Relationship Banker
94-1687665 Bank of America, National Association
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 and having deep conversations with clients to gain an in‑depth knowledge of their financial and life priorities, connecting clients to solutions that meet their 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 (e.g., 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
- ...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...SuggestedWork at officeShift 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...SuggestedShift workWeekend workDay shift
- ...individual to engage clients and assist with transactions through mobile and online banking. Responsibilities include building relationships, managing cash, and enhancing client experiences. The ideal candidate has strong communication skills and a passion for helping...SuggestedWeekend work
- ...Relationship Banker - Bilingual Spanish Language Preferred Hillsboro, Oregon To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements prior...SuggestedWork at officeShift workWeekend workDay shift
- ...Relationship Banker Hillsboro, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$21.68 - $26.5 per hour
...Client Relationship Consultant Location: 1661 NE Cornell Rd, Hillsboro, OR 97124 Part Time | 20 hours per week Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually...Temporary workPart time$21.68 - $26.5 per hour
...from Day One. Job Description Location: 1661 NE Cornell Rd, Hillsboro, OR 97124 Part Time | 20 hours per week Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually...Temporary workPart timeLocal area$20.5 - $24.75 per hour
...Relationship Banker The Relationship Banker is a frontline financial partner that is part of a supportive and dynamic member focused sales team. As a Relationship Banker, you'll work in a fast-paced environment processing routine financial transactions for members in...Hourly payFull timeWork at office- First Tech Federal Credit Union is seeking a Relationship Banker in Beaverton, Oregon, to join a dynamic sales team. This role involves processing financial transactions and engaging in consultative conversations with members to identify their financial needs. The ideal...
$25 - $38.46 per hour
...Private Client Banker Location: 2095 NW 185th Avenue - Hillsboro, Oregon 97124 Job Summary: Be a problem solver, trusted advisor... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Hourly payWork experience placementDay shift- First Technology Federal Credit Union is seeking a Relationship Banker to join their dynamic sales team. This full-time on-site role focuses on processing financial transactions and providing tailored services to members. Responsibilities include establishing accounts,...Full time
- KeyBank is seeking a motivated Personal Banker in Beaverton, Oregon. In this role, you will engage clients to understand their financial... ...and at least one year of experience in building customer relationships. This position offers competitive pay and opportunities for career...
$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...Hourly payWork experience placementDay shift$90k - $140k
...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 Camas, WA. The Day-to-Day: As an...Work at officeWork from home- ...lives, helping them achieve their long‑term financial goals as you make a difference in your community. Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeWork from homeHome office
$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$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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$74k - $84k
...each client’s goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in...Work at officeLocal areaRemote work2 days per week- ...banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job...Work at officeFlexible hoursShift workDay shift
$80k - $105k
...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$72k - $110k
...opportunity to inherit and grow an established group of business as part of a planned advisor transition, providing immediate client relationships alongside significant opportunity for new asset growth. Advisors in this role may operate standalone or as part of a...Work at officeImmediate start$116.16k - $234.2k
Job Details: Job Description: Position Overview and Responsibilities: As an Investor Relations Specialist at Intel, you will help drive the company's engagement with the investor community, to support a best-in-class global Investor Relations function. This role...Local areaImmediate startWorldwideShift work$80k - $135k
...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- ...trends and variances, delivering actionable insights that inform executive decision-making Oversee and strategically manage banking relationships, optimizing account structures, minimizing fees, and ensuring alignment with internal controls Direct intercompany funding...Temporary workFlexible hours
- ...## Financial ConsultantIf you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...
$72k - $110k
A financial institution in Beaverton, Oregon, is seeking a Financial Advisor. The role involves delivering personalized financial advice in investments, retirement, and insurance. Candidates should have at least 5 years of experience in the financial industry, a strong ...$80k - $100k
Courtney Rogers - State Farm Agent in Beaverton, Oregon is seeking a Financial Services Representative to market financial products and educate customers. The ideal candidate will have a Bachelor's degree in finance or related fields, strong analytical and communication...Work at office- ...and advice to individuals and families. The successful candidate will have at least 2 years of relevant experience, focusing on relationship management and understanding of financial markets. This role emphasizes client acquisition and providing a holistic view of client...
- ...Oregon. In this role, you will provide comprehensive financial planning, helping clients across all wealth stages, and focus on relationship management rather than portfolio management. You will support client relationships, educate them on available technology, and demonstrate...
$72k - $110k
A leading financial institution seeks a Financial Advisor to provide personalized financial advice, focusing on investment solutions. The role offers a target compensation of $72,000 to $110,000, including a base salary and incentives. Ideal candidates will have at least...
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