Relationship Banker
Bank of America
Job Description: 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. Job Description: 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. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self‑service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include 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. 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 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 Required Qualifications: 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 Desired 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 Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr
$350k
...in the Fort Myers, Florida market. About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop and retain full-service relationships with both UHNW & HNW clients. Must have strong COI’s and/or an established book of clients...SuggestedFull time- ...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...SuggestedWork experience placementWork at office
$16.5 - $24 per hour
...organization moving forward Apply effective and efficient processes with a focus on continuous improvement Build open and comfortable relationships with diverse groups Learn actively from both successes and failures while solving new problems Standard Abilities Able and...SuggestedImmediate startRemote workFlexible hours- ...will, further, have the opportunity to work with a legacy group of Regal clients and share in the revenue while growing the legacy relationships. As a full-time, W-2 employee, you will have an opportunity to participate in the firm's benefit offerings....SuggestedFull timeWork at office
$60k
...and executing opportunities, making referrals to internal business partners, and delivering holistic solutions to enhance member relationships Acquire, expand, and maintain member client relationships through business development and networking Grow member client loyalty...SuggestedBase plus commissionTemporary work- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever they put their mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging all...Temporary workWork at officeShift workDay shift
- ...competitive products and services) No proprietary product sales requirements (sell based on needs, not quotas) Unmatched mentoring relationships, joint work, support, and collaboration More customizable tools & resources from our Broker/Dealer that can be tailored to your...Work experience placement
$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$61k - $250k
...achieving their financial goals. The role involves growing your client base, building tailored financial plans, and managing client relationships. Ideal candidates will possess a Bachelor's degree, entrepreneurial ambitions, and a history of success in client-facing roles....- A mission-driven financial services company is seeking a Financial Consultant to guide clients toward financial independence. This remote, part-time role allows for flexible hours and meaningful impact as you educate clients and present tailored financial solutions. Bring...Part timeRemote workWork from homeFlexible hours
$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 officeHome officeFlexible 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...Full timeContract workFor contractorsWork at office- Northwestern Mutual is seeking College Financial Representatives for an internship program in Fort Myers, Florida. This role mimics the full-time Financial Representative career, focusing on business strategy development, client engagement, and financial planning tools...Full timeInternshipFlexible hours
$24k
About Equitable Advisors Equitable Advisors is a leader in the wealth‑management industry that embraces the power of positive impact. The Retirement Benefits Group (RBG) serves professionals in education, healthcare, government and other key sectors, ensuring they have...Full timeWork experience placementLocal areaRemote workFlexible hours$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$18.93 - $31.56 per hour
## Patient Financial CounselorApplylocations: US-FL-Fort Myerstime type: Full timeposted on: Posted 3 Days Agojob requisition id: JR7025**Location:**Florida Oncology and Hematology**Pay Range:**$18.93 - $31.56# **Job Description Summary:**A Financial counselor serves as...Immediate startRemote workMonday to FridayShift workWeekend work- ...Integrity: Passing a background check is essential, and your reputation for reliability and honesty will build lasting client relationships. Desire to Stay Active: Your eagerness to continue contributing to society, coupled with your wealth of experience, makes you...Extra incomePart timeImmediate startRemote workWork from homeFlexible hours
$65k - $80k
...Advisor to meet with prequalified prospects, present customized financial strategies, and convert opportunities into long-term client relationships. With marketing, appointment scheduling, financial planning and administrative processing handled by dedicated support teams,...Relocation packageAfternoon shift$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeShift workDay shift
- ...Position Overview Selected candidates will become a Retail Personal Banker I after completing a 4–8 week onboarding and education program... ...acquiring new households and/or deepening existing customer relationships through activities such as lobby leadership (Financial Centers...Work experience placementWork at office
- ...Personal Banker Associate I Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at office
- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable...Temporary workShift workDay shift
- At Money Mart, we’re more than just a financial services provider - we’re the catalyst for financial empowerment! Our mission is to be North America’s leading non‑prime lender, serving a diverse range of customers and delivering unparalleled financial momentum. Our vision...
- ...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...Local area
- Northern Trust in Fort Myers is seeking an entry- to associate-level role within client services/portfolio support. You will prepare client materials, set up new accounts, and process reports and transfers, while coordinating with portfolio managers and clients to ensure...
- ...Interacts with partners, primarily administratively, on a daily basis to receive and communicate information on all aspects of a client relationship or portfolio. Works with the tax area to research discrepancies and oversee adjustments on client accounts regarding tax cost...H1bLocal areaWorldwideFlexible hours
$50k - $125k
...Florida. This role involves building your own practice with support from both regional and home office teams. You will cultivate relationships to create new clients, ensuring a personalized client experience while adhering to firm policies and ethical guidelines....Home office$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 officeHome officeFlexible hours
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