Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

Bank of America

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 Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Bend, OR vacancy
  •  ...Relationship Banker Bend, Oregon;Bend, Oregon 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... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bend, OR
    5 days ago
  • $19 - $23 per hour

    About the Role: The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough...  ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate... 
    Suggested
    Immediate start

    Columbia Banking System, Inc.

    Bend, OR
    2 days ago
  • $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...
    Suggested
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Bend, OR
    5 days ago
  •  ...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... 
    Suggested
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Bend, OR
    4 days ago
  •  ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Bend, OR
    1 day ago
  •  ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear... 

    WealthBridge Financial Group

    Bend, OR
    5 days ago
  • $61k - $119k

     ...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    Bend, OR
    5 days ago
  • $50k

     ...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bend, OR
    2 days ago
  • Financial Planning Associate Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared ...
    For contractors
    Work experience placement
    Work at office

    Raymond James Financial Services

    Bend, OR
    4 days ago
  • $50k - $125k

     ...impact on clients’ lives and help them achieve long‑term financial goals while serving your community. Key Responsibilities Build relationships with new clients through face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions,... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Bend, OR
    1 day ago
  •  ...for assets under management and required production. Provide a high level of client service. Manage the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital. Help clients... 
    Apprenticeship
    Traineeship
    Work experience placement

    100 Raymond James & Associates, Inc.

    Bend, OR
    1 day ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Bend, OR
    17 hours ago
  •  ...Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Bend, OR
    1 day ago
  •  ...assets under management and required production.* Provides a high level of client service.* Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital.* Helps... 
    Apprenticeship
    Traineeship
    Work experience placement

    Fwainvest

    Bend, OR
    2 days ago
  • $72k - $78k

     ...for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our firm and culture will desire to be in a boutique environment, embrace technology, and work as a... 
    Full time
    Work at office

    Mainspring Wealth Advisors LLC

    Bend, OR
    a month ago
  •  ...communication skills. This role offers a flexible schedule and the ability to work from home, along with a supportive mentorship program. Responsibilities include building lasting client relationships and completing administrative tasks as needed. #J-18808-Ljbffr AO Garcia Agency
    Remote job
    Work from home
    Flexible hours

    AO Garcia Agency

    Bend, OR
    11 hours ago
  • A financial services agency seeks qualified candidates for a part-time, fully remote role. You'll work 20 hours per week, engaging with clients to provide personalized benefits solutions. Key responsibilities include client communication, scheduling appointments, and presenting...
    Remote job
    Part time

    AO Garcia Agency

    Bend, OR
    2 days ago
  • $70k - $75k

     ...exposure to comprehensive financial planning and wealth management • Develop client-facing advisory skills while building long-term relationships • Participate in investment management, trading, and portfolio rebalancing activities • Opportunity to contribute ideas and... 

    Talent Search PRO

    Bend, OR
    9 days ago
  •  ...preferred (sponsorship and support available if not currently held) Demonstrated success in client development, planning, and relationship management Leadership ability with a strong interest in mentoring and building high-performing teams Business-driven... 
    Visa sponsorship

    WealthBridge Financial Group

    Bend, OR
    19 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!