Relationship Banker
Bank of America ATM
Job Description: 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 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! 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. This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent 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 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. * Can be flexible to work weekends and/or extended hours as needed. 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 * Bilingual in Spanish Preferred 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 The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator Shift: 1st shift (United States of America) Hours Per Week: 40
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$19 - $22 per hour
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...this role: Wells Fargo is seeking a Roving Associate Personal Banker (SAFE) to join our National Branch Network. In this front‑line... ...multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in...SuggestedWork experience placementFlexible hours- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new...Suggested
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...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- Concorde Career Colleges, Inc is seeking a Financial Aid Advisor in San Bernardino, CA. The position requires guidance to students navigating financial aid processes, evaluating eligibility, and adhering to regulatory compliance in a supportive role. The ideal candidate...
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$49.9k - $65.1k
...Responsibilities Lead, coach, and support Universal Bankers and Tellers by modeling excellent service behaviors and mentoring on sales... ..., credit cards, etc.) referral routines to deepen client relationships Adheres to and comply with Citibank policies, standards, operational...Full timeFlexible hours$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in San Bernardino, California. Applicants without a... ...phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform...Hourly payFull timeFor contractors- Finance Associate The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will include handling...Local areaWorldwide
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...banking, and lending. FSAs set clear expectations to create a smooth transition and continuation of the Bank of America/Merrill relationship. As a National Financial Solutions Advisor (NFSA I) , your journey begins with being taught the foundational skills needed to...Work at officeShift workDay shift$25 per hour
Finance Council Advisor Student Riverside, CA Part-Time Ability to meet quarterly or as deemed necessary throughout the academic year in what are generally open-ended discussions involving students, staff, faculty and administrators. Presentations/Reports/Assignments...Part time$37.13k - $61.88k
...opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail organization, you will be based in... ...ecosystem partnerships to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at office$73.77k - $103.28k
...important customers. The Portfolio Manager is responsible for identifying, soliciting and retaining existing commercial business relationships and/or commercial real estate relationships including loans and deposits as well as other services and products offered by the...$21.15 - $24.33 per hour
Responsibilities The Eligibility & Financial Redetermination Representative is responsible for assisting participants and their families/ caretaker(s) in the annual redetermination process for Medicaid which includes the process of obtaining documentation, providing...Full timeTemporary workFlexible hours$50k - $150k
Financial Advisor As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of lifefrom planning for major milestones to preparing for the unexpected. Through personalized strategies, you'll help ...Full timeContract workRelocationFlexible hours- Citizens Business Bank in Fontana, CA is seeking a friendly Service Representative to provide prompt banking service, process deposits and withdrawals, and assist customers with loan payments, money orders, and currency exchanges. You will also handle mail, transfers, ...
$19 - $25 per hour
...David Ceballos - State Farm Agent is eager to bring aboard your collaborative presence. Responsibilities Establish customer relationships and follow up with customers, as needed. Provide prompt, accurate, and friendly customer service. Service can include...Hourly payFor contractorsWork at officeImmediate startRemote work- Insight Global is looking for a Financial Services Representative. They will serve as a point of contact for customers, researching and resolving student account inquiries while delivering accurate, timely, and professional customer service. Responsibilities include but...
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited... ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic...Hourly payFull timeFor contractors$28.85 - $36.06 per hour
...owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements....Hourly payWork at officeFlexible hoursShift workDay shift- ...Citigroup Inc. in Redlands, CA seeks an Universal Banker to support sales, products and services with the customer service team, building loyalty and increasing consumer client sales. You will assist with basic account openings, deliver service to resolve issues, execute...
$50k - $150k
...Financial Services Professional, you will have the opportunity to help yourself as you help others with rewarding long-term client relationships, career independence, and upside income potential. Job Type: Full-time Location: Hybrid Competitive Advantages:...Full timeWork experience placementFlexible hours$158k - $205k
Job Description Job Description Direct Counsel is seeking a Municipal Finance Associate with 3–6 years of experience to join a highly regarded Public Law practice. This opportunity is ideal for an attorney interested in advising public agencies and other participants...Remote workFlexible hours
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