Relationship Banker II
Found in: Resume Library US A2 - 2 weeks ago
Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship Bankers will deepen customer relationships while also processing a variety of cash and non-cash transactions.
Responsibilities:
Identify customer needs and make the appropriate referrals through proactive sales/service efforts
Service, sell, and cross-sell deposit accounts, loan products, insurance products, cash management services, etc.
Continually safeguard the bank’s assets and security of the working environment while processing transactions accurately (deposits and withdrawals for transaction accounts, collection items, wire transfers, credit card transactions, and loan payments)
Maintain and balance a cash drawer. Abundant cash handling is expected
Open, close, and maintenance accounts
Must achieve sales and referral goals quarterly while providing excellent customer service and utilizing opportunities to transform service into sales
Making outreach calls to customers and/or prospects
Meet and greet public in a professional manner that reinforces Trustmark’s service standards
All work must be performed within the bank’s guidelines, policies, procedures, and standards of performance
Potentially manage, coach, and provide training for other Relationship Bankers and/or Tellers; manage scheduling and overtime, conduct required meetings, jointly complete performance appraisals, and delegate additional duties as required
Processing oversight and responsibility to review/approve various transactions, such as night drop contracts/logs, ATM deposits, collection items, money orders, official checks, and cash drawers
Potential for cash shipment and vault management
Potential for loan origination responsibilities and administration thereof
Perform additional duties as assigned.
Qualifications:
High school diploma or equivalent is required
Ability to meet sales goals in a retail environment
Basic computer skills and the ability to learn internal technology systems to perform work tasks
Understanding of basic math concepts and principles
Must pass appropriate assessment tests
Strong interpersonal and communication skills both verbal and written
Time management skills
Detail oriented – must be able to process transactions accurately and efficiently
Strong and exceptional customer service and sales skills
Ability to display professional appearance and mannerisms
Experience in maintaining and balancing a cash drawer preferred
Minimum twelve (12) months face-to-face customer service experience
Minimum twelve (12) months sales experience
Exceptional customer service and sales skills
Four-year college education or equivalent work experience preferred
Supervisory experience preferred
Working knowledge of the banking industry and its processes preferred
-
Relationship Banker
1 week ago
Newport Beach, United States Comerica Full timeRelationship 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
2 days ago
Newport Beach, United States Comerica Bank Full timeRelationship 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 I
Found in: Resume Library US A2 - 2 weeks ago
Panama City, Florida, United States Trustmark Bank Full timeOverview: Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts coupled with the recognition of referral opportunities, Relationship...
-
International Banker
Found in: Resume Library US A2 - 2 weeks ago
Miami, Florida, United States City National Bank of Florida Full timeOverview: The International Banker is responsible for building, managing and retaining a portfolio of international affluent individuals, and entrepreneurs. The Banker expectation is to meet and exceed goals by developing new Wealth and Depository relationships from prospects and existing clients. Through a proactive need based selling approach, the banker...
-
Client Relationship Consultant 4
2 days ago
Huntington Beach, United States U.S. Bancorp Full timeClient Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client rela Client Relations, Relationship, Consultant, Banker, Hunting, Processing, Business Services
-
Relationship Specialist
2 weeks ago
Virginia Beach, United States CareerBuilder Full timeRelationship Specialist (Universal Banker) - Lynnhaven Chartway Federal Credit Union Mar 06, 2024 Finance Insurance Job Description Job Title: Relationship Specialist Job Type: Full-time Location: Virginia Beach, Virginia All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness,...
-
Relationship Banker
Found in: beBee jobs US - 6 days ago
Santa Maria, California, 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. 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 our...
-
Relationship Banker
Found in: beBee S US - 6 days ago
Santa Maria, 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. 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 our...
-
Personal Banker
20 hours ago
Santa Cruz, United States Wells Fargo Full timeProvide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies. Be flexible and adaptable to changing priorities and new surroundings while meeting cust Personal Banker, Banker, Customer Experience, Benefits, Financial, Banking, Business Services, Relationship
-
Personal Banker Bilingual Long Beach
22 hours ago
Long Beach, United States Wells Fargo Full timeParticipate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Bilingual, Customer Experience, Banker, Financial, Banking, Business Services, Benefits
-
Small Business Banker
Found in: Resume Library US A2 - 6 days ago
Miami, Florida, United States City National Bank of Florida Full timeOverview: Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank's products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding...
-
Mortgage Banker
4 days ago
Santa Ana, United States Alt Financial Network, Inc. Full time$100,000 - $200,000 yearly - commission based **Responsibilities**: - Maintain and build relationships through networking and prospecting with bankers, realtors, builders, and your community to attract new business - Exceed our production standards by maintaining an active pipeline - Communicate a thorough understanding of different loan programs and...
-
Branch Small Business Banker
22 hours ago
Delray Beach, United States Wells Fargo Full timeAct as the primary relationship manager for a portfolio of small business customers with annual gross sales between $100 k and $1 MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partner Business, Banker, Relationship Manager, Financial, Processing
-
Small Business Banker
Found in: Resume Library US A2 - 3 weeks ago
Miami, Florida, United States City National Bank of Florida Full timeOverview: Serves small businesses with annual revenues from $250k to $5 million providing comprehensive financial solutions to our clients. Responsible for meeting the needs and expectations of customers by servicing, promoting and selling the Bank’s products and services, increasing deposits and fee income, reducing expenses, maintaining and expanding...
-
Personal Banker Supervisor, Providence Sq
1 week ago
Virginia Beach, United States Dollar Bank Full timeJob Overview: Become a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Personal Banker Supervisor works to achieve a large part of this mission by providing...
-
Associate Personal Banker
2 days ago
Redondo Beach, United States Wells Fargo Full time**Why Wells Fargo**: **About this role**: **In this role you will**: - Provide support across a variety of branch locations within a specific geography where a banker or teller is out of the office or to temporarily cover vacancies - Be flexible and adaptable to changing priorities and new surroundings while meeting customer needs - Participate in delivery...
-
Regional Banker Supr. VA Beach
Found in: Jooble US O C2 - 1 day ago
Virginia Beach, VA, United States Dollar Bank Full timeJob Overview: Become a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Regional Banker Supervisor works to achieve a large part of this mission by providing...
-
Regional Banker Supr. VA Beach
1 day ago
Virginia Beach, VA, United States Dollar Bank Full timeJob Overview: Become a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Regional Banker Supervisor works to achieve a large part of this mission by providing...
-
Personal Banker Supervisor, Providence Sq
Found in: Jooble US O C2 - 1 day ago
Virginia Beach, VA, United States Dollar Bank Full timeJob Overview: Become a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Personal Banker Supervisor works to achieve a large part of this mission by providing...
-
Virginia Beach, VA, United States Dollar Bank Full timeJob Overview: Become a part of the diverse, service-oriented team that is Dollar Bank, the nation's largest mutual bank. We are committed to being an inclusive community bank that invests in our customers, empowers our employees, and strengthens our communities. The Personal Banker Supervisor works to achieve a large part of this mission by providing...