Banker

• Build relationships with customers through in-person, appointment-based, virtual, and multi-channel engagement
• Assess and attend to customers’ banking needs and recommend solutions based on their goals
• Obtain and process customer and account information
• Demonstrate and educate clients on deposit, loan, digital, and self-service products and services
• Conduct proactive outreach and follow-up with clients
• Maintain knowledge of consumer and business banking products and services
• Provide an optimal client experience, greet clients, and process basic transactions
• Develop collaborative partnerships with branch team members and partners
• Open new consumer and business accounts
• Complete service requests and submit credit applications
• Leverage resources and technologies to optimize client experience and operational accuracy

Relationship Banker helping Kansas City-area customers make smarter financial decisions at U.S. Bank

Relationship Banker

Relationship Banker serving Kansas City-area customers at U.S. Bank, which helps consumers and businesses make smarter financial decisions.
Building client relationships, opening accounts, processing transactions, and recommending banking products.

• 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.

• Building, expanding, and retaining existing client relationships
• Providing an exceptional client experience
• Assisting clients with account service and maintenance requests
• Processing customer requests and transactions in a positive, accurate and professional manner

Relationship Banker II managing client relationships at Simmons Bank

Relationship Banker II

Relationship Banker II managing client relationships for Simmons Bank. Responsible for providing exceptional customer service and expert financial solutions.

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Personal Banker building customer relationships at UMB

Personal Banker I

Personal Banker at UMB helps customers secure financial well-being by building relationships and recommending products. Engage with clients through personalized interactions and sales opportunities.

• Strengthening customer relationships
• Encouraging branch achievements
• Supporting team members to ensure progress to essential activities and behaviors
• Stepping in to support the Branch Manager
• Building relationships with Regional Delivery Manager, specialists, and Personal Banking team
• Delivering the Unparalleled Customer Experience
• Individually creating and managing a successful loan pipeline
• Creating sales opportunities and growing UMB's customer base
• Learning processes like transactions and managing a cash drawer

Personal Banker III at UMB strengthening customer relationships in retail banking

Personal Banker III

Personal Banker III at UMB enhancing customer relationships and supporting branch achievements within retail banking. Engaging with the team and driving performance targets while providing exceptional service.

• The Universal Banker has both new account representative and customer service representative duties.
• This banker is responsible for providing courteous assistance to new and established customers in their selection of various accounts and financial services, cross-selling products and services when appropriate; and processing all new account transactions as well as offering superior customer service by processing transactions as a bank teller.
• Ensures that proper customer identification information has been collected prior to opening a new account.
• Examines checks deposited to determine proper funds availability based on regulations and place holds as necessary.
• Accepts and accurately processes requests for name and address changes, unauthorized ACH, debit card disputes, stop payment orders, wire transfers, check orders and other similar services.
• Performs check back review of all new account information that has been entered on the system or on the Internet Banking system.

Universal Banker assisting customers with accounts and financial services at the bank

Universal Banker

Universal Banker providing customer service and account management at a financial institution. Responsible for cross-selling products and processing transactions as a bank teller.

• Asking personalized questions to convert transactions, account maintenance, and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer, and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Personal Banker providing financial solutions in consumer banking.

Personal Banker

Personal Banker providing tailored financial solutions and enhancing customer relationships in consumer banking. Engaging with clients through personalized interaction to fulfill their banking needs.

• Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions
• Creating and managing a successful loan pipeline with strong closing conversions
• Creating sales opportunities and growing UMB's customer base by applying keen product knowledge
• Learning processes like transactions, managing a cash drawer and completing bank documentation according to industry standards
• Challenging daily key performance metrics to elevate personal goals and provide unparalleled customer experience
• Other duties as assigned

Personal Banker at UMB, building customer relationships and recommending financial solutions

Personal Banker II

Personal Banker at UMB, experts at building relationships and offering financial solutions. Responsible for managing loan pipelines and growing the customer base through personalized service.

Personal Banker providing financial solutions while fostering customer relationships

Personal Banker providing banking solutions and fostering customer relationships in a retail environment. Engaging with customers to achieve sales goals and contribute to their financial well-being.

• Asking personalized questions to convert transactions, account maintenance, and other routine service requests into cross-sell conversations that deepen client relationships while meeting customers' needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer, and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Personal Banker I at UMB assisting customers with banking solutions

Personal Banker I at UMB assisting customers with banking solutions through relationship building and financial product offerings. Engage in sales activities, client interactions, and training for career growth.

Personal Banker managing customer relationships and financial solutions

Personal Banker managing customer relationships and financial solutions in a retail banking environment. Engaging customers to identify needs and recommending products and services for their financial well-being.

• Recommend FFCU financial products and services to members to meet individual member needs.
• Process and manage member accounts and/or open new and sub-accounts.
• Process, manage and decision consumer loan applications per consumer lending policies and underwriting guidelines.
• Process and manage credit and debit cards.
• Troubleshoot, research, respond, and provide training on member services technology and related issues.
• Work with other employees and departments to ensure member requests are processed for investments, mortgages, business loans, and insurance.
• Participate in special projects and perform other assignments as needed.
• May occasionally travel to attend meetings, conferences, training, or other work-related events.

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union

Virtual Personal Banker

Member Advisor supporting Virtual Branch at Firefighters First Federal Credit Union. Focus on member service, financial product recommendations, and credit card management.

• 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 and connecting clients to solutions that meet the financial goals

Relationship Banker engaging clients for financial services at Bank of America

Relationship Banker, St Louis West Springfield

Relationship Banker engaging clients in financial services at Bank of America. Education and assisting with transactions through self-service banking to meet financial goals.

• 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 their financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker providing financial solutions at Bank of America

Relationship Banker engaging clients and managing financial center traffic at Bank of America. Assisting clients with banking transactions and connecting them with financial solutions.

• 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 their financial and life priorities
• Connecting clients to solutions that meet their 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 engaging clients in banking transactions

Relationship Banker, St Louis North County Area

Relationship Banker at Bank of America engaging clients and processing transactions through self-service resources. Building relationships and meeting clients' financial needs with opportunities to learn and grow in the financial industry.

• 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

Relationship Banker engaging clients to assist in financial transactions

Relationship Banker engaging clients to assist with transactions through self-service resources effectively. Building relationships to improve clients' financial lives 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 and connecting clients to solutions that meet their financial goals

Relationship Banker engaging clients and facilitating their banking transactions at Bank of America

Relationship Banker educating clients and conducting transactions through various self-service resources at Bank of America. Building meaningful connections to address financial needs and goals.

• 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 the financial goals

Relationship Banker assisting clients with financial transactions at Bank of America

Relationship Banker, St Louis South City Area

Relationship Banker assisting clients in the lobby with their financial transactions. Educating clients and processing cash transactions to meet their financial goals utilizing self-service resources.

Banker jobs in Montana

See all jobs on JobTailor

Relationship Banker

Virtual Banker

Relationship Banker II

Personal Banker I

Personal Banker III

Universal Banker

Personal Banker

Personal Banker II

Personal Banker

Personal Banker I

Personal Banker

Virtual Personal Banker

Relationship Banker, St Louis West Springfield

Relationship Banker

Relationship Banker, St Louis North County Area

Relationship Banker

Relationship Banker

Relationship Banker, St Louis South City Area