Relationship Banker
Montanabankers
Job Description At Bank of America, this position 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 an ATM. The role includes accurately and efficiently processing cash transactions for clients and having deep conversations to understand their financial and life priorities, connecting them to solutions that meet their 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
- ...responsible for educating patrons on various banking services and efficiently processing transactions. This role emphasizes building relationships with clients to meet their financial needs and managing center operations. The ideal candidate should possess effective...Suggested
$20 - $26.75 per hour
...heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending... ..., and in our greater communities. Pay Range: Personal Banker I-II: $20.00 to $26.75 The compensation range represents the...SuggestedLocal areaFlexible hours- ...Personal Banker 1 Our company culture is driven by our desire to serve our members and communities, something we have done for... ...in the retail banking environment and develop strong customer relationships to grow customer base and increase deposit account/service production...SuggestedLocal area
- Simmons Bank, based in Boise, Idaho, is seeking a Relationship Banker to build and retain client relationships while providing exceptional service. The ideal candidate should have a high school diploma and at least one year of customer-facing experience. Responsibilities...Suggested
$22.19 per hour
Financial Educators Federal Credit Union is seeking a Roaming PFR I to promote member financial well-being by engaging in meaningful conversations. Responsibilities include resolving financial inquiries, processing transactions, assisting with memberships, and maintaining...Suggested$20 - $22 per hour
...looking for a customer service-focused individual in Boise, Idaho, to work less than 20 hours per week. This role involves building relationships with clients, completing teller transactions, and developing business. Candidates should have a high school diploma and some...Hourly payPart time- ...our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional...Work at officeNight shift
- ...seeking dedicated candidates to provide exceptional customer service in our retail banking environment. You will develop strong relationships with customers, process various banking transactions, and assist with opening and maintaining deposit accounts. The ideal candidate...
$20 - $26.75 per hour
Watrust is seeking a Personal Banker I-II for the Meridian Branch in Idaho. In this role, you will build strong relationships with clients, provide expert advice on deposit and lending products, and actively market bank services. With a pay range of $20.00 to $26.75, 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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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,...Work experience placementFlexible hours
- Chase is seeking a Business Relationship Manager Senior (BRM) Acquisition Banker in Eagle, Idaho. In this role, you will develop and manage a portfolio of large profitable business clients while providing tailored financial solutions. Responsibilities include acquiring...
$20 - $23 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers by engaging them via multiple channels including in-person, by appointment, and virtually...Temporary work$20 - $22 per hour
...Description Works a specified schedule (less than 20 hours per week) during peak business times in a branch. Builds and fosters relationships with clients through proactive outreach (includes outbound calling) and follow up, asking questions and learning about their financial...Temporary workLocal area$20 - $22 per hour
...Description Works a specified schedule (less than 20 hours per week) during peak business times in a branch. Builds and fosters relationships with clients through proactive outreach (includes outbound calling) and follow up, asking questions and learning about their...Temporary work- ...strong partners with their customers in finding creative financial solutions that work. To achieve that goal, we need great Relationship Managers on our team. People who share that vision and our values, who know their customers and work hard for their benefit, and...Full time
- ...wealth management solutions to our members. This role is pivotal in delivering personalized financial guidance, enhancing member relationships, and assisting them with defining and achieving their financial dreams. Job Description LOCATION Meridian Ten Mile...Work at officeRemote workMonday to Friday
$120k - $260k
Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales ...Daily paidTemporary workMonday to ThursdayFlexible hoursShift work$22.19 per hour
...through engaging members in meaningful conversations to resolve financial inquiries, enrich the member's experience and deepen their relationship with the Credit Union. This position processes transactions, handles cash, account maintenance and/or troubleshooting, assists...Contract workSeasonal workVisa sponsorshipAfternoon shift- ...A financial services firm in Idaho is looking for a motivated individual to provide virtual client consultations while managing relationships and addressing needs. This role offers the flexibility of working from home with no cold calling and opportunities for performance...Weekly payRemote workWork from homeFlexible hours
$20 - $22 per hour
...Description Works a specified schedule (less than 20 hours per week) during peak business times in a branch. Builds and fosters relationships with clients through proactive outreach (includes outbound calling) and follow up, asking questions and learning about their financial...Temporary workPart timeLocal area$22.19 per hour
...through engaging members in meaningful conversations to resolve financial inquiries, enrich the member’s experience and deepen their relationship with the Credit Union. The role processes transactions, handles cash, performs account maintenance and troubleshooting, assists...$120k - $260k
Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team...Daily paidMonday to ThursdayFlexible hoursShift work$22.19 per hour
Financial Educators Federal Credit Union is seeking a PFR I for their Ten Mile Branch in Meridian, Idaho. This role focuses on promoting member financial well-being through engaging conversations and handling transactions. The ideal candidate will assist with account openings...Hourly pay- Mountain America Credit Union is seeking a wealth management professional in Meridian, ID to collaborate with branches and a third-party broker dealer. This role focuses on providing personalized financial guidance and developing financial plans aligned with members’ goals...
$260k
Americor, Inc. is seeking a Financial Consultant in Meridian, Idaho to join its high-performing sales team. In this role, you will be the first point of contact for customers seeking financial solutions, utilizing your sales expertise to guide them effectively. Responsibilities...Flexible hours- CapEd Credit Union is seeking a 5D Teller in Meridian, ID, to assist members with account inquiries and transactions. This role involves cash handling, resolving member inquiries, and providing exceptional customer service while promoting credit union products. The ideal...
- A financial consultancy agency is seeking a dedicated individual to conduct virtual client consultations and provide financial solutions. This role offers the flexibility to work from home and includes no cold calling. Advancement is based on performance, and candidates...Weekly payWork from homeFlexible hours
$22.19 per hour
Position 5D Teller - Customer Service at CapEd Federal Credit Union, Meridian Administration - MERIDIAN, ID 83642 Pay $22.19 per hour. Essential Functions & Responsibilities Assists members, guest members and potential members with their account inquiries, performs cash...Hourly pay$120k - $260k
Join Americor's High-Performing Sales Team Ready to elevate your career with a company that's consistently recognized as one of the Top Workplaces? We're on a mission to empower individuals to take control of their financial future, and we're looking for driven, coachable...Daily paidFlexible hoursWeekend workAfternoon shift
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