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Position : Relationship Banker I/II/III - Fredericksburg Financial Center| Division : Sales & Service. Effectiveuse of all applications and systems utilized in the banker role. Expertin all applications and systems utilized in the banker role.
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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.
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The Senior Commercial Banker will direct and oversee the business development, loan production, risk management, credit monitoring, and client relationship management activities of the Commercial Banking lending team.
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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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The Preferred Banker is responsible for developing, defining, and executing the First Financial Bank strategy while working with key partners across the Bank as the primary relationship lead, especially within the Wealth and Investment Division (i.e. Yellow Cardinal.
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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.
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The Relationship Banker also provides sales and service support to the Retail Store team. The Relationship Banker helps clients achieve financial well-being through deep customer relationships and a thoughtful understanding of their needs to offer the best and most appropriate personal and business financial products and services.
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The Universal Banker position, levels I, II and III (Universal Banker, Senior Universal Banker and Universal Relationship Banker) are responsible for providing front line customer service and sales including accurately opening and closing accounts, performing account maintenance, profiling customers for new sales and cross sell opportunities, and for performing basic Teller functions as needed.
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We are now accepting applications for a Branch Relationship Banker to join the team at our Centennial Hills branch located in Las Vegas, NV. 2+ years' experience as a universal banker/personal banker or similar retail banking role.
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We are looking for a seasoned Branch Relationship Banker (Personal Banker) to provide top notch customer service to our clients and customers at our Heights-Taylor / Houston financial center.
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We are looking for top talent to join Wisconsin’s Bank® as a full-time 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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Home to some of the most recognized brands in real estate Better Homes and Gardens® Real Estate , Century 21® , Coldwell Banker® , Coldwell Banker Commercial® , Corcoran® , ERA® , and Sotheby's International Realty.
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Masters the Primary Purpose and Essential duties of the Relationship Banker II position. The Relationship Banker will be responsible for all customer service duties, sales, and relationship management while reaching or exceeding established goals.
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Qualifications: Bachelor's Degree and 8 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth Management OR High School Diploma or GED and 12 years of experience in Financial Services Relationship Management in Business Banking, Commercial Banking, Private Banking, or Wealth ManagementLicense or Certification Type: Possess valid Series 7, 63 & 65 or 66 licenses RequiredSkill(s): Credit underwriting skills.
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