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Maintains proficiency in Salesforce Client Relationship Management tool and nCino, the Bank's automated loan platform. The Commercial Banker's primary role will be to develop and grow commercial lending relationships in the assigned region and/or specialty lending group, including offering bank products such as deposit products and treasury management services to support a relationship-based approach.
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As a Relationship Banker, you will drive productive sales and service activities, develop new business by educating existing and potential clients and exemplify Five Star Bank’s HEART values.
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Responsible for customer service duties, sales, and relationship management while reaching established goals. Maintain basic knowledge of all New Peoples Bank products, services, procedures, policies and appropriate regulatory issues relating to daily job functions including but not limited to: Bank Secrecy Act; Privacy; Fair Lending; Regulation E; deposit, transaction and loan accounts.
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The RSR is responsible for accurately and efficiently processing transactions as well as ensuring customers are connected with the most appropriate banker to meet their needs. Under the supervision of the Manager, the Relationship Service Representative delivers exceptional customer experiences by building a connection with clients to understand their financial needs.
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We took our virtual relationship to reality, and I hope to refer a buyer to him soon,” says Debbi DiMaggio, realtor, author, and co-founder of Highland Partners. “It seems like everyone knows at least five real estate agents, so staying relevant and top of mind is always a goal,” says Stacy Doherty , a REALTOR with Coldwell Banker in Canton, MA.
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Responsible for ensuring that clients’ entire banking relationship needs are met by making introductions to our experts in private banking, treasury management, deposit products and other applicable bank products.
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We are looking for top talent to join Chicago’s Bank®, as a full-time Relationship Banker! As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs.
Full-timeExpandApply NowActive JobUpdated 13 days ago - UpvoteDownvoteShare Job
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Delivers professional and efficient communications for member outreach campaigns including but not limited to calling campaigns, community outreach, relationship building, and Achieva marketing brand strategies including any tracking and/or reporting.
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Business Banking Relationship Manager. As a Personal Banker II you will also be subject to National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008.
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We are looking for top talent to join Wisconsin’s Bank® as a full-time Floating Relationship Banker! Additionally, Wintrust operates various non-bank business units including commercial and life insurance premium financing, short-term accounts receivable financing, out-sourced administrative services, mortgage origination and purchase, wealth management services and qualified intermediary services for tax-deferred exchanges.
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Position : Relationship Banker-Transaction Specialist(Main Financial Center)| Use aconsultative sales approach to discover and escalate referralopportunities to the appropriate Relationship Banker or Specialistpartner to fulfill customers stated and unstated needs.
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To help our job title resonate with you, other financial institutions may title their positions like the following: bank teller, banking associate, banking representative, branch banker, community banking associate, csr, customer service associate, customer service representative, member services representative, msr, personal banker, relationship banker, retail associate, retail banker, sales associate, sales rep, sales representative, teller, teller/CSR, universal banker, or universal teller.
$15 - $16.5 an hourFull-timeExpandUpdated 14 days ago - UpvoteDownvoteShare Job
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Issues cashier checks, processes coin, and orders customer checks according to New Peoples Bank policies and procedures; assessing appropriate fees for all services. New Peoples Bank is an Equal Opportunity Workplace and an Affirmative Action Employer.
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Relationship Banker IIExperienced 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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Position LevelsThere are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
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