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
$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
- California Bank & Trust in Monarch Beach, CA is seeking a Commercial Relationship Banker to support lending needs across local branches. You will build strong client relationships, analyze credit, and deliver high-quality lending solutions while collaborating with branch...SuggestedLocal area
$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 . The Relationship Banker will support lending...Work experience placementWork at officeLocal areaFlexible hours- First Bank in Newport Beach, CA, seeks a Relationship Banker to be the first point of contact for clients, delivering consultative financial guidance and building lasting relationships in the branch. You will acquire new clients, deepen existing relationships, and coordinate...Work at office
- U.S. Bank in Newport Beach, CA is seeking a Relationship Banker to build trusted client relationships, assess banking needs, and process accounts and loans. The role involves face-to-face service, opening accounts, and guiding customers through deposits and loan options...
$23.75 - $29 per hour
Relationship Banker / Client Relationship Specialist #3485 Newport Beach, California, United States About this Role In this role, you are the first point of contact for our clients, serving as a trusted advisor and Relationship Banker. You will build and manage client relationships...Hourly payFor contractorsWork at officeRemote work$20 - $25.77 per hour
...thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...Temporary workLocal area$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 time$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 time$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 shift$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...- ...Relationship Banker - Orange County West Coast Market Garden Grove, California;Newport Beach, California; Newport Beach, California; Huntington Beach, California; Huntington Beach, California; Fountain Valley, California; Newport Beach, California; Laguna Beach, California...Work at officeFlexible hoursShift workWeekend workDay shift
$35.05 - $42.83 per hour
...financial solutions to small businesses with annual revenues between $500K and $2.5 million. Actively deepens existing customer relationships through routine calling and develops new relationship opportunities through business development activities. Combines digital tools...Temporary workWork experience placementLocal area- ...service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions. You will build relationships to meet financial goals and connect clients to solutions, while maintaining risk and compliance standards. The role requires...Weekend work
- ...assist with self-service banking, including mobile and online options. You will accurately process cash transactions and build relationships that meet clients’ financial goals. You will connect customers to suitable solutions, uphold risk and regulatory standards, and...
$25 - $26.77 per hour
...solutions that meet the financial goals.Responsibilities:Executes 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 shift$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 pay$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...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...
- ...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
$64.17k - $102.81k
...client. Provides maintenance and holistic advice on assigned relationships by cross selling and identifying client needs. Executes and/or... ...Team Leader / Manager. Serves as a mentor to fellow Personal Bankers, offering guidance, encouragement and direction as needed. Is...Work experience placementH1bWork at officeWorldwideMonday to FridayFlexible hours- ...or exceeding monthly assigned sales goals. Principal Accountabilities (95%): Member Experience: Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their...Hourly payWork at office
$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...$43k - $75k
...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...Contract workPart timeLocal areaImmediate startDay shift- 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
- ...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
$56.16k - $85.28k
...About this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including affluent...Temporary workWork experience placementImmediate start
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