Relationship Banker
Bank of America
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 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
- ...Relationship Banker Salt Lake City, Utah 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....SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker Salt Lake City, Utah **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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$23.75 - $29.03 per hour
...Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to provide the best possible counsel while adapting a digital first mindset. Strong client relationships...SuggestedTemporary workLocal area$25 - $38.46 per hour
...Private Client Banker Location: 5625 S Van Winkle Expressway - Salt Lake City, Utah 84121-0339 Job Summary Be a problem solver... ...Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...SuggestedHourly payWork experience placementDay shift$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 payWork experience placementFlexible hoursDay shift$20.81 - $23.93 per hour
...Relationship Banker IHourly pay range: $20.81 USD to $23.93 USDThe Relationship Banker I position serves as a teller and customer service advocate for banking customers. This role focuses strongly on building banking knowledge and supporting the company's strong reputation...Contract workWork at officeWeekend work- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts...Night shift
- ...Associate Personal Banker (SAFE) At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed... ...Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate...Work experience placementWork at officeImmediate start
- Overview Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer’s satisfaction, loyalty, and financial well‑being. Utilizing proactive sales/service...Night shift
$110.7k - $218.3k
...transforming how finance and accounting organizations operate by streamlining processes, improving reporting, and building lasting client relationships along the way. Recruiting for this role ends on 12/31/2026. Work you’ll do As a Senior Consultant, you will implement and deploy...Local areaVisa sponsorship$82.6k - $162.8k
...transforming how finance and accounting organizations operate by streamlining processes, improving reporting, and building lasting client relationships along the way. Recruiting for this role ends on 12/31/2026. Work you’ll do As a Consultant, you will help implement and deploy...Local areaVisa sponsorship$140.3k - $210.5k
...expertise in some of the following Functional Areas:Workday Strategic SourcingIntake FormsPipelineSourcingContracts ManagementSupplier Relationship ManagementProcurementRequisitions/Purchase OrdersRFXReceipts/Receipt AccrualsSupplier PortalProcurement CardsEDI...Full timeRemote workHome officeFlexible hours$77k - $202k
...clients for seamless integration and utilization of Oracle Finance systems- Navigating complex situations to build meaningful client relationships and inspire team members- Anticipating the needs of teams and clients to deliver quality solutions in ambiguous environments-...Full timeH1b$116k - $229.1k
Position Summary The Emerging ERP Solutions practice is all about bringing you the best in cloud-based ERP applications like Workday Financials and Infor. We're here to help transform finance and supply-chain processes, making them more efficient and cost-effective...Local area$140.3k - $210.5k
Your work days are brighter here.We’re obsessed with making hard work pay off, for our people, our customers, and the world around us. As a Fortune 500 company and a leading AI platform for managing people, money, and agents, we’re shaping the future of work so teams can...Full timeWork at officeRemote workWork from homeHome officeFlexible hoursNight shift- About this role:Wells Fargo is seeking a Financial Relationship Advisor in Wealth and Investment Management as part of Wells Fargo Advisors. In this digital client relationship role, you will support prospective and existing clients from a corporate office environment,...Ongoing contractFull timeWork experience placementWork at officeImmediate start
$20 - $24 per hour
...years) Starting Pay $20-$24/hr, Depends on Experience Branch Bankers provide stellar customer service, exhibit digital competency,... ...business partners (attend functions, answer questions, and build relationships). Utilize excellent communications skills (both verbal and...Local area$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 payDay shift$25 - $38.46 per hour
...Private Client Banker page is loaded## Private Client Bankerlocations: Taylorsville, UTtime type: Full timeposted on: Posted Todaytime... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Hourly payWork experience placementDay shift- ...information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years of...Contract workTraineeship
- Dentist AdvisorsRelocation not requiredConnect. Educate. EmpowerDentist Advisors has quickly grown from a small start-up to a nationwide leader in personal financial planning and investment management for dentists. Through deep expertise in the dental market, and significant...Live in
$50k - $150k
...raised their hands for help. Your job: turn that opportunity into meetings, clear recommendations, decisions, and long-term client relationships. Expected first-year total compensation is $50,000–$150,000 — negotiable, not commission-only, and structured as a base salary...Permanent employmentWork at office- ...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
- Job Overview A law firm seeks a Debt Finance Associate to join its Finance Practice Group in Salt Lake City, UT. The associate will engage in a variety of debt finance transactions, including drafting, negotiating, and executing financing documents, and advising on credit...Work at office
$125k
...We are seeking an experienced Senior Wealth Advisor to provide comprehensive wealth management advice and build long-term relationships with high-net-worth clients. This role partners closely with individuals and families to develop personalized financial strategies...$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$85k - $120k
...and deliver tailored financial plans to clients within the region. This role focuses on developing and maintaining strong client relationships, overseeing financial planning processes, and contributing to the firm’s service offerings. Duties and Responsibilities Client...Temporary workWork at officeLocal areaFlexible hours- The Anderson Search Group has been retained by a an $80 billion financial institution to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a fully licensed wealth advisor to take...Local area
- ...we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are... ...Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and...Full timeLocal areaImmediate start
- Jobtailor in Salt Lake City is seeking a results‑driven financial services professional to grow a personal book of business. You will identify needs of high‑net‑worth clients, review financial goals, and deliver comprehensive recommendations aligned with those goals. The...
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