Relationship Banker
Bank of America
About Bank of America We help make financial lives better through responsible growth and by delivering for our clients, teammates, communities and shareholders every day. Job Summary Engage 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. Job expectations include deep conversations with clients to gain insights into their financial and life priorities and connecting 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 Collaborate effectively to get things done, building and nurturing strong relationships 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 and is comfortable engaging all clients Ability to learn and adapt to new information and technology platforms Knowledge of how to educate clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking) Strong critical thinking and problem‑solving skills to meet clients' needs Follow established processes and guidelines in daily activities, adhering to all applicable laws and regulations Efficiently manage time and capacity Focus on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance 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 Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr
- ...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...SuggestedFull timeImmediate startAfternoon shift
$25 - $26.77 per hour
...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...SuggestedHourly payShift workWeekend workDay shift- ...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
$89.61k - $138.9k
...Officer The Business Banking Officer works with new and existing business members by developing and adding value to their business relationship with the Credit Union. Under minimal supervision and in accordance with Credit Union policies and procedures, the business...SuggestedWork at officeWeekend workAfternoon shift$120.56k
...Carlsbad, CA. Qualifications: • Bachelor's degree preferred but not required. • Strong communication skills and the ability to build relationships are crucial attributes required for this position. • California Life & Health License (sponsored upon hiring). • Securities...SuggestedFull timeContract work$50k - $150k
...new business opportunities Contribute to developing new sales & marketing strategies Build and maintain strong, long-term client relationships to support retention and growth Coordinate referrals or consultations with other professionals as appropriate Comply with all...Work at officeLocal area- ...social, educational and volunteer activities that enrich members’ livesand meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
$51.48k
...Adheres to the member experience as defined by management. # Works closely with other credit union departments and build positive relationships. # Consistently reports to work, on time, as scheduled. Qualifications Education Min/Preferred: Preferred...Contract workWork experience placementWork at office$70k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28 - $33 per hour
...Series 66 Exams. 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...Work at officeImmediate startMonday to Friday$100k
...Real Estate Sales Agent - New or Experienced - Coldwell Banker Searching for Real Estate Agents – New or Experienced! We are looking... ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic...Hourly payFull timeFor contractors- ...Associate 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...Part time
- ...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...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...programs Proactive Core Deposit Generation via new Client Relationship Acquisition , Client Relationship Retention and Client Relationship... ...CA, our organizers and founders are local business people and bankers who have worked in - and served - this community for many...Work experience placementWork at officeLocal areaFlexible hours
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are... ...phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues...Hourly payFull timeFor contractors
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