Relationship Banker
Bank of America
Bank Of America Job OpportunityAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law.Job Description: 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. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsGrows business knowledge and network by partnering with experts in small business, lending, and investmentsManages financial center traffic, appointments, and outbound calls effectivelyDrives the client experienceManages cash responsibilitiesRequired 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 clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays passion, commitment, and drive to deliver an experience that improves our clients' financial livesIs confident in identifying solutions for new and existing clients based on their needsCommunicates effectively and confidently and is comfortable engaging all clientsHas the ability to learn and adapt to new information and technology platformsIs 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' needsWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsEfficiently manages time and capacityFocuses on results while acting in the best interest of the clientMust be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distanceDesired Qualifications:Experience in financial services and knowledge of financial services industry, products, and solutionsOne year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goalsSix months of cash handling experienceBachelor's Degree or business-relevant Associate's Degree such as business management, business administration, or financeSkills:AdaptabilityBusiness AcumenCustomer and Client FocusOral CommunicationsProblem SolvingAccount ManagementClient Experience BrandingClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness DevelopmentPipeline ManagementProspectingReferral IdentificationReferral ManagementMinimum Education Requirement: High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40
- ...Chase in Arlington, TX is seeking a Relationship Banker to represent our brand with hospitality, acquiring, managing, and retaining client relationships using financial knowledge and digital tools. You will help clients with banking solutions, learn products, comply with...SuggestedFlexible hours
- ...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...SuggestedWeekend work
$41.58k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash line and on the phone, and contributing to...SuggestedFull timeFlexible hours- ...our customers through each financial life stage and understand they desire and deserve choices on how they wish to bank.As a Relationship Banker (RB), you will be responsible for building, expanding, and retaining existing client relationships while providing an exceptional...SuggestedWork at officeNight shift
- ...service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success. Follow established policies in accordance with the...SuggestedWork experience placementWork at officeFlexible hoursAfternoon shift
- ...Relationship Banker Arlington, Texas;Mansfield, Texas; Cedar Hill, Texas; Fort Worth, Texas; Grand Prairie, Texas; Mansfield, Texas; Arlington, Texas; Arlington, Texas; Desoto, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge...Work at officeShift workWeekend workDay shift
- Job Overview As a Relationship Banker (RB) you will build, expand, and retain client relationships while delivering an exceptional client experience. You will assess financial needs and provide solutions through bank products and services to help clients achieve their goals...
- ...permitted by applicable law. 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...Shift workWeekend workDay shift
- Simmons Bank in Burleson, Texas, is seeking a dedicated Relationship Banker to build and retain client relationships. In this role, you will provide exceptional service, assess financial needs, and recommend appropriate bank products to help clients achieve their goals....
- Jobtailor is hiring in Texas for a customer-focused banking role. You will engage clients in the lobby, assist with self-service resources, and process cash transactions efficiently. You will learn to identify clients’ financial goals and connect them with suitable banking...
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- ...unparalleled banking services. Who you are: As a Personal Banker II , you are the first point of contact for many of our... ...Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem...Monday to Friday
$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 timeContract workFor contractorsWork at office$10k
...to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and...Work at officeWork from home- Bank of America is seeking a Financial Advisor to provide comprehensive advice and tailored solutions to clients. You will build financial plans, review goals, and recommend brokerage products while expanding knowledge through licenses and trainings. Key duties include...
- ...Personal Banker I It's about interactions more than transactions. Do you love serving others and being a helpful hand regardless... ...personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They're empathetic problem...
- ...This role offers a unique opportunity to build a client base and deliver holistic financial plans. Advisors are expected to grow relationships with clients and help them achieve their financial goals. The position offers performance-based earnings, extensive training,...
- ...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...Immediate startAfternoon shift
$28.85 - $33.65 per hour
...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift$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 startShift workDay shift$10k
...efforts to better the investment universe! The Opportunity: As a Financial Planning Counselor, you will work alongside our internal Relationship Managers as the point person for complex financial planning education and analysis. You will develop and broaden your financial...Work at officeWork from home$45k - $100k
...lives – the best of both worlds.A culture of continuous improvement and professional development.Key responsibilities include:Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource...Work at officeWork from homeHome officeFlexible hours- ...patients of monies due and document in PAS system.Notate PAS system with benefits and financial information.Maintaining positive relationships with other personnel.Review authorization requirements, ensuring all authorizations are complete prior to services being...Full timeTemporary workWork at office
- ...patients of monies due and document in PAS system. Notate PAS system with benefits and financial information. Maintaining positive relationships with other personnel. Review authorization requirements, ensuring all authorizations are complete prior to services being...Full timeTemporary workWork at officeLocal areaFlexible hours
- TwinThread is looking for a Private Client Advisor in Arlington, Texas. In this role, you will help clients with comprehensive financial planning and investment solutions tailored to their unique needs. The ideal candidate will have at least 2 years of experience in financial...
$10k
...unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. This onsite position is located in Plano, TX. The Day-to-Day: As a...Work experience placementWork at officeWork from home- Bank of America in the United States is seeking a licensed financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. You will triage leads, refer to partners, meet with clients to review goals,...Work at officeFlexible hours
- ...brokerage products. Ideal candidates will hold necessary licenses, possess experience in the investments industry, and be comfortable managing client relationships. A high school diploma is required, and the schedule includes weekdays with rotating Saturdays. #J-18808-Ljbffr...Weekday work
- ...and actively manages an assigned portfolio of commercial client relationships under the supervision of the Director, Portfolio Management.... ...PlainsCapital Bank was founded in 1988 by a group of young bankers who dreamed of bringing relationship banking to their hometown...Bank staffWork at officeLocal areaWeekend work
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