Relationship Banker
$25 - $27.88 per hourDormont Manufacturing Company
Position Overview 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. The role also requires having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions 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 clients and the bank, adhering to all applicable laws and regulations Grow business knowledge and network by partnering with experts in small business, lending, and investments Manage financial center traffic, appointments, and outbound calls effectively Drive the client experience Manage cash responsibilities Required Qualifications Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaboration skills to get things done, building and nurturing strong relationships Passion, commitment and drive to deliver an experience that improves clients’ financial lives Confidence in identifying solutions for new and existing clients based on their needs Effective and confident communication, comfortable engaging all clients Ability to learn and adapt to new information and technology platforms Confidence in educating clients on how to conduct simple banking transactions through self-service technologies (e.g., ATM, online banking, mobile banking) Strong critical thinking and problem-solving skills to meet clients’ needs Follow established processes and guidelines to do what is right, adhering to all applicable laws and regulations Efficiently manage time and capacity Focus on results while acting in the best interest of the client Flexibility to work weekends and/or extended hours as needed Desired Qualifications Experience in financial services and knowledge of the 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 Spanish language proficiency preferred Preferred 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 Additional Information 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 Pay Transparency: US - CA - Vacaville - 633 ELMIRA RD - REGENCY CENTER (CA3209) Pay range: $25.00 – $27.88 per hour, offers to be determined based on experience, education and skill set Pay type: Base salary only, not incentive eligible Benefits: This role is currently benefits eligible and includes industry-leading benefits, paid time off, resources, and support for employees to make a genuine impact and contribute to business and community growth #J-18808-Ljbffr
$25 - $26.77 per hour
...commuting distance of your home. 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 clients...SuggestedHourly payFlexible hoursShift workWeekend workDay shift- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$70.3k - $73.98k
...contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting. Work with borrower... ...Make yourself available to borrowers to ensure you are the banker of choice. Utilize projected maturity report to renew/extend...SuggestedFull timeWork experience placement$70k - $80k
...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable engaging all...SuggestedFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$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...SuggestedTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Magellan Health, Inc. seeks a Personal Financial Counselor (PFC) at Travis AFB, CA to deliver comprehensive financial counseling to service members and their families on military installations. Responsibilities include one‑on‑one counseling, group briefings, and developing...
$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Fairfield, California. You will receive training to obtain your Securities Industry licenses and learn essential skills for client advisory roles. Success may lead to advancement as a Financial...Hourly pay- What you’ll do: As the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals. You will provide guidance to military families on managing day-to-day finances, building...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$45k - $100k
...professional lives – 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...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Edward Jones in Winters, CA is seeking a dedicated financial advisor to build relationships with residential and business clients while delivering personalized investment solutions. You will participate in a comprehensive training program and obtain required registrations...Local areaHome office
- ...candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven, this could be a great fit. Both Part‑time and Full‑time openings...Full timePart time
$56.08 - $69.28 per hour
...memoranda for renewals and modifications with clear recommendations and risk mitigation strategies. Manages criticized and classified relationships, prepares and executes workout plans, coordinates with Legal on enforcement actions, and maximizes recoveries through negotiated...Work experience placementInterim roleImmediate startRemote work- ...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
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family in Fairfield, California. Applicants without a real... ...phone calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform...Hourly payFull timeFor contractors$60k - $90k
Benefits Retirement Bonus based on performance Health insurance Opportunity for advancement Paid time off Vision insurance Role Description As a Financial Services Representative - State Farm Agent Team Member with Corina Marler - State Farm Agent, you will successfully...For contractors- Job Description Job Description About the Employer VUSD works to achieve the mission of graduating all students by providing academic excellence and CHOICES that encourage unique and individualized learning experiences. We place precedence on imparting a sense of ...Full time
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