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

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 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 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 meet clients' financial needs while adhering to established processes and regulations. Highest-signal resume keywords Client Engagement Cash Transaction Processing Self-Service Banking Education Critical Thinking Relationship Building ATS Optimization Keywords Hard Skills Cash Transaction Processing Self-Service Banking Mobile Banking Online Banking ATM Operations Soft Skills Effective Communication Collaboration Problem-Solving Time Management Enthusiasm Industry Keywords Financial Services Risk Culture Operational Excellence Client Experience Financial Goals #J-18808-Ljbffr

Vacancy posted 8 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Santa Ana, CA vacancy
  • $41.71k - $69k

     ...needs 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... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Santa Ana, CA
    5 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... 
    Suggested

    Bank of America

    Tustin, CA
    4 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... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Ana, CA
    3 days 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... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Ana, CA
    4 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...
    Suggested
    Weekend work

    Jobtailor

    Garden Grove, CA
    7 hours ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in Santa Ana, California. In this role, you will deliver exceptional service and build lasting relationships with clients by understanding their financial needs and providing tailored solutions. The ideal candidate will... 
    Afternoon shift

    JPMorgan Chase & Co.

    Santa Ana, CA
    2 days ago
  • $27.22 - $33.26 per hour

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and... 
    Temporary work
    Local area

    U.S. Bank

    Garden Grove, CA
    4 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, CA
    2 days 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, CA
    5 days ago
  • $25 - $27.88 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 pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Lake Forest, CA
    4 days ago
  • $23 - $25 per hour

     ...Relationship/Personal Banker/Member Service RepresentativeBuild Relationships. Build Futures. Build Your Career.At 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... 
    Hourly pay

    Orange County's Credit Union

    Foothill Ranch, CA
    2 days ago
  • Responsibilities Engage clients in the lobby to educate and assist with transactions Accurately process cash transactions for clients Have in-depth conversations with clients to connect them to solutions Requirements Is an enthusiastic, highly motivated self-starter Collaborates...
    Weekend work

    Jobtailor

    Anaheim, CA
    5 days ago
  •  ...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... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Anaheim, CA
    4 days ago
  • $37 - $65.5 per hour

     ...About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs, serving as... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Tustin, CA
    5 days ago
  •  ...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... 
    Weekend work

    Jobtailor

    Newport Beach, CA
    9 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 time
    Work experience placement
    Flexible hours

    Cathay Bank in

    Irvine, CA
    4 days ago
  •  ...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... 
    Work at office

    Bank of America

    Costa Mesa, CA
    5 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, CA
    5 days 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 placement

    Cathay Bank in

    Irvine, CA
    4 days ago
  •  ...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 start
    Afternoon shift

    Chase

    Irvine, CA
    2 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... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    Huntington Beach, CA
    16 hours ago
  • $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 placement
    Work at office
    Flexible hours

    California Bank & Trust

    Huntington Beach, CA
    5 days ago
  • 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... 

    California Bank & Trust

    Huntington Beach, CA
    5 days ago
  •  ...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

    Jobtailor

    Newport Beach, CA
    2 days ago
  • Chase is seeking a Relationship Banker to build and manage client relationships in a branch setting in California. You will deliver welcoming, knowledgeable service and use banking tech solutions to help clients meet financial goals. You will collaborate with experts to... 
    Weekend work
    Afternoon shift

    Fairygodboss

    Westminster, CA
    2 days ago
  •  ...understand clients' financial priorities and connect them to suitable solutions. The role emphasizes risk-aware operations, effective relationship-building, and adherence to laws while supporting a culture of inclusion and customer focus across locations. #J-18808-Ljbffr... 

    Bank of America

    Anaheim, CA
    3 days ago
  •  ...associate to educate clients in the lobby about self-service options and to process cash transactions accurately. You will build relationships to understand financial goals and connect clients with suitable solutions. The role emphasizes service quality, compliance, and... 
    Work at office
    Afternoon shift

    Bank of America

    La Habra, CA
    1 day ago
  •  ...to engage clients in the lobby, educate them on self‑service options, and accurately process cash transactions. You will build relationships, connect clients to solutions, and contribute to a strong client experience within a busy financial center. The role requires strong... 
    Shift work
    Weekend work

    Bank of America

    Lake Forest, CA
    1 day ago
  • 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... 

    Zions Bancorporation

    Huntington Beach, CA
    3 days ago
  • 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... 
    Full time
    Monday to Friday

    California Bank & Trust

    Huntington Beach, CA
    3 days ago

Do you want to receive more vacancies?

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