Relationship Banker
Bank of America
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! **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.** 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 Bilingual Skills in Spanish (written and verbal) 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 Privacy Statement: Company Culture At Bank of America, we are guided by a common purpose to help create financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: #J-18808-Ljbffr
- ...clients to solutions that meet the financial goals. 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...SuggestedFlexible hoursWeekend work
- ...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...SuggestedFlexible hoursWeekend work
- ...Bank of America in the United States is seeking a client-focused banking professional to join our in-office team. You will build relationships, meet client financial needs, and uphold our risk and regulatory standards while delivering an exceptional client experience....SuggestedWork at officeWeekend work
- ...the kind of trust that can fuel every goal. We are the leading relationship bank built for growth—with over $60 billion in assets, 3,800... ...clients—that includes all our associates as well. The Relationship Banker is responsible for driving branch growth by deepening existing...Suggested
- ...associate to engage customers in the lobby, educate on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs and connect clients to suitable solutions, while adhering to laws and bank guidelines. The role...Suggested
$23.17 - $26 per hour
## Banking Center Relationship Banker 2Applylocations: Somers, NYtime type: Full timeposted on: Posted Todayjob requisition id: R26\_0000000492If you’re looking for a meaningful career, you’ll find it here at Webster. Founded in 1935, our focus has always been to put people...Flexible hoursWeekend work- ...financial needs, guide them through self-service tools, and ensure compliant, accurate handling of transactions. The role emphasizes relationship building, sales performance, and a commitment to customer satisfaction within a regulated banking environment. #J-18808-Ljbffr...
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in Yorktown Heights, NY. In this role, you will engage with clients, manage their accounts, and deliver top-notch financial services, tailored to their needs. The ideal candidate will bring over a year of sales experience...
$23.17 - $26 per hour
Position Summary The Banking Center Relationship Banker 2 role will provide services for Banking Center customers and assist the team in achieving sales, service, and operation goals based on Webster’s Strategic Guidelines. The role will process all customer‑related financial...Flexible hoursWeekend 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- .../or admitting patients when needed, maintain a knowledge base of all programs offered by WMCHealth network. Ability to forge relationships and collaborate with hospital personal and agencies resulting in positive patient outcomes. Additional tasks as they relate....
$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$65k - $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...Temporary workWork at officeMonday to FridayShift workDay shift- ...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
- Connecticut Institute for Communities, Inc. Description: CIFC Health a program of the Connecticut Institute For Communities, Inc., is seeking full-time compassionate, highly motivated and detail-oriented Financial / Certified Application Counselor(s) to join our...Hourly payFull timeWork at office
- ...Merrill Advisor Development Program – Financial Advisor, you will work with high‐net‐worth individuals to identify needs, develop relationships, review financial goals, and deliver comprehensive recommendations that align with the goals of both existing and prospective...Interim roleImmediate startShift workDay shift
$65k - $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...Temporary workWork at officeMonday to Friday- ...maintaining regulatory compliance. Ideal candidates possess licenses such as Series 7 and 66, along with experience in the financial services industry. Join a team committed to fostering relationships and delivering exceptional service in a dynamic environment. #J-18808-Ljbffr...
- ...Beacon Bank in Jefferson Valley, NY seeks a Sr. Universal Banker to perform Senior Teller and Personal Banking Representative duties... ...processing transactions, opening new accounts, and expanding relationships. The role promotes Beacon Bank products, supports digital banking...
$96.09k - $177.07k
...within the assigned portfolio and develop new business primarily from expanding upon assigned relationships as well as from transactions referred by senior business development bankers. Responsibility will include the underwriting of loans by analyzing financial information...$25 - $38.46 per hour
...Client Relationship Associate Location: 660 White Plains Road, Tarrytown New York Job Summary The Client Relationship Associate (CRA) supports the KPB sales team to grow, expand and retain client relationships. The CRA will be an active member of the relationship...Hourly payWork experience placementWork at officeFlexible hours$120k - $125k
Job Description Job Description 10594 – Finance Advisor Location: Irvine, CA (5 days on-site) Company Overview: Hyundai AutoEver America (HAEA) is the dynamic IT powerhouse behind Hyundai Motor Corporation, a Fortune 500 global leader in the automotive industry...Work experience placementLocal area- ...Evaluate the needs of potential clients and offer appropriate financial products, services, and loans. Provide ongoing relationship servicing with current clients to maintain goodwill and gain additional business. Gather and analyze financial data to assist...
$88k
Overview The candidate will report to the Vice President of Research. The incumbent will manage all aspects of ongoing research studies. Attention to detail, self‑starter, well organized, and good communication skills are required. Applicant must adhere to patient confidentiality...Work at office$84.61k - $141.02k
...develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance Conduct regular plan reviews,...Interim roleWork at office- ...business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client...Work at officeFlexible hoursShift workWeekend workDay shift
- Job Description Job Description Responsibilities / Functions: Originate first and second retail mortgage loans for various investors according to their prescribed guidelines. Using DU/LP/NAUS and any other automated underwriting engines for pre-approvals....Daily paidWork at office
$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,...Full timeTemporary workWork experience placementImmediate start$157.2k - $256.6k
Associate Director, Sales Forecasting & Analytics (Sleepy Hollow, NY) Regeneron Healthcare Solutions, Inc. seeks an Associate Director, Sales Forecasting & Analytics (Sleepy Hollow, NY) to generate, analyze, track and disseminate commercial revenue forecasts, analyze...Temporary work
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