Relationship Banker
Bank of America
Position Overview Bank of America is seeking a client service associate to engage guests in the lobby, educate and assist with transactions via mobile, online banking or ATMs. Candidates will train at a financial center and may relocate within a reasonable commuting distance. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience. Manage cash responsibilities. Required Qualifications Enthusiastic, highly motivated self‑starter with strong work ethic and focus on results. Collaborates effectively, building and nurturing strong relationships. Passion, commitment, and drive to deliver an experience that improves clients' financial lives. Confident in identifying solutions for new and existing clients. Communicates effectively and confidently, engaging all clients. Ability to learn and adapt to new information and technology platforms. Confident in educating clients on self‑service technologies (ATM, online, mobile banking). Strong critical thinking and problem‑solving skills. Follows established processes and guidelines, complying with 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 industry products and solutions. One year of 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 (business management, administration, finance). Bilingual Skills in Spanish (written and verbal). 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 and Hours Shift: 1st shift (United States of America). Hours per week: 40. Privacy Statement privacy statement: #J-18808-Ljbffr
- ## Relationship Banker IApplylocations: Horseshoe Bay, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R 06706## **Join Our Team!**We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride...SuggestedTemporary workShift work
- ...PNC is looking for a Personal Banker for their Montgomery Branch in Texas. The role focuses on enhancing customer experience and driving sales through effective community engagement and proactive banking solutions. Successful candidates will have a strong banking foundation...Suggested
- ## Relationship Banker IApplylocations: Comanche, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R115073## It's fun to work in a company where people truly BELIEVE in what they're doing!*We're committed to bringing passion and customer focus to the...SuggestedNight shift
- ...Huntington Bank in Horseshoe Bay, TX, is seeking a Financial Relationship Banker to help retain and grow consumer and business relationships by identifying financial goals and recommending deposit, loan, and other banking products and services. The role emphasizes delivering...Suggested
- ...Client Relationship Representative (Universal Banker) Job Category : Branch Banking Requisition Number : CLIEN012644 Posted : July 21, 2026 Full-Time Locations Showing 1 location Montgomery Montgomery, IN 47558, USA Description First Merchants Bank is seeking a Customer...SuggestedFull timeFlexible hoursNight shift
- ...opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Bellville Branch, you will be based in Bellville,... ...community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...passion and customer focus to the business. Position Summary The Personal Banker is responsible for providing support and coverage to branch banking team members and building and maintaining relationships with members to help them achieve their financial goals. The role is...Hourly payFull timeContract workWork at officeShift work
- ...sales environment. Follow the established policies in accordance with the bank and the supervisor's direction Evaluate customer relationships, new and existing account holders, to offer bank products and services Accountable for the personal achievement of monthly new account...Work at officeFlexible hoursAfternoon shift
- ...service, 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 the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Our customer is seeking a motivated Personal Banker to provide excellent customer service, process commercial and consumer transactions, onboard new accounts, and establish lasting relationships with clients. This role involves managing the full cycle of new account creation...
$225k - $420k
Dallas, United States | Posted on 02/17/2026 Corporate Finance Associate (3–5 years) | Private Credit + Leveraged Finance Multiple offices (NYC, Dallas, Houston, LA, Boston, Chicago) Our AmLaw 100 client is adding a midlevel associate to a debt finance platform that sits...Work at office- ...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...Local area
- ...experience demonstrating a high level of sales proficiency in person and on the phone. This individual engages in and develops relationships with both customers and other internal bank personnel. They must be able to demonstrate strong communication skills, showing initiative...Work at office
- ...your future That industry is life insurance & financial services. The same skills that make you successful now transfer directly: Relationship-driven selling Communicating value and simplifying complex solutions Building and managing a pipeline Handling objections and...
- ...Applicants should possess a Series 65 or a combination of Series 7 and 66 licenses, along with 2+ years of experience in relevant fields. The position offers a comprehensive wealth management experience while fostering long-term client relationships. #J-18808-Ljbffr...
$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office- ..., and we are committed to investing in their growth and development. Financial Advisor Responsible for managing existing client relationships and formulating and implementing advice. Expected to develop new client relationships and often work with, train, and supervise...Bank staffWork at officeLocal area
- ...high-net-worth clients in a collaborative, team-based environment. This role is focused on building and maintaining trusted client relationships, delivering thoughtful investment guidance, and contributing to the firm’s long-term growth. Advisors partner closely with...Work at office
- ...boutique, privately held wealth firm known for a client-first, long-term approach. The Senior Financial Advisor serves as the primary relationship point for high-net-worth clients, working alongside internal planning, portfolio management, and fiduciary teams to deliver...
- ...information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of...
- ...offering guidance on investments, retirement planning, and insurance. The Financial Advisor will build and maintain strong client relationships while staying updated on financial products, trends, and market changes. Additionally, you will collaborate with clients to help...Full time
$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$85k - $145k
For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...at a scale that works for our clients, with highly experienced bankers who truly invest in people’s success — today and tomorrow.... ...long‑term objectives. At Texas Capital, we build long‑lasting relationships. Texas Capital provides a variety of benefits to colleagues, including...Work at officeImmediate startDay shift
$80k - $90k
...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift$75k - $80k
...unique clients' 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$60k - $110k
Job Description CornerStone Professional Placement is seeking a Financial Planner for a highly regarded client in Frisco, Texas. As the Financial Planner , you will join the Planning Department responsible for financial analysis and tax planning, and work with internal...Temporary work- ...dynamic individual to join our team as a full-time Universal Banker. This position offers an exciting chance to work onsite in a professional... ..., you will have the opportunity to engage with clients, build relationships, and help them achieve their financial goals. If you are...Full timePart timeWork at officeMonday to Friday
- ...and up‑selling opportunities. Seek to attract, expand, and retain customer relationships and contribute to the financial growth of the banking center. Serve as both a Teller and Personal Banker to support customer and team needs. Responsibilities Responsible for the financial...Work at officeRemote workFlexible hours
$50 - $60 per hour
DataAnnotation is seeking a VC Associate to help train AI models related to financial principles and decision-making. The role involves improving AI Assistant responses to complex financial queries and evaluating the models' performance. Ideal candidates will have advanced...Hourly payContract workRemote workFlexible hours
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