Relationship Banker

24 hours ago

Kolkata, West Bengal, India Broadview Federal Credit Union Full time US$ 23 - US$ 25

If you are ready to join a company that truly cares about its employees, our members, and our community then you have come to the right place

ABOUT THE TEAM
Here at Broadview, we deliver a high-quality member service experience by engaging in conversation with members, reviewing their full financial profile, and recommending appropriate solutions to meet their financial needs. To serve as a subject matter expert for our members, creating outstanding member experience by resolving member service needs, and delivering expertise in financial services that benefit every member, every time, every day. 

This role will be assigned to our Guilderland Branch; however, you will support the branches within our Capital Central Region which includes our Altamont, Wolf Road, Central Ave. and Headquarters Branch locations.   

WHAT YOU'LL DO

  • Advocate for members, seeking ways to enhance members' experience, providing solutions that help them achieve their financial goals

  • Attract new retail and business members, while fostering deeper relationships with existing members utilizing The Member Advantage approach

  • Prioritize the delivery of exceptional member service with accuracy and operational excellence including problem/complaint resolution

  • Support the branch in growing a profitable book of business to achieve individual and team goals, in support of overall corporate goals

  • Build new relationships through Community/Foundation involvement and existing member referrals

  • Create greater awareness of all service channels members can utilize through promotion, education, and direct demonstrations to members

  • Participate in ongoing coaching, job shadowing, mentoring, and training to develop and enhance performance

  • Demonstrate vigilance in detecting and reporting fraud or irregular activities

  • Ensure compliance with all applicable policies, procedures, and regulatory guidelines

  • Achievement of goals and objectives provided by management

LET'S TALK IF YOU

  • Have an Associate degree preferred, or combination of equivalent education and experience

  • Have one to two years of branch banking experience

  • ​Have passed and Maintain Notary Public License (within 6 months of completion of Relationship Banker Training) and Signature Guarantee permissions

  • Are Proficient in Microsoft Word and Excel

  • Have the ability to multi-task to meet or exceed minimum performance standards

  • Have effective verbal, written and listening communication skills

  • Have strong interpersonal skills

  • Have the flexibility to work out of any location at any time, as business needs dictate

  • Have the ability to lift at least 10 pounds and stand for long periods of time

TO THRIVE AT BROADVIEW YOU NEED

  • Proficiency in Microsoft Office Suite, including Word, Excel, PowerPoint, and SharePoint.

  • To be able to operate in a rapidly changing dynamic environment.

  • Excellent oral, written, and auditory communication skills, as well as interpersonal interaction skills.

Starting Compensation: $ $24.82/hr., plus a competitive benefits package

Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply.

We are an equal opportunity employer. We do not discriminate on the basis of race, creed, color, national origin, religion, sex, age, veteran status, disability, genetic information, gender identity, or any other protected class.

Broadview FCU is committed to ensuring individuals with disabilities and/or those who have special needs participate in the workforce and are afforded equal opportunity to apply and compete for jobs. If you would like to contact us regarding the accessibility of our Website or need assistance completing the application process, please contact us

  • SVP / VP/ AVP / Relationship Managers , Private Bankers

    1 week ago

    Kolkata, West Bengal, India QuickTurtle Full time ₹ 8,00,000 - ₹ 25,00,000 per year

    1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...

  • Senior Credit Analyst

    3 days ago

    Kolkata, West Bengal, India LSI Group Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    LSI Group, is a category -1 Merchant Banker with its pan-India presence, is a one-stop window of comprehensive services in financial advisory, engineering, resolution, and valuation. Our expertise spans Debt Syndication, Financial & debt restructuring, M&A Advisory, Engineering Consultancy-PMC Services and Valuation Services. We prioritize creating knowledge...

  • DGM / GM - Finance

    2 weeks ago

    Kolkata, West Bengal, India Multicon Group Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Strategic support for CFO: Support the CFO in strategic planning and execution of financial initiatives. Report to the CFO on corporate governance matters and initiatives. Financial Reporting and Management: Oversee the preparation of financial reports, ensuring accuracy and compliance with statutory law and financial regulations.Implement cash and...

  • Area Manager

    5 days ago

    Kolkata, West Bengal, India Bajaj Finance Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Area Manager - B2B Dealer Banker  Job Purpose  This position is open with Bajaj Finance Ltd. Duties and Responsibilities- Engage with channel partners to build and strengthen relationships.- Build distribution for Sales business.- Manage productivity by setting productivity parameters for ASMs/SMs/PSF, monitoring performance against set parameters, and...

  • EXIM Executive

    2 weeks ago

    Kolkata, West Bengal, India GMax Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    We are seeking a highly skilled and experienced Assistant Manager - Finance and EXIM Operations to join our team. This role is crucial in managing the documentation, coordination, and communication aspects of our import-export activities. The ideal candidate will have advanced expertise in import-export documentation, exceptional organizational skills, and...

  • Assistant General Manager

    2 weeks ago

    Kolkata, West Bengal, India Aaa Capital Services Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Role & responsibilitiesWe are seeking an experienced Assistant General Manager to lead and manage our NPA operations, develop team capabilities, and liaise with banks and legal authorities to ensure timely recovery and resolution of cases under the SARFAESI Act, 2002.Key Roles and Responsibilities:Visit banks to initiate new NPA cases under the company's...

  • Claims Manager

    7 days ago

    Kolkata, West Bengal, India, West Bengal Anand Rathi Insurance Brokers Ltd Full time

    Claims RoleFunction PurposeThe Claims Function in our insurance broking company is designed to facilitate the efficient and accurate processing of insurance claims. This function aims to ensure timely resolution of claims, maintain client satisfaction, and uphold the credibility of the organization by adhering to ethical and legal standards.Role PurposeThe...

  • Citigold Relation Banker

    2 weeks ago

    Kolkata, India Citi Full time

    **Responsibilities**: - Client Account Management - Review CG customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs. - Advise CG customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based on the current and future customer needs. -...

  • Personal Banker

    1 week ago

    Kolkata, India Abacus Consultants Full time

    Any Graduate NRI- PB JD- To build and manage relationship with Classic program clients so as to ensure optimum customer acquisition Key Skills - Sales and Influencing Skills - Banking Product & Process Knowledge - NRI Product and Regulatory Knowledge - Planning and Organizing Skills - Communication - Knowledge of Competition & Current trends in financial...

  • Key Relationship Manager-Banking

    2 weeks ago

    Bardhaman, Jalpaiguri, Kolkata, Medinipur, Siliguri, India SFORCE SERVICES Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    • Building a strong relationship with the sales team of channel partners• Handle walk in customers• Bank responsible for meeting sales through Bank• Regularly follow up with client• Generating leads from Relationship Managers and Personal Bankers Required Candidate profile• Qualification : Graduate• Experience : Min 1+ year of any Sales /...

  • Treasury Relationship Front Office

    1 week ago

    Kolkata, India hrinputs Full time

    HI EVERYONE, GREETINGS FOR THE DAY !!! WE HAVE WONDERFUL JOB OPPORTUNITY FOR THE POSITION OF TREASURY RELATIONSHIP FRONT OFFICE FOR THE POSITION OF SENIOR MANAGER.IF YOUR INTERESTED KINDLY SHARE YOUR RESUME TO 8688403002. POSITION ; SENIOR GENERAL MANAGER / GENERAL MANAGER CTC; 18-20 LPA EXP; 8PLUS YEARS LOCATION; KOLKATA EDUCATION: CA / MBA JOB...

  • Supervisor-prime

    7 days ago

    Kolkata, India Abacus Consultants Full time

    Education: Any Graduate Skills: Telesales - Team handlinng CTC Range: 7 lkh ~ 9 lkh Job Purpose - Responsible for managing a team size of 13 - 15 Personal Bankers managing virtual Classic portfolios. - Drive the team for meeting the portfolio objectives for income/revenue generation, cross sell, digital product penetration, sales processes, call quality...

  • Area Manager

    3 weeks ago

    Kolkata, India Bajaj Finance Full time

    Area Manager - B2B Dealer Banker  Job Purpose  This position is open with Bajaj Finance Ltd. Duties and Responsibilities- Engage with channel partners to build and strengthen relationships.- Build distribution for Sales business.- Manage productivity by setting productivity parameters for ASMs/SMs/PSF, monitoring performance against set parameters, and...

  • Wealth Operations Analyst

    7 days ago

    Kolkata metropolitan area, West Bengal, India Client Associates Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionClient Associates (CA) is India's first and largest"Multi Family Office Firm"founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...

  • Associate,Treasures Relationship Manager, Consumer Banking Group

    2 weeks ago

    Kolkata, India DBS Bank Full time

    Associate,Treasures Relationship Manager, Consumer Banking Group-(WD77640)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products...

  • Analyst, Treasures Relationship Manager, Consumer Banking Group

    2 weeks ago

    Kolkata, India DBS Bank Full time

    Analyst, Treasures Relationship Manager, Consumer Banking Group-(WD77563)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products...

  • Analyst, Treasure Relationship Manager, Consumer Banking Group

    2 weeks ago

    Kolkata, India DBS Bank Full time

    Analyst, Treasure Relationship Manager, Consumer Banking Group-(WD77562)Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and...