Relationship Banker
Bank of America ATM
Relationship Banker San Jose, California;San Jose, California; San Jose, California; San Jose, California; San Jose, California; San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( **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! **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. **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 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights ( "** poster. **View the LA County Fair Chance Ordinance ( .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
- ...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...SuggestedWork at officeShift workWeekend workDay shift
- ...client engagement associate to assist clients with transactions and enhance their financial experiences. The role requires building relationships with clients and processing cash transactions accurately. Candidates should possess a strong work ethic and excellent...Suggested
$50.1k - $82.8k
...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...SuggestedPart timeLocal areaImmediate startDay shift- ...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...SuggestedWork at officeShift workWeekend workDay shift
- ...The Hispanic Alliance for Career Enhancement is seeking a Relationship Banker in Los Gatos, California, dedicated to nurturing community relationships and supporting clients through tailored financial solutions. The candidate should have a strong background in customer...Suggested
- ...Position Summary The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in San Jose, California, to enhance client relationships and provide excellent service. You will engage with clients, understand their financial needs, and offer tailored solutions using advanced banking technology....
- Fairygodboss is looking for an Associate Relationship Banker in San Jose, California. You will ensure a warm welcome and provide attentive service to clients while assisting them with banking solutions. Responsibilities include managing client relationships and performing...Work experience placement
$25 - $27.88 per hour
...that meet their 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...Hourly payShift workWeekend workDay shift$19 - $23 per hour
...customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication... ...commute as required for business needs. Other Details Relationship Banker I: $19.00 - $23.00 / hour Relationship Banker II: $22.00 - $2...Full timeWork experience placementFlexible hours- Join Tech CU as a Relationship Banker and be the go-to expert our members trust. You’ll handle day-to-day banking, open accounts, support lending needs, and turn great service into lasting relationships that drive growth for our members and for you. What makes this role...
- ...Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank products...
$28.56 - $37.36 per hour
...Position Summary The Senior Relationship Banker delivers world‑class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective and...Work at officeLocal areaFlexible hoursNight shift$22.33 per hour
...Personal Banker Location: US-CA-San Jose Address: 1420 El Paseo de, San Jose, CA Min: USD $22.33 /Hr. Max: USD $33.18 /Hr. Job Summary... ...creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Work at office$37 - $65.5 per hour
...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start$23 - $31 per hour
...career" 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,...Hourly payWork experience placementFlexible hours$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant...Full timeMonday to Friday$43.68k - $69.9k
...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...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- BMO Financial Group in Milpitas, CA is seeking a part-time Banking Associate to deliver exceptional service and guidance to customers. You will identify needs, refer opportunities, and help customers choose banking channels and digital options. Collaborative, customer-...Part timeShift work
$49.5k - $82.5k
...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail 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 officeShift work- Personal Bank job responsibilities: 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...
$49.5k - $82.5k
...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail 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...Full timeTemporary workPart timeWork experience placementWork at officeShift work$23 - $31 per hour
...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,...Full timePart timeWork experience placementMonday to FridayFlexible hours$43.68k - $69.9k
...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...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$23 - $31 per hour
...Associate Personal Banker (SAFE) 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, scheduled...Full timePart timeWork experience placementFlexible hours$30 - $45 per hour
...plans Educate clients on financial best practices, such as saving for retirement and managing debt Build and maintain long‑term relationships with clients to ensure their financial goals are met Stay informed about market trends, financial products, and personal...Hourly payTemporary workRemote workWork from homeFlexible hoursAfternoon shift$23 - $25 per hour
...Summary We are seeking a professional and customer-focused Personal Banker for a direct hire opportunity in San Jose, CA. This role is a... ..., or retail banking experience who enjoys building customer relationships, identifying financial needs, and delivering excellent service...Hourly payTemporary 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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...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
- ...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Work at officeImmediate startMonday to FridayShift workDay shift
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