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
$50k - $100k
...on customer traffic. \n Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. \n Addresses questions and resolves issues raised through consumer credit audits and quality checks to...SuggestedFull timeContract workPart timeLocal areaImmediate startDay shift$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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...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...SuggestedWeekend work
$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...SuggestedPart timeLocal areaImmediate startDay shift- ...Relationship Banker - Orange County East Market - Bilingual Spanish Required Santa Ana, California **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...SuggestedWork 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$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- 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
$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$23 - $26 per hour
...Branch Relationship Banker (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...Hourly payWork experience placementWork at officeLocal areaMonday to FridayFlexible hours- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$19 - $23 per hour
Start your banking career with a team that invests in your success. We are seeking a customer-focused Relationship Banker I to provide exceptional service, process banking transactions, open new accounts, and help customers identify financial solutions that meet their needs...Hourly payWork at office- Cathay Bank in Fountain Valley, CA is hiring a Relationship Banker I to deliver exceptional service, process transactions, open accounts, and tailor financial solutions for customers. This role focuses on building lasting relationships and supports branch operations. The...
- ...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...
- ...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...
$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$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...- ...U.S. Bank in California is seeking a Relationship Banker to build trusted client relationships by meeting face to face, assessing banking needs, and guiding customers to deposit and loan products. You will open accounts, process service requests, educate clients on digital...
- ...Wells Fargo seeks a Senior Branch Premier Banker LP to build and manage a defined book of affluent clients, delivering tailored banking... .... In this role you will lead discovery conversations, deepen relationships, and collaborate with Wealth, Home Lending, and Business...
- ...General Summary 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 financial needs, and assists them in the selection...Work at office
- ...financial goals and connecting them to suitable solutions, while upholding risk and regulatory standards. Employees will build client relationships, manage center flow, and collaborate with experts across lending and investments to drive a superior client experience. #J-18808...
$150k - $230k
...Commercial Banking Professional 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...Work experience placementWork at officeFlexible hours$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...$64.27k - $78.54k
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible...Full timeTemporary workLocal area- ...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
- ...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
$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 payFull timeWork experience placementWork at officeMonday to FridayFlexible hours- Orange County's Federal Credit Union (OCFCU) seeks a Relationship/Personal Banker/Member Service Representative to serve as the trusted financial partner for members. You will blend service, sales, and problem-solving to help members confidently navigate their financial...
- 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...
- 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 timeMonday to Friday
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