Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Peninsula North

Bank of America ATM

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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

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.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

**This position is open for the entire market and the specific Financial Center location will be based on business needs.  If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.**


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 and travel to 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

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Loan Originators

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Peninsula North in San Mateo, CA vacancy
  •  ...Associate Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity... 
    Suggested
    Part time

    Chase

    Daly City, CA
    3 days ago
  • $28.85 - $33.65 per hour

     ...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... 
    Suggested
    Hourly pay
    Full time
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America

    Foster, CA
    13 hours ago
  • $27 - $35 per hour

     ...Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities...  ...Awards. We are looking for a full-time Branch Relationship Banker (Personal Banker) to provide top notch customer service to our... 
    Suggested
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Local area
    Monday to Friday
    Flexible hours

    Zions Bancorporation

    San Mateo, CA
    18 hours ago
  • $24 - $25.5 per hour

     ...commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-... 
    Suggested

    East West Bank

    San Mateo, CA
    2 days ago
  • $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... 
    Suggested
    Full time
    Work experience placement
    Flexible hours

    Cathay Bank

    San Mateo, CA
    2 days ago
  • $33.06 - $40.4 per hour

     ...Job Title Relationship Bankers Job Description Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first... 
    Temporary work

    U.S. Bank

    Millbrae, CA
    2 days ago
  • $70k - $80k

     ...experience in the financial service industry and/or a sales environment where goals were met or exceeded. Builds and nurtures strong relationships, collaborates effectively with others, and communicates confidently. Manages goals, navigates complexity, prioritizes tasks,... 
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Belmont, CA
    18 hours ago
  •  ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail organization, you will be based in Burlingame, CA. Bilingual Spanish preferred. PNC is an in-office company... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    Burlingame, CA
    18 hours ago
  •  ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed...  ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... 
    Immediate start
    Afternoon shift

    Chase

    San Carlos, CA
    1 day ago
  • $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... 
    Part time
    Local area
    Immediate start
    Day shift

    BMO Harris Bank

    Menlo Park, CA
    1 day ago
  •  ...Fifth Third Bank in Millbrae, California is seeking a Personal Banker I trainee who will advance through a 4-8 week onboarding and...  ...emphasizes consultative sales to identify client needs and build relationships while handling teller transactions. Training includes risk... 
    Traineeship

    Fifth Third

    Millbrae, CA
    18 hours ago
  • $19 - $23 per hour

     ...customers' financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g.... 
    Hourly pay
    Full time
    Work experience placement
    Flexible hours

    Cathay Bank

    Daly City, CA
    4 days ago
  •  ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all... 
    Full time
    Temporary work
    Part time
    Work at office

    PNC

    Burlingame, CA
    18 hours ago
  • Chase is seeking a Relationship Banker to welcome clients, build lasting relationships, and deliver tailored banking solutions. You will engage clients in person and over the phone, guiding them to technology tools like Chase Mobile and Chase.com while collaborating with... 

    JPMorganChase

    San Bruno, CA
    4 days ago
  • U.S. Bank is seeking a Relationship Banker to engage customers across in-person, by appointment, and virtual channels, delivering trusted guidance while leveraging a digital-first mindset. You will build and maintain client relationships, assess financial needs, and promote... 

    Us Bank

    San Bruno, CA
    3 days ago
  •  ...goals 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... 
    Temporary work
    Work at office
    Immediate start
    Monday to Friday
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    San Mateo, CA
    7 days ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our...  ...Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Redwood City, CA
    1 day ago
  • $125k - $150k

     ...You can effectively engage with a diverse array of stakeholders ranging from sales reps to engineers, and build the credibility, relationships, and buy-in necessary to strike the delicate balance between partnering and constructive challenging that this role requires.... 
    Full time
    Work visa
    Flexible hours
    Shift work

    Verkada

    San Mateo, CA
    18 hours ago
  •  ...and individuals? Bank of San Francisco is seeking a Personal Banker to become a critical part of our team. Please contact us today...  ...appropriate banking products to support growth and deepen relationships. The Personal Banker collaborates with internal teams to ensure... 
    Work experience placement
    Work at office
    Local area

    Bank of San Francisco

    Daly City, CA
    4 days ago
  • $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... 
    Work experience placement
    Flexible hours

    Wells Fargo

    San Carlos, CA
    2 days ago
  • $110k - $185k

     ...services. We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group....  ...degree preferred or relevant experience Skills/Abilities: Strong relationship building capabilities with Financial Advisors, Branch Managers... 
    Temporary work
    Work at office

    Morgan Stanley

    Menlo Park, CA
    18 hours ago
  • Teacher's Pension and Insurance Services is seeking a Financial Advisor to serve the K–12 market under a 1099, commission-based model. You will conduct retirement counseling, present pension education on school campuses, and enroll educators in 403(b)/457(b) plans while...

    Teacher's Pension and Insurance Services

    Belmont, CA
    4 days ago
  •  ...DescriptionThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor.This role owns a segment of client... 
    Local area

    Summitry

    San Mateo, CA
    18 hours ago
  • $100k

     ...retirement plansOffer life insurance, estate planning, and additional financial strategiesProvide long-term client service and relationship managementThe lead generation system that works:Scheduled presentations (your primary lead source):2-4 on-campus presentations per... 
    Full time

    Teacher's Pension and Insurance Services

    Belmont, CA
    1 day ago
  •  ...lives – the best of both worlds.A culture of continuous improvement and professional development.Key responsibilities include:Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and... 
    Traineeship
    Work at office
    Local area
    Work from home
    Home office
    Flexible hours

    Edward Jones

    San Mateo, CA
    18 hours ago
  • $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... 

    Empirical Financial Services, LLC

    San Mateo, CA
    1 day ago
  •  ...helping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You'll also have the ability to take charge of your own professional... 
    Part time
    Immediate start
    Flexible hours

    Charles Schwab

    San Mateo, CA
    2 days ago
  • $85k - $115k

     ...Exempt Work environment: Hybrid (50%/month) Job Summary The Associate Financial Advisor (AFA) is responsible for leading client relationships and serving our existing clients. An AFA must have strong interpersonal and critical‑thinking skills and work well within and across... 
    Full time
    Local area
    Immediate start
    Flexible hours

    Summitry

    Foster, CA
    1 day ago
  • $61.28k - $85.52k

    Citi is seeking a Personal Banker in San Bruno, California. This entry-level position focuses on building customer relationships and assisting with sales and product service activities to enhance client loyalty. The role involves working with business credit, managing customer... 

    Citi

    San Bruno, CA
    3 days ago
  • $61.28k - $85.52k

    Citigroup Inc. is seeking an entry-level Personal Banker to work in San Bruno, California. This role is responsible for fostering relationships with customers to enhance sales and deliver exceptional client services. Candidates should possess excellent communication skills... 

    Citigroup Inc.

    San Bruno, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Peninsula North. Be the first to apply!