Relationship Banker
Bank of America
Position Overview 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. 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 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 High School Diploma / GED / Secondary School or equivalent Work Schedule Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr
$25 - $38.46 per hour
...Private Client Banker Location: 617 West Main Street - American Fork, Utah 84003 Job Summary Be a problem solver, trusted advisor... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...SuggestedHourly payWork experience placementDay shift- ...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...Suggested
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$22 - $27 per hour
...experience required. ~2 years developing current and new client relationships, achieving sales goals, and building referral sources in... ...Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your...SuggestedWeekend work$19.71 per hour
...Personal Banker Location : Location US-UT-Draper Location/Org Data : Name Draper Location : Address 1207... ...seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...SuggestedFull timeWork at office$22 - $28 per hour
...to accurately handle cash, balance accounts and drawers, and perform accurate calculations. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding existing relationships utilizing a personal and business biograph and...Immediate start$18.75 per hour
...depending on the need of the branch, like the duties of a Teller, Banker, and Loan Officer. This person will help members by processing... ...and services. Develop and maintain new and existing member relationships and ensure that their needs are met through world class...Summer workWork at officeMonday to Friday$72.8k - $130k
This position follows a hybrid schedule with (4) days per week In-office days per week. Our office is located at 12921 S Vista Station Blvd, Draper, Utah 84020. Optum is a global organization that delivers care, aided by technology to help millions of people live ...Minimum wageFull timeWork experience placementLive inWork at officeLocal areaRemote workMonday to FridayShift work$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$19.23 - $28.37 per hour
...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex... ...transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations...Hourly payWork experience placementWork at officeFlexible hoursDay shift- About The Role Altabank, Division of Glacier Bank, is looking for a Full-time Portfolio Manager III for our Lehi branch. Role: Responsible for providing competent credit analysis and portfolio management for commercial lending activities. Oversee credit workflows...Hourly payFull timeTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visa
$135k - $180k
Job Description Job Description $135,000 - $180,000 | Equity Options Locations: Lehi, UT. About Corgi Corgi is a full-stack insurance carrier building better, faster insurance products for startups. We underwrite and issue policies directly, with fewer handoffs...- A financial services firm is searching for qualified candidates for a part-time, remote role. You will work approximately 20 hours per week, engaging virtually with clients to provide personalized financial strategies. Key responsibilities include calling clients, scheduling...Weekly payPart timeRemote work
- ...us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start
- Current Employees of Happen Bank: Please apply via your internal Workday Account Happen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action into financial progress. That means offering focused...Full timeWork at officeLocal areaRemote workRelocationFlexible hours
$75.81k - $126.35k
Risk Management Coordinator Under the supervision of the Assistant City Manager, coordinates the City of Draper's risk management, loss control and workplace safety programs; investigates, evaluates, and resolves liability, property and auto claims; compiles and interprets...Full timeContract workWork at officeTrial periodMonday to Friday- ...practices while supporting small business clients throughout the life of their loans. The SBA Portfolio Manager partners closely with Relationship Managers, SBA Underwriters, Loan Operations, and internal/external auditors to maintain a healthy, compliant, and profitable SBA...Work at office
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
- Consulting Manager, Asset Investment Planning Location: Overland Park, KS, US Charlotte, NC, US Dallas, TX, US Jacksonville, FL, US Austin, TX, US Tualatin, OR, US Orlando, FL, US Phoenix, AZ, US South Jordan, UT, US Atlanta, GA, US Ann Arbor, MI, US Tampa, FL, US Houston...Full timePart timeWork experience placementWork at officeRelocationVisa sponsorshipFlexible hours
$120k - $150k
Job Description Job Description Position Title : Associate Director of Finance, Sales & Marketing Company : Reef Capital Salary : $120,000-$150,000 Location : Lehi, Utah About Reef: Reef is a Utah-based vertically integrated investment and development...WorldwideFlexible hours- ..., and training programs. Qualifications: Self-motivated, coachable, and driven to succeed. Excellent communication and relationship-building abilities. No prior financial experience is required, and comprehensive training is included. Demonstrated leadership...
$50k - $200k
...support, training, and resources to help you establish and grow your practice. You'll have the tools to develop meaningful client relationships and offer tailored financial solutions, all while building a rewarding career in financial services. We're looking for driven...$50k - $150k
...limits, empowering you to maximize your financial goals. You'll own your book and practice, gaining the autonomy to build client relationships with the support of our extensive resources. Our culture thrives on teamwork, lifelong learning, and professional development in...Temporary workFlexible hours- ...Most Loved Workplaces®. We need a VP of Investor Relations to develop and execute a compelling investor strategy, build strong relationships with analysts and institutional investors, and effectively communicate our financial performance and growth story. This is a...Full timeCasual workLocal area
- ...employer of choice. We're proud to have ranked among American Banker magazine's Best Banks to Work For almost every year since 20... ...Builds knowledge of each assigned client and develops/manages a relationship plan for each client Ensures client requests are met by...Full timeWork experience placementWork at officeFlexible hours
- ...Job Description Job Description Banker Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer... ...accurately and follow procedures ~ Experience building relationships and identifying customer needs ~ Integrity and professionalism...Full timePart timeImmediate startShift workDay shift
$140k - $160k
...scenario planning and exposure analysis to guide risk mitigation strategies and insurance-related decisions. Build strong working relationships with Americas leadership and act as a key link between the global corporate function and regional stakeholders. Identify and...Work at officeLocal area- ...employer of choice. We're proud to have ranked among American Banker magazine's Best Banks to Work For almost every year since 20... ...This role will: Manage and service a portfolio of existing loan relationships. Expand and build relationships with a high degree of...Full timeWork experience placementWork at officeFlexible hours
- Job Description Job Description Salary: Summary The Community Manager position is responsible for managing the day-to-day operations of the communities in the assigned portfolio. Duties Attend and coordinate 1-2 meetings per week (held M - Th evenings...Work at officeFlexible hoursAfternoon shift
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