Top 24 Relationship banker Jobs in Santa Fe Nm

Universal Banker III
Century Bank —Santa Fe, NM
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
2d
Universal Banker I
Century Bank —Santa Fe, NM
- Full-time
- Background check
- Writing skills
- Office
- Health savings account
- Health insurance
Quick Apply
2d
Client Relationship Consultant 3 (Banker) - Sante Fe San Mateo $1000 Sign on bonus
U.S. Bank National Association —Santa Fe, NM
- $20.00 - $26.82 an hour
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
9d
Relationship Banker
Bank of America —Santa Fe, NM
- Extended hours
- Office
- Finance
- High school diploma or GED
10d
Personal Banker
BOK Financial —Santa Fe, NM
- Word processing
- Basic math
- Office
- On-the-job training
12d
Part Time (20 Hours) Associate Banker, Cerrillos Rd and St Michael Dr Branch, Santa Fe, NM
JPMorganChase —Santa Fe, NM
- Part-time
- Office
- High school diploma or GED
- Leadership
- Health insurance
- Tuition reimbursement
Senior Universal Banker
Century Bank —Santa Fe, NM
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
2d
VP, Treasury Management
Enterprise Bank and Trust —Santa Fe, NM
- Full-time
- Background check
- Microsoft Excel
- Analysis skills
- Paid time off
Quick Apply
Private Client Portfolio Manager I
Enterprise Bank and Trust —Santa Fe, NM
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
- Paid time off
Quick Apply
VP, Branch Manager
Enterprise Bank and Trust —Los Alamos, NM
- Full-time
- Background check
- 5 years
- Computer literacy
- Paid time off
Quick Apply
Assistant Branch Manager
Enterprise Bank and Trust —Los Alamos, NM
- Full-time
- Background check
- Google Workspace
- Computer literacy
- Paid time off
Quick Apply
Universal Banker
Sunflower Bank NA —Santa Fe, NM
- Online Application
- Office
- High school diploma or GED
- Computer skills
- Paid holidays
- Dental insurance
Quick Apply
2d
Personal Banker I
UMB Financial Corporation —Los Alamos, NM
- $38,916 - $57,244 a year
- Weekends as needed
- High school diploma or GED
- 1 year
- Reliable transportation
- Paid holidays
- Health insurance
5d
Financial Advisor/Wealth Manager
Professions Inc —Santa Fe, NM
- Mid-level
- Mentoring
- Teaching
Quick Apply
Financial Service Representative
Enterprise Bank & Trust —Santa Fe, NM
- Full-time
- Background check
- Google Workspace
- Computer literacy
- Paid time off
3d
Private Client Portfolio Manager I
Enterprise Bank & Trust —Santa Fe, NM
- Full-time
- Background check
- Microsoft Excel
- Computer literacy
- Paid time off
VP, Treasury Management
Enterprise Bank & Trust —Santa Fe, NM
- Full-time
- Background check
- Microsoft Excel
- Analysis skills
- Paid time off
VP, Branch Manager
Enterprise Bank & Trust —Los Alamos, NM
- Full-time
- Background check
- 5 years
- Computer literacy
- Paid time off
Assistant Branch Manager
Enterprise Bank & Trust —Los Alamos, NM
- Full-time
- Background check
- Google Workspace
- Computer literacy
- Paid time off

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Loan Operations Specialist
Century Bank —Santa Fe, NM
Process loan payments, payoffs, and General Ledger (GL) transactions. Familiarity with general ledger balancing and standard banking transactions.
Quick Apply
5d
Senior Universal Banker
Century Bank —Santa Fe, NM
Process teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing and daily…
Quick Apply
2d

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Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
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Member Service Representative III (Personal Banker - Sales)
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On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
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relationship banker jobs near santa fe nm

Universal Banker III

Century Bank -
Santa Fe, NM

Quick Apply

Job Details

Full-time
2 days ago

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance

Qualifications

Phone communication
Handling large sums of money
Spreadsheets
Regulatory compliance
High school diploma or GED
Attention to detail
Data entry
Account management
Legal compliance
Time management
Mobile devices
Client interaction via phone calls

Full Job Description

Reports to: Assistant Branch Manager

Department: Retail

Non Exempt/Exempt: Non Exempt

Summary

The Universal Banker III (UBIII) is responsible for providing exceptional customer service while handling teller transactions, opening new accounts, maintenance and servicing of existing accounts, assisting clients with Online Banking services using a variety of devices, processing consumer loan and HELOC applications, Wire Transfers, Notary Services, IRA Transactions, and referrals to other services such as commercial lending, Private Banking and Treasury Management services. The UBIII will work with operations and the Branch sales team to achieve branch goals in the areas of deposit growth, market growth and fee income while controlling losses and expenses. The UBIII will be responsible for maintaining essential controls and safeguards. . The UBIII will also take on other duties as assigned.

Essential Functions

Primary responsibilities include:

Providing Exceptional Service

· Accurately process transactions and new account openings in a timely and professional manner

· Constantly look for ways to improve processes that will improve the customer’s experience and communicate those ideas to Branch Management

Generating Business / Deepening Customer Relationships

Meets or exceeds established referral and sales goals for both business and consumer clients
Assists in branch call efforts by reviewing, updating and calling prospect lists regularly
Partner introductions to Commercial Lending, Private Banking and Treasury Management

Performance Management

Maintain current knowledge of all Federal and State laws and regulations, along with the Bank’s policies and procedures (complete all BAI training)
Process teller transactions in an accurate and timely manner (e.g. deposits, withdrawals, payments, transfers, check cashing, negotiable purchasing and daily balancing)
Process and validate accuracy of coin and currency amounts related to incoming and outgoing cash shipments
Responsible for monitoring and maintaining cash recycler
Processes assigned reports and/or job duties in an accurate and timely manner
Responsible for maintaining current and accurate records of referral and sales tracking

All Aspects of the Account Opening Process

Maintains current knowledge of the Bank’s new account opening procedures
Maintains current bank products and service knowledge (including rates APY)
Complies with all bank policies and procedures including but not limited to:

ü Customer Identification Program (CIP) and Know Your Customer (KYC)

ü Transaction Approval Limits and procedures

ü REG CC policy

ü REG D policy

ü Truth in Savings Policy

ü GLBA/REG P – information security and privacy policy

All Aspects of the Loan Process

Maintains current knowledge of the Bank’s loan procedures
Maintains current bank products and service knowledge (including rates APR)
Complete applications for consumer loans
Complies with all bank policies and procedures including but not limited to:

ü Customer Identification Program (CIP) and Know Your Customer (KYC)

ü Fair Lending policy

ü REG B policy

ü REG Z policy

ü GLBA/REG P – information security and privacy policy

ü FCRA & FACT Act – credit reports, fraud and military alerts and confidential customer information

Maintenance and Servicing of Existing Accounts

Performs customer service requests on existing accounts timely and accurately
Can assess and address customer complaints (knowledge of Consumer complaint procedure)
Reviews and recommends additional products and services based on customer profile assessment
Wires

Compliance with Regulations and Bank Security Program Requirements

Demonstrates a working knowledge of all banking regulations and completes compliance and security training assignments (BAI) in a timely manner.
Balances client service and risk management
Complies with all bank policies and procedures including but not limited to:

ü Currency Transaction Report (CTR)

ü Community Reinvestment Act (CRA)

ü Unfair, Deceptive or Abusive Acts or Practices (UDAAP)

ü REG D Policy

ü FCRA & FACT Act – credit reports, fraud and military alerts and confidential customer information

Knowledge, Skills, and Abilities Required

High School Diploma or Equivalent
Excellent interpersonal skills
Excellent communication skills – ability to communicate effectively in person, by phone or in writing
Demonstrates accuracy and attention to detail – cash handling and data entry
Comfortable with technology – a variety of software and hardware systems including smart phones, tablets, and laptops
Creative problem solver
Superior time management skills
Self-motivated and flexible
Ability to listen and assess

Regulatory Compliance

As a bank employee, you are responsible for following established policies and procedures related to bank regulations including the Bank Secrecy Act (BSA), Anti-Money Laundering (AML), OFAC, and the USA Patriot Act. This includes attending required training, reporting all suspicious activity to the BSA Compliance Officer, and following policy/procedure as it pertains to your job responsibilities. Failure to follow established policies and procedures will result in disciplinary action that may include termination.

This job description in no way implies that these are the only duties to be performed by the employee occupying this position. The fundamental job requirements are included, and these are the essential job functions. Employees will be required to perform any other job-related duties assigned by their supervisor. All requirements are subject to possible modification to reasonably accommodate individuals with disabilities.

Century Bank is an Equal Employment Opportunity/Affirmative Action employer and does not discriminate on the basis of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age or veteran status.

Benefits:

401(k)
Dental insurance
Health insurance
Health savings account
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

relationship banker jobs in santa fe nm

Universal Banker III

Universal Banker I

Client Relationship Consultant 3 (Banker) - Sante Fe San Mateo $1000 Sign on bonus

Relationship Banker

Personal Banker

Part Time (20 Hours) Associate Banker, Cerrillos Rd and St Michael Dr Branch, Santa Fe, NM

Senior Universal Banker

VP, Treasury Management

Private Client Portfolio Manager I

VP, Branch Manager

Assistant Branch Manager

Universal Banker

Personal Banker I

Financial Advisor/Wealth Manager

Financial Service Representative

Private Client Portfolio Manager I

VP, Treasury Management

VP, Branch Manager

Assistant Branch Manager

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