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Investment banker Jobs in Grand Rapids, MI

Last updated: 15 hours ago
  • Promoted
Relationship Banker

Relationship Banker

Old National BankGrand Rapids, MI, United States
$17.00–$29.75 hourly
Old National Bank has been serving clients and communities since 1834.With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve.As a trusted part...Show moreLast updated: 26 days ago
  • Promoted
Personal Banker

Personal Banker

PNC Financial Services GroupGrand Rapids, MI, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 8 days ago
  • Promoted
Banking Investment Management Associate

Banking Investment Management Associate

Arte Aura Pte. Ltd.Singapore, Michigan, Singapore
Full-time
Conduct in-depth analysis of investment portfolios and risk factors.Utilize financial techniques to evaluate potential investment opportunities. Stay abreast of financial market trends, economic ind...Show moreLast updated: 2 days ago
  • Promoted
Vice President / Director, Investment Stewardship

Vice President / Director, Investment Stewardship

Temasek International Pte. Ltd.Singapore, Michigan, Singapore
Full-time
Temasek is a global investment company headquartered in Singapore, with a net portfolio value of S$389 billion (US$288b, €267b, £228b, RMB2. Marking our unlisted assets to market would provide S$31 ...Show moreLast updated: 4 days ago
  • Promoted
Mortgage Banker

Mortgage Banker

Mixed Staffing and RecruitingGrand Rapids, MI, United States
Full-time
We are seeking a hard-working, self-motivated individual to join our team at Mixed Employment Partners.Our goal is to foster a collaborative and diverse workforce where dedication and initiative dr...Show moreLast updated: 2 days ago
  • Promoted
Director, Investment Compliance

Director, Investment Compliance

Aspire Finance Operating SystemsSingapore, Michigan, Singapore
Full-time
At Aspire, we’re more than just a FinTech company—we’re the leading all-in-one financial operating system built to empower the world’s innovators and entrepreneurs. We are on a mission to reinvent b...Show moreLast updated: 4 days ago
  • Promoted
junior investment analyst

junior investment analyst

ALPHA PORTER PTE. LTD.Singapore, Michigan, Singapore
Full-time
Comprehensive Market Analysis and Investment Strategy Formulation.Conduct in-depth tracking of the global capital market, with a focus on equities, fixed-income, commodities, and foreign exchange m...Show moreLast updated: 4 days ago
  • Promoted
Personal Banker Associate I

Personal Banker Associate I

Fifth Third BankKentwood, MI, United States
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...Show moreLast updated: 7 days ago
  • Promoted
Head of Investment, APAC

Head of Investment, APAC

Dentsu Aegis Network Ltd.Singapore, Michigan, Singapore
Full-time
Tokyo : 4324; ISIN : JP3551520004), a pure holding company established on January 1, 2020, the Dentsu Group encompasses two operational networks : dentsu japan network, which oversees Dentsu’s agency ...Show moreLast updated: 4 days ago
  • Promoted
Investment Manager

Investment Manager

L-ENERGY CAPITAL PTE. LTD.Singapore, Michigan, Singapore
Full-time
Licensed Fund Management Company – Singapore.The ideal candidate will have a background in.This is an exciting opportunity for an. Due Diligence & Financial Analysis : .Track financial performance, en...Show moreLast updated: 4 days ago
  • Promoted
Investment Director, Multi-Asset Investment Solutions

Investment Director, Multi-Asset Investment Solutions

abrdnSingapore, Michigan, Singapore
Full-time
Investment Director, Multi-Asset Investment Solutions.Investment Director, Multi-Asset Investment Solutions.At abrdn, our purpose is to enable our clients to be better investors.Clients worldwide t...Show moreLast updated: 2 days ago
  • Promoted
Associate, Direct Investment

Associate, Direct Investment

This is an IT support groupSingapore, Michigan, Singapore
Full-time
For over forty years, HarbourVest has been home to a committed team of professionals with an entrepreneurial spirit and the drive to deliver impactful solutions to our clients and investing partner...Show moreLast updated: 4 days ago
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  • New!
Relationship Banker - Grand Rapids, MI

Relationship Banker - Grand Rapids, MI

Wintrust FinancialCascade, MI, US
Full-time
Wintrust is a financial holding company with approximately $62 billion in assets whose common stock is traded on the NASDAQ Global Select Market. Guided by its “Different Approach, Better Results” p...Show moreLast updated: 15 hours ago
  • Promoted
Director - Investment Performance and Management

Director - Investment Performance and Management

TemasekSingapore, Michigan, Singapore
Full-time
Investment Performance and Management (“IPM”)'s Mission Statement.Drive unified alignment across the organization to support Temasek’s strategic investment vision and enhance our overall investment...Show moreLast updated: 23 hours ago
Personal Banker

Personal Banker

Mercantile BankGrand Rapids, MI, USA
$19.00–$23.00 hourly
Quick Apply
Personal Banker to join our team in.Do you seek opportunities to learn and develop? Are you ready to take your banking.Mercantile Bank was created with a goal to deliver financial solutions that em...Show moreLast updated: 30+ days ago
Citizens Banker

Citizens Banker

CitizensMI, United States
$20.00 hourly
Full-time
Starting Salary : $20 / hour and up.Citizens Bankers are the face of the branch.They devote their time getting to know their customers and building lasting relationships by providing trusted advice....Show moreLast updated: 30+ days ago
  • Promoted
Investment Executive

Investment Executive

Cetera Investment Services LLCgrand rapids, MI, United States
Full-time
Applicants are required to hold a current FINRA Series 7 and 66 (or 63 / 65) in order to be considered.The Investment Executive is responsible for providing financial planning, financial advice and i...Show moreLast updated: 5 days ago
Relationship Banker

Relationship Banker

Comerica BankGrand Rapids, MI
Career Growth promotional opportunities.Incentive program based on performance.Paid Time Off (PTO), Paid Holidays for Full Time / Part Time Employees. Health, Dental, Vision, 401k match and Life In...Show moreLast updated: 30+ days ago
  • Promoted
Private Banking – Investment Strategist (Singapore)

Private Banking – Investment Strategist (Singapore)

BDO UnibankSingapore, Michigan, Singapore
Full-time
Relationship Managers (RMs) in formulating investment strategies and portfolio solutions to private banking clients.Provide investment advisory to Private Banking clients.Formulate investment strat...Show moreLast updated: 23 hours ago
Relationship Banker

Relationship Banker

Bank of AmericaGrand Rapids
Full-time
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key respo...Show moreLast updated: 30+ days ago
Relationship Banker

Relationship Banker

Old National BankGrand Rapids, MI, United States
26 days ago
Salary
$17.00–$29.75 hourly
Job description

Relationship Banker

Job Locations US-MI-Grand Rapids

Category / Function

Retail Banking Center

Position Type

Regular Full-Time

Requisition ID

2025-15687

Workplace Type

On Site

Salary Min

USD $17.00 / Hr.

Salary Max

USD $27.50 / Hr.

Overview

Old National Bank has been serving clients and communities since 1834. With over $50 billion in total assets, we are a regional powerhouse deeply rooted in the communities we serve. As a trusted partner, we thrive on helping our clients achieve their goals and dreams, and we are committed to social responsibility and investing in our communities through volunteering and charitable giving.

We continually seek highly motivated and talented individuals as our people are critical to our success. In return, we offer competitive compensation with our salary and incentive program, in addition to medical, dental, and vision insurance. 401K, continuing education opportunities and an employee assistance program are also included in our benefit suite. Old National also offers a variety of Impact Network Groups led by team members who are passionate about driving engagement, creating awareness of diverse backgrounds and experiences, and building inclusion across the organization. We offer a unique opportunity to join a growing, community and client-focused company that is firmly rooted in its core values.

Responsibilities

The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for retaining and deepening existing client relationships through cross-selling, establishing new banking relationships, referring clients to product partners (e.g., Mortgage, Investments, Small Business, Treasury Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating clients on digital solutions, providing account servicing and maintenance, effectively resolving client servicing issues, and processing. Relationship Bankers are active in their communities through outreach efforts and through service with community organizations.

Salary Range

The salary range for this position is $17.00 / Hr. - $29.75 / Hr.. Final compensation will be determined by location, skills, experience, qualifications and the career level at which the position is filled.

Key Accountabilities

Develop and grow client and prospective client relationships

Consults with clients / prospective clients over the lifecycle of the relationship to uncover needs, educate, and advise on product and service alternatives that align with the client's financial objectives.

  • Cross sells products and services and refers to business product partners to ensure client needs are met.
  • Maintains contact with client base through periodic proactive touch points (on-boarding, service follow up, etc.)

Achieve Sales and Service Targets

  • Markets a full range of consumer and small business banking services to existing and prospective clients through proactive techniques such as lobby engagement, outbound telephone calls, marketing campaigns, or in-house events; may occasionally participate in outside sales calls.
  • Maintains well-developed knowledge of all products and services and effectively applies that knowledge to understand and fulfill client needs.
  • Proactively seeks coaching to develop service and sales skills; shares knowledge and best practices to enhance the team's skills and performance.
  • Operations Oversight

  • Proactively resolves moderate to complex customer maintenance and / or client service problems using available resources for problem resolution, including analysis and understanding of information received from other internal departments such as Loan Operations, Deposit Operations, Internal Bank Support, Reconcilement, Risk Management, etc.
  • Maintains and demonstrates in-depth knowledge of the different banking channels and educates clients on emerging technology and digital solutions including mobile, online, and ATM offerings to enhance their service experience.
  • Executes all sales, service, and banking transactions accurately and in compliance with bank policies, procedures, and regulatory requirements.
  • Follows all fraud prevention procedures and attends training to stay up-to-date on evolving fraud tactics.
  • Key Competencies for Position

    Culture Leadership :

  • Communication - a pplies active listening skills and skillful use of questions to understand the client's situation, needs, and desired outcome(s); adapts communication style and approach to accommodate individual needs and preferences.
  • Collaboration - seeks, develops, and maintains trusted relationships with others to achieve business goals / objectives; shares knowledge, information, ideas, and suggestions to accomplish mutual goals.
  • Execution Leadership :

  • Drive and Execution - Committed to achieving established goals, overcoming obstacles, and continuously learning; focuses on ways to succeed by changing strategies, increasing effort, using varying approaches; leverages opportunities to collaborate with others to achieve results; consistently achieves performance targets.
  • Problem Resolution / Decision-Making - With minimal oversight, seeks to identify what caused an issue; incorporates input from multiple sources to ensure effective action and shared ownership; decisions are sound based on what was known at the time and based on a blend of analysis, wisdom, experience, and judgement.
  • Client Leadership :

  • Client Leadership - Puts the client at the forefront of everything they do; continually seeks first-hand client information and perspective and uses this insight to shape one's own behaviors and actions; e xamines implications of decisions and actions from the perspective of the client before acting.
  • Key Measures of Success / Key Deliverables

  • Executes strategies to improve client retention including cross-selling products and services, proactive personalized outreach, effective resolution of servicing issues, monitor and seek client feedback, etc.
  • Contributes to the banking center's financial success by achieving targets for loan production, new account production, line of business referrals, and digital banking enrollment.
  • Acquires new Community Bank relationships through cultivating a strong referral network and outreach efforts.
  • Position Levels

    There are two levels of Relationship Banker, depending on banking experience including client service, deposit, and lending experience. Bankers must demonstrate completion of required training programs, licensing or specialized training, and acceptable performance to goals to be considered for further advancement. Licensing or registrations must be maintained current and in good standing in accordance with program guidelines. Positions may be based at a specific banking center or be a "Market" position that supports all banking centers in a defined market.

    Relationship Banker

  • Demonstrates ability to handle all transactions, servicing needs and inquiries upon completion of required training.
  • Must achieve account opening goals, partner referrals, lending and credit card goals along with completing quality Client Financial Profiles.
  • Qualifications and Education Requirements

  • High School diploma or GED Equivalent
  • Minimum one year relationship-based client consultation and / or consultative sales experience (banking industry a plus)
  • Eligible to register with the National Mortgage Licensing System and Registry (NMLS) or currently NMLS registered .
  • Relationship Banker II

  • Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS registered.
  • Demonstrates consultative sales skills and strong service levels to build and deepen client relationships.
  • Consistently meets or exceeds account opening and lending goals, credit card goals, partner referrals, and quality Client Financial Profiles.
  • May manage an assigned client portfolio to handle all consumer banking relationship needs.
  • Encouraged to participate in their community through service in a Community Organization, Not-for-Profit volunteer, Business-Related Networking groups, or similar organizations.
  • Completes Relationship Banker Development Program to demonstrate advanced proficiency in role.
  • Qualifications and Education Requirements

  • High School diploma or GED Equivalent
  • Minimum one year relationship-based client consultation and / or consultative sales experience
  • Minimum one year banking experience including deposit / transaction processing, account servicing, new account opening and consumer lending
  • Currently registered with the National Mortgage Licensing System and Registry (NMLS) or previously registered and eligible to immediately re-register.
  • Old National is proud to be an equal opportunity employer focused on fostering an inclusive workplace and committed to hiring a workforce comprised of diverse backgrounds, cultures and thinking styles.

    As such, all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.

    We do not accept resumes from external staffing agencies or independent recruiters for any of our openings unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific position.

    Our culture is firmly rooted in our core values.

    We are optimistic. We are collaborative. We are inclusive. We are agile. We are ethical.

    We are Old National Bank. Join our team!

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