Talent.com
Financial Relationship Banker - Registered

Financial Relationship Banker - Registered

HuntingtonFishers, IN, US
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Financial Relationship Banker - Registered

Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker - Registered, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.

Duties & Responsibilities :

  • Provides excellent customer service and effectively resolving complex customer issues.
  • Process customer transactions accurately and efficiently and balance daily.
  • Responsible for consistent business development and calling program while servicing walk-in customers.
  • Proactively identifies opportunities to grow customer relationships through pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners.
  • Educates and refers customers to other areas of the bank to deepen relationships and build strong internal partnerships.
  • Educates customers on how to optimize their use of bank technology (online, mobile, and ATM banking)
  • Maintains knowledge of all products, services, technology and policies.
  • Adheres to all operational, security, risk and regulatory policies and procedures.
  • Performs other duties as assigned.

Basic Qualifications :

  • High School Diploma or GED and minimum of 1 year customer service and sales in banking, financial services or goal driven retail sales, or business to business sales experience or military service in an administration, contracting, civil affairs or similar role.
  • FINRA Licenses (required) : Candidate must have 3 of the following 5 licenses in an active status : Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position.
  • Preferred Qualifications :

  • Bachelor's Degree and 2 years or more in customer service and sales banking, financial services or goal driven retail sales.
  • Ability to build, deepen and retain relationships.
  • Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service, and presentation skills.
  • Excellent verbal and written communication skills.
  • Comfort with technology such as mobile services and online banking services.
  • Knowledge of consumer and business deposit products.
  • No = eligible for overtime pay

    Office

    serp_jobs.job_alerts.create_a_job

    Relationship Banker • Fishers, IN, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Personal Banker Associate I - Ft. Harrison

    Personal Banker Associate I - Ft. Harrison

    Fifth Third BankIndianapolis, IN, United States
    serp_jobs.job_card.full_time
    Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Relationship Banker

    Financial Relationship Banker

    HuntingtonWestfield, IN, US
    serp_jobs.job_card.full_time
    Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    Old National BancorpGreenwood, IN, US
    serp_jobs.job_card.full_time
    The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Relationship Banker

    Relationship Banker

    Old National BankGreenwood, IN, United States
    serp_jobs.job_card.full_time
    Job Locations US-IN-Greenwood Category / Function Retail Banking Center Position Type Regular Full-Time Requisition ID 2025-18218 Workplace Type On Si...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Insurance Sales Representative - Bonuses and Travel Incentives

    Insurance Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental InsuranceKokomo, Indiana
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Junior Mortgage Banker

    Junior Mortgage Banker

    VirtualVocationsSouthport, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote Junior Mortgage Banker.Key Responsibilities : Master the fundamentals of mortgage banking and lending processes Cultivate and manage client relationships, guidin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Sales Representative - Bonuses and Travel Incentives

    Sales Representative - Bonuses and Travel Incentives

    Platinum Supplemental InsuranceKokomo, Indiana
    serp_jobs.job_card.full_time
    Ready to jump-start your career and take charge of your earning potential?.At Platinum Supplemental Insurance, we’re looking for motivated individuals ready to learn, grow, and thrive in a fast-pac...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    SBA Underwriter

    SBA Underwriter

    Merchants Bank of IndianaCarmel, IN, United States
    serp_jobs.job_card.full_time
    SBA Lending team, you would be responsible for underwriting new and existing customers, analyzing financial statements, collaboration with banking partners and making loan decisions on SBA Banking ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationAnderson, Indiana
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Advisor - AI Trainer

    Remote Finance Advisor - AI Trainer

    Data AnnotationKokomo, Indiana
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Financial Analyst - AI Trainer

    Remote Financial Analyst - AI Trainer

    Data AnnotationKokomo, Indiana
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data AnnotationAnderson, Indiana
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Remote Junior Mortgage Banker

    Remote Junior Mortgage Banker

    VirtualVocationsSouthport, Indiana, United States
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time
    A company is looking for a Remote Junior Mortgage Banker.Key Responsibilities : Master the fundamentals of mortgage banking and lending processes Cultivate and manage client relationships, guidin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Remote Senior Financial Analyst - AI Trainer

    Remote Senior Financial Analyst - AI Trainer

    Data AnnotationAnderson, Indiana
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Assessor

    Financial Assessor

    VirtualVocationsIndianapolis, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Financial Assessor Patient Accounting.Key Responsibilities Ensure timely resolution and submission of claims, meeting productivity and quality standards Follow up on t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Virginia Licensed Mortgage Banker

    Virginia Licensed Mortgage Banker

    VirtualVocationsIndianapolis, Indiana, United States
    serp_jobs.job_card.full_time
    A company is looking for a Remote Junior Mortgage Banker.Key Responsibilities : Master the fundamentals of mortgage banking and lending processes Cultivate and manage client relationships, guidin...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Remote Commercial Banking Analyst - AI Trainer

    Remote Commercial Banking Analyst - AI Trainer

    Data AnnotationKokomo, Indiana
    serp_jobs.filters.remote
    serp_jobs.job_card.full_time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Financial Consultant - Carmel, IN

    Financial Consultant - Carmel, IN

    Fidelity InvestmentsCarmel, IN, US
    serp_jobs.job_card.full_time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days