Relationship Banker
National Black MBA Association
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 National Black MBA Association
- ...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
- ...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
- ...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...SuggestedTemporary workWork experience placementImmediate start
$20 - $24 per hour
...Personal Banker The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...SuggestedImmediate start- ...career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...SuggestedWork experience placementFlexible hours
$19 - $23 per hour
...exceptional client experience by adhering to the bank’s Breakthrough Client Experience Standards. Acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate products and services, and referring the client to the...Hourly payImmediate start$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 Planning Associate Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual's strength and expertise are made stronger by the bonds of shared ...For contractorsWork experience placementWork at office
$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...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 officeImmediate startMonday to FridayShift workDay shift
- ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Work at officeImmediate startMonday to FridayShift workDay shift
- ...under Regulation Z (LO) outlined in the job expectations below Required Qualifications: ~6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training,...Hourly payMinimum wageOngoing contractWork experience placementWork at officeImmediate start
- ...assets under management and required production.* Provides a high level of client service.* Manages the full scope of a client relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital.* Helps...ApprenticeshipTraineeshipWork experience placement
- ...Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client...Work at officeImmediate startMonday to FridayShift workDay shift
$50k - $125k
...impact on clients’ lives and help them achieve long‑term financial goals while serving your community. Key Responsibilities Build relationships with new clients through face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions,...Work at officeWork from homeHome officeFlexible 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- ...for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our firm and culture will desire to be in a boutique environment, embrace technology, and work as a...Work at office
- ...#TeamFirstInterstate. SUMMARY The Associate Community Banker delivers personalized client service by holding financial... ...appropriate solutions. This position is responsible maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments...
- ...communication skills. This role offers a flexible schedule and the ability to work from home, along with a supportive mentorship program. Responsibilities include building lasting client relationships and completing administrative tasks as needed. #J-18808-Ljbffr AO Garcia AgencyRemote jobWork from homeFlexible hours
- A financial services agency seeks qualified candidates for a part-time, fully remote role. You'll work 20 hours per week, engaging with clients to provide personalized benefits solutions. Key responsibilities include client communication, scheduling appointments, and presenting...Remote jobPart time
- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...‑owned banks in the country! Responsibilities Our Retail Bankers are the face of our organization and are critical in caring for...Full timeLocal area
$120.56k
...career, she has been passionate about helping others achieve goals that once felt out of reach, bringing a strong foundation of relationship-building, communication, and service into her financial practice. As a New York Life agent, Tiffany is committed to fostering...Work at officeLocal areaWork from homeFlexible hours- ...preferred (sponsorship and support available if not currently held) Demonstrated success in client development, planning, and relationship management Leadership ability with a strong interest in mentoring and building high-performing teams Business-driven...Visa sponsorship
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