Relationship Banker
Jobtailor
Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM Accurately and efficiently processing cash transactions for clients as needed 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 Requirements 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 Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on self-service banking technologies. Applies critical thinking and problem-solving abilities to identify and connect clients with suitable financial solutions. Highest-signal resume keywords Client Engagement Self-Service Banking Education Critical Thinking Relationship Building Time Management ATS Optimization Keywords Hard Skills Cash Transaction Processing Mobile Banking Online Banking ATM Operations Soft Skills Enthusiasm Motivation Communication Adaptability Collaboration Industry Keywords Financial Goals Client Solutions Compliance Financial Services #J-18808-Ljbffr
- ...associate to engage customers in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to understand financial needs and connect clients with appropriate solutions. Role requires strong communication, reliability, and...SuggestedWork at office
Bank of America
Costa Mesa, CA4 days ago $26 - $35 per hour
...Retail Banking Personal Banker Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace...SuggestedHourly payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- California Bank & Trust in Huntington Beach, CA is hiring a Branch Relationship Banker. The role focuses on delivering full-service relationship banking, opening accounts, originating loans, and supporting clients with personalized financial solutions. You will cultivate...Suggested
- California Bank & Trust in Huntington Beach, CA seeks a Branch Relationship Banker to deliver a full-service banking experience and build personalized relationships with branch clients. You will handle deposits and loans, assist with service needs, identify client financial...SuggestedFull timeMonday to Friday
- ...clients in the lobby, process cash transactions, and connect customers with solutions that meet their financial goals. You will build relationships, follow approved processes, and collaborate with specialists in small business, lending, and investments. The role requires...SuggestedWeekend work
- ...or ATM transactions. You will handle cash transactions, educate clients on using digital tools, and discuss financial goals to connect them with appropriate solutions. Strong communication and relationship-building are essential for success. #J-18808-Ljbffr Jobtailor
$100k - $115k
Associates at California Bank & Trust work in a relationship‑centered culture where they are provided with the tools, training, and opportunities... ...Awards. We are looking for a Commercial Relationship Banker in Monarch Beach, CA . Essential Functions Lender responsible...Work experience placementWork at officeFlexible hours- California Bank & Trust in Monarch Beach, CA seeks a Commercial Relationship Banker to build and manage lending client relationships, analyze credit needs, and promote bank products to best meet client objectives. The role requires a bachelor’s degree and 4+ years of commercial...
- ...Specialist III who will specialize in operations and sales in a retail branch setting. Responsibilities include expanding client relationships, driving branch profitability, and providing excellent client service. The ideal candidate has a high school diploma, experience...Flexible hours
- ...called by many other names: New Accounts Representative, Personal Banker, Financial Service Representative, etc. At First Bank, we... ...retail branch. What You Will Be Doing Expanding current client relationships and building new client relationships by understanding their...Flexible hours
$250k
## Managing Director, Private Banker, Orange CountyApplylocations: Costa Mesa California United Statestime type: Full timeposted on... ...experts to develop long-term solutions that strengthen client relationships with the firm.* Help clients achieve broad financial & investment...Full timeCitibank (Switzerland) AG
Costa Mesa, CA1 day ago$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad and comprehensive understanding... ...frequently seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long‑...Full timeCitigroup Inc.
Costa Mesa, CA2 days ago$45.9k - $75.9k
...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 ensure...Part timeLocal areaImmediate startDay shiftBMO U.S.
Irvine, CA22 hours ago$22 - $23.5 per hour
...Next Generation Relationship BankerBeing the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship banking experience across all customer touchpoints...East West Bank
Irvine, CA4 days ago- ...professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial solutions, and support the bank's risk and service standards. Responsibilities include driving the...
Bank of America
Tustin, CA3 days ago - ...personalized service and innovative technology. The Associate Banker role focuses on welcoming clients, understanding their needs,... ...and service accounts, educate on mobile and online tools, build relationships across the branch team, and ensure compliance with policies...
Fairygodboss
Irvine, CA1 day ago - ...Relationship Banker - Orange County East Market Irvine, California;Irvine, California; Lake Forest, California; Laguna Niguel, California; Newport Beach, California; Tustin, California; Irvine, California; Irvine, California; Irvine, California; Tustin, California; Santa...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Santa Ana, CA3 days ago $23 - $25 per hour
...Relationship/Personal Banker/Member Service RepresentativeAt Orange County's Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we've helped our members reach life's milestones by building real relationships, not pushing transactions...Hourly payOrange County's Credit Union
Irvine, CA2 days ago$25 - $26.77 per hour
...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Santa Ana, CA3 days ago$22 - $23.5 per hour
...to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech...East West Bank
Irvine, CA3 days ago- ...Northern Trust in Newport Beach, CA is seeking a Personal Banker to support client accounts, process wires and transfers, open and... ...The successful candidate will work in-office, collaborate with relationship management and NCSS teams, uphold risk and regulatory standards...Work at office
Northern Trust
Newport Beach, CA3 days ago - ...clients to solutions that meet the financial goals 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...Weekend work
Jobtailor
Santa Ana, CA4 hours ago $19 - $23 per hour
...Relationship Banker I (PT) (Manufacturing) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe...Work experience placementCathay Bank in
Irvine, CA3 days ago- Engaging clients in the lobby to educate and assist with conducting transactions Accurately and efficiently processing cash transactions for clients Having deep conversations with clients to gain in-depth knowledge of financial and life priorities Connecting clients to...Weekend work
Jobtailor
Garden Grove, CA3 hours ago $19 - $23 per hour
...Relationship Banker I or II (Manufacturing) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We...Full timeWork experience placementFlexible hoursCathay Bank in
Irvine, CA3 days ago$64.17k - $102.81k
...client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. Executes and... ...Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed....Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hoursNorthern Trust
Newport Beach, CA3 days ago$43.68k - $69.9k
...Personal Banker I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next... ...by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is responsible...Work at office- ...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 diversity...Immediate startAfternoon shift
$43.68k - $69.9k
Fifth Third Bank is seeking a Personal Banker I in Newport Beach, California. The role involves creating exceptional customer experiences by building relationships, processing transactions, and providing tailored financial solutions. A high school diploma or GED along...- ...personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic banking environment. Responsibilities include cash handling, facilitating transactions, and ensuring compliance...
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