Relationship Banker
Bank of America
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. Candidates are expected to process cash transactions efficiently, have deep conversations with clients, and connect them to solutions that meet their financial goals. 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 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 Manage cash responsibilities Required Qualifications 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 clients' financial lives Confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently, comfortable engaging all clients Ability to learn and adapt to new information and technology platforms Confident in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking) Applies strong critical thinking and problem‑solving skills to meet clients’ 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 Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Flexible to work weekends and/or extended hours as needed Desired Qualifications Experience in financial services and knowledge of 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 degree such as business management, business administration, or finance Bilingual skills in Spanish (written and verbal) Key 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 identificationReferral management Minimum Education Requirement High school diploma / GED / secondary school or equivalent Schedule Shift: 1st shift (United States of America) Hours per week: 40 #J-18808-Ljbffr
- ...The Relationship Banker is responsible for managing and growing customer relationships by providing consultative financial solutions and delivering exceptional service. This role focuses on deepening existing relationships, acquiring new customers, and driving deposit...SuggestedBank staffMonday to Friday
- ...Overview A Relationship Banker is responsible for leading and delivering an outstanding experience to customers. This position must acquire, manage and retain meaningful relationships with our customers, using financial knowledge to offer thoughtful solutions to help...SuggestedBank staffMonday to FridayDay shift
- ...Job Title: Middle Market Banker Location: Dallas, TX About the Bank: This bank is a leading financial institution committed to providing... ...a portfolio in or building it from scratch, and fostering relationships with lower middle‑market businesses in the DFW and northern...SuggestedLocal area
- ...Relationship Banker Dallas, Texas;Dallas, Texas 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
- ...Relationship Banker I Join Our Team! We have a great team of friendly, talented and inspiring people at First United. As a learning organization, we take pride in offering exciting opportunities for employees to grow and follow their passions. That's one of the many reasons...SuggestedTemporary workShift work
- ...Fifth Third Bank, N.A. in Dallas, Texas is seeking a Personal Banker I to provide exceptional customer experiences and build meaningful relationships. The role involves processing transactions, understanding clients' financial needs, and providing tailored solutions. Candidates...
- ...site at location listed in job posting. Schedule: Monday- Thursday 9AM–4:30PM | Friday 9AM- 6PM | Saturday 9AM- 1PM SUMMARY The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and...Temporary workWork at office
- ...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...Work at officeShift workWeekend workDay shift
- ...As a Relationship Banker II, you will build and maintain relationships with clients, provide exceptional client service, and recommend banking products and digital solutions. You will also act as a trusted advisor, fostering strong rapport with customers and colleagues...Flexible hours
- ...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 officeShift workWeekend workDay shift
- ...service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success. Follow established policies in accordance with the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch Banking organization, you will be... ...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
- ...Position Overview As a Personal Banker within PNC’s Retail Branch Banking organization, you will be based in Irving, TX at the Irving... ...community Centers of Influence to acquire, expand, and retain relationships. Educate customers on options for managing financial...Work experience placement
- ...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...Work at officeShift workWeekend workDay shift
- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...referrals and refers business to our commercial, insurance and investments partners. Seeks opportunities to develop new banking relationships from personal networks and community engagement. Follows all policies and procedures. Assists customers with service needs including...Bank staffWork at officeLocal areaNight shift
- ...cultures, backgrounds, and experiences. Join our team of caring bankers who support the growth of businesses, families, and the... ...Here, you grow. We are seeking an experienced, high-performing, relationship-driven Branch Relationship Banker (Personal Banker) to join our...Full timeMonday to FridayFlexible hours
- JPMorgan Chase & Co. in Euless, TX seeks a Relationship Banker to welcome clients, exemplify hospitality, and help them navigate banking solutions with warmth and expertise. You will take a lead role in acquiring, managing, and retaining meaningful client relationships...
- JPMorgan Chase is seeking a Relationship Banker in Dallas, TX to provide high-quality service and build lasting client relationships. The ideal candidate will have over a year of sales experience in banking and strong communication skills to effectively address client needs...
- JPMorgan Chase & Co. in Dallas seeks a Private Client Banker to be the main contact for affluent clients in the Branch. You will manage the banking relationship and connect clients with specialists to meet advanced financial needs. This role emphasizes relationship-building...
- ...permitted by applicable law. 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...Shift workWeekend workDay shift
$20.54 - $27.78 per hour
...for the purpose of educating and encouraging responsible borrowing practices. * Manage a student caseload, striving to build relationships and support students in resolving all matters related to their financial aid funding. * Perform regular outreach to students requiring...Hourly payFull timeWork at officeWork visaMonday to FridayAfternoon shift- ...SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients.... ...solutions and exceptional service. You will build long-term relationships with prospects and clients, cross-sell banking products,...
$160k - $210k
...Position Title: Private Banker Salary Range: $160,000–$210,000 / DOE + Quarterly Incentives + Annual RSUs A leading financial institution... ...-impact production role focuses on developing and managing relationships with high-net-worth individuals, business owners, and...- ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice and driving new client acquisition. Candidates should have at least six years of experience in Private Banking or Financial Services...
- ...providing unparalleled banking services. Who You Are As a Personal Banker I, you are the first point of contact for many of our... ...Our personal bankers believe in trust, integrity and building relationships with our customers, who span generations. They’re empathetic problem...Monday to Friday
- ...supporting our clients and each other. Join us as a Personal Banker and kickstart your career with our industry-leading Banking Navigator... ...experience to build, expand, and retain long-term client relationships. While providing consultative conversations to existing and...
- ...other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books...
- ...interactions more than transactions. Who you are: As a Personal Banker II , you are the first point of contact for many of our... ...Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem...Monday to Friday
- Job Details Job Location: Dallas Branch - Dallas, TX 75206 Position Type: Full Time Education Level: High School Job Shift: Day Job Category: Banking Purpose: While projecting a professional image; interact with new and existing customers and match services that best fit...Full timeWork experience placementShift work
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