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

Relationship Banker

Jobtailor

Engaging clients in the lobby to educate and assist with conducting transactions Accurately and efficiently processing cash transactions for clients Having deep conversations with clients to gain in-depth knowledge of financial and life priorities Connecting clients to solutions that meet their financial goals Following established processes and guidelines in daily activities Managing financial center traffic, appointments, and outbound calls effectively Driving the client experience Requirements Is an enthusiastic, highly motivated self-starter with a strong work ethic Collaborates effectively to get things done 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 Applies strong critical thinking and problem-solving skills to meet clients' needs Will follow established processes and guidelines in daily activities Must be able to work weekends and/or extended hours Core Competencies Demonstrates strong client engagement and communication skills to effectively assist clients with financial transactions and solutions. Exhibits critical thinking and problem-solving abilities while adhering to established processes and guidelines. Highest-signal resume keywords Client Engagement Cash Transaction Processing Critical Thinking Problem-Solving Self-Service Technology Education ATS Optimization Keywords Hard Skills Cash Transactions Financial Solutions Process Adherence Client Appointment Management Outbound Call Management Soft Skills Enthusiastic Self-Starter Effective Collaboration Strong Work Ethic Effective Communication Industry Keywords Client Experience Financial Goals Financial Center Management Client Needs Assessment Tools & Technologies Self-Service Technologies #J-18808-Ljbffr

Vacancy posted 1 hour ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Garden Grove, CA vacancy
  • Responsibilities Engage clients in the lobby to educate and assist with transactions Accurately process cash transactions for clients Have in-depth conversations with clients to connect them to solutions Requirements Is an enthusiastic, highly motivated self-starter Collaborates...
    Suggested
    Weekend work

    Jobtailor

    Anaheim, CA
    4 days ago
  • $25 - $26.77 per hour

     ...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... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Ana, CA
    3 days ago
  • $25 - $26.77 per hour

     ...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for... 
    Suggested
    Hourly pay
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Ana, CA
    3 days ago
  • $41.71k - $69k

     ...needs 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... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bmo

    Santa Ana, CA
    4 days ago
  •  ...Relationship Banker - Orange County East Market Irvine, California;Irvine, California; Lake Forest, California; Laguna Niguel, California; Newport Beach, California; Tustin, California; Irvine, California; Irvine, California; Irvine, California; Tustin, California; Santa... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Santa Ana, CA
    3 days ago
  •  ...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 office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Anaheim, CA
    3 days ago
  •  ...clients to solutions that meet the financial goals 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... 
    Weekend work

    Jobtailor

    Santa Ana, CA
    2 hours ago
  • Chase is seeking a Relationship Banker to build and manage client relationships in a branch setting in California. You will deliver welcoming, knowledgeable service and use banking tech solutions to help clients meet financial goals. You will collaborate with experts to... 
    Weekend work
    Afternoon shift

    Fairygodboss

    Westminster, CA
    1 day ago
  •  ...understand clients' financial priorities and connect them to suitable solutions. The role emphasizes risk-aware operations, effective relationship-building, and adherence to laws while supporting a culture of inclusion and customer focus across locations. #J-18808-Ljbffr... 

    Bank of America

    Anaheim, CA
    3 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker in Santa Ana, California. In this role, you will deliver exceptional service and build lasting relationships with clients by understanding their financial needs and providing tailored solutions. The ideal candidate will... 
    Afternoon shift

    JPMorgan Chase & Co.

    Santa Ana, CA
    1 day ago
  •  ...personalized financial solutions. The role emphasizes in-person service, digital self-service literacy, and building lasting client relationships within a dynamic banking environment. Responsibilities include cash handling, facilitating transactions, and ensuring compliance... 

    Bank of America

    Westminster, CA
    21 hours ago
  • Orange County's Federal Credit Union in Anaheim is seeking a Relationship/Personal Banker/Member Service Representative to blend service, sales, and problem-solving as a trusted financial partner for members. You will handle teller transactions, open new accounts, guide... 

    Orange County's Credit Union

    Anaheim, CA
    3 days ago
  • $23 - $25 per hour

    Build Relationships. Build Futures. Build Your Career. Preferred Fluency in Mandarin, Spanish, or Vietnamese Language Preferred. At Orange...  ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face... 
    Hourly pay
    Weekday work

    Orange County's Credit Union

    Anaheim, CA
    3 days ago
  • $27.22 - $33.26 per hour

     ...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and... 
    Full time
    Temporary work
    Local area

    U.S. Bank

    Anaheim, CA
    2 days ago
  • $23.19 - $28.35 per hour

     ...Job Title Client Relationship Consultant Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.... 
    Temporary work
    Local area

    U.S. Bank

    Anaheim, CA
    1 day ago
  •  ...professional to engage clients in the lobby, educate on self‑service channels, and process cash transactions accurately. You will build relationships, connect clients to financial solutions, and support the bank's risk and service standards. Responsibilities include driving the... 

    Bank of America

    Tustin, CA
    3 days ago
  •  ...personalized service and innovative technology. The Associate Banker role focuses on welcoming clients, understanding their needs,...  ...and service accounts, educate on mobile and online tools, build relationships across the branch team, and ensure compliance with policies... 

    Fairygodboss

    Irvine, CA
    1 day ago
  • $22 - $23.5 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-... 

    East West Bank

    Irvine, CA
    4 days ago
  • Bank of America is hiring for a client-facing role in California that centers on engaging customers in the lobby, guiding them through self-service options like online and mobile banking, and handling cash transactions accurately. The position emphasizes understanding ...
    Weekend work

    Bank of America

    Norwalk, CA
    3 days ago
  • $45.9k - $75.9k

     ...3891 N Lakewood Blvd Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our DeNovo branch expansion, where you’ll have the opportunity to help launch new locations, shape team... 
    Full time
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO

    Long Beach, CA
    1 day ago
  •  ...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... 
    Weekend work

    Jobtailor

    Newport Beach, CA
    3 hours ago
  •  ...associate to engage customers in the lobby, educate them on self-service banking, and process cash transactions. You will build relationships to understand financial needs and connect clients with appropriate solutions. Role requires strong communication, reliability, and... 
    Work at office

    Bank of America

    Costa Mesa, CA
    4 days ago
  • $19 - $23 per hour

     ...Relationship Banker I or II (Manufacturing) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We... 
    Full time
    Work experience placement
    Flexible hours

    Cathay Bank in

    Irvine, CA
    3 days ago
  • $19 - $23 per hour

     ...Relationship Banker I (PT) (Manufacturing) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture that supports your aspirations and success. We believe... 
    Work experience placement

    Cathay Bank in

    Irvine, CA
    3 days ago
  •  ...Relationship 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... 
    Immediate start
    Afternoon shift

    Chase

    Irvine, CA
    1 day ago
  • $26 - $35 per hour

     ...Retail Banking Personal Banker Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Monday to Friday
    Flexible hours

    California Bank & Trust

    Huntington Beach, CA
    10 hours ago
  •  ...multiple branch locations within an assigned geographic area Cover banker and teller absences and temporarily fill open positions as...  ...maintaining service quality and bank standards Build customer relationships through proactive conversations supporting financial well-... 
    Work experience placement
    Flexible hours

    Jobtailor

    Anaheim, CA
    1 day ago
  • Wells Fargo in Anaheim, CA seeks a customer-facing banking professional to provide personalized support across branches. You will cover absences, manage cash activities, and adapt to changing environments while upholding bank standards and compliance. The role emphasizes...

    Jobtailor

    Anaheim, CA
    1 day ago
  •  ...associate to educate clients in the lobby about self-service options and to process cash transactions accurately. You will build relationships to understand financial goals and connect clients with suitable solutions. The role emphasizes service quality, compliance, and... 
    Work at office
    Afternoon shift

    Bank of America

    La Habra, CA
    21 hours ago
  • California Bank & Trust in Huntington Beach, CA is hiring a Branch Relationship Banker. The role focuses on delivering full-service relationship banking, opening accounts, originating loans, and supporting clients with personalized financial solutions. You will cultivate... 

    Zions Bancorporation

    Huntington Beach, CA
    2 days ago

Do you want to receive more vacancies?

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