Banker

• Initiate contacts to develop and close new business
• Collaborate across investments, mortgage, small business, trust, lending, and other Northwest products and services
• Cultivate and maintain relationships with business and community referral sources
• Discuss financial planning and gather corporate or personal financial background information
• Develop a high community profile
• Utilize the Northwest office network for referrals and prospects
• Communicate on the development of new business accounts
• Meet or exceed annual production guidelines
• Complete financial profiles, analyze customer needs, and prepare proposals
• Recommend appropriate products and services
• Perform presentations, meetings, and seminars with prospects
• Cross-sell Northwest products and services
• Provide periodic product and services training for Retail Office and Northwest Department personnel
• Ensure compliance with FINRA/SEC regulations and requirements for licensed representatives
• Monitor client accounts and schedule periodic client meetings
• Review financial and investment markets daily
• Minimize nonstandard fee schedules
• Ensure compliance with Northwest policies, procedures, and Federal/State regulations
• Use Microsoft Office, department software, and on-site equipment
• Assist with personal goals, sales and procedure improvements, marketing initiatives, and product/service offerings
• Discourage unsafe work habits and enforce safe work practices for employees
• Ensure employees know emergency procedures

Private Banker serving affluent clients through Northwest Bank’s integrated financial products and services

Private Banker

Private Banker serving affluent clients through Northwest Bank’s integrated banking, investment, lending, and trust services. Developing business, analyzing finances, and managing client relationships.

• 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
• 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
• Executing the bank's risk culture and striving for operational excellence
• Managing financial center traffic, appointments, and outbound calls effectively

Relationship Banker handling transactions and assisting clients at Bank of America

Relationship Banker

Relationship Banker engaging clients and assisting with transactions at Bank of America. Focused on educating clients and achieving their financial goals through self-service resources.

• 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 at Bank of America branches

Relationship Banker engaging clients at Bank of America branches, educating on self-service banking transactions and connecting them to solutions. Focused on building strong client relationships and meeting financial needs.

• Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program
• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment)
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L
• Provide guidance to CSRs with respect to the sales and referral process
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism
• Act with confidence by answering customer questions and owning customer issues
• Maintain a position of trust and responsibility by keeping all business confidential

Retail Personal Banker I position focused on consultative sales process

Personal Banker Associate

Retail Personal Banker I position at Fifth Third Bank, utilizing consultative sales to meet financial needs. Focused on cross-selling and customer relationship building.

• Engaging clients in the lobby to educate and assist with transactions
• Accurately and efficiently processing cash transactions
• Building relationships with clients to meet financial needs
• Following established processes and guidelines
• Managing financial center traffic, appointments, and outbound calls

Relationship Banker engaging clients and assisting with transactions at Bank of America

Relationship Banker engaging clients in lobby and assisting with self-service transactions. Building relationships to meet financial goals at Bank of America.

• 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 at financial center to conduct transactions

Relationship Banker engaging clients at financial center to educate and assist with transactions. Building relationships while processing cash transactions as needed.

• Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program
• Focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects
• Responsible for processing teller transactions as well as working as a member of the platform staff
• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities
• Establish close working relationships with assigned Business Partners referring customers when appropriate
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies

Retail Personal Banker I focused on consultative sales in a bank environment

Personal Banker

Become a Retail Personal Banker I after a structured onboarding program. Engage customers through consultative sales and maintain strong financial service relationships.

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews
• Focused on cross-selling to existing customer base and engaging in outside sales activities
• Establish close working relationships with assigned Business Partners to provide timely and holistic financial solutions
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L
• Provide guidance to CSRs with respect to the sales and referral process
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism
• Act with confidence by answering customer questions and owning customer issues

Retail Personal Banker II role with a focus on sales development and relationship building

Personal Banker Associate II

Retail Personal Banker II role with a primary focus on sales development and customer relationship building at Fifth Third Bank. Engaging customers in banking products and services to meet their financial needs.

• Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
• Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
• Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
• Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
• Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
• Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
• Provide guidance to CSRs with respect to the sales and referral process.
• Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
• Act with confidence by answering customer questions and owning customer issues.
• Maintain a position of trust and responsibility by keeping all business confidential.
• Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
• Adhere to established policies and procedures while opening/servicing the full range of Retail products.
• Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
• Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
• Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.

Retail Personal Banker II role focusing on sales development and relationship building

Retail Personal Banker II role focusing on sales development and relationship building at Fifth Third Bank. Responsible for promoting deposits, loans, and fee-based services while ensuring customer satisfaction.

Retail Personal Banker I at Fifth Third Bank focusing on customer financial needs

Personal Banker Associate I

Retail Personal Banker I at Fifth Third Bank using a consultative sales process to meet customer financial needs. Engaging in outside sales activities and cross-selling to existing customers.

Banker jobs in Ohio

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Private Banker

Virtual Banker

Relationship Banker

Relationship Banker

Personal Banker Associate

Relationship Banker

Relationship Banker

Personal Banker

Personal Banker Associate II

Personal Banker Associate II

Personal Banker Associate I