Relationship Banker
Bank of America
Bank Of America Job OpportunityAt 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!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.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 clients and the bank, adhering to all applicable laws and regulationsGrows business knowledge and network by partnering with experts in small business, lending, and investmentsManages financial center traffic, appointments, and outbound calls effectivelyDrives the client experienceManages cash responsibilitiesRequired QualificationsIs an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays passion, commitment and drive to deliver an experience that improves our clients' financial livesIs confident in identifying solutions for new and existing clients based on their needsCommunicates effectively and confidently and is comfortable engaging all clientsHas the ability to learn and adapt to new information and technology platformsIs 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' needsWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsEfficiently manages time and capacityFocuses on results while acting in the best interest of the clientMust be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distanceDesired QualificationsExperience in financial services and knowledge of financial services industry, products and solutionsOne year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goalsSix months of cash handling experienceBachelor's Degree or business-relevant Associate's Degree such as business management, business administration or financeSkillsAdaptabilityBusiness AcumenCustomer and Client FocusOral CommunicationsProblem SolvingAccount ManagementClient Experience BrandingClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness DevelopmentPipeline ManagementProspectingReferral IdentificationReferral ManagementMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentMust be able to work weekends and/or extended hours which may include being scheduled at any financial center location within a reasonable distance.Shift: 1st shift (United States of America)Hours Per Week: 40
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payWork experience placementDay shift- Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking institution that is on an upward trajectory and deeply committed to the professional growth of its team. This is a fantastic role for...SuggestedWork at office
- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts...SuggestedNight shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Temporary workWork experience placementWork at office
$38.92k - $57.24k
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...Local areaFlexible hoursAfternoon shift$25 - $38.46 per hour
...Private Client Banker Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Hourly payWork experience placementDay shift- ...JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You’ll use investments, planning, credit, and banking know-how to support current clients and attract new...Local area
- ...contributions truly make an impact. Summary We are looking for a Personal Banker who has a comprehensive knowledge of the Bank’s products,... ...and other staff. Participates in the referral program in relationship to other lines of businesses within the bank to promote branch...Work at officeRemote workNight shift
$300k - $425k
..., and you have the support to build a career you truly love. The Private Banker role at Partners Federal Credit Union is built for financial professionals who want meaningful member relationships, strong work/life balance, and a career path that blends banking expertise...Work experience placementWork from homeFlexible hoursShift workAfternoon shift- ...We believe in the power of relationships. With our clients and team members, we foster genuine connections that fuel success and create a... ...of a team that’s committed to your success. Position: Personal Banker II Location: Maitland, FL Job Id: 190 # of Openings: 1 Cypress...Work at officeLocal areaRemote workNight shift
- ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail Bank organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workWork experience placementWork at officeShift work
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$20 - $23 per hour
...trusted guide for our members' financial journeys. You'll deliver exceptional service, offer smart solutions, and build lasting relationships, all while helping members achieve their goals. If you're energetic, people-focused, and love making a real impact in your community...Hourly payWork at officeRemote workRelocation packageFlexible hours- ...General Summary : The Business Banker is responsible for performing intermediate duties and support related to branch operational activities and financial services; handles all teller transactional activity, processes all new account transactions; assisting customers...Full timeWork at officeLocal area
- ...your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying complex solutions Building and managing a pipeline Handling objections and...
- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Full timeLocal area
$94.5k - $118.12k
...periods of sitting, standing and/or constant walking. Ability to lift 10 lbs. Mental Demands: Ability to foster collaborative relationships, to work well under pressure, to organize and synthesize new information, and prioritize tasks. Possesses critical thinking,...Hourly payWork at officeRemote workAfternoon shift- ...standards. Leveraging Fidelity’s industry-leading research and technology, you’ll deliver a superior client experience while deepening relationships. Fidelity’s client-focused, innovative culture supports continuous learning and offers diverse growth opportunities across...
- The Financial Planning Associate will play an integral role on the Artistry Wealth team by providing integrated planning and operations support to the advisory practice. The ideal candidate has an active interest in the financial services industry and desire for professional...Temporary work
- Palm Beach State College seeks a Financial Aid Advisor to provide guidance to prospective and current students, parents, and the community. You will evaluate financial information, determine eligibility, and assist with aid awards while working a fluctuating schedule across...
- ...advisors relating to ensuring client satisfaction is at the highest level. The primary responsibility is managing a group of client relationships and other employees under their supervision to carry out the best client service. II. ESSENTIAL RESPONSIBILITIES Client and...Work at office
- Deland | FOA 740 W Plymouth Ave Deland, FL 32720, USA Description Job Summary The Financial Counseloris responsible fortimelyandaccuratefollow up and resolution of all unpaid patient balances. Responds to a high volume of patient calls generated from self-pay statements...Work at office
$19 - $22 per hour
...schedule with four in-office days per week (Monday–Thursday). This approach enhances creativity, innovation, communication, and relationship-building, fostering a dynamic and collaborative work environment. For more information, visit covista.com and follow us on LinkedIn...Work at officeAfternoon shift- ...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 workShift workDay shift
- Position Summary The Admissions and Financial Aid Counselor is a student-facing professional responsible for guiding prospective and admitted students through both the admissions process and the financial aid process. This position supports the enrollment goals for the ...Work at officeLocal areaRemote workFlexible hoursAfternoon shift
$45k - $100k
...lives - 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- Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
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