Relationship Banker
Jobtailor
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 solutions that meet their financial goals Following established processes and guidelines in daily activities Managing financial center traffic, appointments, and outbound calls effectively Driving the client experience Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic Collaborates effectively to get things done 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 Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities Must be able to work weekends and/or extended hours Core Competencies Demonstrates strong client engagement and communication skills to effectively assist clients with financial transactions and solutions. Exhibits critical thinking and problem-solving abilities while adhering to established processes and guidelines. Highest-signal resume keywords Client Engagement Cash Transaction Processing Critical Thinking Problem-Solving Self-Service Technology Education ATS Optimization Keywords Hard Skills Cash Transactions Financial Solutions Process Adherence Client Appointment Management Outbound Call Management Soft Skills Enthusiastic Self-Starter Effective Collaboration Strong Work Ethic Effective Communication Industry Keywords Client Experience Financial Goals Financial Center Management Client Needs Assessment Tools & Technologies Self-Service Technologies #J-18808-Ljbffr Jobtailor
- 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...SuggestedWeekend work
$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- ...Relationship Banker - Orange County West Coast Market Garden Grove, California;Newport Beach, California; Newport Beach, California; Huntington Beach, California; Huntington Beach, California; Fountain Valley, California; Newport Beach, California; Laguna Beach, California...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$41.71k - $69k
...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- ...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...
- 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 workAfternoon shift
- ...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...Weekend work
- ...personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic banking environment. Responsibilities include cash handling, facilitating transactions, and ensuring compliance...
- Orange County's Federal Credit Union in Anaheim is seeking a Relationship/Personal Banker/Member Service Representative to blend service, sales, and problem-solving as a trusted financial partner for members. You will handle teller transactions, open new accounts, guide...
$23 - $25 per hour
Build Relationships. Build Futures. Build Your Career. Preferred Fluency in Mandarin, Spanish, or Vietnamese Language Preferred. At Orange... ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payWeekday work- 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
$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 workLocal area$27.22 - $33.26 per hour
...Job Title Float Client Relationship Consultant Job Description Float Client Relationship Consultants build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships...Temporary workLocal area10 hours per weekFlexible hours- ...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...
- ...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...
- Bank of America is hiring for a client-facing role in California that centers on engaging customers in the lobby, guiding them through self-service options like online and mobile banking, and handling cash transactions accurately. The position emphasizes understanding ...Weekend work
$22 - $23.5 per hour
...commitment 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-...$45.9k - $75.9k
...3891 N Lakewood Blvd Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team...Full timeContract workPart timeLocal areaImmediate startDay shift$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 timeWork experience placementFlexible hours- ...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
$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- ...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 startAfternoon shift
$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$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 placementWork at officeFlexible hours- 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...
- ...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
- 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
- ...enthusiastic client service representative to engage with clients in the lobby and assist them with banking transactions. You will foster relationships and help clients navigate financial services, ensuring compliance with established processes. Ideal candidates are self-starters...Hourly pay
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