Banker

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• engaging 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 processing cash transactions for clients as needed
• 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

Relationship Banker engaging clients at Bank of America

Relationship Banker

Relationship Banker at Bank of America engaging clients to assist with financial transactions. Building relationships to meet clients' financial needs in a collaborative environment.

• 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.
• 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 responsibilities.

Engage clients and assist with transactions as a Relationship Banker at Bank of America

Engage clients and assist with conducting transactions through self-service banking resources. Build relationships and educate clients on banking solutions at Bank of America locations in Massachusetts.

• engaging 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 processing cash transactions for clients as needed
• 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
• 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 responsibilities

Bank of America Relationship Banker engaging clients and handling transactions

Relationship Banker – Mass Southeast Market

Bank of America Relationship Banker interacting with clients，educating them on transactions and assisting with banking solutions. Responsible for cash transaction processing and client relationship building.

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to connect them to solutions that meet their financial goals
• Executes the bank's risk culture and strives for operational excellence
• Builds relationships with clients to meet their financial needs
• Follows established processes and guidelines to adhere to all laws and regulations
• Grows business knowledge by partnering with experts in lending and investments
• Manages financial center traffic, appointments, and outbound calls effectively
• Drives the client experience

Relationship Banker engaging clients in the lobby to assist with financial transactions

Relationship Banker engaging clients in the lobby to assist with financial transactions and guide them through self-service resources. Improving financial lives by connecting clients to solutions that meet their goals.

• Engaging 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 processing cash transactions for clients as needed
• 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
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following 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 responsibilities

Relationship Banker engaging clients and handling transactions at Bank of America

Relationship Banker engaging clients in the lobby and assisting with transactions via self-service resources at Bank of America. Driving operational excellence and building client relationships to meet financial needs.

• Engaging clients in the lobby to educate and assist with transactions
• Accurately and efficiently processing cash transactions
• Having conversations with clients to gain financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker assisting clients in transactions at Bank of America

Relationship Banker at Bank of America engaging clients in the lobby for assistance. Educating clients on transactions through self-service resources while growing business knowledge.

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker assisting clients with banking transactions at Bank of America

Relationship Banker engaging clients in the lobby to educate and assist with banking transactions. Delivering financial solutions and building relationships at Bank of America.

• Engaging 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 processing cash transactions for clients as needed
• 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.

Relationship Banker assisting clients with financial transactions and needs at Bank of America

Relationship Banker engaging with clients to provide financial services and assist with banking transactions. Building relationships to support clients' financial goals at Bank of America.

• Engaging 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 processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of their financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker engaging clients for banking solutions at Bank of America

Relationship Banker - Bristol Market

Relationship Banker engaging clients in banking transactions and financial solutions at Bank of America. Building client relationships and providing financial education in a collaborative environment.

• Engaging 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 processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet the financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience
• Managing cash responsibilities

Relationship Banker assisting clients with financial transactions and solutions

Relationship Banker engaging clients to educate them and assist with transactions through self-service resources. Focused on building relationships and addressing financial goals in a collaborative environment.

• Deliver professional, friendly, and efficient service through video interactions
• Respond to customer inquiries and resolve routine issues
• Accurately process customer transactions involving cash, checks, deposits, withdrawals, transfers, and loan payments
• Ensure compliance with customer identification and security procedures
• Maintain a welcoming and customer-focused experience during every interaction
• Identify customer financial needs and recommend appropriate products and services
• Generate referrals to various areas of the Bank and affiliated business partners
• Process and balance daily teller transactions while maintaining accuracy standards
• Monitor ATM and ITM cash levels and coordinate service requests as needed
• Respond to customer issues and make sound decisions that minimize risk to the customer and the Bank

ITM Personal Banker delivering customer service at BayCoast Bank's virtual branch

Personal Banker

ITM Personal Banker providing customer service through video interactions for BayCoast Bank. Responsible for transactions, inquiries, and financial solutions in a virtual environment.

Banker jobs in Massachusetts

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Virtual Banker

Relationship Banker

Relationship Banker

Relationship Banker – Mass Southeast Market

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker - Bristol Market

Relationship Banker

Personal Banker