Senior Relationship Manager - Industrials
By Citi At , Houston $150,000 - $225,000 a year
Work closely with cash management implementation team, Cash Sales Managers, Underwriting, Risk teams, Markets experts, and RM Associates daily.
Client-level planning, budget, and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet.
Maximize client experience by proactively sharing markets updates, trends, and intelligence.
Monitor and support products’ implementation processes. Manage customers and transactions in the CRM platform.
Ensure compliance with regulatory requirements and Citi's policies and guidelines at all times.
Meaningful experience in structuring and approving credit solutions across different risk profiles. Experience with offshore credit is preferred but not required.
Relationship Banker Jobs
By Bank of America At , Seattle, 98101
Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Experience in financial services and knowledge of financial services industry, products and solutions.
Grows business knowledge and network by partnering with experts in small business, lending and investments
Manages financial center traffic, appointments and outbound calls effectively
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Cons Bnkng Relationship Spec (Relationship Banker)
By Bank OZK At , Allen, 75013, Tx
1+ year experience interacting with people and displaying excellent service skills, demonstrated through work, military and/or education, required
Basic knowledge of personal finance and household budgeting required
Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred
Complete all essential training and display enthusiasm for continuous learning, accepting constructive feedback from more experienced team members
Experience in retail customer service and/or sales preferred
Helpful, friendly, approachable, enthusiastic and professional disposition
Relationship Banker Jobs
By Bank of America At , Plano, 75093, Tx
Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Experience in financial services and knowledge of financial services industry, products and solutions.
Grows business knowledge and network by partnering with experts in small business, lending and investments
Manages financial center traffic, appointments and outbound calls effectively
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Relationship Banker Iii Jobs
By Origin Bank At , Houston, Tx
Meets or exceeds deposit and loan goals as established by manager and Retail Administration.
Duties and Responsibilities include the following.
Calls on prospects and customers outside of the banking center to establish new relationships or deepen existing ones.
Serves as a trusted advisor by connecting people to their dreams through meaningful conversations and by providing relevant banking advice.
Is proficient with all required computer systems.
Efficiently opens all retail products and services for customers.
Relationship Banker I Jobs
By First United Bank At , Sanger, 76266, Tx
One year of retail experience is preferred.
Cash handling experience is preferred.
Superior customer service skills required.
Ability to manage time effectively and work independently, without close supervisor.
Ability to use good judgment and exercise decision-making skills.
Do you approach serving every customer like they are your family member?
Relationship Banker Jobs
By ESL Federal Credit Union At , Rochester, 14604, Ny
Create a positive member experience
Learn about the banking and finance industry
Strong, communication, problem solving and decision making abilities
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Best Workplaces in Financial Services and Insurance
Best Workplaces in New York State
Relationship Banker Ii Jobs
By CrossFirst Bank At , Dallas, 75225, Tx
Knowledge and experience with bank processing software.
Demonstrated knowledge and experience with office automation equipment, including phones, computers, and scanners as well as Microsoft Word, Excel, and Outlook.
Bachelor’s degree with exposure to Accounting or Finance courses is preferred or equivalent work experience.
Communicate effectively with Manager, especially if issues or concerns arise with ability to meet deadlines or provide appropriate coverage.
Knowledge of personal and Private Banking deposit products and processes, as well as banking rules and regulations.
Prior experience in a similar role within retail banking services, preferably in a commercial bank.
Relationship Banker - Signal Hill Financial Center - Statesville, Nc
By Bank of America At , Statesville, 28625, Nc
Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Experience in financial services and knowledge of financial services industry, products and solutions.
Grows business knowledge and network by partnering with experts in small business, lending and investments
Manages financial center traffic, appointments and outbound calls effectively
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Relationship Banker Jobs
By Bank of America At , El Paso, 79901, Tx
Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Experience in financial services and knowledge of financial services industry, products and solutions.
Grows business knowledge and network by partnering with experts in small business, lending and investments
Manages financial center traffic, appointments and outbound calls effectively
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Relationship Banker Jobs
By Bank of America At , Mckinney, 75070, Tx
Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Experience in financial services and knowledge of financial services industry, products and solutions.
Grows business knowledge and network by partnering with experts in small business, lending and investments
Manages financial center traffic, appointments and outbound calls effectively
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Relationship Banker Jobs
By Bank of America At , Tempe, 85283, Az
Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.
Experience in financial services and knowledge of financial services industry, products and solutions.
Grows business knowledge and network by partnering with experts in small business, lending and investments
Manages financial center traffic, appointments and outbound calls effectively
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Relationship Banker Jobs
By East West Bank At , Houston, 77036, Tx $17 - $19 an hour
Maintain a thorough knowledge of the bank’s deposit, loan and ancillary products and an understanding of the qualifications required
Identifying and understanding customers’ long-term financial needs and offering tailored product and services solutions
Applies strong critical thinking and problem-solving skills to meet clients’ needs
Expert in using digital resources and technologies to optimize clients’ digital banking experience
High school diploma or general education degree (GED) required; Bachelor’s degree preferred
2+ years of customer service, teller, sales experience, and MLO experience within the banking and/or financial service industry highly preferred
Relationship Banker Jobs
By North Dallas Bank and Trust At , Irving, 75063, Tx
Meet or exceed sales and cross sell goals for loans, deposits, and fee income, as set by management.
Maintain a working knowledge of and utilize a consultative approach with every customer interaction.
Adhere to policies, procedures, regulatory banking requirements, and state and federal laws.
Professional, thorough and organized with strong follow-up skills.
Ability to understand and follow policies, procedures and regulatory requirements.
Deliver customized banking solutions and recommendations based on customer need.
Relationship Banker - Tsc Southeast, Friendswood, Tx
By JPMorgan Chase Bank, N.A. At , Friendswood, Tx
Experience adhering to policies, procedures, and regulatory banking requirements
Deliver exceptional customer experience by acting with a customer-first attitude
Possess initiative, and knowledge to provide financial options for customers using a consultative approach
Professional, thorough, and organized with strong follow-up skills
Exude confidence with clients when sharing product knowledge and solutions
Make personal connections, engage and educate customers, ask open-ended questions and listen to establish trust and build lasting relationships
Relationship Banker- Needham Jobs
By M&T Bank At , Needham, Ma
Well-organized individual with time management and prioritization skills
Responsible for meeting and maintaining registration requirements under the Federal SAFE Act
A high school diploma or equivalent (GED) and a minimum of 1 year proven proactive sales experience.
Strong verbal communication and interpersonal skills
Demonstrated financial services product knowledge
Identify financial needs of customers and present all appropriate product and service options by working cooperatively with appropriate internal business partners.
Relationship Banker I Jobs
By CrossFirst Bank At , Dallas, 75225, Tx
Knowledge and experience with bank processing software.
Demonstrated knowledge and experience with office automation equipment, including phones, computers and scanners as well as Microsoft Word, Excel and Outlook.
Bachelor’s degree with exposure to Accounting or Finance courses is preferred or equivalent work experience.
Communicate effectively with Manager, especially if issues or concerns arise with ability to meet deadlines or provide appropriate coverage.
Knowledge of personal and Private Banking deposit products and processes, as well as banking rules and regulations.
Prior experience in a similar role within retail banking services, preferably in a commercial bank.

Are you looking for a rewarding career in banking? Join our team as a Senior Relationship Banker and help us build strong relationships with our customers! You'll have the opportunity to use your financial expertise to provide exceptional customer service and develop meaningful relationships with our clients. Plus, you'll get to work with a great team of professionals in a fast-paced and dynamic environment. Don't miss out on this exciting opportunity!

A Senior Relationship Banker is responsible for providing high-level customer service to clients, managing customer accounts, and developing new business opportunities. They must have excellent communication and interpersonal skills, as well as a strong understanding of banking products and services.

What is Senior Relationship Banker Skills Required?

• Excellent customer service skills
• Strong interpersonal and communication skills
• Knowledge of banking products and services
• Ability to build relationships with customers
• Ability to analyze customer needs and recommend appropriate solutions
• Ability to work independently and as part of a team
• Ability to manage multiple tasks and prioritize workload

What is Senior Relationship Banker Qualifications?

• Bachelor’s degree in business, finance, or a related field
• 5+ years of experience in banking or financial services
• Knowledge of banking regulations and compliance
• Proven track record of meeting sales goals
• Ability to use banking software and technology

What is Senior Relationship Banker Knowledge?

• Knowledge of banking products and services
• Knowledge of banking regulations and compliance
• Understanding of financial markets and trends
• Understanding of customer service principles

What is Senior Relationship Banker Experience?

• 5+ years of experience in banking or financial services
• Proven track record of meeting sales goals
• Experience in customer service and relationship management

What is Senior Relationship Banker Responsibilities?