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

Relationship Banker

Jobtailor

Engage clients in the lobby to educate and assist with conducting transactions through self-service resources Accurately and efficiently process cash transactions for clients Build relationships with clients to meet financial needs Drive the client experience by managing financial center traffic, appointments, and outbound calls effectively Requirements Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Strong critical thinking and problem-solving skills Ability to learn and adapt to new information and technology platforms Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively managing financial transactions and center operations. Proficient in cash handling and adapting to new technologies to enhance the client experience. Highest-signal resume keywords Bachelor's Degree Sales Experience Cash Handling Critical Thinking Problem-Solving ATS Optimization Keywords Hard Skills Cash Transactions Sales Goals Financial Needs Assessment Soft Skills Client Engagement Relationship Building Adaptability Industry Keywords Financial Center Client Experience Business Management Business Administration Finance Tools & Technologies Self-Service Resources Technology Platforms #J-18808-Ljbffr

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in San Diego, CA vacancy
  •  ...Relationship Banker - San Diego South San Ysidro, California;Chula Vista, California; Chula Vista, California; San Diego, California; Chula Vista, California; El Centro, California; Bonita, California; San Diego, California; National City, California **To proceed with... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bonita, CA
    1 day ago
  • $41.71k - $69k

     ...creativity, a passion for business development, and an entrepreneurial mindset with a focus on building strong community and networking relationships. Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance... 
    Suggested
    Local area
    Immediate start
    Day shift

    BMO U.S.

    San Diego, CA
    1 day ago
  •  ...Lemon Grove, California. This role involves assisting clients with transactions through self-service resources and cultivating relationships to meet their financial goals. Ideal candidates will have a strong work ethic, effective communication skills, and the ability to... 
    Suggested

    Bank of America

    Lemon Grove, CA
    1 day ago
  • $27 - $41 per hour

     ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    National City, CA
    2 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... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase

    San Diego, CA
    23 hours 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

    San Diego, CA
    4 days ago
  • $23.19 - $28.35 per hour

     ...you thrive at every stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best... 
    Temporary work

    U.S. Bank

    San Diego, CA
    3 days ago
  • $23 - $26 per hour

     ...Relationship Banker On-Site | San Diego, CA Compensation: $23.00 - $26.00 per hour, plus incentives Actual compensation within this range will be determined by factors including experience, qualifications, skills, internal equity, and other job-related considerations... 
    Hourly pay

    Mission Fed Credit Union

    Chula Vista, CA
    4 days ago
  • $30.9 - $37.76 per hour

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

    US Bank

    La Jolla, CA
    4 days ago
  • $132.5k - $205k

     ...full-service financial institution, we offer a full range of relationship-focused services to meet personal, business, and wealth-management...  ...individual to fill the position of a full-time Private Banker at our San Diego, CA Location . The salary range for... 
    Full time
    Flexible hours

    Sunflower Bank, N.A.

    San Diego, CA
    23 hours ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services...  ...National 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

    San Diego, CA
    1 day ago
  • $127.63k - $237.01k

     ...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit... 
    Remote work

    City National Bank

    La Jolla, CA
    2 days ago
  • $20 - $26 per hour

     ...Job Title Delivers exceptional customer experience, builds relationships, and helps small business customers succeed financially. Engages customers to probe and understand their financial needs and present products, services and mobile options that align with those... 
    Hourly pay
    Full time

    State Bank of India (California)

    San Diego, CA
    1 day ago
  • $37 - $65.5 per hour

     ...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services...  ...National 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

    San Diego, CA
    2 days ago
  •  ...office branches in San Diego, CA, offering a Full Time Regional Banker/Teller role within Branch Banking. The role emphasizes...  ...proactive sales, and risk-aware operations to strengthen customer relationships and share of wallet. Base salary is disclosed, and the position... 
    Full time
    Work at office

    Fairygodboss

    San Diego, CA
    3 days ago
  • $140k - $195k

     ...Popular is seeking a Commercial Relationship Officer in San Diego, CA to manage community associations. This role emphasizes building and maintaining client relationships while promoting banking solutions to meet client needs. Candidate must have a Bachelor's degree and... 
    Remote work

    Popular

    San Diego, CA
    1 day ago
  •  ...Personal Banker Job Duties: 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 new... 

    TradeJobsWorkforce

    San Diego, CA
    3 days ago
  • $22 - $26 per hour

     ...Personal BankerThe Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client...  ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate... 
    Immediate start

    Columbia Bank (WA, OR & ID)

    San Diego, CA
    4 days ago
  •  ...Private Client 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

    La Jolla, CA
    3 days ago
  • $170k - $225k

     ...leading financial institution in San Diego is seeking a Private Banker to manage and advise clients on building and preserving their...  ...and necessary licenses. The role involves fostering client relationships, offering tailored financial advice, and generating new business... 

    JPMorgan Chase

    San Diego, CA
    4 days ago
  • $25 - $35 per hour

     ...dependable team player who looks forward to working with individuals in both office and field settings You are driven by building relationships and enthusiastic! You're excited to join an organization growing at light speed where you can earn your success You're... 
    Hourly pay
    Full time
    Work at office

    Coast Secuirty Group

    San Diego, CA
    23 hours ago
  • $170k - $225k

     ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising...  ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client... 
    Temporary work
    Work experience placement
    Local area

    Fairygodboss

    San Diego, CA
    2 days ago
  • $24.56 - $35.62 per hour

     ...service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this...  ...and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans... 
    Night shift
    Day shift
    Afternoon shift

    SchoolsFirst Federal Credit Union

    Chula Vista, CA
    3 days ago
  • $24.56 - $35.62 per hour

     ...people to join our exceptional team. Position Overview Personal Banker (Member Service Representative II) Salary and Hours Pay Range:...  ..., promote credit union products and services, and build relationships with members. Process transactions related to savings, loans,... 
    Night shift
    Day shift
    Afternoon shift

    SchoolsFirst Federal Credit Union

    Chula Vista, CA
    2 days ago
  •  ...or exceeding monthly assigned sales goals. Principal Accountabilities (95%): Member Experience: Develops member relationships by providing high-quality sales and service to each individual member and works with new and existing members to identify their... 
    Work at office

    North Island Credit Union

    San Diego, CA
    27 days ago
  • $185k - $215k

     ...you excel at—all from Day One.Job DescriptionResponsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a... 
    Work experience placement
    Work at office
    Local area
    Remote work
    Flexible hours
    3 days per week

    US Bank

    San Diego, CA
    1 day ago
  • $69.8k - $132k

     ...developing and retaining talentDemonstrated leadership experienceMust have demonstrated the ability to develop and maintain effective relationships with business associates and industry groups, including strong presentation, communication and rapport building skillsAbility to... 
    Full time
    Work experience placement
    Internship
    Local area
    Flexible hours

    RSM International

    San Diego, CA
    1 day ago
  • $310k - $365k

     ...demonstrating strong judgement.Internal/External Client Interaction: Build, maintain, and cultivate strong internal and external client relationships by providing support, regular updates, advice, and addressing concerns promptly and with the utmost professionalism.... 
    Full time
    Work at office
    Relocation
    Relocation package

    DLA Piper

    San Diego, CA
    1 day ago
  • $89k - $148k

    Job Family:Finance & Accounting ConsultingTravel Required:NoneClearance Required:Active SecretWhat You Will Do:Our Department of War (DOW) Financial Management Consultants help federal clients optimize the operations of their finance organization, including supporting the...
    Full time
    Work at office
    Flexible hours

    Guidehouse

    San Diego, CA
    1 day ago
  • $61k - $119k

     ...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual Life Insurance Company

    San Diego, CA
    2 days ago

Do you want to receive more vacancies?

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