Relationship Banker
6 months ago
Description
:
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions 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 and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilitiesRequired Qualifications:
Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborates effectively to get things done, building and nurturing strong relationships. Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives. Is confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently, and is comfortable engaging all clients. Has the ability to learn and adapt to new information and technology platforms. Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking). Applies strong critical thinking and problem-solving skills to meet clients’ needs. Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations. Efficiently manages time and capacity. Focuses on results, while acting in the best interest of the client. Can be flexible to work weekends and/or extended hours as needed.Desired Qualifications:
Experience in financial services and knowledge of financial services industry, products and solutions. One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance. *** Bilingual Spanish Preferred ***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 ManagementMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)Hours Per Week:
40-
Relationship Banker
4 weeks ago
Glen Burnie, Maryland, United States Bank of America Full time**Job Summary:** We are seeking a Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and...
-
Relationship Banker
4 weeks ago
Glen Burnie, Maryland, United States Bank of America Full timeAt 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.We hire individuals with a broad range of backgrounds and experiences and invest heavily in our...
-
Administrative Assistant
3 weeks ago
Glen Allen, United States BankTalent HQ Full timeThe Administrative Assistant will provide high level administrative support to the Executive Director of the Virginia Mortgage Bankers Association (VMBA) and the Vice President of Education & Training assisting each of them in achieving the goals of the respective departments. Duties and Responsibilities Virginia Mortgage Bankers Association Support...
-
Personal Banker, Allen TX
2 weeks ago
Allen, United States InTouch Credit Union Full timeDescription: Welcome to InTouch Credit Union!We’re looking for a Personal Financial Assistant who has experience with customer-focused/deadline-driven/high-energy environment, and who can provide courteous, friendly and professional assistance to their team, and our membership.Our ideal candidate will make $19.08 to $20.14 for this role.Monday-Friday 8:15...
-
Universal Banker
3 weeks ago
Glen Burnie, United States M&T Bank Full timeOverview: Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by the assigned branch. Holds customer appointments scheduled by customers and/or branch team as well...
-
Senior Loan Originator
3 weeks ago
Glen Ellyn, United States Wintrust Full timeWintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we're dedicated to providing customers with a wide range of mortgage products and have the...
-
Senior Loan Originator
2 months ago
GLEN ELLYN, IL, United States Wintrust Financial Full timeWintrust Mortgage was founded in 1981 to help customers achieve the American dream of homeownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we’re dedicated to providing customers with a wide range of mortgage products and have the...