Relationship Banker
Jobtailor
Engage clients in the lobby to educate and assist them with transactions through mobile banking, online banking, ATM, and other self-service resources Accurately and efficiently process cash transactions Have deep conversations with clients to understand their financial and life priorities Connect clients to solutions that meet their financial goals Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines and comply with 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 Drive the client experience Manage cash responsibilities Train at one financial center and potentially move to another location within a reasonable commuting distance based on business needs Requirements High School Diploma / GED / Secondary School or equivalent Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results Ability to collaborate effectively and build strong relationships Effective and confident communication skills Ability to identify client solutions based on needs Ability to learn and adapt to new information and technology platforms Ability to educate clients on ATM, online banking, and mobile banking self-service technologies Strong critical thinking and problem-solving skills Ability to follow established processes and guidelines while adhering to applicable laws and regulations Efficient time and capacity management Flexibility to work weekends and/or extended hours as needed FDIC/loan Originator hiring restrictions apply 40 hours per week Ability to work in an in-office culture Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance is desired One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals is desired Six months of cash handling experience is desired Experience in financial services and knowledge of financial services industry, products and solutions is desired Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial solutions and self-service technologies. Possesses critical thinking and problem-solving abilities to meet client needs and drive operational excellence in a financial services environment. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Sales Experience Effective Communication Skills ATS Optimization Keywords Hard Skills Cash Transactions Processing Financial Needs Assessment Self-Service Technology Education Time Management Problem-Solving Soft Skills Relationship Building Collaboration Motivation Adaptability Work Ethic Certifications & Qualifications High School Diploma GED Bachelor's Degree Associate’s Degree Industry Keywords Financial Services Sales Goals Risk Culture Operational Excellence Compliance Tools & Technologies Mobile Banking Online Banking ATM #J-18808-Ljbffr Jobtailor
$21.35 - $32.02 per hour
...our members, employees and the communities we serve in a highly ethical and fiscally responsible manner. What You’ll Do. As a Relationship Banker, you embrace SECU’s brand and deliver financial education to our members and communities. Your day may start with consulting...SuggestedHourly pay$50k - $100k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift$22 - $24 per hour
...Relationship Banker 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. We believe it takes all of us to bring our...Suggested- ...Inc. in Arcadia, California is seeking an entry-level Personal Banker SAFE Act to assist in the execution of sales, products or... ...with the customer service team. The goal is to foster client relationships and grow sales to individual consumer clients. The role emphasizes...Suggested
$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...SuggestedFull timeWork experience placementFlexible hours- East West Bank in South Pasadena, CA seeks a proactive Business Relationship Officer to manage and expand a commercial banking portfolio. Cultivate existing relationships and develop new ones to grow assets, loans, and deposits across C&I, CRE, mortgages, SBA, and treasury...
- Cathay Bank is hiring for teller operations, customer service, and cross‑selling roles at the El Monte branch. You will handle deposits, withdrawals, wires, and account maintenance while delivering a professional customer experience. The role emphasizes cash handling, problem...
- ...assist with transactions and educate customers on self-service options. You will process cash, learn banking platforms, and build relationships to meet financial goals. This in-office role requires communication, problem-solving, and a willingness to work weekends when...Work at officeWeekend work
- U.S. Bank is looking for Relationship Bankers who will build lasting relationships with clients by understanding their financial needs and guiding them to suitable products and services. The role involves opening accounts, processing transactions, and promoting digital...
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
- ...banking, lending, investments, and digital channels. The role emphasizes collaboration with branch teams, compliance with regulatory requirements, and a proactive approach to growing customer relationships through personalized service. #J-18808-Ljbffr Bank of Montreal
- ...the skills of Banking Specialists I and II, by training on products, services, policies, and procedures. Expanding current client relationships and building new client relationships by understanding their needs and providing solutions via the use of all appropriate...Immediate startFlexible hours
$69k - $75k
East West Bank in Alhambra, California is seeking a Business Relationship Officer to manage customer relationships and drive business growth. You will achieve goals in various financial products while working with a world-class team. The ideal candidate will have a Bachelor...$23.75 - $29 per hour
The Senior Relationship Banker serves as the branch’s lead retail banking sales professional and is responsible for acquiring, deepening, and retaining client relationships. This role is focused on driving branch growth through proactive sales conversations, outbound calling...For contractorsWork at officeRemote workFlexible hours- ...engage customers, assess needs, and guide them through appropriate products and channels. The role emphasizes consultative selling, relationship-building, and collaboration across branches to meet customer and business goals. Competitive benefits and salary apply. #J-1880...
- ...supervise day-to-day teller activities, assist the Branch Manager with operations, and train junior specialists while expanding client relationships across product lines. The role emphasizes compliance, cash handling, and cross-selling, with potential Saturday shifts and a...Shift work
- First Bank in San Francisco seeks a Senior Relationship Banker to lead retail sales, acquire and deepen client relationships, and drive branch growth with consultative selling and outbound outreach. You will partner with leadership and internal partners to expand relationships...
$23 - $25 per hour
...Client Relationship Consultant 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. We believe it takes all of us to...Temporary workLocal area$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...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift$20 - $26 per hour
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and...Full timeWork at office- ...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...Hourly payWork at office
$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... ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...Temporary workWork experience placementImmediate start- ...Citi is seeking an entry-level Personal Banker SAFE Act to support sales and service efforts in collaboration with the customer service team. The role focuses on building loyalty, assisting in transaction processing, and cross-selling banking products to individual consumer...
$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... ...National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial...Temporary workWork experience placementImmediate start$90k - $160k
...address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with...Full timeWork experience placementLocal area$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution... ...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...Full time- ...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...Temporary workWork experience placementLocal area
- ...Financial Service Consultant II (Personal Banker) Firefighters First Federal Credit Union has proudly been serving the firefighter community since 1935. We have built trusting relationships within the fire family as the nation's largest exclusive firefighter credit union...Temporary workLocal areaImmediate start
$20 - $26 per hour
Financial Consultant Administrative Support To perform administrative duties and provide support to the Financial Consultant of Wealth Management. Responsibilities include answering general queries by telephone, email or in person; organizing and accurately maintaining...Work at office- ...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
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