Relationship Banker- Marin Area
Bank of America ATM
At 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
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.
**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.**
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
- 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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
Shift:
1st shift (United States of America)Hours Per Week:
40$250k
...Personal Banker SAFE Act, San Pablo | Richmond | Albany Area, Officer Discover your future at Citi. Working at Citi is far more than just a job. A career... .../outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross...Suggested$24 - $31 per hour
Redwood Credit Union is looking for a Part Time Member Relationship Specialist. The role involves member service duties related to new accounts, loan transactions, and documentation, as well as selling and referring Credit Union products. As the face of the organization...SuggestedHourly payPart timeWork experience placementWork at officeRelocationHome officeNight shift$20.44 - $37.17 per hour
...Retail Banker If you are looking to provide top retail banking... ...looking for you! Bank of Marin, voted by our employees as one... ...will be to provide support in areas as needed in the branch. We'... ...problems and build strong customer relationships. Bank of Marin is a community...SuggestedWork experience placementBank staffLocal area- ...Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen... ...branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the...SuggestedWork experience placement
- JPMorganChase seeks a Private Client Banker in Tiburon, California, to manage relationships with affluent clients. You will actively acquire new clients and provide tailored banking services, ensuring compliance with laws and regulations. The ideal candidate has experience...SuggestedFlexible hours
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
$70k - $80k
...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...Temporary workMonday to FridayShift workDay shift$59k - $74k
...clients and warm leads, which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise We're Looking For FINRA Series 7 & 66 licensed and hold appropriate state registrations...Full timeWork at officeLocal area$20.44 - $37.17 per hour
...are looking for you! Bank of Marin, voted by our employees as one... ...friendly experienced Retail Banker to work at our Mill Valley branch... ...to Bank partners. Support areas in the branch as needed.... ...problems, and build strong customer relationships. Support the financial needs...Work experience placementBank staffLocal area$56k - $60k
...Management Enthusiast Senior Universal Banker III Duration: Full time permanent Location... ..., financial products, and client relationship management. If you excel in fast-paced environments... ...Vice President (San Francisco/Bay Area) San Francisco, CA $100,000.00-$150,000....Permanent employmentFull timeLocal areaRemote work- ...Citi is seeking an entry level Personal Banker SAFE Act in San Pablo, California. This role involves fostering relationships with clients, assisting in executing sales, and collaborating with the customer service team. Ideal candidates should have a Bachelor’s degree...
- ...employees, 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
$61.28k - $85.52k
...A major financial institution is seeking a Personal Banker in San Pablo, CA. This entry-level position focuses on executing sales and service activities while fostering customer relationships to increase sales. Candidates should have a Bachelor's degree and preferably...- ...City National Bank is seeking a Private Banker in Montecito, California, to develop client relationships with wealthy individuals and families. The role involves managing their portfolios, offering personalized financial advice, and ensuring positive growth. The ideal...
- ...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 FridayShift workDay shift
- Citi is looking for a Personal Banker SAFE Act in San Pablo, California. This entry-level position is responsible for assisting in sales, fostering customer relations, and executing service activities. Duties include managing business credit requests, building referral...
$164k - $250k
...have one. Primary Job Functions Manage existing client relationships to WEG's planning-based standard of identity Source and... ...prospects Mentor and train individuals on the team in technical areas of financial planning and client service Participate in...Full timeTemporary workFlexible hours$87.61k - $124.85k
...identifying, soliciting and retaining existing commercial business relationships and/or commercial real estate relationships including loans... ...CRA policies and objectives are met for its assigned service area. # Works independently, with or through Management of the...$70k - $80k
...industry and/or a sales environment where goals were met or exceeded. Strong communication skills, ability to build and nurture relationships, and ability to manage goals and navigate complexity in a fast‑paced environment. Desired Qualifications Strong computer skills...Temporary workMonday to FridayShift workDay shift- ...provide tailored solutions to clients. The role involves detailed financial planning, achieving set goals, and expanding client relationships through effective communication. The ideal candidate should possess Series 7 & 66 licenses, a strong background in the investment...Monday to Friday
$20.38 - $36.44 per hour
Description - External Optum is a global organization that delivers care, aided by technology to help millions of people live healthier lives. The work you do with our team will directly improve health outcomes by connecting people with the care, pharmacy benefits, ...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal areaMonday to FridayShift work$85k - $135k
...We are seeking a high potential candidate (“Associate Private Banker” or “APB”) to join our Sales Team in the Private Banking Group... ...verbal and written communication skills Possess excellent relationship building, business development and service skills and have the...Full timeTemporary workWork experience placement$70k - $80k
Bank of America in Corte Madera is looking for a dedicated financial advisor to help clients achieve their financial goals. This role includes providing comprehensive advice tailored to client needs and asset thresholds, building financial plans, and recommending appropriate...$70.3k - $73.98k
...CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice. Generate 1 SPF referral per month. Generate 2... ...contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with...Full timeWork experience placement$43.1k - $58.3k
...objectives. Responsibilities Collaborates with BMO partners to identify referral opportunities that further grow the customer’s relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and guidance...Part timeLocal areaDay shift$20.44 - $37.17 per hour
Bank of Marin in Sausalito is seeking a Retail Banker to provide top-notch banking performance and service. The ideal candidate will have a minimum of 2-3 years in sales and customer service, with exceptional skills in listening and problem-solving. This full-time role...Full time- JPMorgan Chase & Co. is seeking a Private Client Banker in Corte Madera, California, to manage banking relationships for affluent clients. You will be the primary point of contact, helping clients with financial needs and ensuring compliance with regulations. Successful...Flexible hours
- JPMorganChase is hiring a Private Client Banker in Corte Madera, California. This role focuses on managing and enhancing relationships with affluent clients, ensuring they receive exceptional banking services tailored to their needs. Responsibilities include acquiring new...
- ...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...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$66.56k - $80k
...each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker- Marin Area. Be the first to apply!

