There is currently no job description for Concierge Banker. Be the first to submit the job responsibilities for a Concierge Banker.

There is currently no job description for Banker Teller. Be the first to submit the job responsibilities for a Banker Teller.

There is currently no job description for Citizens Banker. Be the first to submit the job responsibilities for a Citizens Banker.

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There is currently no job description for Main Banker. Be the first to submit the job responsibilities for a Main Banker.

The Retail Branch Manager in Training receives training in various areas of banking, such as mortgage, consumer and commercial lending, funds acquisition, systems operations, administration, and business development. Learns daily operations of the branch office. Being a Retail Branch Manager in Training management training position. Receives on the job training by performing banking activities. In addition, Retail Branch Manager in Training requires a high school diploma or its equivalent. Typically reports to the Branch Manager. The Retail Branch Manager in Training supervises a small group o... view job details

Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Occasionally directed in several aspects of the wo... view job details

Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is generally independent and collaborative in... view job details

Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is highly independent. May assume a team lead... view job details

Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Typically requires a bachelor's degree. Typically reports to a manager. Work is closely managed. Works on projects/matters... view job details

The Entry Private Banker develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Being an Entry Private Banker achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Acts as advisor, providing financial research and information. In addition, Entry Private Banker typically requires a bachelor's degre... view job details

The Personal Banker I identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker I provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the rig... view job details

The Personal Banker II identifies customer needs and uses current knowledge of all bank products and services to explain, promote, and cross-sell products and services. Acts as the customer's go-to banking resource to deliver in-branch services, referrals, and product information, resulting in enhanced satisfaction and broadened customer relationships. Being a Personal Banker II provides research and solutions to account issues, answers to customer inquiries, and education and training on banking self-service technology. Processes basic branch service transactions and refers customers to the r... view job details

There is currently no job description for PERSONAL BANKER Universal Teller/Banker. Be the first to submit the job responsibilities for a PERSONAL BANKER Universal Teller/Banker.

Answers customer inquiries and refers customers to the Banking Center Manager, or proper service area for issues that cannot be resolved. Actively monitor the status of key customer relationships to promote business growth and service quality, increase the number of services used per customer to increase both profits and customer retention. Promote and service all the deposit products available at the bank and open all types of accounts, including checking, CDs, IRAs, Business Accounts and Safe Deposit Boxes. view job details

Develop and maintain adequate marketing pipeline to meet revenue targets. Communicate new product and policy enhancements to FAs and branch staff. Act as subject matter expert for FA and Branch inbound inquires or facilitate referral for resolution to the subject matter expert. view job details

Develop and implement a wealth management strategy designed to deepen relationships with existing clients. view job details

Following is a summary of the essential functions for this job. Adhere to internal controls, operational procedures as outlined in Branch Operations Manual (BOM), and risk management policies. Actively managing their banking relationship through an advice-based approach and ensuring each client receives the best products, services for his or her needs. view job details

Assist the Team Lead in coaching and developing of Branch Business Banking Sales process to improve Branch Business Banking results. Participate in business development activities that will result in new business to the organization. Represent the company in community/economic development activities and initiatives. view job details

Handling customer inquiries and resolving issues in a timely and professional manner. Educating customers on various banking products and services, such as loans, credit cards, and investment options. Building and maintaining relationships with customers to understand their financial goals and provide personalized recommendations. view job details