Relationship Banker
Bank of America Corporation
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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 and travel to 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- ...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...SuggestedWeekend work
- Jobtailor is hiring in Texas for a customer-focused banking role. You will engage clients in the lobby, assist with self-service resources, and process cash transactions efficiently. You will learn to identify clients’ financial goals and connect them with suitable banking...Suggested
- ...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeWeekend workDay shift
$41.58k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to...SuggestedFull timeFlexible hours- ...Relationship Banker Arlington, Texas;Mansfield, Texas; Cedar Hill, Texas; Fort Worth, Texas; Grand Prairie, Texas; Mansfield, Texas; Arlington, Texas; Arlington, Texas; Desoto, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge...SuggestedWork at officeShift workWeekend workDay shift
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate new and existing customer relationships and recommend bank products and services to support their financial success * Follow established policies in accordance with...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...professional to engage clients in the lobby, educate on self-service options, and accurately process cash transactions. You will build relationships to meet financial needs while following compliant processes and delivering a superior client experience. The role requires...Weekend work
- ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$10k
...unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As a...Work experience placementWork at officeWork from home- PNC Financial Services Group, Inc. in Waxahachie, TX, is seeking a Personal Banker to grow the branch's customer base and provide proactive sales and service. You will engage customers in the lobby and via outbound calls, presenting PNC solutions to meet their financial...Work at office
$55k - $75k
...Proactively seeking out new leads through various channels, including referrals, community involvement, and networking events. Relationship Building: Building strong and lasting relationships with clients to ensure their satisfaction and retention. Providing ongoing support...Full timeWork at officeWeekday work- Bank of America is seeking a financial professional to provide comprehensive advice and customized solutions to clients, assisting them in achieving financial goals through brokerage products and banking services. The role requires licensing, client triage, referrals, and...
- Are you looking to take the next step in your pensions career within a highly regarded, in‑house pensions team? This role offers exposure to complex UK pension schemes, strong trustee engagement, and the opportunity to deepen your technical and governance expertise in a...Flexible hours
$10k
...to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and...Work at officeWork from home$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 officeWork from homeHome officeFlexible hours- ...financial plan, and recommend brokerage products. This role requires Series 7 and 66, at least one year in investments or financial services, strong relationship-building and communication skills, and willingness to work Monday through Friday with rotating #J-18808-Ljbffr...Monday to Friday
- Bank of America is seeking a Financial Advisor to provide comprehensive advice and tailored solutions to clients. You will build financial plans, review goals, and recommend brokerage products while expanding knowledge through licenses and trainings. Key duties include...
- ...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 timeLocal area
- ...refer to partners, and review goals with clients, while pursuing required licenses and maintaining compliance. The role emphasizes relationship building, time management, and the ability to navigate a fast-paced environment with a strong client-first mindset. #J-18808-...
- ...This role offers a unique opportunity to build a client base and deliver holistic financial plans. Advisors are expected to grow relationships with clients and help them achieve their financial goals. The position offers performance-based earnings, extensive training,...
- ...Administrative Assistant. The role involves providing financial guidance, creating tailored financial plans, and building community relationships. Candidates should demonstrate leadership skills and integrity. Required qualifications include active life insurance and FINRA...Full time
$10k
...unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build...Work experience placementWork at officeWork from home$31.2k - $35.36k
The Financial Services Representative (FSR) is responsible for driving loan sales, managing past-due accounts, preparing tax returns, and working directly with customers to meet financial needs. This role requires daily outbound calling, including high-volume collection...Hourly payFull timeWork at officeLocal areaShift work- Bank of America in Texas is seeking a client-focused financial professional to provide comprehensive guidance and customized solutions to help clients reach their financial goals. The role involves triaging leads, making referrals to internal partners based on client needs...
- Drive global change in International Private Bank Operations - lead agile projects, optimize processes, deliver client-first innovations.As an Operation Project Manager within the International Private Bank you will contribute to a growing international business in a fast...Work at office
- Woodforest National Bank in Cedar Hill, TX is seeking a Retail Banker to actively engage customers, promote bank products, and deliver a friendly, high-quality banking experience that reflects our commitment to service. You will process transactions, open and maintain...
- Bank of America is hiring a licensed investment advisor to provide comprehensive advice and customized solutions to clients. You will triage leads, refer to partners, review financial goals, build financial plans, and recommend brokerage products. You will also pursue SAFE...
- ...recommend brokerage products to help achieve objectives. Required licences (Series 7/66 or 63/65), 1+ year in investments, and strong relationship-building are essential. You must work Monday-Friday with rotating Saturdays in an in-office environment. #J-18808-Ljbffr Bank...Work at officeMonday to Friday
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

