Float Relationship Banker
Jobtailor
Build relationships with customers through face-to-face engagement and provide financial counsel Assess and attend to customers’ banking needs Obtain and process customer and account information Educate clients on deposit and loan products and services Recommend financial solutions based on customers’ goals and needs Originate and close consumer loans Open accounts and open and/or close the branch Build relationships through proactive outreach and follow-up Identify solutions for new and existing clients Maintain knowledge of consumer and business banking products, services and digital offerings Greet clients and process basic transactions Develop collaborative partnerships with branch team members and partners Open consumer and business accounts, complete service requests and submit credit applications Educate clients on emerging and self-service digital products Leverage resources and technologies to optimize client experience and operational accuracy Requirements High school diploma or equivalent Relationship Banker 2: Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Senior Relationship Banker: Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Relationship Banker 2: Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough or advanced knowledge of applicable bank and branch policies, procedures and support systems Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience in participating in sales campaigns/promotions Experience using and demonstrating digital products and self-service technologies Ability to identify customers’ needs while leveraging a digital-first mindset Advanced proficiency in making appropriate customer recommendations NMLS registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z Required criminal background and credit check Ability to comply with U.S. Bank policies, procedures, Code of Ethics and workplace conduct and safety policies Core Competencies Demonstrates advanced knowledge of retail banking products and services, with a strong ability to build relationships and provide tailored financial solutions. Proficient in utilizing digital products and self-service technologies to enhance customer experience and operational efficiency. Highest-signal resume keywords Retail Banking Experience Customer Relationship Management Digital Product Knowledge NMLS Registration Customer Service Skills Hard Skills Consumer Loan Origination Account Opening and Closing Financial Counseling Sales Campaign Participation Customer Needs Assessment Soft Skills Interpersonal Skills Effective Communication Proactive Outreach Certifications & Qualifications NMLS Registration Industry Keywords Bank Policies Branch Procedures Retail Products and Services Client Engagement Operational Accuracy Tools & Technologies Self-Service Technologies Digital Banking Products #J-18808-Ljbffr Jobtailor
$43.68k - $69.9k
...WORKING CONDITIONS: Normal office environment. Extending viewing of computer screens. Travel will be required. Float Personal Banker I- Hayward Total Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth Third, we understand the importance of recognizing...SuggestedWork at office$29.08 - $35.54 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...SuggestedTemporary work- Fifth Third Bank is hiring a Float Personal Banker I to support customer transactions and referrals across multiple financial centers in the Pleasanton market. You will deliver best-in-class service while handling daily banking needs with accuracy and discretion. The role...SuggestedFlexible hours
- ...Relationship Banker- Pleasant Hill Area Pleasant Hill, California;Walnut Creek, California; San Ramon, California; Lafayette, California; Danville, California; Walnut Creek, California; Martinez, California **To proceed with your application, you must be at least 18 years...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- JPMorganChase is seeking a Private Client Banker in Branch Banking to manage affluent clients and their complete banking relationship. You will drive growth through referrals, coordinated with specialists, and an advisory approach to banking needs. You will support clients...Suggested
- Fremont Bank in California seeks a Senior Relationship Banker to deliver world-class service and grow client relationships. You will advise on retail and business products, build partnerships, and expand relationships through outbound calling and prospecting. Some time...
- Fifth Third is seeking candidates for a Retail Personal Banker I program in Dublin, OH. Selected candidates will complete a 4-8 week... ...consultative selling, acquiring new households, and deepening relationships while processing teller transactions and supporting the...
- JPMorgan Chase & Co. seeks a Private Client Banker in Branch Banking to serve a select group of affluent clients and other customers. You will manage relationships with an advice-based approach and partner with specialists to meet sophisticated financial needs. You will...
- Farmers & Merchants Bank of Central California in Danville is seeking a Personal Banker to open new accounts, originate consumer loan applications, and nurture client relationships. You will build connections within the community, refer opportunities, and provide customer...
- The Hispanic Alliance for Career Enhancement is hiring a Retail Relationship Banker in San Ramon, California. This role is key to supporting the DeNovo branch expansion, where you'll engage with customers, delivering exceptional service and identifying financial solutions...
- Fremont Bank’s Senior Relationship Banker in San Ramon delivers world-class service and grows client relationships through outbound calls, prospecting, and referrals. You’ll promote bank products, open new accounts, and collaborate with partners to maximize relationship...
- Jobtailor is seeking a Relationship Banker to engage with customers face-to-face, provide financial counsel, assess banking needs, and educate clients on deposit and loan products. The role focuses on building relationships while driving digital adoption and service accuracy...
- U.S. Bank is seeking a Relationship Banker to build strong client relationships across in-person, appointment, and virtual channels while promoting digital-first banking solutions. You will assess customers' needs, recommend products, and open accounts with accuracy, partnering...
$45.9k - $75.9k
...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...Part timeLocal areaImmediate startDay shift- ...Position Summary The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery with...Full timeWork at officeLocal areaFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- ...Citi is looking for an entry-level Universal Banker in Union City, California, who will assist in various banking activities while fostering customer relationships. The ideal candidate should have relevant experience in customer service and a high school diploma. The...
$45.9k - $75.9k
...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...Contract workPart timeLocal areaImmediate startDay shift$22.27 - $33.43 per hour
...RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing...Hourly payRemote work- ...The Relationship Banker at Technology Credit Union helps members with a full range of financial products in a retail branch setting, delivering exceptional service while identifying needs and guiding conversations toward appropriate solutions. In addition, the role focuses...
- ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
$22 - $25 per hour
...Relationship Banker II (Administrative) 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...Full timeFlexible hoursWeekend work- ...JPMorgan Chase is seeking a Private Client Banker to serve as the main contact for a portfolio of affluent clients within the branch. You will manage their banking relationship with a proactive, education-focused approach to grow balances and referrals. You will work with...Weekend workAfternoon shift
- ...Citigroup Inc. in Danville, CA is seeking an entry-level Personal Banker SAFE Act to support sales, product and service activities with the customer service team. You will help grow relationships with consumer clients, cross-sell treasury and small business products, and...
- ...Citi in San Ramon, CA is seeking an entry-level Personal Banker SAFE Act to support sales, service, and client relationship activities under supervision. You will handle small business loan referrals ( Requirements include basic banking knowledge, NMLS registration, and...
- ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
$29.08 - $35.54 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, engaging them via multiple channels including in-person, by appointment, and virtually...Temporary work$28.56 - $37.36 per hour
...Sr. Relationship Banker The Sr. Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective...Work at officeLocal areaFlexible hoursNight shift$25 - $27.88 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$93k - $122k
...Relationship 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 culture...Work experience placementWork at officeFlexible hours$25.19 - $28.96 per hour
...Personal Banker Danville Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Salary: $25.19 - $28.96 (commensurate... ...F & M Bank's Personal Bankers are responsible for building relationships and providing expert financial advice and great service. They...Hourly payFull timeWork experience placementLocal area
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