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 processing cash transactions for clients having deep conversations with clients to connect them with financial solutions Requirements one year of demonstrated successful sales experience six months of cash handling experience bachelor's degree or business-relevant associate's degree Core Competencies Demonstrates strong client engagement and sales capabilities, with a focus on cash handling and financial solutions. Holds a relevant degree and possesses proven experience in sales and cash transactions. Highest-signal resume keywords Sales Experience Cash Handling Experience Client Engagement Financial Solutions Bachelor's Degree ATS Optimization Keywords Hard Skills Cash Transactions Sales Techniques Financial Education Soft Skills Client Communication Relationship Building Industry Keywords Financial Solutions Client Assistance #J-18808-Ljbffr

Vacancy posted 10 hours ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Oceanside, CA vacancy
  •  ...of America in the United States is seeking a Customer Service Banker to assist lobby clients with self-service banking, educate on...  ...connecting them to suitable banking solutions. You will build relationships, follow procedures, and collaborate with experts across lending... 
    Suggested

    Bank of America

    Carlsbad, CA
    4 days ago
  •  ...with transactions through various self-service methods such as mobile and online banking. Key responsibilities include building relationships with clients to understand their financial needs and ensuring compliance with all regulations. The ideal candidate will possess... 
    Suggested

    Bank of America

    Oceanside, CA
    4 days ago
  • $25.93 - $41.43 per hour

     ...RELATIONSHIP BANKER SR WHAT IS THE OPPORTUNITY? This position is responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all... 
    Suggested
    Hourly pay
    Remote work

    City National Bank

    Carlsbad, CA
    4 days ago
  •  ...Bank of America in Vista, California is looking for a motivated financial client relationship representative to deepen client relationships through various banking services. The successful candidate will support clients in self-service and transactional activities while... 
    Suggested
    Hourly pay
    Flexible hours

    Bank of America

    Vista, CA
    4 days ago
  •  ...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... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Encinitas, CA
    1 day ago
  • $25 - $26.77 per hour

     ...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... 
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Vista, CA
    1 day ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Oceanside, CA
    18 days ago
  • $43.68k - $69.9k

     ...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 placement
    Work at office

    Fifth Third Bancorp

    Carlsbad, CA
    22 hours ago
  • $48.24k - $58.97k

     ...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 virtually... 
    Temporary work
    Part time
    Local area

    U.S. Bank

    Carlsbad, CA
    4 days ago
  •  ...Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen...  ...branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the... 
    Work experience placement

    Jobtailor

    San Marcos, CA
    2 days ago
  • $50k

     ...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and... 
    Work at office
    Home office
    Flexible hours

    Edward Jones

    Carlsbad, CA
    22 hours ago
  • $1,000 per month

    Northwestern Mutual College Financial Representative Internship 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...
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Remote work
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Carlsbad, CA
    1 day ago
  • $80k - $105k

     ...skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and... 
    16 hours
    Full time
    Work at office
    Monday to Friday
    Flexible hours
    3 days per week

    Aldrich

    Carlsbad, CA
    3 days ago
  • $61k - $119k

     ...financial 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... 
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Carlsbad, CA
    22 hours 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

    Carlsbad, CA
    2 days ago
  • $120.56k

     ...Carlsbad, CA. Qualifications: • Bachelor's degree preferred but not required. • Strong communication skills and the ability to build relationships are crucial attributes required for this position. • California Life & Health License (sponsored upon hiring). • Securities... 
    Full time
    Contract work

    New York Life Insurance Company

    Carlsbad, CA
    9 hours ago
  • $61k - $119k

     ...financial 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... 
    Work at office

    Unavailable

    Carlsbad, CA
    22 hours ago
  •  ...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... 
    Local area

    Modern Woodmen

    Oceanside, CA
    22 hours ago
  • $100k

     ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are... 
    Work at office
    Immediate start
    Shift work
    Day shift

    Bank of America Corporation

    Carlsbad, CA
    a month ago
  • Chase is hiring a Private Client Banker in Branch Banking in California. You will be the main contact for affluent clients, managing their full banking relationship with an advice-based approach and referrals to specialists. You will support growth by expanding client balances... 

    JPMorganChase

    San Marcos, CA
    1 day ago
  •  ...applicable law.** 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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Encinitas, CA
    28 days ago
  • What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, ...
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Oceanside, CA
    3 days ago
  • $250k

     ...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution...  ...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of... 
    Full time

    Citigroup

    Encinitas, CA
    3 days ago
  • $80k - $90k

     ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Carlsbad, CA
    3 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 from...
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Carlsbad, CA
    1 day ago
  • $80k - $100k

     ...investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.   Key Responsibilities: Client... 
    Temporary work
    Work at office
    Remote work

    Luke Dix - State Farm Agent

    Carlsbad, CA
    5 days ago
  •  ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing...  ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with... 
    Part time

    JPMorganChase

    Carlsbad, CA
    3 days ago
  • $45k - $100k

     ...professional 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... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Marcos, CA
    2 days ago
  • $100k

     ...bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are...  ...phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues... 
    Hourly pay
    Full time
    For contractors

    Coldwell Banker

    Carlsbad, CA
    22 hours ago
  •  ...methods, statistical and financial analysis, and record keeping principles and practices. Ability to create and maintain good working relationships through excellent communication and teambuilding skills; including the ability to engage successfully with both internal and... 
    For contractors
    Work at office
    Weekend work
    Afternoon shift

    North County Transit District

    Oceanside, CA
    22 hours ago

Do you want to receive more vacancies?

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