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$17 - $28.96 per hour
...Responsible for identifying, expanding and deepening customer relationships through profiling and then recommending appropriate deposit and... ...to all policies and regulations. Participate in the Banker Roadmap program, completing training milestones and certification...SuggestedHourly payImmediate start$41.5k - $65.5k
...based on customer traffic. Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues raised through consumer credit audits and quality checks to...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker Madison, Wisconsin;Sun Prairie, Wisconsin 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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$41.5k - $65.5k
...needs based on customer traffic.Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community.Addresses questions and resolves issues raised through consumer credit audits and quality checks to ensure...SuggestedContract workPart timeLocal areaImmediate startDay shift- # Relationship BankerFish Creek - Fish Creek, WI 54212; Sturgeon Bay - Sturgeon Bay, WI 54235## OverviewSalary Range$23.65 - $28.84 HourlyPosition... ...on People’s Lives. We are currently seeking a Relationship Banker to work in our Fish Creek office with rotational Saturday...SuggestedWork at officeDay shift
$75k - $100k
...the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication...Work at office- ...opportunity to contribute to the company’s success. As a(n) Personal Banker within PNC's Retail Banking organization, you will be based in... ...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 office
$17 - $28.96 per hour
...process. Associated Bank conducts a thorough background check on all new hires. Role Summary Join Associated Bank as a Banker, where you'll build relationships with customers, provide exceptional service, and learn the skills to grow your banking career. In this role, you'...Hourly pay- Description Purpose of Position: A Personal Banker is responsible for delivering a premier client experience that is second to none... ...to serve all their financial needs and will work to grow relationships that are mutually beneficial for the client and bank. The primary...Full timeWork experience placementWork at officeMonday to Friday
- ...diverse industries. Foster and maintain strong, long-lasting relationships with clients, understanding their unique needs and providing... ...Join a team recognized as the “Best of the Best” by Independent Bankers magazine! Ready to Make a Difference? If you’re ready to...Work at officeLocal area
$56.8k - $94.1k
...means team members are aligned to an RSM office and come together in person when it best supports clients, teams, development or relationship-building. Some roles may be virtual or primarily on-site based on role requirements, team priorities and client needs. All...Work experience placementInternshipWork at officeLocal area$20.54 - $27.78 per hour
...topics for the purpose of educating and encouraging responsible borrowing practices. Manage a student caseload, striving to build relationships and support students in resolving all matters related to their financial aid funding. Perform regular outreach to students...Hourly payWork at officeMonday to FridayAfternoon shift- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
$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$150k
...designed by advisors, for advisors. It offers comprehensive support on critical tasks, allowing you to focus on building client relationships and growing your business. AQI provides: Back-office services (billing, performance reports, account management) Compliance...Work at officeRemote work$50k - $100k
...generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions though...Contract workPart timeLocal area$75k - $150k
...Summary: As a Financial Consultant, you will collaborate with our current client's clients while simultaneously developing new relationships across various client types (such as high net worth individuals, endowments & foundations, businesses, and qualified plans). Our...Remote work$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- ...results. Responsibilities • Prospecting for clients through networking and referrals • Developing and maintaining long-term relationships with clients • Providing financial solutions for clients through fact gathering and needs analysis • Expanding personal...Work experience placement
- ...book of business and client opportunities to help accelerate relationship development and asset growth. You'll focus on deepening client... ...solutions aligned with client objectives. Partner closely with bankers and Private Wealth team members to provide comprehensive...
- Financial Advisor Leading financial services firm dedicated to helping individuals and businesses achieve their financial goals. Local firm based in Madison, WI that has a team of experienced professionals and a commitment to providing personalized financial solutions...Local area
$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$225k
...and risk considerations to Institutional Sales and clients. Support the growth of the Agency MBS franchise by deepening client relationships, identifying revenue opportunities, and contributing to broader fixed-income strategy. Collaborate with Research and Sales to...Hourly payFull timeContract workWork experience placementShift work- Position Type: RegularAt Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. We offer a competitive benefits ...
- ...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...
- Northwestern Mutual in Town of Middleton is seeking College Financial Representatives for an internship that offers the opportunity to build an integrated financial planning practice. You'll gain access to training, coaching, and resources to help clients achieve financial...Full timeInternshipFlexible hours
$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- Northwestern Mutual is seeking College Financial Representatives for its internship program in Middleton, Wisconsin. This unique opportunity provides students with the guidance to build a financial planning practice while learning to engage clients and financial experts...Full timeInternshipFlexible hours
- ...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...
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!



