Relationship Banker
Bank of America ATM
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. This role involves engaging clients in the lobby to educate and assist with transactions via self-service resources such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients, engaging in deep conversations to understand financial priorities, and connecting clients to solutions that meet their financial goals. This position is open for the entire market and the specific Financial Center location will be based on business needs. If offered, you will train at one financial center and may move to another within a reasonable commuting distance. Responsibilities Accurately and efficiently process cash transactions for clients. Engage clients in the lobby to educate and assist with self-service banking technologies. Conduct deep conversations to understand clients' financial and life priorities and connect them to the appropriate solutions. Required Qualifications Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results. Excellent collaborative skills, building and nurturing strong relationships. Passion, commitment and drive to deliver improved client experiences. Confidence in identifying solutions for new and existing clients based on their needs. Effective communication skills and comfort engaging all clients. Adaptability to learn and adopt new information and technology platforms. Ability to educate clients on how to use self-service technologies (ATM, online banking, mobile banking). Strong critical thinking and problem-solving skills to meet clients' needs. Will follow established processes and guidelines in daily activities, 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. Preferred 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 Job Details Seniority Level: Entry level Employment Type: Full-time Job Function: Finance and Sales Industry: Banking Shift: 1st shift (United States of America) Hours Per Week: 40 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent #J-18808-Ljbffr Bank of America
$45k - $100k
...- 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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$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...SuggestedFull timeContract workFor contractorsWork at office$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...SuggestedFull timeContract workFor contractorsInternshipLocal areaFlexible hours- ...commitment to helping families is what counts. Integrity and Trust: Passing a background check is just the beginning—you’ll build relationships based on trust and understanding. Life Experience: Your experience as a parent gives you unique insights that are crucial in...SuggestedExtra incomeImmediate startRemote workWork from homeFlexible hours
$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...SuggestedWork at office- A leading financial services company is seeking a Financial Consultant to work remotely from home. This role offers the opportunity to help families achieve financial stability while enjoying a flexible schedule that allows for a work-life balance. Ideal candidates will...Remote workWork from homeFlexible hours
- ...Advisor to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals to develop relationships, identify their needs, and provide tailored investment recommendations. You will be mentored by experienced teams, focusing on portfolio...
- ...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...
$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 timeInternshipLocal areaFlexible hours- ...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 timePart timeInternshipLocal areaRemote work
- Nebraska Northwestern Mutual in Provo, Utah is offering an internship program for College Financial Representatives. Interns will gain skills in prospecting and networking, develop business strategies, and prepare financial plans. The program fosters personal and professional...Full timeInternshipFlexible hours
$25 per hour
...with clarity and confidence. As we grow, we're looking for an Associate Financial Planner to support our advisory work and client relationships. Position Summary This role is built for someone who loves the analytical and service side of financial planning — not the...Full timePart timeWork at officeWork from homeFlexible hours$89.4k - $134k
...ranging from $50,000 to $2.5M within an assigned geographic territory. The primary responsibilities include building and maintaining relationships with clients, optimizing the portfolio through the clients' use of the line of credit, identifying and mitigating pre‑default...Live inRemote workNight shift- Cox Automotive Inc. in Utah seeks a Portfolio Manager to manage and grow a dealer client portfolio across the Salt Lake City metro with large lines of credit. You will collaborate with Risk and Recovery, educate clients on best practices, and document all activities in...
$115k - $130k
Location: Provo, UT (Hybrid — onsite for training, then 2 days/week remote) Compensation: $115,000-$130,000 base salary + up to 10% discretionary bonus Benefits: Generous benefits package and PTO Reports To: Controller About the Role Our client is a long-standing and growing...Local areaRemote workVisa sponsorship2 days per week$99.54k - $121.66k
...career. Try new things, learn new skills and discover what you excel at-all from Day One. Job Description Business Banking Relationship Managers play a pivotal role in helping our business clients achieve their financial goals. They do this by approaching each and...Full timeTemporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week
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