Relationship Banker
Jobtailor
Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs Accurately and efficiently process cash transactions Hold deep conversations to understand clients’ financial and life priorities Connect clients with solutions that meet their financial goals Execute the bank’s risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines while adhering to applicable laws and regulations Partner with experts in small business, lending, and investments Manage financial center traffic, appointments, and outbound calls Drive the client experience Manage cash responsibilities Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs Requirements High School Diploma / GED / Secondary School or equivalent Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results Ability to collaborate effectively and build strong relationships Passion, commitment and drive to improve clients’ financial lives Confidence identifying solutions based on client needs Effective and confident communication with all clients Ability to learn and adapt to new information and technology platforms Ability to educate clients on ATM, online banking, and mobile banking self-service technologies Strong critical thinking and problem-solving skills Ability to follow established processes, guidelines, laws, and regulations Efficient time and capacity management Must be able to work weekends and/or extended hours, potentially at any financial center within a reasonable commuting distance FDIC hiring restrictions apply Desired: financial services experience and industry knowledge Desired: one year of successful sales experience in a salary-plus-incentive environment with individual sales goals Desired: six months of cash handling experience Desired: Bachelor’s Degree or business-relevant Associate’s Degree Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Proficient in cash handling and adhering to regulatory guidelines to ensure operational excellence. Highest-signal resume keywords Client Engagement Cash Handling Financial Services Experience Sales Experience Regulatory Compliance Hard Skills Cash Transactions Mobile Banking Online Banking ATM Technologies Financial Solutions Soft Skills Effective Communication Critical Thinking Problem-Solving Collaboration Time Management Certifications & Qualifications High School Diploma GED Industry Keywords Financial Services Sales Goals Operational Excellence Risk Culture Client Experience #J-18808-Ljbffr Jobtailor
- ...clients with solutions that meet their financial goals Execute the bank’s risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines while adhering to applicable laws and...SuggestedWeekend work
- ...resources such as mobile banking, online banking, and ATM transactions. You will accurately process cash transactions and build client relationships to understand their financial goals. The role emphasizes following procedures, staying compliant with laws, and delivering a...SuggestedWeekend work
- ...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
$25 - $26.77 per hour
...permitted by applicable law.** 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 hoursWeekend work- Jobtailor is seeking a client-focused Financial Services Associate to help educate clients about mobile and online banking, assist with cash transactions, and identify solutions that align with personal financial goals. Responsibilities include managing center traffic, ...Suggested
- ...Relationship Banker Roseville, California;Roseville, California 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...Work at officeFlexible hoursShift workWeekend workDay shift
$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...Temporary workWork experience placementImmediate start- Bank of America is hiring for a client-focused role to assist lobby clients, educate on self-service banking, and process cash transactions accurately. You will engage clients to understand financial goals and connect them with appropriate solutions while upholding risk...Weekend work
- U.S. Bank is seeking a Relationship Banker to build strong client relationships by meeting face to face, assessing banking needs, and guiding customers to suitable deposit and loan products. You’ll open accounts, assist with consumer loans, and support business banking...
- Bank of America in Roseville, CA is seeking a Customer Service Associate responsible for engaging clients in the lobby and assisting with transactions via self-service resources such as mobile and online banking and ATMs. The role includes handling cash, high-quality client...Weekend work
- U.S. Bank is seeking a Relationship Banker to build lasting relationships with customers by meeting face to face and advising on deposit and loan products. You will open accounts, process basic transactions, and collaborate with branch teams to deliver an exceptional client...
$24.56 - $35.62 per hour
...service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this... ...and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans...Temporary workNight shiftDay shiftAfternoon shift$18 - $25 per hour
...accurate calculations. ~ Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing... ...Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your professional...Immediate start- ...Financial Service Consultant II (Personal Banker) Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union...Temporary workLocal areaImmediate start
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
$250k
The Personal Banker SAFE Act is an entry-level position responsible for assisting in the execution of sales, products, or service activities... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross‑sell of...Full time- ...Third Bank in Roseville, MI is seeking candidates for a Personal Banker I program. Selected candidates will join a 4-8 week onboarding... .... The role emphasizes consultative sales, building customer relationships, and cross-selling while processing teller transactions and...
- Tri Counties Bank is seeking a Personal Banker in Roseville Pleasant Grove to provide teller and new account support, while building banker-client relationships and showcasing bank products. You will conduct transactions, advise customers on services, and work with other...
- Firefighters First Federal Credit Union in Roseville, CA is seeking a Financial Service Consultant II (Personal Banker) to build new member relationships and deliver a full-service banking experience. The role requires at least 2 years of personal banking experience and...
$20 - $23 per hour
Personal Banker - Roseville Pleasant Grove Job Category : Production / Branch Banking Requisition Number : PERSO007661 Posted : August... ...with customers you create and expand banker-client relationships based on purpose, value, and trust. You assist our customers with...Hourly payFull timeLocal area- ...investment strategies. Maintain up-to-date knowledge of market trends and regulatory changes. Build and maintain strong client relationships through effective communication. Prepare and present comprehensive financial reports to clients. Ensure compliance with...Flexible hours
- A financial services firm in California is seeking dedicated individuals to build strong client relationships and develop personalized financial strategies. You will guide clients through tailored financial products, ensuring their financial wellness. Candidates should...Traineeship
- A leading financial services firm in California is seeking professionals to join their team. This role involves building client relationships and developing tailored financial strategies. Candidates should hold a Bachelor's degree and be passionate about helping others...Flexible hours
- ...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...Work experience placementWork at office
- ...performance, and geographic location. We encourage open conversations about expectations. Primary Job Functions Manage existing client relationships to WEG’s planning-based standard of identity Facilitate the financial planning process Discover a prospect or client’s values,...Full timeTemporary workWork at officeFlexible hours
- Natoma Wealth is seeking a Paraplanner to join our dynamic wealth advisory team in Folsom, CA. You will collect and organize client data, supporting Wealth Advisors in planning meetings and keeping plans current. You will communicate findings and assist with financial analyses...Flexible hours
$65k - $80k
Your Future Team Natoma Wealth is a fast-paced financial advisory practice based in Folsom, CA. We are a client-centric team that provides a holistic approach to wealth management. Characteristics you will need for this role: Adaptable . You are comfortable working in a...Permanent employmentLocal areaFlexible hours- Natoma Wealth, a dynamic financial advisory practice in Folsom, CA, is seeking a Paraplanner to support Wealth Advisors by gathering data and preparing planning documents. You will help develop client financial plans and run scenarios, keeping plans current and accurate...Flexible hours
- Wealth Enhancement Group in Folsom, CA is seeking a VP, Financial Advisor to manage ongoing client relationships and drive comprehensive planning and investment discussions. This role offers a hybrid work arrangement and focuses on delivering personalized financial plans...
- Description Depending on experience, you could be the next Client Service Representative II, III, or Senior level Client Service Representative. Please see below for more details and we look forward to connecting with you! Apply today! Summary: Senior New Accounts/CSR...Work at office
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