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Overview:Identifies customers' needs through the bank’s retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member/partner.
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Primary Responsibilities: 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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This position serves as a proactive member of the Retail Banking branch team by being an initial sales and service contact for new and existing clients. And our story of achievement starts with each member of our team.
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As a member of the Retail Banking team the Relationship Banker provides guidance on banking products and services. The Relationship Banker is responsible for individual contributions to the branch ’ s goals, collaborating with managers and team members on sales strategy, as well as participating in community affairs and activities to develop business effectively.
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The Relationship Banker II is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. Establish and maintain member deposit and loan accounts including businesses, trusts fiduciary, and IRA accounts.
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The Representative II, Financial Solutions (FSR) is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. Aptitude for learning a variety of computer systems using technology to solve member issues.
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Hear about the role from a member of the team: "Our members come to me for diverse needs - I help when they come in looking for a new account, to get a loan to help out themselves or a family member, or when looking for a new car or a new toy (recreational vehicle) loan.
$22.5 - $25 an hourExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Responsibleto the Branch Manager, the Relationship Specialist is part of a highly skilledservice team, committed to unlocking the potential of individuals and familiesso they can thrive.
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The Relationship Banker is an essential member of the Retail branch team, making a meaningful impact on the lives of our customers and communities. First National Bank is seeking a Relationship Banker to join the Charlottesville team.
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Follows all bank processes and procedures and adheres to applicable laws and regulations, including completing duties delegated and assigned by the Branch Manager; as a member of the branch team, ensures sound banking practices, including managing, identifying and reporting operational risks.
$41,610 - $51,460 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to improving the financial wellness of our customers.
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Assists branch and fellow team members with basic tasks to aid in customer problem resolution. Refers customers to an internal team of experts when more complex financial goals and needs are recognized.
$32,922 - $39,042 a yearFull-timeExpandApply NowActive JobUpdated Today - UpvoteDownvoteShare Job
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Complete basic research on customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goalsIdentify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
$18.57 - $30.95 an hourFull-timeExpandApply NowActive JobUpdated 8 days ago - UpvoteDownvoteShare Job
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Participate in New Team Member Orientation and Annual Regulatory Trainings. Perform other duties as request by the Team Leader. Handle large sums of currency, coin and change orders.
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Follows all bank policies, processes, procedures, and internal audit requirements and adheres to applicable laws and regulations, including completing individual duties specific to the role of Branch Manager, and ensures all associates in the branch complete their delegated operational risk management duties as assigned; as a member of the branch team, ensures sound banking practices, including managing, identifying, and reporting operational risks.
$49,787.64 - $66,672 a yearFull-timeExpandApply NowActive JobUpdated 22 days ago
team member jobs Title: relationship banker in Willmar, Minnesota
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