Relationship Banker
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.
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- ...that meet their financial goals. 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...SuggestedShift workWeekend workDay shift
- ...engage clients in the lobby, assisting them with transactions through various self-service resources. A strong focus on client relationships, compliance with established processes, and financial services knowledge are key. Successful candidates will possess a High School...SuggestedDay shift
$25 - $26.77 per hour
...transactions for clients as needed. 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...SuggestedHourly payShift workWeekend workDay shift- ...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 Private Client Banker in a Chase Branch, you will represent our brand and culture with the...SuggestedAfternoon shift
- Bank of America in San Fernando, CA is seeking a motivated individual for a client engagement role. Responsibilities include assisting clients with transactions and managing financial center operations. The ideal candidate will possess a strong work ethic, effective communication...SuggestedHourly pay
- Fairygodboss is seeking a Private Client Banker in Santa Clarita, CA. This role focuses on delivering personalized banking solutions and managing relationships with affluent clients. Responsibilities include providing excellent service, educating clients on digital banking...
- ...social, educational and volunteer activities that enrich members’ livesand 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
$28.85 - $33.65 per hour
...and 120 days, respectively) and progressing through dedicated training and coaching. You will acquire, build, and manage client relationships, deliver client reviews and presentations, and collaborate with core banking and investment partners to connect clients to comprehensive...Hourly payMonday to FridayShift workDay shift- ...to provide expert financial advice and make a significant impact in the lives of clients. In this role, you will build lasting relationships and empower clients with actionable insights tailored to their financial journeys. The position offers unlimited earning potential...
- A leading financial services company is seeking self-disciplined individuals to become insurance agents. This role offers commission-based compensation and extensive training. Agents will provide crucial support to clients in their financial planning while enjoying benefits...
$120k
...in Tucson, AZ. Qualifications Bachelor's degree preferred but not required. Strong communication skills and the ability to build relationships are crucial attributes required for this position. California Life & Health License (sponsored upon hiring). Securities...Relocation package- Modern Woodmen of America in Santa Clarita is seeking dedicated financial representatives to help individuals achieve their financial goals by creating tailored financial plans. This role offers comprehensive training, the chance to make a real impact in the community, ...
- A leading financial services company in Santa Clarita is seeking a Financial Professional to assist families with their financial goals. The role includes providing solutions like life insurance and retirement planning. Candidates should possess strong communication skills...Relocation package
$28.85 - $33.65 per hour
...including the SIE, Series 7, and Series 66, while receiving dedicated training and coaching. The ideal candidate will manage client relationships and collaborate with banking partners to provide comprehensive financial solutions. The position operates Monday to Friday, with...Hourly payMonday to Friday$70k - $80k
...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...Full timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...actionable, and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long‑term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make...
- A confidential California-based transactional law firm is seeking a mid-to-senior Commercial Real Estate Associate to support a busy, sophisticated real estate practice. This role is built for an attorney who enjoys complex deal work, takes pride in clean drafting, and...Work at officeRemote workRelocation1 day per week
$37 - $65.5 per hour
...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,...Temporary workWork experience placementImmediate start$100k
...Real Estate Sales Agent - New or Experienced - Coldwell Banker Searching for Real Estate Agents – New or Experienced! We are looking... ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic...Hourly payFull timeFor contractors- State Farm Agent is seeking an outgoing and customer-focused individual to join their team in Santa Clarita, California. The position involves marketing State Farm insurance and financial service products, maintaining strong work ethics, and providing valuable customer ...Hourly pay
$28 - $33 per hour
...Series 66 Exams. 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 Friday- ...advising clients on financial solutions. You will receive training and support for obtaining necessary licenses while building client relationships in a collaborative environment. Ideal candidates have strong communication skills and a background in financial services or...
- ...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 FridayFlexible hoursShift workDay shift
$150 per hour
We are hiring experienced Portfolio Managers to contribute their expertise in portfolio construction, risk management, and investment strategy toward building advanced AI systems for institutional investing. Key Responsibilities Provide high-level input on portfolio construction...Remote jobHourly payFlexible hours- ...Job Description Job Description Banker Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer... ...accurately and follow procedures ~ Experience building relationships and identifying customer needs ~ Integrity and professionalism...Full timePart timeImmediate startShift workDay shift
- ...programs Proactive Core Deposit Generation via new Client Relationship Acquisition , Client Relationship Retention and Client Relationship... ...CA, our organizers and founders are local business people and bankers who have worked in - and served - this community for many...Work experience placementWork at officeLocal areaFlexible hours
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Santa Clarita, California. Applicants without a... ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform...Hourly payFull timeFor contractors- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!



