Relationship Banker
Bank of America ATM
Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( **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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 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 and travel to 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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights ( "** poster. **View the LA County Fair Chance Ordinance ( .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$33.06 - $40.4 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to...SuggestedTemporary workLocal area- ...Senior Relationship BankerThe Senior Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education and sales, relationship-based sales, handling negotiables, and offering...SuggestedWork at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
$25 - $26.77 per hour
...financial goals. Key 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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- Bank of America in United States–Cupertino seeks a Client Services Associate to greet and assist clients in the lobby, process cash transactions, and guide customers to self-service options like mobile and online banking. Commissioned roles include educating clients...SuggestedFlexible hours
$50k - $100k
...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to...SuggestedContract workPart timeLocal areaImmediate startDay shift$25 - $26.77 per hour
...by applicable law. 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$28.85 - $39.42 per hour
...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our...Temporary work- ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...professional to engage clients in the lobby, educate them on self-service options, and process transactions with accuracy. You will build relationships, follow procedures, and work with experts across banking areas to meet clients' needs while complying with laws. The role...Weekend work
$25 - $26.77 per hour
...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...Hourly payWork at officeShift workWeekend workDay shift- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...Immediate startAfternoon shift
- ...First Citizens Bank is seeking a Commercial Banker in California's San Jose area to grow and manage relationships with business owners, helping them meet financial goals. You will build an active prospect list, plan outreach, and coordinate with bank partners to offer...
- ...to welcome and assist clients in the lobby with self-service banking, cash transactions, and financial guidance. You will build relationships, educate customers on online/mobile banking, and connect clients to appropriate solutions to meet financial goals. This role...Flexible hours
- ...Antonio, TX is seeking a Branch Member Service Representative to join the South San location. The role blends teller and personal banker duties, delivering friendly, solutions-focused service to members and prospects. The MSR will process transactions across multiple...
$22.33 - $33.18 per hour
...everything from online banking and balance inquiries to opening new accounts and more! As the Personal Banker , you will build and strengthen client relationships by providing personalized banking support, identifying financial needs, and recommending appropriate...Work at officeLocal area- ...CA-WA Private Mortgage Banker (SAFE) About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...U.S. Bank in Palo Alto seeks a Relationship Banker to build lasting client relationships through in-person, appointment, and virtual interactions while embracing a digital-first mindset. You will educate clients on deposit and loan options, assist with account openings...
$250k
...Personal Banker Safe Act, Sunnyvale Branch, OfficerThe Personal Banker Safe Act is an entry level position responsible for the assistance... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...- Citi Sunnyvale is seeking an entry level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. The role focuses on building loyalty with individual clients and increasing sales through cross‑selling banking products...
- Tech CU in Milpitas, CA is seeking a Relationship Banker to be the go-to expert our members trust. You’ll handle day-to-day banking, open accounts, support lending needs, and turn great service into lasting relationships that drive growth. This role blends service, sales...
- Citigroup Inc. is seeking an entry-level Personal Banker to support sales and service activities in coordination with the customer service team. Based in Santa Clara, CA, the role targets building customer loyalty and increasing sales to consumer clients. The position...
- Technology Credit Union in Milpitas is seeking a Relationship Banker to assist members with various financial products and services in a retail branch environment. You will deliver exceptional service and identify needs, converting service interactions into sales opportunities...Remote jobFlexible hours
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
- Tech CU is seeking a Relationship Banker to assist members with a full range of financial products and services in a retail branch setting. The role balances exceptional service with the ability to identify needs and convert interactions into suitable sales and referrals...Remote job
$30 - $45 per hour
...plans Educate clients on financial best practices, such as saving for retirement and managing debt Build and maintain long‑term relationships with clients to ensure their financial goals are met Stay informed about market trends, financial products, and personal...Hourly payTemporary workRemote workWork from homeFlexible hoursAfternoon shift- ...our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an...Night shift
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
$190k - $285k
...includes this task: Review execution quality, funding, rolls, and calendar effects. It also includes this task: Research cross-asset relationships without forcing unstable correlations. The San Jose opening emphasizes scalable research systems, measurable latency, and...Remote workWork from homeHome officeFlexible hoursNight shift$100k - $150k
...growth model is enabled by a scaled Structured Finance platform that originates, structures, closes, and manages long term financing relationships across a diverse and growing portfolio of projects.The OpportunityThe Structured Finance Associate sits at the center of Bloom’s...Full timeWork at officeImmediate start
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