Relationship Banker - Naples Market
Bank of America
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!
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- ...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursWeekend workDay shift
$39.6k
...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional... ...and are provided as a point-of-market reference for compensation decisions. Other... ...Vanderbilt Beach Road Location: Naples, Florida Equal Opportunity Employer/...SuggestedFull timeFlexible hours$46.12k
...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with... ...specific and are provided as a point-of-market reference for compensation decisions. Other... ...Details Tarpon Bay Location: Naples, Florida Equal Opportunity Employer/...SuggestedFull timeFlexible hours- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker... ...In this frontline role, you will build relationships with customers by supporting everyday banking... ...Posting Location(s): 900 S 5th Ave Naples, FL 34102 Posting End Date: 11 Nov...SuggestedWork experience placementFlexible hours
- ...TitleResponsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeNight shiftWeekend work
- ...on delivering an exceptional client experience through comprehensive wealth management, relationship management, and integrated planning. Based in the Naples or Fort Myers, FL market, this is a remote role with regular in-person responsibilities throughout the region....Full timeContract workWork at officeRemote work
- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Temporary workWork at officeNight shiftWeekend work
- ...seeking an Associate Personal Banker (SAFE) to join our National... ...frontline role, you will build relationships with customers by supporting... ...Location(s): 900 S 5th Ave Naples, FL 34102 Posting End Date:... ...applicable risk programs (Credit, Market, Financial Crimes,...Full timeWork experience placementFlexible hours
- ...Bank of America Corporation in Naples, FL is seeking a Customer Service Specialist to engage clients in the lobby, educate them on... ..., and process cash transactions accurately. You will build relationships, follow care guidelines, and partner with experts to meet clients...Weekend work
- ...Personal Banker Associate II Make banking a Fifth Third better... ...focus on sales development and relationship building through the... ...Utilize CAMP and other approved Marketing tools to proactively reach out... ...training sessions. Location -- Naples, Florida 34105 Fifth Third...Work experience placementWork at office
- Personal Banker Associate I### Personal Banker Associate IApply: Naples, FL: Full time: Posted Today: End Date: March 31, 2... ...or deepening existing customer relationships through a variety of... ...Utilize CAMP and other approved Marketing tools to proactively reach out...Full timeWork 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 from...Full timeInternshipLocal areaFlexible hours- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...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 workShift workDay shift
$141k - $190k
...a large bank while staying true to the relationship-focused, personalized service of our community... ...and listed on the NASDAQ Global Select Market under the symbol “WTFC.” Why join us?... ...and entrepreneurial senior level banker to join our Wealth Services team. The right...Temporary workWork at officeFlexible hours- ...RequirementsBachelor's degree in a related field and three years' experience in the financial services industry with an emphasis on conducting market research and analysis ~or~An equivalent combination of experience, education and/or training as approved by Human...
- ...ideal candidate will have deep industry relationships, a consultative approach, and a proven... ...Wealth Advisor Solutions team on digital marketing efforts within the assigned geographic... ..., Houston, Los Angeles, Miami, Naples, Nevada, Palm Beach, San Diego, San Francisco...Temporary workWork at officeRemote work
- ...will be responsible for developing client relationships and partnerships with referral sources... ...Responsibilities : • Drive growth in your market and achieve revenue and profitability... ...client relationships through internal banker referral partners and external COIs. •...Full timeWork at office
- ...Miami, FL 33131 ~4501 Tamiami Trl N, Naples, FL 34103 Follow this link to hear... ...Your role involves building long-term relationships with clients, understanding their unique... ...support from a dedicated planning team, marketing resources, and experienced mentors....InternshipWork at officeHome officeVisa sponsorshipFlexible hours
- ...Miami, FL 33131 ~4501 Tamiami Trl N, Naples, FL 34103 Follow this link to hear... ...the capability to build lasting client relationships. We welcome individuals from business development... ...from a dedicated planning team, marketing resources, and experienced mentors....InternshipWork at officeHome officeFlexible hours
- ...competitive advantage in the markets we serve. We are all united in... ...’s success. As a Personal Banker Senior within PNC's Retail Banking... ..., you will be based in Naples, FL. PNC is an in-office company... ...to acquire, expand and retain relationships. Leads by example in...Full timeTemporary workPart timeWork experience placementWork at office
- ...to become a Retail Personal Banker II after completing a 4-8 week... ...focus on sales development and relationship building through the... ...Utilize CAMP and other approved Marketing tools to proactively reach out... ...acquisition partner. LOCATION -- Naples, Florida 34105 Attention...Full timeWork experience placementWork at office
- ...Please review the following job description: Serve as primary relationship advisor for high net worth and ultra-high net worth wealth... ...clients through business development and expanding services and marketing new products to existing clients Self-acquires new...Full timePart timeWork at officeLocal areaShift workDay shift
- ...including savings accounts, IRAs, certificates of deposit, and money market accounts. ~ Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. ~ Conduct regular outbound calls to clients and prospects,...Full timeWork at office
- ...including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects,...Full timeWork at office
- Financial Services Representative Have a passion for helping people? Join our team as a Financial Services Representative where you'll support Fidelity's customers while building a great foundation for a career in financial planning and advice. Supercharge your early...Full time1 day per week
- ...and developing a team of licensed retail bankers. May handle large book of clients with... ...presence within the bank to develop strong relationships and credibility with internal and... ...Investment Executive (Financial Advisor) Naples, FL At Fifth Third, we understand the importance...Full time
$61k - $119k
...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life... ...Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM)...Full timeContract workFor contractorsWork at office- ...partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at First Horizon Bank in Naples, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial....Local area
$50.3k - $69.13k
...assets, and establish the foundation for long-term financial relationships. What You Will Do Conduct financial consultations with... ...knowledge of investment products, retirement planning strategies, market trends, and Empower's service offerings Meet or exceed...16 hoursTemporary workWork experience placementCasual workInternshipWork at officeLocal areaRemote workWork from homeWork visaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Naples Market. Be the first to apply!







