Relationship Banker

6 days 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

  • Senior Credit Analyst

    1 week 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...

  • Senior Associate

    21 hours ago

    Kolkata, West Bengal, India HSBC Full time ₹ 24,00,000 per year

    Job title: Senior AssociatePurpose of the role:The Credit Analysis Unit (CAU) is a global function which works closely with Relationship Bankers (RBs) to help them prepare credit proposals for Wholesale (GBM/CMB) borrowing names across the Corporate, FIG and Funds sectors. By closely managing the annual review workload and encouraging deep collaboration...

  • Analyst

    15 hours ago

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

    Job Title: AnalystPurpose of the role  The Credit Analysis Unit (CAU) is a global function which works closely with Relationship Bankers (RBs) to help them prepare credit proposals for Wholesale (GBM/CMB) borrowing names across the Corporate, FIG and Funds sectors. By closely managing the annual review workload and encouraging deep collaboration between...

  • Finance Manager

    16 hours ago

    Kolkata, West Bengal, India Zinfi Technologies Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    What you will be doing:Work in conjunction with the Management team to draft, monitor and assess the business and development plan;Provide and interpretfinancial information;Monitor and interpret cash flows and predicting future trends; analyze change and advise accordingly;Proactively follow-up collections, invoicing and accountsreceivablesFormulate...

  • Vice President

    1 week ago

    Kolkata, West Bengal, India HSBC Full time ₹ 2,00,00,000 - ₹ 2,50,00,000 per year

    Some careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and...

  • Citigold Relationship 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. -...

  • Relationship Manager

    4 weeks ago

    Kolkata, India 360 ONE Wealth Full time

    Role Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:Identify and onboard HNW clients through market research,...

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

    4 days ago

    Hyderabad, Kolkata, New Delhi, India QuickTurtle Full time ₹ 10,000 - ₹ 50,000 per year

    Job Description 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 , Loans 5) Exceptional Selling...

  • Urgent Search: Relationship Manager

    4 weeks ago

    Kolkata, India 360 ONE Wealth Full time

    Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: - Identify and onboard HNW clients through market research,...

  • Assistant Officer, Personal Banker, Consumer Banking Group

    2 weeks ago

    Kolkata, India DBS Bank Full time

    Assistant Officer, Personal Banker, Consumer Banking Group-(WD78480)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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments,...

  • Customer Relationship Executive

    2 weeks ago

    Kolkata, India Credscoreplus Private Limited Full time

    1. Need to call bankers visited by the company 2. Need to call prospect customers 3. Customer Service **Job Types**: Full-time, Regular / Permanent, Internship Contract length: 6 months **Salary**: ₹9,146.66 - ₹12,000.00 per month **Benefits**: - Paid time off Schedule: - Morning shift Supplemental pay types: - Commission pay - Performance...

  • Business Development

    2 weeks ago

    Kolkata, India Skill Ventory Full time

    Roles and Responsibilities Business Development - Acquisition of new business and Relationship Management • Achieving Revenue targets and Profitability as per the business plan • Developing a business plan including Revenues target, product mix, and margin objectives. • Need to have relationships across Banks/Corporates/Merchant Bankers in the...

  • Officer, Branch Relationship Manager, Consumer Banking Group

    1 week ago

    Kolkata, India DBS Bank Full time

    Officer, Branch Relationship Manager, Consumer Banking Group-(WD79392)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 ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

  • Officer, Branch Relationship Manager, Consumer Banking Group

    2 weeks ago

    Kolkata, India DBS Bank Full time

    Officer, Branch Relationship Manager, Consumer Banking Group -(WD79391)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 ~500 branches in the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and...

  • Share Market Excutive

    1 week ago

    Kolkata, West Bengal, India Naukripay Full time

    several job opportunities in the stock market, such as that of a broker, advisor, portfolio manager, research analyst, investment banker, relationship manager, professional investor, and trader. meeting with clients virtually or during sales visits. demonstrating and presenting products. establishing new business. maintaining accurate records. attending...