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. Can be flexible to work weekends and/or extended hours as needed. 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. #J-18808-Ljbffr Jobtailor
$51.19k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...SuggestedFull timeFlexible hours$51.19k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...SuggestedFull timeFlexible hours- ...business experts. The role emphasizes risk culture, compliance, and delivering an excellent client experience. You will build lasting client relationships, handle busy lobby traffic, and flexibly work some weekends or extended hours as needed to meet #J-18808-Ljbffr JobtailorSuggestedWeekend work
- Regions Bank in Katy, Texas seeks a Relationship Banker II to meet customers and prospects, assess financial needs, and offer Regions’ products and guidance to help achieve goals. Candidates with retail or sales experience, strong communication, and teamwork are encouraged...Suggested
- ...Private Banking Relationship Manager I/II Location US-TX-Houston | US-TX-Katy Job ID 2026-19812 Category Private Banking Type Regular Full-Time Job Grade 14 FLSA Status Exempt Working Hours...SuggestedFull timeWork experience placement
Trustmark
Katy, TX16 hours ago $18 per hour
...information to request the appropriate accommodation by visiting the following our Accessibility Accomodation for Applicants page. Personal Banker - Morton Ranch Posted on July 31, 2026 Locations Showing 1 location Katy, TX 77449, USA Rate : $18 USD per hour FSR I, II, III...Hourly payFull timeTemporary work- First Community Credit Union is seeking a Personal Banker for the Morton Ranch location in Katy, TX. The PB will work with existing members and solicit new members to use credit union products and services, while meeting monthly goals and cross-selling opportunities. The...Full time
- MidFirst Bank in Katy, TX is seeking a Personal Banker Associate who blends teller responsibilities with personal banking to deepen customer relationships and promote bank products. You will greet customers, handle transactions accurately, open deposit accounts, process...
- Description The Personal Banker Associate has responsibilities as both a Teller and a Personal Banker. The Personal Banker Associate... ...of customer transactions, generate business and deepen relationships by promoting products and services to potential and existing customers...Bank staffLocal area
$65.6k - $92.68k
...role, associates demonstrate strong planning acumen, confidently guide participants through managed account solutions, and deepen relationships through proactive, personalized engagements that support overall financial well-being. The successful Consultant likes helping...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaRelocation packageFlexible hoursShift workEmpower Careers
Katy, TX16 hours ago- ...Texas-based financial services leader with an over 150-year legacy, seeks a Private Banking Officer II to manage affluent client relationships and collaborate with investments, insurance, and advisors. You will drive tailored financial plans, maintain strong client...
- Ade Oyejobi - State Farm Agent is seeking a Financial Services Representative to market financial products and educate customers on their options. You will apply a consultative, needs-based approach to risk management and financial planning while supporting agency growth...Flexible hours
- ...Representatives to help individuals achieve their financial goals. This role involves providing tailored financial plans, building long-term relationships, and delivering impactful financial services to communities. Candidates are expected to have a passion for helping members...
- ...triaging leads, referrals, building financial plans, and recommending brokerage products. The role requires active licenses, sales experience, and the ability to develop relationships while adhering to regulatory requirements under SAFE Act. #J-18808-Ljbffr Bank of America
- Pilot Thomas Logistics is seeking a Senior Financial Analyst to lead treasury operations and key accounting functions across the business units in Texas. You will own daily cash management, ABL borrowing base and collateral reporting, bank covenant compliance, and month...
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$90k - $115k
...practice seeking an experienced Service Advisor to work closely with the lead advisor and help manage and deepen existing client relationships. This is a great opportunity for someone who enjoys working directly with clients and wants to be more involved in...Claire Myers Consulting
Katy, TX7 days ago- Woodforest National Bank in Katy, TX is hiring a Retail Banker to engage customers and promote bank products. You will train to deliver a great customer experience, process transactions, and open accounts as part of a friendly, service-first team. The role requires strong...Full time
- ...outstanding customer experience to drive mortgage originations. The position collaborates with bankers and teams to provide tailored financial guidance, maintain strong client relationships, and promote a broad range of home lending products and services. #J-18808-Ljbffr Next...
- ...Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned bank in the country! Our Retail Bankers are the face of our organization and are critical in caring for...Full timeLocal area
Woodforest National Bank
Katy, TX16 hours ago - eNcloud Services LLC is seeking an experienced SAP S/4HANA FICO consultant to implement and manage SAP S4 HANA Finance modules remotely for US clients. The role requires strong knowledge of FI and CO, and FS-CD experience, with a focus on integration and training. Responsibilities...Remote job
- Benefits Training & development Bonus based on performance Competitive salary Opportunity for advancement Paid time off 401(k) matching Flexible schedule ROLE DESCRIPTION As a Financial Services Representative - State Farm Agent Team Member with Ade Oyejobi - State...Work at officeFlexible hours
$52k - $64k
...benefits and total compensation packages with the opportunity for monthly incentive compensation. What You Will Do Cultivates relationships with customers by delivering personalized service and responds to a variety of plan and policy-related questions by exhibiting listening...Remote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We’re Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations...Work at officeLocal area
$150k - $350k
...their families on a deeper level, so you can help them reach their financial goals. More than that, this role is about building relationships and doing so with integrity, caring, and excellence.What you’ll do:Retain and grow Frost Wealth Management relationships by serving...Full time- Shell Federal Credit Union is seeking a full-time banking professional to join our Fulshear/Katy area branch. You will provide friendly member service, explain financial services, and assist with account openings, changes, and problem resolution. The role requires knowledge...Full timeWeekend work
- Job Details Job Location: Fulshear - Katy, TX 77494 Position Type: Full Time Job Shift: Must Be Flexible & Saturdays Job Category: Banking Responsibilities Consistently meet all Shell FCU Service Commitments; Shell FCU Employee Creed and Shell FCU Service Distinctions. ...Full timeFlexible hoursShift work
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...
- Brazos Valley Schools Credit Union is seeking an experienced Compliance Officer to lead the credit union's compliance and risk management programs, including AML/BSA, lending, deposits, and operations. You will serve as Compliance Officer, Compliance Committee Chairperson...
- ...champion? Someone who enjoys seeking out and fostering long-standing relationships with affluent market clients, supporting moderately complex... ...customers manage their financial lives. Often, our private bankers are a helping hand to families for generations and continue to...Work experience placement
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