Relationship Banker
Habitat for Humanity of Durham
Job Description: 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! 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, 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
- ...Optimization Keywords Hard Skills Cash Transactions Mobile Banking Online Banking ATM Operations Sales Goals Soft Skills Client Education Communication Relationship Building Industry Keywords Financial Goals Business Management Business Administration Finance #J-18808-Ljbffr...Suggested
$20.43 - $32.31 per hour
...Relationship Banker Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local...SuggestedHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...associate to engage customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, understand client priorities, and connect them with appropriate financial solutions. The role requires strong communication,...SuggestedWeekend work
- ...to solutions that meet their financial goals Executing the bank's risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes and guidelines in daily activities to do what is right for...SuggestedWeekend work
- ...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...SuggestedTemporary workWork experience placementImmediate start
- ...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you will be based in King of... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workWork experience placementWork at office
- ...culture where all of our employees feel respected, valued, and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC’s Retail organization, you will be based in Wayne, PA, at the Devon Branch. Job Description Key Responsibilities Acquire...Temporary workWork experience placement
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...Full timeTemporary workPart timeWork experience placementWork at office
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Relationship Banker Business Specialist within PNC's Retail Branch organization, you will be based in Exton, PA. This branch is located at 337...Full timeTemporary workWork experience placementWork at officeShift work
- ...drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization's success. This customer-facing role involves assisting customers with a variety...Work at officeLocal area
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payWork experience placementDay shift- ...partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Immediate startDay shift
- ...About this role: Wells Fargo is seeking an 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,...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all...Full timeTemporary workPart timeWork at officeShift work
$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...Hourly payWork experience placementDay shift- ...drive sales through service by developing a positive customer experience and proactively seeking ways to build and expand customer relationships in order to contribute toward the organization’s success. This customer‑facing role involves assisting customers with a variety...Work at officeLocal area
- ...developing new channels to drive revenue growth. In addition, Wealth Consultants are responsible for enhancing existing relationships with high and ultra-high net worth individuals and families. Wealth Consultants deliver comprehensive financial advice to their...
$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- ...Recommend solutions tailored to each client's unique situation and long-term objectives * Deliver a consistently exceptional, relationship-first experience that earns trust and drives referrals What you bring Skills & Attributes * Self-Driven - you set goals...Permanent employment
$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- ...future. Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal...Work at officeLocal area
- ...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...Work at officeShift workDay shift
$64.7k - $120.4k
...while adhering to specified quality standards; Demonstrated ability to provide superior customer service and maintain positive relationships with client contacts; Proficiency in Microsoft Office Suite, including MS Word (intermediate), Excel (advanced) and Access (...Minimum wageWork experience placementWork at officeFlexible hours$70k - $120k
...for individuals who want more than a traditional role. They want the ability to grow their own practice, develop long-term client relationships, and create a lasting impact on the financial futures of the families and businesses they serve. As a Financial Advisor, you'll...- ...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...Work experience placementDay shift
- The ideal candidate for this role is a detail-oriented, organized professional with strong analytical and communication skills. The primary focus is to support the financial planning process by building plans, gathering client data, and assisting advisors in delivering...Work experience placement
- ...You’ll work closely with external wholesalers to engage financial advisors and promote private market solutions, while building relationships and supporting fundraising efforts. Applicants should have 3+ years in financial services, ideally in sales support, along with...
- Join Our Team Join our vibrant community of dedicated faculty and staff who work to create a transformative educational experience rooted in faith, reason, and justice. Eastern University is a nationally-recognized Christian university enrolling approximately 9,0...Work at officeWork visa
- ...decisions. Maintain compliance with industry regulations and uphold fiduciary responsibilities. Build and nurture long-term client relationships through proactive communication and regular reviews. Collaborate with internal team members to deliver holistic financial...Temporary work
- A leading financial services firm in Pennsylvania seeks a motivated Financial Advisor to join their Advisor Development Program. The role focuses on working with high-net-worth clients, identifying their needs, and delivering comprehensive financial recommendations. Candidates...Traineeship
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