Relationship Banker
Bank of America ATM
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 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 and travel to 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 Shift & Hours Shift: 1st shift (United States of America) Hours per week: 40 Privacy Statement: #J-18808-Ljbffr
$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and... ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payFull timeWork experience placementDay shift- ...banking, online banking, or ATM. 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...SuggestedShift workWeekend workDay shift
$20 - $29 per hour
...About the Role Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and...SuggestedWeekend work$20 - $29 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and...SuggestedWeekend work- ...that meet 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 clients...SuggestedWork at officeShift workWeekend workDay shift
$20 - $27 per hour
...About the Role:The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Immediate start- ...this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- Bank of America is seeking a motivated financial representative in Gresham, Oregon, to engage with clients, assisting them with banking transactions and guiding them in the use of digital banking solutions. The role requires excellent interpersonal communication skills...Flexible hours
- ...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...Shift workDay shift
- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking... ...-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will...$80 - $110 per hour
...hour Required Skills Financial planning Investment management Retirement planning Tax-aware strategies Client relationship management Communication Regulatory compliance High-net-worth client advising Judgment and decision-making Certified...For contractorsImmediate startRemote work- ...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...Temporary workMonday to FridayShift workDay shift
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...lives, helping them achieve their long‑term financial goals as you make a difference in your community. Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeWork from homeHome office
- ...Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client...Work at officeImmediate startMonday to FridayShift workDay shift
$90k - $140k
...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 Camas, WA. The Day-to-Day: As an...Work at officeWork from home$90k - $110k
...compensation expectations when you do. We’re big on open conversations, so, let’s have one. Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity Facilitate the financial...Full timeTemporary workWork at officeFlexible hours$80k - $135k
...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. The Day-to-Day: Be the heart of our Private Client Group, build...Work experience placementWork at officeWork from home- Pacific Capital Resource Group, Inc. (PCRG) is one of the fastest growing financial services firms in the Northwest, currently directing the financial lives and managing assets for thousands of individuals and businesses in the Pacific Northwest. Our market is comprised...Local area
$80k - $105k
...skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week- ...business practice by use of effective prospecting and referral-based strategies, as well as identifying and cultivating new client relationships within target markets. Requirements 4-Year Degree Desire to Help Others Highest Level of Integrity & Ethics Interpersonal &...
- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and...Full time
$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...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 workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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
$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...manages time and capacity. 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...Immediate start
$80k - $105k
...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$80k - $90k
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
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