Relationship Banker
Bank of America
This role is responsible for engaging clients in the lobby, educating and assisting them with transactions through self‑service resources such as mobile banking, online banking, or ATMs. The position requires accurate and efficient processing of cash transactions and deep conversations with clients to understand their financial and life priorities, connecting them to solutions that meet their goals. Key Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines to do what is right for clients and the bank, 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 and manage cash responsibilities. Required Qualifications An enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaboration skills to build and nurture strong relationships. Passion, commitment, and drive to deliver an experience that improves customers’ financial lives. Confidence in identifying solutions for new and existing clients based on their needs. Effective communication and comfort engaging all clients. Ability to learn and adapt to new information and technology platforms. Confidence in educating clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking. Strong critical thinking and problem‑solving skills to meet clients’ needs. Adherence to established processes and guidelines, ethical standards, and applicable laws and regulations. Efficient management of time and capacity, focusing on results while acting in the client’s best interest. Availability to work weekends and/or extended hours, including potential scheduling at any financial center location within a reasonable distance. Desired Qualifications Experience in financial services and knowledge of the 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 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 and management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Work Hours Shift: 1st shift (United States of America). Hours per week: 40. Additional Information Privacy Statement: #J-18808-Ljbffr
- Bank of America in New York State is seeking a customer-focused associate to engage clients in the lobby and assist with transactions using self-service resources. The role emphasizes accurate cash handling, thoughtful conversations to understand financial goals, and connecting...SuggestedWeekend work
$23.08 - $26 per hour
...The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achievement of sales, service, and operation goals, based on Webster's Strategic Guidelines. The role will process all customer related financial transactions...SuggestedFlexible hoursWeekend work- Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking institution that is on an upward trajectory and deeply committed to the professional growth of its team. This is a fantastic role for...SuggestedWork at office
$41.71k - $65k
...based on customer traffic. Engages customers to grow BMO's business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...and gain in-depth knowledge of clients' financial goals through meaningful conversations. This role emphasizes building trusted relationships and connecting clients to tailored solutions. The position requires strong communication, problem-solving, and adherence to bank...Suggested
- ...is seeking a Regular full-time client service professional in the United States, New York area. You will build and deepen client relationships by delivering consultative service, offering financial solutions, and collaborating with team members to meet branch goals....Full time
$22.61 - $37.67 per hour
...management, servicing and sales interactions for retail and business customers. Primary Responsibilities: Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...Hourly pay- ...dedicated professional to provide exceptional client service in the Town of Florida. This role involves developing and expanding client relationships while offering financial solutions tailored to client needs. The ideal candidate will have at least 2 years of client sales...Work experience placement
$23.08 - $26 per hour
## Banking Center Relationship Banker 2Applylocations: Warwick, NYtime type: Full timeposted on: Posted Yesterdayjob requisition id: R26\_0000000266If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put...Flexible hoursWeekend work- ...3064, USA Description Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15AM-5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...Temporary workWork at officeMonday to Friday
- ...leading client service experience both in person and on the phone 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
- ...banking, online banking, or ATM. 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 to do what is right for clients...Shift workWeekend workDay shift
- ...TD Bank is seeking a Premier Banker in Jupiter, Florida to manage a portfolio of mass affluent clients, providing personalized banking services while fostering strong client relations. This role demands proactive client engagement and in-depth financial product knowledge...
$48.43k
...Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services, and guidance...Full timeFlexible hours$43.81k - $52.4k
...quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Job Description As a Relationship Banker II, you will meet with customers and prospects both in person and on the phone to determine their financial needs and meet those...Full timeFlexible hours- ...Location: On site at location listed in job posting. Schedule: Monday-Friday 8:15AM-5:00PM. Summary The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...Temporary workWork at officeMonday to Friday
- ...solutions that meet their goals. Key Responsibilities Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines in daily activities, adhering to all...Shift workWeekend workDay shift
- ...Responsibilities Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase...Work experience placement
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail bank organization, you will be based in West Melbourne, Florida 32904 at the West...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
$38.92k - $57.24k
...Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their...Local areaFlexible hoursAfternoon shift- ...The Personal Banker SAFE Act role at Citigroup Inc. in Doral, FL is an entry level position supporting sales, products and service activities in collaboration with the customer service team to foster customer loyalty and drive growth among individual clients. You will...
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workWork experience placementWork at office
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payWork experience placementDay shift- ...Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen... ...branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...Work experience placement
- ...Role Key competencies and responsibilities include: Mortgage Bankers are responsible for providing a premier client and financial advisor... ...loan process. Mortgage Bankers are responsible for building relationships with Financial Advisors and their respective teams in order to...Full time
- ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth— with over $60 billion in assets, 3,800... ...associates as well. As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities...Work at office
$50 - $60 per hour
...DataAnnotation is committed to creating high-quality AI. We are looking for a Senior Private Banker to join our team to help train the next generation of AI while enjoying the flexibility of remote work and the freedom to set your own schedule. This role is designed to...Hourly payFull timeContract workPart timeWork experience placementRemote workFlexible hours- ## Personal Banker Associate IApplylocations: Pembroke Pines, FLtime type: Full timeposted on: Posted Todaytime left to apply: End... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...Personal Banker Associate I - Tampa, FL (Downtown) Selected candidates will complete a 4‑8 week onboarding and education program that... ...community financial literacy events. Establish close working relationships with assigned Business Partners (Mortgage, Small Business,...Work experience placementWork at office
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