FIND PERSONALIZED JOBS
Sign up to Zippia and discover your career options with your personalized career search.
Sorry, we can't find that. Please try a different city or state.

Relationship Banker

This job has expired and is no longer available.
APPLY NOW
Apply Now
×
FIND
PERSONALIZED JOBS

Sorry, we can't find that. Please try a different city or state.

CONTENT HAS
BEEN UNLOCKED
Close this window to view unlocked content
or
find interesting jobs in

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign Up

SIGN UP TO UNLOCK CONTENT

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Forgot Password?

Don't have an account? Sign Up

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Log In

Log In to Save

Sign Up to Save

Sign Up to Dismiss

Sign up to save the job and get personalized job recommendations.

Sign up to dismiss the job and get personalized job recommendations.

or

The email and password you specified are invalid. Please, try again.

Email and password are mandatory

Already have an account? Log in

reset password

Enter your email address and we will send you a link to reset your password.

Back to Log In

Company Saved

Answer a few questions and view jobs at that match your preferences.

Where do you want to work?

Job Saved

See your Saved Jobs now

or

find more interesting jobs in

Job Dismissed

Find better matching jobs in

Your search has been saved!

Top 50 Relationship Banker Skills

Below we've compiled a list of the most important skills for a Relationship Banker. We ranked the top skills based on the percentage of Relationship Banker resumes they appeared on. For example, 16.5% of Relationship Banker resumes contained Additional Financial Needs as a skill. Let's find out what skills a Relationship Banker actually needs in order to be successful in the workplace.

These are the most important skills for a Relationship Banker:

1. Additional Financial Needs

demand arrow
high Demand
Here's how Additional Financial Needs is used in Relationship Banker jobs:
  • Managed existing client relationships as well as updating their profiles to identify additional financial needs.
  • Gain an understanding of each client in order to identify additional financial needs and refer to appropriate financial partners.
  • Uncover additional financial needs and ensure customers are connected to the appropriate teammate or specialist when necessary.
  • Profile prospects and clients to identify additional financial needs and refer to appropriate financial partners.
  • Identified clients' additional financial needs and strengthened client relationships.

Show More

2. Customer Service

demand arrow
high Demand
Here's how Customer Service is used in Relationship Banker jobs:
  • Recreated and implemented a new nationalized policy and procedure guidelines for the Customer Service Representatives referral tracking system.
  • Provide quality customer service by educating clients on financial solutions and optimizing retained earnings.
  • Cross-trained and provided back-up for other customer service representatives when needed.
  • Achieved high sales percentage with consultative, value-focused customer service approach.
  • Perform client transactions accurately and expediently while maintaining customer service standards.
  • Provided assistance with bilingual Spanish/English customer service.
  • Provide support to the teller line in order to keep wait time to a minimum and customer service to a maximum.
  • Achieved second highest rank in the region for sales, loan volume, and customer service
  • Promote and sell banking products/services, provide customer service assistance to achieve banking office goals.
  • Motivate staff while driving results to achieve branch goals and provide excellent customer service.
  • Enhance customer experience by taking a lead role by providing outstanding customer service.
  • Provide superior customer service by recommending products, services, and resolving issues.
  • Provide elite customer service to handle any objections presented by the clients.
  • Provided excellent customer service while catering to client needs.
  • Perform all aspects of customer service related duties.
  • Team player with a customer service focus.
  • Provided world-class customer services with strong analytical and technical expertise.
  • Complete teller transactions accurately and efficiently Provide outstanding customer service Promote sales
  • Manage Portfolio Build Relationships External and Internal Customer Service Handle Personal and Business Banking, Loans, Investments
  • Cash deposits Customer relations Selling products and services Customer service Sales Recognition (top ten in the region)

Show More

390 Customer Service Jobs

No jobs at selected location

3. Loan Applications

demand arrow
high Demand
Here's how Loan Applications is used in Relationship Banker jobs:
  • Audited and verified all new banking accounts and loan applications opened by bankers insuring proper identifications were obtained.
  • Accepted new loan applications - reviewed application to ensure all needed information and documentation was received.
  • Reviewed loan applications and documents for accuracy and completeness.
  • Completed loan applications and closings accurately.
  • Helped customers complete loan applications.
  • Opened new accounts, accepted loan applications and closing loans, completed general branch operations reports and communications as assigned.
  • Open deposit accounts, handle loan applications, sell and process life insurance and manage various customer service needs.
  • Perform all duties associated with opening and servicing consumer and small business accounts, and processing consumer loan applications.
  • Performed tasks such as opening deposit accounts, taking loan applications, handling customer service requests, etc.
  • Open deposit accounts, handle loan applications, and manage various customer service requests.
  • Open deposit accounts take loan applications respond to customer requests and resolve issues.
  • Processed loan applications, credit card, personal loans and home equity.
  • Assisted clients with loan applications, new account openings and account maintenance.
  • Entered loan applications and renewals into computer program for review.
  • Take consumer loan applications, obtain and input financial information.
  • Take loan applications for customers and business owners.
  • Examine, evaluate, or process loan applications.
  • Process loan applications and schedule closings.
  • Process and review loan applications.
  • Process auto and mortgage loan applications Make outbound calls with the purpose of growing relationships.

Show More

1 Loan Applications Jobs

No jobs at selected location

4. Sales Goals

demand arrow
high Demand
Here's how Sales Goals is used in Relationship Banker jobs:
  • Expected to reach quarterly and yearly sales goals in commercial categories such as accounts, credit cards, and loans.
  • Handled teller transactions as part of the banker relationship while meeting sales goals set month to month.
  • Direct and cross sale all available banking products to customers ensuring all sales goals are met.
  • Worked with management to design plans to achieve sales goals, loan quotas and conference referrals.
  • Support branch initiatives by consistently meeting if not exceeding my weekly and monthly sales goals.
  • Act as a client care manager and ensure the branch sales goals are met.
  • Accomplished 177% of yearly sales goals - exceeding both personal and branch goals.
  • Reach sales goals of 20 accounts, both consumer and business per month.
  • Maintained sales goals with incentive program for achieving above and beyond success.
  • Achieved and Exceeded sales goals beginning in 4th month of training.
  • Make sales calls as requires meeting calling goals and sales goals.
  • Achieved and surpassed all sales goals set by Bank One.
  • Met/Exceeded monthly, quarterly, and yearly sales goals.
  • Exceed all sales goals for five consecutive quarters.
  • Focused on personal and staff sales goals.
  • Outperformed 1st Quarter Sales Goals by 47% Selected as Cross Borders Champion to specialize in customer relations with Canadian clients.
  • Utilize marketing tactics to create new business Exceeded quarterly sales goals by 175%.
  • Opened closed various accounts Often would exceed quarterly sales goals Handled various accounting transactions.
  • CERTIFICATE 2007 Meeting and exceeding sales goals by closing the sale.
  • Lead branch in increasing revenue and achieving sales goals.

Show More

14 Sales Goals Jobs

No jobs at selected location

5. Bank Products

demand arrow
high Demand
Here's how Bank Products is used in Relationship Banker jobs:
  • Deliver off-site seminars and presentations to provide financial counseling on bank products and financial solutions.
  • Developed customer relationships and cross-sold insurance and securities in addition to regular bank products.
  • Generated growth through the sale and marketing of a wide variety of proprietary bank products utilizing a proactive and disciplined approach.
  • Uncover sales opportunities through providing exceptional customer service and being knowledgeable of bank products and services.
  • Go to businesses and present bank products to employees with the intention of gaining new clients.
  • Generated new business through presentation of bank products to customers and follow- up rapport.
  • Marketed the variety of bank products to fit the specific needs of the client.
  • Develop strong client relationships to sell and service bank products, including problem resolution.
  • Uncover customer's needs and suggest bank products that will meet those needs.
  • Explained, advised on, and promoted bank products and services to customers.
  • Evaluated customer needs and placed them into suitable bank products.
  • Recommend bank products and services based on Needs Assessment conversation.
  • Manage premier clients utilizing and leveraging bank products and services.
  • Sell Associated Bank products to existing customers and prospects.
  • Respond to customer inquiries regarding Bank products and services.
  • Promoted and sell other bank products and services.
  • Cross sold bank products and services.
  • Open accounts * Sold bank products * Worked closely with the branch manager to refer loan prospects
  • Maintain customer relationships Run teller drawer, process customer transactions Cross sell bank products and services
  • Match client needs to bank products & services Transactional activity Customer profiling

Show More

39 Bank Products Jobs

No jobs at selected location

Job type you want
Full Time
Part Time
Internship
Temporary

6. New Accounts

demand arrow
high Demand
Here's how New Accounts is used in Relationship Banker jobs:
  • Provided account Management, opening new accounts and assist in reconciliation of existing customer accounts.
  • Profiled customers to identify financial needs and assisting customers by servicing and opening new accounts.
  • Opened new accounts for existing and new clients, including checking, savings, certificates of deposit, safe deposit boxes.
  • Helped to drive sales goals by opening new accounts, and referring current customers to other lines of business.
  • Meet individually assigned sales goals with a high level of quality in terms of relationships and new accounts.
  • Opened new accounts and consumer lending, to include Home Equity term, HELOC, and automobile.
  • Assist customers with opening of new accounts, including checking, savings and lines of credit.
  • Based on guideline and specific internal policies opened and step new accounts on internal systems.
  • Opened new accounts, interviews and process mortgage loan and credit line applications.
  • Meet with business owners and their employees to establish new accounts and relationships.
  • Complete paperwork for new accounts and turn in to be filed.
  • Ensured that proper documentation was presented prior to opening new accounts.
  • Opened new accounts and serviced customer requests while achieving sales expectations.
  • Support sales reps in opening new accounts and upgrading existing service.
  • Performed bank transactions and opened new accounts.
  • Opened new accounts and settled loans.
  • Open new accounts and maintain records.
  • Make deposits and open new accounts
  • Opened new accounts, solved and answered customer inquires in a timely manner, and ensured branch audit procedures were followed.
  • Opened new accounts - Answer phone calls, basic office work.

Show More

24 New Accounts Jobs

No jobs at selected location

7. Financial Advisor

demand arrow
high Demand
Here's how Financial Advisor is used in Relationship Banker jobs:
  • Worked closely with Financial Advisors to assist clients with investment objectives and collaborate with clients to assess individual financial situations.
  • Executed exemplary customer service helping them to find financial solutions and possible referral opportunities to Bank of Oklahoma Financial Advisors.
  • Deliver informational sales presentations for joint meetings with financial advisors, mortgage banking underwriters and small business credit analysts.
  • Assisted financial advisors to acquire new business and amplify investment revenue.
  • Worked with Financial Advisor selling investments and creating diversified portfolios.
  • Cultivate partnerships with specialist areas such as Financial Advisors, business bankers, commercial bankers, COAF and treasury management teams.
  • Cultivate partnerships with specialist areas such as Financial Advisors, Small Business and Private Banking to obtain and provide qualified referrals.
  • Worked alongside a number of specialists within our branch including business bankers, mortgage loan officers, and financial advisors.
  • Work closely with the in- house mortgage banker and financial advisor to accommodate customer's financial plan and future.
  • Worked closely with the Financial Advisor to profile clients and present investment options with our firm.
  • Collaborate with Financial Advisors, Insurance Sales Officers and Mortgage partners to develop the client relationship.
  • Partnered with Mortgage Bankers, Business Bankers, and Financial Advisors to expand client relationships.
  • Worked closely with Financial Advisors and Mortgage partners to further develop the client relationship.
  • Partner with specialist areas such as Financial Advisors, Small Business, and Private Banking
  • Served high net worth clients and qualified them for investment programs for Financial Advisors.
  • Work closely with JPM partners such as Mortgage Loan Officers and Financial Advisors.
  • Profile clients to discover investment objectives and then refer to financial advisor.
  • Participate in annual client reviews with Business Bankers and Financial Advisors.
  • Collaborated with Loan Officers and Financial Advisors to provide diversified solutions for customers' specialized financial needs.
  • Worked closely with financial advisor to effectively sell investment and insurance products.

Show More

1 Financial Advisor Jobs

No jobs at selected location

8. Client Relationships

demand arrow
high Demand
Here's how Client Relationships is used in Relationship Banker jobs:
  • Serve as primary contact and retain complete ownership and account management of client relationships assigned by the Integrated Financial Management Process.
  • Monitored compliance implications for all new client relationships and directed potential issues to Compliance and Legal teams for investigation and resolution.
  • Aided management team in building solid client relationships by assisting customers with product selection and problem resolution.
  • Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
  • Networked with professionals internally and externally to generate new client relationships.
  • Developed client relationships to give advice and dispense helpful information.
  • Fostered strong client relationships by delivering reliable and diligent service.
  • Generated growth through sales, marketing, promotion and disciplined approach while developing and excelling in client relationships.
  • Closed $25M+ in investment sales by leveraging client relationships, community events, and networking strategies.
  • Market full range of banking products and services through proactive techniques, develop and maintain client relationships.
  • Managed client relationships in the Book of Business to optimize growth, retention and profitability.
  • Maintained existing client relationships through daily contact, weekly meetings and monthly evaluations.
  • Use effective sales and telephone techniques to solidify and build client relationships.
  • Maintained contact with clients to deepen the branch's client relationships.
  • Acquire and build new client relationships to aggressively cultivate branch revenue.
  • Acquired and built strong client relationships while upholding business strategies.
  • Presented comprehensive seminar to sales team on building client relationships.
  • Manage and develop client relationships in order to identify needs.
  • Specialize in expanding and growing client relationships with bank.
  • Key Accomplishment: Successfully established and built strategic client relationships, and generated new business consistently.

Show More

35 Client Relationships Jobs

No jobs at selected location

9. New Clients

demand arrow
high Demand
Here's how New Clients is used in Relationship Banker jobs:
  • Identified and pursed potential new clients looked for ways to cultivate long-term relationships that insured profitability of portfolios.
  • Acquired new clients by actively soliciting referrals and developing internal and external sources.
  • Worked closely with branch partners to meet collective goals and independently to bring in on average 20 new clients per month.
  • Performed routine follow up calls on teller referrals that resulted in new clients and business to the financial institution.
  • Maintain good professional relationships with current and new clients by proactive follow up through email, phone calls.
  • Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis.
  • Serve as a primary contact for new clients opening and cross selling of bank products and services.
  • Partner with the branch's Bankers to identify, and refer, new clients.
  • Identified and discussed short-term and long-term investments for existing and new clients.
  • Create accounts for new clients and resolve issues for established customers.
  • Make presentations on financial services to groups to attract new clients.
  • Develop new clients through referral sources and business development calling efforts.
  • Developed new clients and also grew the existing client base.
  • Acquire new clients, generate revenue and grow client balances.
  • Assist new clients with information concerning Park Sterling Bank.
  • Open new accounts for existing and new clients.
  • Identified risk in new clients with KYC.
  • prospect new clients during face-to-face meetings and on sales presentations.
  • Created accounts for new clients Resolved problems for established clients
  • Consult with account holders to identify banking needs and refer them to appropriate branch officers Creating acount for new clients.

Show More

13 New Clients Jobs

No jobs at selected location

10. Small Business

demand arrow
high Demand
Here's how Small Business is used in Relationship Banker jobs:
  • Refer larger Small Business and Commercial opportunities to Branch Business Manager.
  • Resolve Small Business customer account problems in assigned portfolio.
  • Refer larger Small Business and Commercial opportunities
  • Collaborate with financial and banking team members to serve customer's banking, small business, mortgage, and investment needs.
  • Acquire new customer (small business and consumer) relationships via referrals, proactive small business prospecting, and community networking.
  • Develop a relationship with consumers by selling consumer and small business products to new and existing customers using needs based selling.
  • Engage Bank customers in quality conversations to ID deposit, credit savings and small business banking needs.
  • Generated small business accounts and loans for clients with annual sales up to 5 million dollars.
  • Provide products for small business that can benefit them and facilitate their business needs.
  • Administer financial needs assessments for new and existing individual, and small business clients.
  • Focused on cultivating and managing a portfolio of small business and preferred banking clients.
  • Open deposit/credit products for consumer and small business clients.
  • Maintain close relationships with our small business customers.
  • Establish and maintain small business relationships.
  • Exceeded the Small Business Lending goal in 2014 by 200%.
  • Develop, manage, retain, and grow customer relationships consisting of new and existing Consumer and Small Business customers.
  • Provided expert advice on investments, small business and/or mortgage loans to maximize sales opportunities in multiple modalities.
  • Worked with small business owners in the community of Ladera Ranch and surrounding areas.
  • Managed portfolio of over 300 small business accounts .
  • Credit Cards, CD's IRA's, Loans) to both consumer and small business customers.

Show More

126 Small Business Jobs

No jobs at selected location

11. Credit Card Transactions

demand arrow
high Demand

12. ATM

demand arrow
high Demand
Here's how ATM is used in Relationship Banker jobs:
  • Ensured all branch equipment is maintained: ATM, Cash Dispenser, Penny Arcade, and Cash Advance terminal.
  • Assisted with teller functions as well as was in charge of weekly maintenance and balancing of the ATM.
  • Performed Security Tests and audits for the tellers' cash, ATM, vault, and entire premise.
  • Offer financial solutions in an incentive based sales atmosphere and exceed daily/monthly sales and performance quotas/goals.
  • Conduct safe deposits, merchant/vault, ATM processing, foreign currency and night drops.
  • Single Vault/ATM Custodian: Proficient at settling, balancing and serving the ATM.
  • Balance cash vault, ATM, and cash drawer on daily basis.
  • Help customers migrate to ATM, online banking and mobile banking.
  • Processed quarterly Vault and ATM audits with a zero error rate.
  • Balance out and maintain ATM's and coin changing machines.
  • Add money to ATM to correspond with client demand.
  • Order and track debit/ATM cards, pins, checks, deposit slips, and stamps for clients.
  • Issued ATM cards, checks, and cash advances.
  • Maintain vault cash, ATM, transactions.
  • Balanced ATM machines to an End of Day report.
  • Managed vault, teller drawer, and ATM machine.
  • Attended the Drive-thru window and periodically serviced the ATM.
  • Helped with processing and balancing the ATM machines.
  • Settled the bank ATM machine and vault daily.
  • Open new accounts Conduct monthly audits of tellers, vault cash, atm services, and other negotiable items

Show More

2 ATM Jobs

No jobs at selected location

13. Equity

demand arrow
high Demand
Here's how Equity is used in Relationship Banker jobs:
  • Maintained a client retention rate by suggesting strategic investment plans based on fixed income and equity investing report evaluations.
  • Recognized as top producer with over $2.5 million in investment sales and $3.5 million in consumer home equity loans.
  • Collaborated with mortgage partners to secure new mortgages, refinance existing mortgages, and initialize home equity lines of credit.
  • Home equity loans, account openings, Vector 5 overdraft report, daily account reports and branch call reports.
  • Provided financial solutions to clients based on needs including credit cards, home equity lending, and deposit accounts.
  • Marketed personal and business accounts, equity loan and lines, fixed annuities, and other financial products.
  • Processed loans including signature, unsecured, HELOC (Home Equity Line of Credit) and Home Refinance.
  • Explained and sold loans products to customers including mortgages, home equity's and lines of credit.
  • Obtained, reviewed, and processed documentation for mortgage, home equity, and business loans.
  • Recognized in first year as third best Home Equity lender in the District.
  • Initiated and closed mortgages, home equity loans and other loan programs.
  • Provided initial branch underwriting for mortgage, home equity and personal loans.
  • Referred mortgage and home equity loan products based on individual customer needs.
  • Originated mortgage, home equity and personal loan applications for clients.
  • Process Mortgage, Home Equity and Installment Loans for the customer.
  • Qualify and close personal loans including, Home Equity Loans, Lines of Credit, and Personal Secured and Unsecured Loans.
  • Streamlined & evolved Equity & Debt Capital Markets: structuring and distribution, warehousing and securitization, syndicated debt issuance.
  • Open new customer accounts, cross sell bank products NYS Notary Commission Initiate auto loans and mortgage equity lending
  • Record mortgages, order title work, order appraisals on real-estate and home equity loans.
  • Processed and funded Home Equity Loans * Opened and Maintained Accounts * Investment Account Referrals * Opened and Maintained IRA Accounts

Show More

14. Cross-Sell

demand arrow
high Demand
Here's how Cross-Sell is used in Relationship Banker jobs:
  • Supported portfolio growth in the branch by identifying cross-sell opportunities, deepening relationships, increasing client acquisition and customer retention.
  • Leverage referrals and other lead generation techniques to identify new prospects and cross-selling opportunities with current clients.
  • Established strategic partnerships across various business lines to effectively cross-sell bank services.
  • Developed and maintained business and personal accounts to leverage cross-sell opportunities.
  • Assisted branch partners in identifying cross-selling opportunities.
  • Recognize and refer cross-sell opportunities.
  • Maintain monthly sales goals by cross-selling products to existing clientele as well as establishing new relationships.
  • Service customer profiles while migrating to self service options and cross-sell additional banking products.
  • Promoted the sale of bank products and cross-sell existing bank services to customers.
  • Improved cross-sell of services by an average of 2.3% products per household.
  • Identify and pursue selling and cross-selling opportunities with Bank customers and prospective customers.
  • Provided general banking services, and cross-selling products and services to members.
  • Identify the needs of members by cross-selling and up-selling products.
  • Performed cross-selling of the Bank's products and services.
  • Interview customers and cross-sell appropriate products.
  • Generated business by cross-selling to existing customers, performing outside sales to local businesses, and building relationships in the community.
  • Conveyed and communicated bank s policies, products and goals to branch staff Ascertained customer needs and cross-sell products and services.
  • Improved cross-sell and upsell techniques to successfully complete first cross-sell within first 120 days.
  • Referred High Net Worth Clients to Private Banking and Wealth Management Advisors Cross-selling products through referrals & out bounding calling.
  • Progressed and initiated in-depth customer relations Developed skills in cross-selling and sales Enhanced applying analytical talents

Show More

15. Business Partners

demand arrow
average Demand
Here's how Business Partners is used in Relationship Banker jobs:
  • Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
  • Identified financial needs and present all appropriate options, working cooperatively with appropriate business partners.
  • Identified and established business partnerships with local businesses for revenue growth opportunities.
  • Established strong and profitable relationships with internal business partners and external clients.
  • Maintained great referral relationships with business partners within the organization.
  • Refer opportunities to business partners.
  • Discover and advise though proper product value and connecting them to our business partners to help clients achieve their financial priorities.
  • Build and manage relationships with key executives, clients, colleagues, and business partners across the all Wells Fargo Platforms.
  • Worked closely with specialists and other business partners to connect business clients with experts who provided tailored solutions.
  • Opened and maintained new accounts, loans, credit cards, and referred clients to business partners.
  • Establish and maintain effective relationships with business partners, staff and members of the community.
  • Developed a strong work relationship with other business partners which resulted in increased sales referrals.
  • Worked closely with business partners to bring in new clients and deepen existing client relationships.
  • Seek opportunities to cross-sell services and refer clients to BOK departments and business partners.
  • Scheduled client appointments, via Outlook, to have them meet with business partners.
  • Assist customer s needs through cross-sales while leveraging company s business partners.
  • Referred customers to business partners within and across lines of business.
  • Refer clients to line of business partners when appropriate.
  • Develop and maintain relationships with key business partners.
  • Developed and maintained strong working relationships with business partners to expand customer relationships.

Show More

89 Business Partners Jobs

No jobs at selected location

16. Financial Goals

demand arrow
average Demand
Here's how Financial Goals is used in Relationship Banker jobs:
  • Facilitated personal banking transactions to help clients obtain their financial goals while building lasting relationships.
  • Conducted Blitz marketing days weekly by setting up meetings with potential and existing businesses to decipher their financial goals;.
  • Helped customers achieve their financial goals by partnering them with the appropriate team members, specialists and business referrals.
  • Interviewed clients to learn about their financial needs and to discuss solutions on how to reach their financial goals.
  • Discussed in great detail with existing and new customers about future financial goals and how to reach them.
  • Discover customer financial goals and recommend on different investment products such as mutual funds, annuities and IRA.
  • Analyze customer information to meet the need of customer financial goals in recommending the appropriate products.
  • Educated the clients on how the banking products would help them meet their financial goals.
  • Collaborated with staff members and managers on a daily basis to meet financial goals.
  • Marketed and promoted various bank products to help customers meet their financial goals.
  • Advise clients on the investment market and how to reach their financial goals.
  • Scheduled appointments with customers to identify their immediate and long term financial goals.
  • Provided excellent customer services to assist customers reach their financial goals.
  • Assist customer in establishing accounts and meeting their financial goals.
  • Worked with established customers to develop long term financial goals.
  • Demonstrate genuine interest in helping client meet their financial goals.
  • Assisted customers to help them achieve their financial goals.
  • Educated and assists customers with reaching their financial goals.
  • Help customers achieve financial goals by unveiling solutions for them and tailoring retirement vehicles to achieve their financial objectives.
  • Establish and maintain quality relationships with clients by staying in communication and meeting to review financial goals once per quarter.

Show More

641 Financial Goals Jobs

No jobs at selected location

17. Financial Services

demand arrow
average Demand
Here's how Financial Services is used in Relationship Banker jobs:
  • Performed intermediate duties and support related to branch operational activities and financial services.
  • Opened/performed maintenance on customer bank accounts via Financial Services Desktop.
  • Assessed customer financial needs and referred financial services.
  • Supported related branch operational activities and financial services.
  • Communicate existing and new financial services.
  • Provide excellent customer service; assist customers with various accounts and financial services, cross-sell the bank s products and services.
  • Increased consumer account base by being the most trusted provider of financial services, building relationship and addressing customer needs.
  • Provide a full range of financial services including managing customer portfolios, conducting account set-up, and daily account queries.
  • Educated customers in all areas of finance and customized financial services to satisfy their financial needs.
  • Process all new account transactions, assist customers in selection of various accounts and financial services.
  • Market a wide range of bank products and financial services to retail and small business customers.
  • Provide a full range of financial services to business, corporate and personal accounts.
  • Promoted and cross-sell appropriate financial services and/or products to new and existing customers.
  • Evaluate potential customer s need and provide apt financial services and products.
  • Assisted customers in their selection of various accounts and financial services.
  • Open special accounts, loans, insurance or other financial services.
  • Manage all clients financial services and sell new products.
  • Determine customers' financial services needs and prepare proposals to sell services that address these needs.
  • United States Sell financial services and handles a client's relationship with the bank.
  • Offer financial services and improve customer's' relationship with bank.

Show More

669 Financial Services Jobs

No jobs at selected location

18. Service Recommendations

demand arrow
average Demand
Here's how Service Recommendations is used in Relationship Banker jobs:
  • Discovered financial needs and provided product and service recommendations with a team-based approach working closely with branch partners.
  • Assigned portfolio of customers and assists with discovering their financial needs by providing product and service recommendations.
  • Profile customers to determine their financial needs and provide customized product and service recommendations.
  • Supported an assigned portfolio of customers to provide product and service recommendations.
  • Discover additional customer financial needs and provide product and service recommendations.
  • Develop relationships with customers to tailor product and service recommendations.
  • Tailored business product and service recommendations based on conversational profiling.
  • Assigned portfolio of clients addressing financial needs and service recommendations.
  • Discover financial needs and tailor product and service recommendations.
  • Tailored product and service recommendations to each customer.
  • Acquired, retained and strengthened relationships with new and existing clients by identifying needs and providing appropriate product and service recommendations.
  • Meet with customers face to face and over the phone to discover their financial needs and provide product and service recommendations.
  • Acquired, retained and deepened customer relationships by helping them with their financial needs and providing product and service recommendations.
  • Manage assigned customers and proactively meet with them to discover financial needs and tailor product and service recommendations.
  • Discover client's financial needs and provide product and service recommendations; develop and cultivate customer relationships.
  • Uncover financial needs and provide product and service recommendations.
  • Managed assigned customers and proactively met with them.Used my financial knowledge to discover financial needs and tailor product and service recommendations.
  • Managed a portfolio of clients and met face to face to discover their financial needs and provided products and service recommendations.
  • Assigned portfolio of customers and proactively meet them to discover their financial needs and provide product and service recommendations.
  • Exceeded sales target by providing product and service recommendations to enhance clients' banking experience.

Show More

25 Service Recommendations Jobs

No jobs at selected location

19. Financial Products

demand arrow
average Demand
Here's how Financial Products is used in Relationship Banker jobs:
  • Managed customer profiles and organized daily appointments with existing customers to cross sell financial products and acquire all customer assets.
  • Interviewed potential/current customers and evaluated needs; offered appropriate financial products and services.
  • Identified client needs and recommended targeted banking solutions and financial products.
  • Analyzed customer requirements for all financial products and services.
  • Offer to clients a variety of financial products such as life insurance, health insurance, disability insurance, and long-term.
  • Leveraged exceptional people skills and strong understanding of financial products to create a following of loyal customers.
  • Educated customers on the bank's financial products by providing solutions and/or options that meet their needs.
  • Maintain a working knowledge of at least 25 financial products and services offered.
  • Discussed and analyzed needs and requirements with customers for financial products and services.
  • Up selling current clients into new financial products and maintaining close client relationships.
  • Evaluate customer needs, makes appropriate recommendations and sell relevant financial products.
  • Assisted members with a full range of financial products and services.
  • Established strong customer relationships which turned into sales of financial products.
  • Cross - sell various different financial products offered by the bank.
  • Advised clients of advantages or disadvantages of different financial products.
  • Offer and sell financial products and services to all customers.
  • Increase sales by selecting appropriate financial products for clients.
  • Completed an extensive training program addressing financial products and marketing business solutions for a broad range of financial products.
  • Assisted manager in portfolio growth, selling financial products (e.g.
  • Manage customer portfolios, serviced relationships, and cross-sold financial products to acquire 100% of the customers' business.

Show More

57 Financial Products Jobs

No jobs at selected location

20. State Regulations

demand arrow
average Demand

21. Deepen Relationships

demand arrow
average Demand
Here's how Deepen Relationships is used in Relationship Banker jobs:
  • Deepen relationships with retail customers by uncovering financial needs.
  • Deepen relationships with affluent customers by uncovering needs.
  • Identify, build and deepen relationships to gain incremental wallet share of the affluent segment through a superior customer experience.
  • Build and deepen relationships by uncovering financial needs and recommending the best products and services to meet their needs.
  • Work with retail customer to build and deepen relationships and recommend the best products, services and solutions.
  • Develop and deepen relationships by servicing and selling consumer and small business products to new and existing customers.
  • Meet with clients on a day-to-day basis in order to acquire, retain, and deepen relationships.
  • Establish retain and deepen relationships with existing customers and new customers to achieve sales goals.
  • Uncover and discuss ways to build and deepen relationships with both personal and commercial customers.
  • Assisted banking, lending, and investment clients of the bank to deepen relationships.
  • Build rapport with new customers and continually deepen relationships with current customers.
  • Deepen relationships by selling products and servicing to new and existing clients.
  • Followed up on new customers to help deepen relationships.
  • Develop, maintain and deepen relationships with clients.
  • Deepen relationships with clients by: Consolidating deposit balances from other institutions.
  • Establish, retain, and deepen relationships with banking center customers exceeding banking center performance goals and providing quality customer service.
  • acquire and deepen relationships with clients through comprehensive needs based marketing and promotion of Investment products.
  • Work with customers to deepen relationships and uncover financial needs and recommend the best products.
  • Grow deposit balances and connect customers to Bank specialists to broaden and deepen relationships.
  • Acquire, retain and deepen relationships with new and existing customers with traditonal consumer banking needs.

Show More

22. Customer Retention

demand arrow
average Demand
Here's how Customer Retention is used in Relationship Banker jobs:
  • Enhanced customer retention and engagement providing exceptional service through demonstrated ability to listen and identify individualized customer needs and referral opportunities.
  • Deepen client relationships, promote customer retention and cross-sell financial products after assessing customer needs and creating targeting sales presentations.
  • Responded to customer inquires and requests related to existing accounts to enhance customer retention and cross-sell additional product.
  • Greeted and serviced customers with the intent of enhancing customer retention and exploring additional financial needs.
  • Conduct pricing and relationship reviews while focusing on revenue and customer retention through effective account analysis.
  • Performed service duties with the intent of enhancing customer retention and enabling additional sales opportunities.
  • Ensured customer retention through consistent follow up and exceeding expectations.
  • Achieved customer retention, increased sales and strengthened banking relationships.
  • Enhanced customer retention and achieved additional sales growth.
  • Manage a customer retention portfolio.
  • Maintained customer retention at 96%+ by year-end; acquisition and growth goals maintained at 1+ new household month-over-month.
  • Guided customers in fulfilling their immediate and long-term banking needs, leading to greater customer retention and satisfaction.
  • Developed & taught company-wide training classes in Customer Service Excellence, Customer Retention and Problem Resolution.
  • Managed and built a customer retention portfolio of high net worth bank customers.
  • Perform customer retention by providing solutions or better products for customers needs.
  • Support branch in achieving its customer retention, acquisition and growth goals.
  • Initiated the mentorship of new associates and trained them in sales and customer retention.
  • Assist clients with their servicing needs with the intent of enhancing customer retention .
  • Support the Branch in achieving its sales and customer retentions goals.
  • Achieved President's Council for branch Team member servicing client needs Managing list of portfolio customers Creating memorable experience for customer retention

Show More

23. Private Clients

demand arrow
average Demand
Here's how Private Clients is used in Relationship Banker jobs:
  • Profile clients to open new products and services; wealth management for Chase Private Clients.
  • Work as liaison to help broker deals with business and private clients and partners.
  • Analyzed & recommended new products and features to affluent private clients.
  • Assisted Chase Private Clients ($600,000+) with banking needs.

Show More

24. Merchant Services

demand arrow
average Demand
Here's how Merchant Services is used in Relationship Banker jobs:
  • Developed partnership with departmental specialists to facilitate sales of merchant services, treasury management and business loans.
  • Experience with selling Checking Accounts, Visa Cards, Mortgage Referrals, Merchant Services, On line Banking and HELOC's.
  • Make visits to business prospects, conduct outbound calls, and provided sticky services like merchant services, and treasury management.
  • Established payroll services for business clients with 1-15 employees and made referrals to ADP and merchant services for larger companies.
  • Assisted them with additional services provided by the bank such as payroll, merchant services, IRA s and investments.
  • Familiarize small business customers about self-service options such as remote deposits, merchant services and other online banking solutions.
  • Cross sell all suitable investment, insurance, treasury management, and merchant services solutions to commercial clients.
  • Assist business clients with account opening, merchant services, payroll, accounts payable and account receivable accounts.
  • Profiled and identified business needs such as merchant services, payroll, and credit needs, etc.
  • Provided merchant services, loan, insurance, payroll, and depository products to all potential customers.
  • Sell and refer merchant services, loans, and other relationship building products for small businesses.
  • Identified and initiated referrals for investments, payroll, merchant services, and the private bank.
  • Can identify a merchant services prospect and answer basic customer questions about merchant services.
  • Referred customers to outside specialists for loans and merchant services when needed.
  • Cross sold investments, loans, merchant services and commercial banking.
  • Open accounts, mortgage, merchant services.
  • Serviced SBA merchant services accounts.
  • Demonstrated Self Service Options such as Online/Mobile/ATM banking Services Referred to Partners for Home Loans/Small Business/Merchant Services and Investment needs.
  • Cross sell other business banking products such as merchant services, business loans and credit cards.
  • Worked closely with Merchant Services and Financial Advisors to ensure customer s financial needs are met.

Show More

70 Merchant Services Jobs

No jobs at selected location

25. Account Maintenance

demand arrow
average Demand
Here's how Account Maintenance is used in Relationship Banker jobs:
  • Process efficient transactions, profiling customers for sales opportunities, account maintenance and providing service beyond expectations.
  • Prepared specialized and general account maintenance.
  • Take ownership of account maintenance and error resolution and follow-up with issues and convert servicing situations in sales and referrals.
  • Provide customer service to clients in need of assistance with account maintenance, account openings, or general questions.
  • Assist customers with account maintenance, solve account issues, loans applications, and discuss potential investing options.
  • Performed account maintenance on various account types: personal and commercial checking, savings, MMA.
  • Process deposits, open accounts, account maintenance, appointment scheduling, and customer outreach.
  • Performed routine account maintenance by updating and distributing Excel spreadsheets on a daily basis.
  • Answer any customer service issues, account maintenance, and order products upon request.
  • Serviced branch customers with account services including opening, closing and account maintenance.
  • Provide teller transactions and account maintenance for personal and business clients.
  • Account maintenance, review, and referrals to colleagues as well.
  • Account maintenance, customer services and balancing of daily currency.
  • Account maintenance with using SAP and CRM.
  • Perform account maintenance for clients.
  • Open and perform account maintenance.
  • Utilize Salesforce and twelve other software systems to process sales and account maintenance for customers and employees.
  • Provide customers with excellent customer service Assist customers with account opening Assist customers with account maintenance
  • Assisted clients in opening accounts that best met their personal needs Provided account maintenance as needed (e.g.
  • Account maintenance * Product referral & sales * Customer service * Designated Management Authority

Show More

24 Account Maintenance Jobs

No jobs at selected location

26. Life Insurance

demand arrow
average Demand
Here's how Life Insurance is used in Relationship Banker jobs:
  • Licensed to sell life insurance, fixed annuity products and assist customers in opening new accounts and other products.
  • Achieved series 6 and life insurance licenses in order to refer clients to securities based products.
  • Licensed Relationship Banker with Series 6 & 63 securities licenses and Life insurance license.
  • Obtained series 6, 63, and life insurance licenses to provide financial advice.
  • Maintain current licensing requirements for Series 6, Series 63 and Life Insurance.
  • Licensed Bank Associate, The ability to sell Life insurance and Fixed Annuities.
  • Managed a customer portfolio and served as a licensed life insurance agent.
  • Obtain and Maintain FINRA Series 6 License and Life Insurance License.
  • Licensed Registered Representative Series 6, Series 63 and Life Insurance.
  • Obtained Series 6, Series 63 and Life insurance licensing.
  • Develop investment relationships with Fixed Annuities and Life insurance products.
  • Combined Life Insurance Company of New York Rochester, NY
  • Sell life insurance and annuities.
  • Obtain and hold FINRA Series 6, 63 and CA state Life Insurance
  • Licensed in Series 6, 63 and AZ Life Insurance
  • Passed Series 6, Series 63, and Life Insurance
  • Acquired Series 6, 63 & Life insurance licenses.
  • Selected Accomplishments: Top producer, certified manager on duty and licensed on Series 6 and Life insurance.
  • Worked closely with banking partners (Mortgage Banker, Relationship Manager, and Financial Advisors) Series 6/63 and California Life Insurance
  • Acquired and managed consumer and business accounts Daily account servicing and product sales Series 6, 63 and life insurance licenses

Show More

28 Life Insurance Jobs

No jobs at selected location

27. Security Policies

demand arrow
average Demand
Here's how Security Policies is used in Relationship Banker jobs:
  • Ensured all audit/security policies were followed in accordance with bank/Federal regulations.
  • Stay up-to-date within security policies and procedures.
  • Executed audit and security policies and procedures.
  • Adhered to operational, regulatory and security policies and procedures while balancing customer relationships and risk of loss to the bank.
  • Ensured all audit and security policies and procedures are followed in accordance with Bank Policy and Federal Regulations.
  • Branch Manager at their absence* Ensured staff followed all audit and security policies as assigned
  • Ensured all audit, security policies and procedures were followed in accordance.
  • Ensured all audit and security policies and procedures are followed.
  • Follow bank security policies and procedures.
  • Ensured compliance with security policies.
  • Maintained and upheld bank security policies and procedures through all conducted business.

Show More

28. Client Problem Resolution

demand arrow
average Demand
Here's how Client Problem Resolution is used in Relationship Banker jobs:
  • Serve as contact for client problem resolution and perform maintenance for current clients as dictated by the needs of the office.
  • Serve as primary contact for client problem resolution and perform current maintenance for clients based on the offices needs.
  • Manage existing client relationships and serve as primary contact for client problem resolution.
  • Serve as Contact for client problem resolutions and perform maintenance for current clients.
  • Point of contact for client problem resolution and maintenance.
  • Serve as contact for client problem resolution.
  • Served as customers primary contact for new account openings and cross sales of other products in addition to client problem resolution.
  • open new accounts balance cash vault answer client phone call client problem resolution

Show More

29. Customer Accounts

demand arrow
average Demand
Here's how Customer Accounts is used in Relationship Banker jobs:
  • Reviewed customer accounts, established relationships with both internal and external clients.
  • Adhered to consistently updated bank policies regarding payments and customer accounts.
  • Analyzed customer accounts to determine suitable banking products.
  • Maintained branch file systems for customer profiles by tracking and recording any changes, and trouble-shooting performance with customer accounts.
  • Opened, maintained and helped to balance customer accounts (checking, savings, etc.).
  • Partake in the opening and closing of customer accounts, assist with loans, and customer disputes.
  • Serve as the branch expert regarding business customer accounts, products, policies and procedures.
  • Service customer accounts, fraud claims, telemarketing, follow-ups and cross selling services.
  • Profile customer accounts for opportunities to up sale additional products and or services.
  • Processed maintenance on customer accounts, for example refund fees if needed.
  • Provided customer service in a call center and handled customer accounts.
  • Established new customer accounts including checking, savings and credit.
  • Opened new customer accounts, including checking, and savings.
  • Explain in detail customer accounts and resolve issues promptly.
  • Opened/closed and serviced all types of customer accounts.
  • Tracked and maintained customer accounts using Excel.
  • Educate customers in the market of interest savings and money market accounts Service pre-existing Capital One Banking customer accounts
  • Open and maintenance Business and Personal customer accounts, loans, credit products ect.
  • Provide great customer service skills Provided assistance with customer accounts and loans Maintained and cleaned work area.
  • Opened customer accounts following banking and regulatory guidelines - Accurately processed customer transactions - Met monthly sales goals Rave

Show More

30. Savings Accounts

demand arrow
low Demand
Here's how Savings Accounts is used in Relationship Banker jobs:
  • Provided an excellent customer experience over the phone for customers with inbound banking questions; primarily for checking and savings accounts.
  • Managed client accounts, built banking relationships with traditional checking and savings accounts in addition to investment accounts.
  • Answer inquiries taught in paid training classes, regarding checking/savings accounts and other bank regulations/policies.
  • Answered telephone inquiries on banking products, including checking, money market and savings accounts.
  • Qualify potential members for membership by opening checking accounts, savings accounts.
  • Achieved goals during monthly campaign sales on checking and savings accounts.
  • Opened up new checking and savings accounts for new customers.
  • Assisted clients with opening new checking and savings accounts.
  • Opened both consumer and business checking and savings accounts.
  • Open new checking and savings accounts for clients.
  • Open checking and savings accounts.
  • Opened checking and savings accounts as well as CD's, trusts and IRA's.
  • Qualify potential members for membership by opening checking accounts, savings accounts, IRAs, CDs, and processing loan applications.
  • Marketed checking and savings accounts, investment accounts including IRAs, and CDs, and various types of loans.
  • Open and service checking accounts, savings accounts, credit cards, credit lines, and auto loans.
  • Managed daily operation of multi service bank including mortgage, personal loans, checking and savings accounts etc.
  • Open Checking and Savings accounts and Loan accounts.I also help customers apply for Home Loans.
  • Account opening with 6 checking and 4 savings accounts a month.
  • Opened checking accounts, savings accounts, IRAs, CDs.
  • Provide financial and credit services to corporate customers, including consumer checking/savings accounts, home equity loans/lines, and personal loans.

Show More

3 Savings Accounts Jobs

No jobs at selected location

31. Phone Calls

demand arrow
low Demand
Here's how Phone Calls is used in Relationship Banker jobs:
  • Answered incoming telephone calls with professional and knowledgeable responses.
  • Support the sales effort by scheduling appointments, making follow up telephone calls, and preparing and maintaining client marketing materials.
  • Conduct sales calls (inside and outside) as well as prospecting via chamber & community events and phone calls.
  • General office work, make phone calls (receive customer calls), filing, faxing, gathering proper documents
  • Developed a base of over 100 clients through phone calls and face to face interactions each year.
  • Placed outbound phone calls to existing clients, visited businesses with Chase at Work Program.
  • Initiated customer contact through effective outbound phone calls and qualified needs for improved customer attainment.
  • Answer incoming phone calls and emails from stakeholders regarding a variety of issues.
  • Make outbound phone calls daily to help keep and build my assigned portfolio.
  • Verify customer information, answer phone calls and provide appropriate follow up.
  • Resolve issues promptly and place follow-up telephone calls to customers as necessary.
  • Answered and returned phone calls to and from clients.
  • Handle all commercial phone calls for the loan officers.
  • Researched customer inquiries and returns phone calls,.
  • Make phone calls for service and sales.
  • Answer and make phone calls.
  • Follow through on customer inquiries, requests or complaints; resolve issues promptly, place follow- up telephone calls if necessary.
  • Answer phone calls, sell tcf products and explain tcf products.
  • Gather information that is helpful for marketing and make follow up phone calls to ensure '' ' customers satisfaction.
  • Assist customers with banking business Answer phone calls Account maintenance Assist customers with escalated situations

Show More

32. Primary Contact

demand arrow
low Demand
Here's how Primary Contact is used in Relationship Banker jobs:
  • Serve as a primary contact for account openings and maintenance pertaining to deposits, debits, credits, fraud, etc.
  • Serve as primary contact in responding to client and non-client service inquiries relative to products, rates, procedures, etc.
  • Served as primary contact for new account openings and cross sale of other products and services to clients and prospects.
  • Served as a primary contact in responding to client and non-client inquiries related to finances, products, and procedures.
  • Served as primary contact for new and existing retail and business accounts and cross sale of additional products.
  • Served as primary contact for clients to perform maintenance and provide resolutions on retail and commercial accounts.
  • Served as a primary contact for clients, providing account support, management, balancing and analysis.
  • Provide exceptional customer service, acting as the primary contact from the time of approval through closing.
  • Managed and created new business relationships and served as the primary contact for account servicing.
  • Lobby Leader management and primary contact in the banking center for servicing issues.
  • Served as primary contact in the branch for both Internal employees and Clients.
  • Serve as primary contact for clients and retain complete ownership of the relationship.
  • Served as primary contact for both new and existing customer customers.
  • Serve as primary contact for new client acquisition and retention.
  • Serve as primary contact for internal and external clients.
  • Functioned as the banks primary contact with the public.
  • Served as primary contact for client issues.
  • Acted as the primary contact for clients.

Show More

33. Wire Transfers

demand arrow
low Demand
Here's how Wire Transfers is used in Relationship Banker jobs:
  • Performed transmission and receipt of international wire transfers for commercial and consumer bank customers.
  • Process domestic and international wire transfers for customers.
  • Prepare domestic and international wire transfers.
  • Accessed and performed wire transfers over $1M insuring bank and customer safety with a 0% error rate.
  • Assisted customers with new accounts, CD's/IRA's, wire transfers and backed up tellers as needed.
  • Manage reports, balance all points of bank, conduct wire transfers, and supervise Relationship Bankers.
  • Initiated domestic and international wire transfers, point of sale, ATM and forgery disputes.
  • Open safe deposit boxes; assist with wire transfers and various specialized banking matters.
  • Execute customer transactions, including wire transfers, loan and stop payments.
  • Performed maintenance on accounts, helped solve problems and wire transfers.
  • Track and communicate wire transfers for business and personal accounts.
  • Perform services including wire transfers and customer information changes.
  • Executed wire transfers, stop payments and account transfers.
  • Transacted domestic as well as international wire transfers.
  • Initiate wire transfers up to one million dollars.
  • Execute wire transfers of funds.
  • Create applications for various loans wire transfers and Home loan closing Ensure there are no operational risks.
  • Processed day-to-day transactions including wire transfers and CTRs.
  • Open and retain accounts by building strong relationships Customer Service Perform/Audit Wire Transfers
  • Wire Transfers * Supervisor with unlimited check cashing ability * Excellent balancing record * Notary Public

Show More

4 Wire Transfers Jobs

No jobs at selected location

34. Product Knowledge

demand arrow
low Demand
Here's how Product Knowledge is used in Relationship Banker jobs:
  • Make profit-focused, client-minded recommendations based on advanced product knowledge.
  • Recognized for exceptional customer service and product knowledge.
  • Maintain product knowledge throughout the team and encourage strong referrals via current relationships, tellers, outreach, and phone calls.
  • Assisted customers with achieving financial planning goals by utilizing extensive bank product knowledge to explain bank products and services.
  • Used expert product knowledge, experience and excellent client service to earn the trust of my clients.
  • Position requires strong organizational, and communication skills, as well as exceptional product knowledge.
  • Assist in conducting meetings to enhance sales, product knowledge, and customer service.
  • Possess qualities that exude confidence with business customers when sharing product knowledge and/or solutions.
  • Develop and manage top level retail deposit product knowledge and lend products and services.
  • Developed sales tactics and trained on product knowledge for customer service representatives and tellers.
  • Mentored staff on product knowledge, sales skills, and branch operational duties.
  • Welcome clients in the lobby promptly and respond with appropriate product knowledge.
  • Leverage in-depth product knowledge to assist the bank in meeting its goals.
  • Handle loan requests, applications and processing with proficient product knowledge.
  • Headed meetings for employees for product knowledge and sales motivation.
  • Coach and support tellers for Product knowledge, including IDP.
  • Conveyed product knowledge to team members during morning meetings.
  • Leverage in depth product knowledge to meet goals.
  • Establish and Solidify Customer Relationships by Resolve Customer Concerns through Quality Understanding Their Needs and Providing Service and Product Knowledge.
  • Attend trainings to promote new products, expand product knowledge and effective cross selling.

Show More

35. Processing Loan Payments

demand arrow
low Demand

36. Business Development

demand arrow
low Demand
Here's how Business Development is used in Relationship Banker jobs:
  • Maintain responsibility for managing new business development efforts, as well as retention and expansion of existing business relationship.
  • Provide assistance in business development/calling efforts as requested; attends business receptions and outside customer functions as requested.
  • Developed new business by researching community markets and executing business development strategies for both personal and business clients.
  • Conducted client presentations to identify strategic business development plans and sales strategies for new and existing businesses.
  • Manage business development activities including establishing relationships with referral sources to increase production.
  • Directed customer acquisition, new business development, and client issue resolution activities.
  • Identify and prepare business cases and proposals focused on new business development opportunities.
  • Participate in branch business development campaigns by developing mailing lists and writing letters.
  • Assisted in business development/calling efforts as requested.
  • Worked with business development with product development, outside calls to prospective customers, and represented the bank at community functions.
  • Generated external centers of influence through a variety of outbound marketing and business development strategies to gain new client relationships.
  • Developed the marketing database for a commercial loan portfolio; coordinating the business development efforts for the lending staff.
  • Directed daily operations for a retail bank, including branch sales, business development, and customer service.
  • Nominated as Branch Sales Leader for the branch Skills Used Loan experience Customer service Outside business development Microsoft Office
  • Developed and executed an effective business development plan through partners, colleagues, and existing client base.
  • Drafted the best project for new business development and prospecting for the European Commission area.
  • Serviced day-to-day business development needs of a branch of a large regional bank.
  • Delegated calls to three person business development team.
  • Updated staff on business developments.
  • Support small business sales blitzes and on-going business development including place-of-business visits, and referral/network development.

Show More

40 Business Development Jobs

No jobs at selected location

37. Customer Base

demand arrow
low Demand
Here's how Customer Base is used in Relationship Banker jobs:
  • Maintained and expanded customer base by exceeding customer expectations through quality service and excellent communication skills.
  • Diversified customer base- investments, credit and deposits.
  • Apply sales, relationship building, operations, and leadership expertise to achieve sales objectives and expand customer base.
  • Provide exemplary customer service skills and build strong relationships with customer base in order to expand business relationships.
  • Expanded customer base by managing existing client needs and focusing on building strong relationships with prospective consumers.
  • Implement marketing strategies which resulted in growth of customer based and meet required sales goals.
  • Work with investments, lending and business partners to increase branch deposit and customer base.
  • Search needs and conduct cross sell of products and services to respective retail customer base.
  • Executed outbound calls to existing customer base resulting in an increase in sales.
  • Implemented strategies which resulted in a 32% growth of customer base.
  • Developed strategies to retain customers and expand the customer base for bank.
  • Developed rapport with the customer base by handling difficult issues with professionalism.
  • Implemented various sales activities to achieve sales objectives and expand customer base.
  • Expanded customer base through a variety of effective sales techniques.
  • Established, developed, and maintained strong customer base.
  • Exceeded volume of customer base retention by 20%.
  • Developed and implemented sales campaign to expand customer base.
  • Update and maintain current customer base through regular contact.
  • Acquired a large high balance customer base.
  • Managed a Portfolio of Elite Customer Base.

Show More

38. Financial Solutions

demand arrow
low Demand
Here's how Financial Solutions is used in Relationship Banker jobs:
  • Analyze and evaluate customer's personal goals and their financial status to deliver both immediate and long-term personalized financial solutions.
  • Partner with Financial Consultant to increase investment productivity by offering clients other financial solutions to improve their overall finances.
  • Provided financial solutions for individual and small business customers/clients for building, deepening, and retaining long-term relationships.
  • Collaborated with clients, assessed requirements, and recommended various financial solutions through consultative selling techniques.
  • Provided targeted financial solutions to assigned customers; approx.
  • Provide financial solutions for customers.
  • Analyzed customer needs by asking open ended questions, uncovering needs and providing financial solutions.
  • Provided financial solutions for clients from credit cards and insurance to processing loan applications.
  • Consulted and recognized customer needs in order to provide financial solutions and products.
  • Offer appropriate financial solutions to help customers save, transact, and borrow.
  • Craft financial solutions through offering loans via phone and scheduled appointments.
  • Lead generation for internal partners to promote and sell financial solutions.
  • Build relationships with clients in order to provide exact financial solutions.
  • Uncover banking and financial solutions for business clients.
  • Provide financial solutions through various products.
  • Provide advice on financial solutions.
  • Partnered with specialists including Loan Officers, Business Bankers, and Financial Advisors to provide clients with specialized financial solutions.
  • Accredited in Small Business * Proposed and implemented financial solutions in accordance with clients' goals and objectives.
  • Acquired and retained clients by introducing financial solutions by recommending products and service based on their personal needs.
  • Served as a trusted advisor to high net worth clients delivering the right financial solutions.

Show More

234 Financial Solutions Jobs

No jobs at selected location

39. Notary

demand arrow
low Demand
Here's how Notary is used in Relationship Banker jobs:
  • Performed notary services for customers and non-customers, frequently developing new banking relationships.
  • Provided notary services to customers and business associates.
  • Served as Notary and handled Medallion Signature
  • State registered Notary Public Officer.
  • Cash and transaction handling, notary services, loan underwriting and ensure to stay in compliance with State & Federal regulations.
  • Licensed Notary Public for the Commonwealth of Virginia at Large to serve client in any notary service (currently expired)
  • Managed employees and expanded sales to include new business in Nassau County Notary Public
  • Licensed and Bonded through the State of California as a Public Notary.
  • Process notary commission and renewals for all eight branch locations.
  • Received 6, 63, Life and Notary Public licenses.
  • Serve clients by performing Gold Medallion signature guarantees and Notary services
  • Licensed for annuities received 12/2002, licensed notary.
  • Provide notary services to bank customers.
  • Provide Notary service to existing clients.
  • Performed Notary Public services as needed.
  • Served as a Certified Notary.
  • Provide notary services as needed.
  • Inducted as a notary public.
  • Hold FINRA 6,63, NYS Insurance, SAFE and Notary Public Licenses.
  • Resolved complex customer issues and assisted customers within the branch with banking service needs include notary public.

Show More

40. High NET

demand arrow
low Demand
Here's how High NET is used in Relationship Banker jobs:
  • Developed relationships with high network clients for depository banking and private banking.
  • Assisted high net worth clients with 401K, financial planning, life insurance, & made recommendations for consumer products.
  • Assist high net-worth clients by recommending the right banking, investment, and mortgage products to reach optimal financial stability.
  • Counseled corporate & high net worth clients with regards to their banking, borrowing, and investment needs.
  • Focus on growing a book of business by acquiring, retaining, deepening relationships with high network customers.
  • Managed a book of business and working closely with high net work clients with $250,000+ in assets.
  • Partnered with Private Banking department to set up high net worth clients with personal and business accounts.
  • Monitor and assist high net worth customers with their accounts, investments, private banking and loans.
  • Worked with a list of diverse clients which included a number of high net worth customers.
  • Make face to face sales presentations to professional service businesses and high net worth affluent clientele.
  • Cultivate and managed new and existing client relationships of high net worth and influence.
  • Managed new and existing client relationships of high net-worth clients and business owners.
  • Experienced in secured high net worth clients in Latin and Central American markets.
  • Advised high net-worth individuals and corporate clients with regard to investment opportunities.
  • Deepened relationships with high net worth prospects and clients.
  • Retained and deepened high net worth client relationship portfolios.
  • Assist with marketing campaigns designed to target high net worth investors as both advisory clients as well as hedge fund clients.
  • Partnered with private client bankers and Financial Advisors for high net worth clients ($250,000 to 1.5M in assets).
  • Selected accomplishments: Built and managed high net worth clientele by creating customized financial solutions to meet their needs.
  • Strengthened banking relationships with a portfolio of over 250 high net worth clients.

Show More

41. Monetary Transactions

demand arrow
low Demand
Here's how Monetary Transactions is used in Relationship Banker jobs:
  • Completed account maintenance and monetary transactions.
  • Prepared, analyzed, and verified the accuracy of all financial documents and monetary transactions.
  • Managed cash balances and banking services in accounts, processed monetary transactions.
  • Processed banking inquiries including deposits, loan payments, and monetary transactions.
  • Conducted large monetary transactions on a daily basis Implemented training courses.
  • Process monetary transactions accurately and efficiently in a fast-paced manner.
  • Handle monetary transactions, such as deposits, withdrawals, acceptingpayments, and check cashing within the branch.
  • Uphold a high level of customer service to new and current clients Handle monetary transactions Provide personal service to customers with investments
  • Opened accounts such as CDs, IRAs, Handled monetary transactions as well as Head teller duties.

Show More

42. CDS

demand arrow
low Demand
Here's how CDS is used in Relationship Banker jobs:
  • Uncover banking products such as loans, credit cards, CDS based on what the customers needs are.
  • Opened and maintained all accounts including personal/business checking, savings, CDs, IRAs, credit products, and safe boxes.
  • Advanced as platform banker opening new bank products, including checking, savings, CDs, IRAs, and credit cards.
  • Marketed and promoted a full spectrum of banking services and financial products including mutual funds, CDs, loans, etc.
  • Opened and serviced deposit accounts, credit cards and loans, CDs and IRAs, while cross-selling any additional opportunities.
  • Processed loan applications, opened new accounts, CDs, money markets, IRA and many other bank services.
  • Provided expert financial advice on deposit accounts, CDs, small business accounts, personal loans/lines of credit.
  • Worked to open checking, savings, CDs, & IRAs for personal & business clients.
  • Open consumer and business checking and savings accounts, IRAs, CDs and auto loans.
  • Determined client needs, recommending related financial products: CDs, Checking, and Savings.
  • Cash checks, open and close accounts and CDs, handle large sums of money
  • Worked at the desk opening checking, savings accounts, and cds for customers.
  • Register new accounts including checking, savings, CDs and credit cards.
  • Opened deposit products and CDs.
  • Open deposit accounts and sell banking products (examples: credit cards, CDs, IRAs, loans).
  • Sell various bank products such as CDs, Checking, Saving, etc.
  • Cross-promoted a variety of financial products, including consumer loans, investments, CDs, IRAs and interest-bearing checking accounts.
  • Assist customers in opening and closing accounts, CDs and directing them to financial advisors based on their needs.
  • Established and maintained client accounts Sold products such as IRAs and CDs to new and existing clients
  • Sell loans, investments, mortgage, merchant, deposit accts, cds, iras.

Show More

43. Potential Customers

demand arrow
low Demand
Here's how Potential Customers is used in Relationship Banker jobs:
  • Managed banking center relationships with targeted customer segments and established a referral network for the development of relationships with potential customers.
  • Utilize customer relationship management system to provide targeted sales opportunities and proactively sell to current and potential customers.
  • Boosted bank enrollment by converting potential customers into members and personally opening accounts for them.
  • Provided financial consulting to existing/potential customers and assess their short and long-term financial goals.
  • Establish and maintain outstanding and lasting relationship with customers and potential customers.
  • Prospected potential customers and profiled existing customers for new sales opportunities.
  • Participated in calls to potential customers.
  • Reach out to potential customers, helping them understand the ways my organization and I could serve their banking needs.
  • Worked with high balance and high potential customers suggesting various Chase products and services to meet specific customer needs.
  • Established, developed, retained, and deepened long-term relationships with current and potential customers in the community.
  • Identified potential customers in small businesses and their employees, offering targeted products and services.
  • Accompanied merchant and business sales officers on lead generation calls with current and potential customers.
  • Interacted with high balance/high potential customers helping them with their banking and investment needs.
  • Deliver information sales presentation to potential customers and walk them through set up process.
  • Initiate contact with profitable current and potential customers to discuss their financial needs.
  • Discover financial needs and offer recommendations to high balance and high potential customers.
  • Generate new business by cold calling potential customers.
  • Meet current and potential customers to establish accounts.
  • Identify current and potential customers with greatest additional profit potential and develop action plans to address these relationships.
  • Conducted coaching sessions with teller teams to increase referral awareness and uncover potential customers.

Show More

30 Potential Customers Jobs

No jobs at selected location

44. Complete Line

demand arrow
low Demand
Here's how Complete Line is used in Relationship Banker jobs:
  • Maintain a working knowledge of the complete line of products and services offered; taking responsibility to keep up to date.
  • Know complete line of products and services offered; ensure up to date information on all products and services.
  • Developed and deepened relationships by offering current knowledge of complete line of products and services offered at the bank.
  • Maintained and acquired knowledge of complete line of products and services offered at the bank.
  • Maintain a working knowledge of the complete line of products and services offered.

Show More

45. BB

demand arrow
low Demand
Here's how BB is used in Relationship Banker jobs:
  • Greet, check-in, and assist customers in the lobby with the latest technology, and educate them about self-service options.
  • Engage customers in the lobby to assist, educate and train customers on how to conduct transactions through self-service technologies.
  • Coordinated daily total balance reports, maintained database and ensured the delivery of premium service to BB&T clients.
  • Initiate, develop, and manage long-term, profitable relationships with new and existing BB&T clients.
  • Facilitated BB&T @ Work on-sites and presented bank products and services to an audience of employees.
  • Prospect new customers through different behaviors such as working the lobby, telephone calls and customer referrals.
  • Engage customers in the lobby to educate and train customer on self- service technologies.
  • Achieve monthly service goals through consistency in delivery of service behaviors and lobby management.
  • Follow all operating procedures as outlined in BB&T Branch Operations Manual.
  • Presented BB&T at work financial products to business clients and employees.
  • Cross sold loan product to walk-in/lobby customer and via cold calling.
  • Lobby leader, intercept and direct customers where to go.
  • Greeted customers/prospects in the lobby and on the phone,.
  • Adhered to BB&T security and audit procedures.
  • Greeted and received customers in the lobby.
  • Acted as a relationship manager to identify and maximize sales opportunities through teleconsulting, lobby management, & relationship management.
  • Represented BB&T with professionalism while maintaining and cultivating client relationships using effective interpersonal communications.
  • Selected to make BB&T@work presentations to businesses and their employees to enhance banking relationship.
  • Delivered convincing oral sales presentations to upper management of major companies regarding BB&T @Work.
  • Focused on building quality relationships with existing and potential clients through Lobby and Drive Thru management on a daily basis.

Show More

2 BB Jobs

No jobs at selected location

46. Nmls

demand arrow
low Demand
Here's how Nmls is used in Relationship Banker jobs:
  • Obtain both licenses, and performs hand on duties such as loan applications, which I obtained an NMLS to perform.
  • State registration 63, Life and Health licenses, and NationalMortgage Licensing System and Registry (NMLS) registration.
  • Registered through NMLS (National Mortgage Licensing System and Registry) required by the Safe Act of 2008.
  • Obtained NMLS license to be able to take Home Equity Loan Applications and make mortgage referrals.
  • Risk and compliance management and supporting the optimal operation of the branch* Notary Public; NMLS Registration
  • Registered with National Mortgage Licensing system and Registry (NMLS) under the SAFE Act.
  • Achieved National Mortgage Licensing System (NMLS) registration to discuss and sell mortgage products.
  • Designated Lender with active NMLS and Notary for Cook County of Illinois.
  • Received ongoing Federal Regulation Training In-Branch and through Classes and NMLS certification.
  • Required to maintain NMLS/MLO certification for the purpose of loan origination.
  • Registered with Nationwide Mortgage Licensing System (NMLS).
  • Process loan requests NMLS ID certified.
  • Attained NMLS number and Texas notary.
  • Registered with NMLS SAFE act.
  • Licensed with SERIES 6, 63, CA insurance #0170281, NMLS ID.
  • Retain a Book of Business for potential ClientsSeries 6 LicensedNotary PublicRefer and close mortgage loans for customersNMLS Approved
  • Registered with the NMLS and kept skills, knowledge, and accreditations up-to-date.
  • Maintain investment licensing (Series 6, 63, and Life Insurance), NMLS (ID No.
  • Blue Ridge Summit, PA Licensed Mortgage Originator NMLS#475267 Advised clients on mortgage, educational and personal loans.
  • Full Time NMLS Certified Held in depth conversations to understand client's full financial goals.

Show More

47. Manage Relationships

demand arrow
low Demand
Here's how Manage Relationships is used in Relationship Banker jobs:
  • Manage relationships with private customers and small business accounts, providing exceptional service by providing customized banking and financial management solutions.
  • Branch based customer facing position whose primary goal is to acquire, retain, deepen and manage relationships with our customers.
  • Acquire, retain, deepen and manage relationships with our customers and having an additional focus on small business customers.
  • Acquire, retain, deepen and manage relationships with customers in an effort to help the branch meet sales objectives.
  • Generated new businesses with primary goals to acquire, retain, deepen and manage relationships with all clients.
  • Acquire, retain, deepen and manage relationships with the branch-based customers by utilizing strong interpersonal skills.
  • Generate plans to acquire, retain, deepen and manage relationships with existing and potential customers.
  • Acquire, retain, deepen, and manage relationships of Premier customers and business customers.
  • Acquire, retain, deepen and manage relationships with potential personal and business clients.
  • Acquire, retain, and manage relationships with core and private client customers.
  • Acquire, retain, deepen and manage relationships with high net worth clients.
  • Acquire, retain, and manage relationships with consumer and business clientele.
  • Acquire, retain, deepen and manage relationships with customers.
  • Manage relationships within the branch and deliver superior quality service.
  • Carol Lackey My primary goal is to acquire, retain, deepen and manage relationships with my clients.

Show More

48. Profitable Relationships

demand arrow
low Demand
Here's how Profitable Relationships is used in Relationship Banker jobs:
  • Established customer relationships by building and maintaining profitable relationships with customers characterized by mutual respect, understanding, and trust.
  • Educate and refer bank products and services to customers through needs identification, maximizing profitable relationships.
  • Developed new and profitable relationships, while maximizing customer retention.
  • Initiated, developed and managed long term profitable relationships.
  • Initiate, develop and manage long term profitable relationships, with emphasis on proactively obtaining new clients.
  • Initiated, developed, and managed long-term, profitable relationships with both retail and small business clients.
  • Initiated, developed and managed long term profitable relationships with existing and prospect future clients.
  • Developed and managed long term profitable relationships with an assigned client base.
  • Initiated and managed profitable relationships with an elite client base.
  • Develop and manage long-term, profitable relationships.
  • Established, developed, and managed long-term, profitable relationships with consumer and businessclients.

Show More

49. Investment Strategies

demand arrow
low Demand
Here's how Investment Strategies is used in Relationship Banker jobs:
  • Provided comprehensive financial reviews and developed saving and investment strategies to grow and preserve customer assets.
  • Worked with partners to develop and recommend investment strategies, portfolio management solutions, estate planning, and trust accounts.
  • Recommended risk/investment strategies to meet client-directed retirement, wealth building, and planning goals.
  • Introduced new high-net worth clients to banking platform and exclusive investment strategies.

Show More

50. Future Needs

demand arrow
low Demand
Here's how Future Needs is used in Relationship Banker jobs:
  • Established positive client relationship through profiling to identify current and future needs and provide financial solutions.
  • Manage existing client relationships to identify future needs and up sell products effectively.
  • Manage existing client relationships to identify future needs.
  • Used customer portfolios to gain background information and used the data to recognize and follow up on existing and future needs.
  • Worked directly with account holders to identify current and future needs by researching financial opportunities and plans to benefit the client.
  • Assist clients in monitoring and adjusting their current financial portfolio to keep up with inflation and to meet their future needs.
  • Maintain the highest level of professionalism and outstanding customer management to ensure all current and future needs are met.
  • Worked one-on-one with clients to understand financial objectives and assist with solutions to meet current and future needs.
  • Continued follow up and relationship building with clients for any future needs and developing a referral base.
  • Manage existing client relationships to identify both current and future needs using a consultative approach.
  • Manage a self-developed pipeline of clients and prospects to uncover current and future needs.
  • Consult with clients about their current and future needs in achieving their financial goals.
  • Recognized and followed up on existing and future needs of clients.
  • Uncover potential future needs and present solutions.
  • Managed existing clients' relationship to identify future needs and consultatively address them.
  • Explore future needs and consultatively address them.

Show More

Relationship Banker Jobs

NO RESULTS

Aw snap, no jobs found.

20 Most Common Skills For A Relationship Banker

Additional Financial Needs

21.6%

Customer Service

17.3%

Loan Applications

9.6%

Sales Goals

7.3%

Bank Products

6.0%

New Accounts

4.2%

Financial Advisor

4.2%

Client Relationships

4.0%

New Clients

3.2%

Small Business

3.2%

Credit Card Transactions

2.6%

ATM

2.6%

Equity

2.2%

Cross-Sell

1.9%

Business Partners

1.8%

Financial Goals

1.7%

Financial Services

1.7%

Service Recommendations

1.6%

Financial Products

1.6%

State Regulations

1.5%
Show More

Typical Skill-Sets Required For A Relationship Banker

Rank Skill
1 Additional Financial Needs 16.5%
2 Customer Service 13.2%
3 Loan Applications 7.3%
4 Sales Goals 5.6%
5 Bank Products 4.6%
6 New Accounts 3.2%
7 Financial Advisor 3.2%
8 Client Relationships 3.1%
9 New Clients 2.5%
10 Small Business 2.5%
11 Credit Card Transactions 2.0%
12 ATM 2.0%
13 Equity 1.7%
14 Cross-Sell 1.4%
15 Business Partners 1.4%
16 Financial Goals 1.3%
17 Financial Services 1.3%
18 Service Recommendations 1.2%
19 Financial Products 1.2%
20 State Regulations 1.2%
21 Deepen Relationships 1.1%
22 Customer Retention 1.0%
23 Private Clients 1.0%
24 Merchant Services 1.0%
25 Account Maintenance 1.0%
26 Life Insurance 0.9%
27 Security Policies 0.9%
28 Client Problem Resolution 0.9%
29 Customer Accounts 0.9%
30 Savings Accounts 0.9%
31 Phone Calls 0.9%
32 Primary Contact 0.9%
33 Wire Transfers 0.8%
34 Product Knowledge 0.8%
35 Processing Loan Payments 0.8%
36 Business Development 0.8%
37 Customer Base 0.7%
38 Financial Solutions 0.7%
39 Notary 0.7%
40 High NET 0.7%
41 Monetary Transactions 0.7%
42 CDS 0.7%
43 Potential Customers 0.6%
44 Complete Line 0.6%
45 BB 0.6%
46 Nmls 0.6%
47 Manage Relationships 0.6%
48 Profitable Relationships 0.6%
49 Investment Strategies 0.6%
50 Future Needs 0.5%
{[{skill.rank}]} {[{skill.name}]} {[{skill.percentageDisplay}]}%
Show More

7,087 Relationship Banker Jobs

Where do you want to work?

To get started, tell us where you'd like to work.
Sorry, we can't find that. Please try a different city or state.