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Position LevelsThere are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Operations Oversight Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing.
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There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Proactively resolves moderate to complex customer maintenance and/or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
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Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This position is unique; it will allow you to work at several different branches, Davenport 53rd St, Davenport North Park, Moline Main and Moline Kennedy Dr., giving you the opportunity to know the personalities at each location.
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Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
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Completes Relationship Banker Development Program to demonstrate advanced proficiency in role. The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients.
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Relationship Banker II. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations. Consults with clients/prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client’s financial objectives.
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Relationship Banker II - above accountabilities plus:Ensure the needs of the customer are being meet and assisting them with deepening the relationship by cross-selling and referring to partners when financial needs are identified such as Business Banking, Mortgage (real estate secured & portfolio mortgages), Merchant Services, Wealth Management or Treasury Management.
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Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales Process (profile/pre-call planning, outreach, appointment preparation, interaction/appointment, follow-up) and Risk Management (audit requirements, fraud prevention, Know Your Customer (KYC) and customer information profile (CIP.
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Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products)Attend community networking events.
$23.59 - $37.74Full-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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The responsibility of the Relationship Banker position is to deliver the ultimate customer service experience while meeting all the customer's retail needs excluding lending.
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Fluently explain processes, services, and products (e.g. interest expense, amortization schedules, how to optimize/educate all types of consumer debt scenarios, Mortgage/HELOC, Business Banking products, TM and Merchant Services products.
$25.55 - $42.59 an hourFull-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
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The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank’s products and services.
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Dart Bank provides innovative financial services for both personal and business banking, consumer and mortgage loans, commercial loans and lines of credit, merchant credit card processing, investment services and more.
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merchant customer service relationship banker services jobs
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