Relationship Banker
Bank of America ATM
Relationship Banker -Ontario Market Rancho Cucamonga, California;Upland, California; San Dimas, California; Upland, California; Fontana, California; Alta Loma, California; La Verne, California; Pomona, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( Refer a friend **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge ( **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 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! **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. ****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. - Can be flexible to work weekends and/or extended hours as needed. **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 _The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator_ **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights ( "** poster. **View the LA County Fair Chance Ordinance ( .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
- ...Relationship Banker - Central Heights Market, Bilingual Mandarin Required Hacienda Heights, California;West Covina, California; Arcadia, California; Rowland Heights, California; Diamond Bar, California; Walnut, California **To proceed with your application, you must be...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Bank of America in Pomona, CA is seeking a Customer Service Banker to engage clients in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships, drive the client experience, and connect customers to financial...SuggestedHourly payWeekend work
- ...educate on self-service options (ATM, online, mobile), and accurately process cash transactions while building trust and deep client relationships. The role supports delivering financial solutions and a positive client experience. The position involves collaborating with...SuggestedShift work
- ...Citigroup Inc. is looking for a Personal Banker SAFE Act in Diamond Bar, California. This entry-level position is designed to assist... ..., product execution, and customer service to foster strong relationships with clients, expanding business opportunities. The ideal candidate...SuggestedWork experience placement
$25 - $27.88 per hour
...and bilingual in Mandarin, with strong communication skills. Responsibilities include processing cash transactions and building relationships to meet financial needs. The pay range is $25.00 - $27.88 per hour based on experience, plus benefits including paid time off. #J...SuggestedHourly pay$25 - $26.77 per hour
...extent permitted by applicable law. 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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$49.5k - $82.5k
...opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail organization, you will be based in Ontario... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work$25 - $28.75 per hour
...subject to change at any time. Scripps College is an At‑Will employer. Employees, and likewise the College, are free to end the employment relationship at any time, for any reason, with or without notice or cause, unless otherwise prohibited by law. #J-18808-Ljbffr...Hourly payFull timeWork at officeMonday to Friday- ...to help grow the agency through meaningful customer relations and proactive product recommendations. You will develop customer relationships in insurance and financial services, consult on retirement planning and investment options, and stay current with market trends...
$135k - $150k
...preparing for the college’s most aspirational and fundraising trajectory.****The ideal candidate will excel at building productive relationships with diverse constituents, including alumni, parents, and friends of the college. Proven experience in cultivating and...Full timeCasual workWork at officeRemote workMonday to FridayWeekend workAfternoon shift2 days per week$49.5k - $82.5k
...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- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
$100k
...to assess their financial needs Develop customized financial plans to address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time Provide ongoing consultation and support Some features of this position...Permanent employmentWork at officeLocal area$60k - $120k
Insurance/Financial Sales Agent Our role has allowed qualified individuals the opportunity to step into a client’s life to help them achieve their financial goals while building a great career for themselves. Utilizing our expansive product lines, our agents work to guide...$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Pomona, California. Applicants without a real estate... ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic...Hourly payFull timeFor contractors$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 area- Come care with us at West Coast University where you will meet with students and prospective students to provide information on financial aid and options that can help them develop a financial plan for achieving their healthcare career goals. In addition, you will put ...
$149.52k - $175.9k
...you excel atall from Day One. Job Description Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a...Temporary workWork experience placement$30k - $60k
Responsive Recruiter As a financial services rep with Peggy Langin State Farm Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach...Flexible hours$24k
...will work closely with the firm’s existing clients to conduct reviews, identify additional opportunities and strengthen client relationships. This role is ideal for someone with a genuine passion for financial advising, a client‑first mindset, and an entrepreneurial drive...Full timeTemporary work- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We’re proud of the impact fraternalism makes. It’s what allows Modern...Local area
$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$120k
...investors and jointly develop financial strategies with the Private Bankers. Conduct sophisticated economic and financial market... ...cold calling and any other methods of solicitation. Develop relationships and generate ideas with the Bankers and the clients that will...Full time$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$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- ...program for new advisors. Advice-Centric Experience: Deliver holistic, personalized financial guidance with tools that enhance client relationships. Scalable Growth Support: From marketing and practice management to succession planning, we help you grow your business your way...Permanent employmentFull timeRelocationRelocation package
- ...West Covina, CA is seeking motivated Financial Advisors to join their team. The ideal candidates will thrive on building client relationships and implementing marketing strategies to enhance their practices. This role offers the potential for unlimited income through a...
- ...Financial Advisor at Strategic Fortune Wealth Management, you will: Expand your client base by cultivating lasting, meaningful relationships. Implement effective marketing strategies to attract and retain clients through referrals and targeted outreach. Conduct client...Local 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
- ...collaborate with partners and manage risk daily. This role requires Series 7 & 66 licenses, at least one year in investments or financial services, and strong relationship skills. Expect a dynamic environment with incentives and comprehensive benefits. #J-18808-Ljbffr...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

