Relationship Banker
Bank of America
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: 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 responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 Privacy Statement: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: #J-18808-Ljbffr
$23.84 - $39.74 per hour
...lobby management, servicing and sales interactions for retail and business customers. Primary Responsibilities: * Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...Suggested- ...your local community, as you join a team that champions integrity, collaboration, and continuous progress. Journey Well! The Relationship Banker provides customer service and recommendations of products and services while reaching established goals. Utilizes the Bank’s...SuggestedLocal areaShift workWeekend workAfternoon shift
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- ...self-service resources such as mobile, online, and ATM transactions. You will process cash transactions accurately, build client relationships, and connect clients to solutions that support their financial goals. Role requires strong communication, ability to learn new...SuggestedWeekend work
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- ...that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...Shift workWeekend workDay shift
$20.04 - $26.05 per hour
...Personal Banker Job Tracking ID : 512272-913359 Job Location : Amesbury, MA Job Level : Any Level of Education : Job Type : Full-Time... ...Bank's standards, procedures and policies. Broaden customer relationships by providing account solutions to customer needs and requests,...Full timeTemporary workPart timeWork at officeFlexible hoursDay shift$25.75 - $38.5 per hour
...specific details for this role. Depth & Scope Works in a bank location and will be accountable to grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach...Bank staffWork at officeLocal areaWork from homeFlexible hours- ...Needham Bank in Amesbury, MA is seeking a Personal Banker to proficiently perform teller transactions with accuracy and balance, while... ...opening and maintaining customer accounts. You will broaden relationships by offering account solutions and representing the bank's core...Full time
$40k - $50k
...Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it... ...superior customer experience. Salem Five requires each Universal Banker to be federally registered through the National Mortgage Licensing...Summer workFlexible hours$45k - $60k
...Development Identify sales opportunities, deepen existing relationships, and grow Salem Five's market share in the communities it... ...customer-centric environment. Salem Five requires each Universal Banker to be federally registered through the National Mortgage...Summer workFlexible hours$45k - $60k
...Business Development Identify sales opportunities, deepen existing relationships, and grow Salem Five’s market share in the communities it... ...customer-centric experience. Salem Five requires each Universal Banker to be federally registered through the National Mortgage...Contract workFlexible hours- ...address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with...Full timeWork experience placementLocal area
$48k - $60k
.... • Schedule and conduct financial planning and advice meetings with clients and client prospects. • Build deep, meaningful relationships with clients and develop a service model to provide solutions that support their financial goals. • Achieve or exceed program...Full timePart timeWork experience placementLocal area$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$120k - $185k
...address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with...Full timeWork experience placementLocal area$75k - $85k
...proposals. It leverages expertise in financial planning, investments, and retirement solutions to cultivate and maintain client relationships through referrals, educational workshops, and participant meetings, fostering trusted relationships and comprehensive wealth management...Work at officeLocal area- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$97k - $192k
Benefits 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The New England Region of Modern Woodmen is actively seeking a Financial Representative...Work at officeLocal areaWork from homeFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional...
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours$65k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workSummer workWork at officeImmediate startMonday to FridayShift workDay shift- Responsibilities Drive business results by developing, managing and expanding client relationships through referrals and new business development activities Earn clients’ trust by thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions...
$25 per hour
...Description Starting Salary: $25 / hour and up Citizens Bankers 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. What You\'ll Do Are you outgoing? Do you...Hourly payLocal areaFlexible hoursAfternoon shift$20 - $23 per hour
...The Universal Banker I provides exceptional member service by cultivating, maintaining, and enhancing lasting relationships with existing and prospective members. The Universal Banker I is responsible for processing transactions, as well as member service responsibilities...Hourly pay$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$21.68 - $36.13 per hour
...Job Title Bank Sales Representative Primary Responsibilities The role involves playing a key part in relationship management, sales process, and risk management. It includes customer assessments, profiling for sales opportunities, account opening, lead-focused...$21.68 - $36.13 per hour
...needs to the appropriate team member/partner. Float Universal Banker will frequently travel to different branches within a designated... ...specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for...Hourly pay- ...with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident...
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