Relationship Banker
$25 - $26.77 per hourBank of America
Job Summary This role engages clients in the lobby to educate and assist with conducting transactions through self‑service resources such as mobile banking, online banking, or ATM. The position processes cash transactions, has in‑depth conversations with clients about their financial and life priorities, and connects them to solutions that meet their goals. Employment Details This position is open for the entire market; the specific financial center location will be based on business needs. If offered, training will be at one financial center, with potential relocation to another within a reasonable commuting distance. 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 High School Diploma / GED / Secondary School or equivalent The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC. Shift 1st shift (United States of America) Hours Per Week 40 Pay Transparency US - CA - Concord - 1935 Mount Diablo St - Concord Main (CA4219) Pay range: $25.00 – $26.77 hourly, based on experience, education, and skill set. Base salary; not incentive eligible. Benefits This role is currently benefits eligible. Includes industry‑leading benefits, paid time off, resources, and support to employees to make a genuine impact and contribute to sustainable growth of the business and the communities we serve. #J-18808-Ljbffr
$22.27 - $33.43 per hour
...RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing...SuggestedHourly payRemote work- ...Relationship Banker Concord, 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....SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...SuggestedTemporary workWork experience placementLocal area
- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Walnut Creek, CA, United States Job Description We are actively... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...SuggestedTemporary workWork experience placementLocal area
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay 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
$70.3k - $73.98k
...CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2... ...contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with...Full timeWork experience placement- ...-oriented and highly organized Completes work timely and accurately Ability to prioritize and manage multiples tasks and client relationships Self-starter who values continuous learning Excellent communicator (verbal, written, listening) Strong interpersonal skills (integrity...Work at office
$70k - $90k
...experienced advisors Meaningful exposure to real client financial planning from day one Small‑team environment with significant learning opportunities Clear path for professional growth and CFP development Collaborative culture focused on client relationships #J-18808-Ljbffr...InternshipWork at office$43.68k - $69.9k
...Personal Banker I page is loaded## Personal Banker Ilocations: Danville, CAtime type: Full timeposted on: Posted Todaytime left to... ...experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is...Work at office$63.3k - $117.2k
...generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions through the...Local area$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$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$63.3k - $117.2k
...outbound calling campaigns, seminars) to acquire new business, cultivates branch employee referrals, and collaborates with the client relationship team to apply a consultative sales process and enhance the client experience. Responsibilities Determine client needs and...Local area$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...investing. As an Associate Wealth Advisor, you’ll support 2–4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs. This role is ideal for...Work at office
- We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our Pleasant Hill, CA office. The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client...Work 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 area$100k - $250k
...servicing existing clients, demonstrating proficiency in sales and integrating the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M. This role works with individuals and businesses to...- ...a well-established investment management and financial planning firm. The ideal candidate will possess strong communication and relationship‑building skills, meticulous attention to detail, a service‑oriented mindset, and the ability to manage multiple priorities in a...Permanent employmentFull timeWork at officeFlexible hours
- Citigroup - - Responsibilities: Assist in basic account opening for existing customer; Provide service delivery to internal/external customers to resolve account service issues; Execute financial transactions in accordance with bank policies and procedures; Refer opportunities...Part time
$80k - $85k
...to creating personalized wealth advice for clients. The role works closely with Wealth Advisors to maintain and enhance client relationships and actively participate in the financial planning process. Hybrid Schedule - 3 days in office per week and 2 days remote, or as...Work at officeRemote work3 days per week$86.1k - $107.2k
...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...Contract workFor contractorsFor subcontractorWork at officeLocal areaRemote work2 days per week$25 - $31.37 per hour
...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Senior Banker Concord, California To proceed with your application, you must be at least 18 years of age. Acknowledge (... ...to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service...Work at officeFlexible hoursShift workWeekend workDay shift
$50.03k - $65.27k
...The Universal Banker is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer service team. The overall objective of this role is to foster relations with customers to build loyalty...Hourly payFull timePart time$21 - $28 per hour
...Universal Banker Mechanics Bank is currently searching for a Universal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long-term relationships and working together in person. This role will be working on-site. Under general supervision...Hourly pay16 hoursWork experience placementWork from homeFlexible hoursShift workNight shift$50.03k - $65.27k
The Universal Banker is an entry level position responsible for assisting in the execution of sales, products, or service activities... ...service team. The overall objective of this role is to foster relationships with customers, build loyalty, and help increase sales to...Hourly payFull timePart time- ...located in San Francisco and San Mateo County. Continuing along its highly successful growth trajectory, SFFedCU is seeking a Universal Banker for our Walnut Creek Branch in Walnut Creek. The Position The Universal Banker serves as a key member of the credit union’s front‑...
$40.5k - $67.5k
...opportunity to contribute to the company’s success. As a Regional Banker/Teller within PNC's Retail organization, you will be based in... ...ecosystem partnerships to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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