on financial goals.
- Identify financial needs of customers and present all appropriate product and service options by working cooperatively with internal business partners.
- Proactively reach out to clients via email or phone to follow up and educate on value-added products and services to address their needs.
- Onboard new customers through customer outreach and establish trust with existing clients through proactive outreach.
- Schedule preset appointments for the following week and hold appointments each week, adequately preparing for scheduled appointments before customer meetings.
- Perform customer servicing interactions and adhere to applicable compliance and operational risk controls in accordance with Company or regulatory standards and policies.
- Promote an environment that supports diversity and reflects the M&T Bank brand.
- High school diploma or equivalent (GED) and a minimum of 2 years proven retail sales, call center, customer service, and/or telesales experience.
- OR a high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.
- Strong verbal communication and interpersonal skills.
- Proven ability to demonstrate exceptional customer service.
- Well-organized individual with time management and prioritization skills.
- Demonstrated financial services product knowledge.
- Ability to communicate with tact and diplomacy with internal and external customers.
- Proficient with internet user-level technology.
- Associates degree.
- Notary public license.
- Bilingual based on branch needs.
- Ability to stand for long periods of time.
- Prolonged use of hands and fingers.
- Ability to lift light to heavy objects weighing 5 lbs. to 30 lbs.
- Ability to read fine print.
- Ability to interact with customers in an open face-to-face work environment.
- Ability to use fax, telephone system, copier, and other communication tools.
-
Relationship Banker
2 days ago
Columbia, Maryland, United States Bank of America Full timeJob Title: Relationship BankerWe are seeking a skilled Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with clients, providing exceptional customer service, and driving business growth.Key Responsibilities:Engage clients in the lobby to educate and...
-
Relationship Banker
6 days ago
Columbia, Maryland, United States Bank of America Full timeJob Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals. As a Relationship Banker, you will play a critical role in building strong relationships with our clients and providing them with personalized banking solutions.Key Responsibilities:Engage with clients in the lobby to educate and assist...
-
Relationship Banker
6 days ago
Columbia, Maryland, United States Bank of America Full timeJob Description:At 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 and providing them with tailored solutions to meet their financial needs.Key...
-
Relationship Banker
1 day ago
Columbia, Maryland, United States Bank of America Full timeJob Description:At 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 and providing them with tailored solutions to meet their financial needs.Key...
-
Relationship Banker
6 days ago
Columbia, Maryland, United States M&T Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank in Columbia, MD. As a key member of our branch team, you will be responsible for providing exceptional customer service, identifying sales opportunities, and growing our business through proactive outreach and referrals.Key...
-
Relationship Banker
6 days ago
Columbia, Maryland, United States M&T Bank Full timeJob SummaryWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at M&T Bank in Columbia, MD. As a key member of our branch team, you will be responsible for providing exceptional customer service, identifying sales opportunities, and growing our business through proactive outreach and referrals.Key...
-
Relationship Banker
2 weeks ago
Columbia, Maryland, United States Bank of America Full timeAbout the RoleWe are seeking a skilled 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.Key ResponsibilitiesAccurately and efficiently process cash transactions for clients as...
-
Relationship Banker
1 week ago
Columbia, Maryland, United States Bank of America Full timeAbout 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 and maintaining strong relationships with our clients, providing them with tailored financial solutions and exceptional customer...
-
Relationship Banker
2 weeks ago
Columbia, Maryland, United States Bank of America Full timeJob Description:Job Summary:As a Relationship Banker at Bank of America, you will play a critical role in building and maintaining strong relationships with clients, providing them with personalized financial solutions and services. You will be responsible for engaging clients in the lobby, educating them on self-service resources, and assisting with...
-
Relationship Banker
2 weeks ago
Columbia, Maryland, United States Bank of America Full timeAbout the Role:As a Relationship Banker at Bank of America, you will play a critical role in building and maintaining strong relationships with our clients. Your primary responsibility will be to engage with clients in the lobby, educating and assisting them with conducting transactions through self-service resources such as mobile banking, online banking,...
-
Relationship Banker
2 weeks ago
Columbia, Maryland, United States Bank of America Full timeAbout the Role:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Relationship Banker, you will play a key role in delivering an exceptional client experience, building strong relationships, and driving business growth.Key Responsibilities:Engage clients in the lobby to...
-
Relationship Banker
2 weeks ago
Columbia, Maryland, United States Bank of America Full timeAbout the RoleAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our team is dedicated to delivering exceptional client experiences and driving business growth through strategic partnerships and innovative solutions.Key ResponsibilitiesEngage clients in the lobby to educate and...
-
Relationship Banker
2 weeks ago
Columbia, Maryland, United States Bank of America Full timeJob 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 goal is to be a great place to work for our teammates around the world, and we achieve this by being a diverse and inclusive workplace for everyone.We hire individuals with a broad range of backgrounds and...
-
Financial Services Specialist
2 weeks ago
Columbia, Maryland, United States Computershare Full timeAbout the RoleWe are seeking a highly skilled Business Operations Consultant to join our team at Computershare. As a Business Operations Consultant, you will play a critical role in ensuring the timely and accurate resolution of internal audits, risk and compliance testing, regulatory exams, and third-party reviews.Key ResponsibilitiesServe as the central...
-
Relationship Banker
1 week ago
Columbia, Illinois, United States Regions Bank Full timeJob Description:At Regions Bank, we're committed to making life better for our customers and communities. As a Relationship Banker I, you'll play a key role in delivering exceptional customer experiences and contributing to the financial wellness of our customers.Key Responsibilities:Provide personalized customer service, handling transactions, answering...
-
Relationship Banker LP
2 weeks ago
West Columbia, South Carolina, United States Wells Fargo Full timeJob Summary:As a Relationship Banker LP at Wells Fargo, you will play a critical role in our Branch Banking Licensed Banker licensing program. This is a temporary position that will provide you with the opportunity to develop your skills and knowledge in the banking industry.Key Responsibilities:Participate in the Branch Banking Licensed Banker licensing...
-
Relationship Banker II
6 days ago
Columbia, Illinois, United States Regions Bank Full timeJob Description:At Regions Bank, we're committed to making life better for our customers and communities. As a Relationship Banker II, you'll play a key role in helping us achieve this mission.Key Responsibilities:Meet with customers and prospects to understand their financial needs and provide personalized solutions.Proactively offer Regions' products and...
-
Full-time Personal Banker
1 week ago
Columbia, Missouri, United States First Mid Bank & Trust Full timeJob SummaryWe are seeking a highly motivated and customer-focused Full-time Personal Banker to join our team at First Mid Bank & Trust. As a Personal Banker, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving business growth.Key ResponsibilitiesCustomer...
-
Premier Relationship Banker II
1 week ago
Columbia, South Carolina, United States First Citizens Bank Full timeAbout the RoleWe are seeking a highly skilled and experienced Premier Relationship Banker II to join our team at First Citizens Bank. As a key member of our banking team, you will be responsible for building and maintaining strong relationships with our clients, providing expert financial guidance and advice to help them achieve their financial goals.Key...
-
Full-time Personal Banker
2 weeks ago
Columbia, Missouri, United States First Mid Bank & Trust Full timeJob SummaryWe are seeking a highly motivated and customer-focused Full-time Personal Banker to join our team at First Mid Bank & Trust. As a Personal Banker, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving business growth.Key ResponsibilitiesCustomer...
-
Relationship Banker II
2 weeks ago
Columbia, Illinois, United States Regions Bank Full timeJob SummaryRegions Bank is seeking a highly motivated and results-driven Relationship Banker II to join our team. As a key member of our financial services team, you will be responsible for building and maintaining strong relationships with our customers, identifying their financial needs, and providing tailored solutions to meet those needs.Key...
-
Personal Banker
1 month ago
Columbia, United States Commerce Bank Full timeAbout Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
-
Personal Banker
4 weeks ago
Columbia, United States Commerce Bank Full timeAbout Working at Commerce Building a career here is more than just steps on a ladder. It's about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesn't stop there. Our culture is about our people, the ones in our communities and the ones that work with...
-
Assistant Personal Banker
2 weeks ago
Columbia, United States The Callaway Bank Full timeIf you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking for a Full-Time Assistant Personal Banker/Personal Banker/Senior Personal Banker at our facility location in Columbia, MO. Salary commensurate with experience.This position actively engages customers in order to create a welcoming...
-
Personal Banker
4 weeks ago
Columbia, United States Commerce Bank Full time*About Working at Commerce * Building a career here is more than just steps on a ladder. Its about helping people find financial safety and success, helping businesses thrive, and making sure people and their money are taken care of. And our commitment doesnt stop there. Our culture is about our people, the ones in our communities and the ones that work with...
-
Personal Banker
1 day ago
Columbia, Missouri, United States First Mid Bank & Trust Full timeJob SummaryWe are seeking a highly motivated and customer-focused Personal Banker to join our team at First Mid Bank & Trust. As a Personal Banker, you will be responsible for building and maintaining strong relationships with our customers, providing personalized financial solutions, and driving business growth.Key ResponsibilitiesDevelop and maintain a...
-
Assistant Personal Banker
3 months ago
Columbia, United States The Callaway Bank Full timeIf you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking for a Full-Time Assistant Personal Banker/Personal Banker/Senior Personal Banker at our facility location in Columbia, MO. Salary commensurate with experience. This position actively engages customers in order to create a welcoming...
-
Assistant Personal Banker
4 months ago
Columbia, United States The Callaway Bank Full timeJob DescriptionJob DescriptionIf you have an outgoing and cheerful personality, positive attitude, and enjoy working in a fun team environment, we are looking for a Full-Time Assistant Personal Banker/Personal Banker/Senior Personal Banker at our facility location in Columbia, MO. Salary commensurate with experience.This position actively engages customers...
-
Relationship Banker I
1 week ago
Columbia, Tennessee, United States Regions Bank Full timeJob Description:At Regions Bank, the Relationship Banker I is responsible for delivering exceptional customer experiences, both in-person and over the phone, while contributing to the financial well-being of our customers.The purpose of this role is to build meaningful relationships with customers, process transactions, identify opportunities to meet...
-
Private Banker
5 days ago
Columbia, South Carolina, United States City National Bank Full timeJob SummaryWe are seeking a highly skilled Private Banker to join our team at City National Bank. As a Private Banker, you will be responsible for developing and managing client relationships with high-net-worth and ultra-high-net-worth individuals and families.Key ResponsibilitiesDevelop new relationships with clients through referrals, personal community...
-
Financial Services Specialist
5 months ago
West Columbia, United States First Citizens Bancshares, Inc. Full timeAre you a people person? Be a First Citizens person. Join our branch team and make a difference. The Financial Services Specialist supports sales and service delivery in the branch. Builds and expands banking relationships through proactive customer Personal Banker, Financial, Specialist, Customer Service, Banker, Sales
-
Personal Banker II or Senior
3 months ago
West Columbia, United States Synovus Full timeServes as the front-line point of contact for retail branch customers executing activities required to meet sales and service needs of customers and branch goals and objectives. Operates as a multi-functional team member with the ability to process t Personal Banker, Relationship Banker, Senior, Customer Service, Operations, Banker, Business Services
-
Full Time Universal Banker
2 months ago
Columbia, United States First Midwest Bank Full timeJob DescriptionJob DescriptionUniversal BankerWe are looking for an attentive, dynamic individual to join our team.The Universal Banker is a dual purpose role, performing Customer Service and Teller functions.This person will fulfill a variety of responsibilities including, but not limited to:ResponsibilitiesAct as the front line of our bank, fulfills a...
-
Client Relationship Specialist
3 weeks ago
Columbia, South Carolina, United States Advanced Personnel Resources, Inc. Full timeAdvanced Personnel Resources, Inc. is seeking experienced banking professionals for a Relationship Banker position. Our client is a reputable financial institution looking for candidates with a solid background in customer service, particularly in a banking context. A minimum of 2 years of relevant experience is required, along with a High School...