Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

Bank of America

Bank of America Financial Center Position

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 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.
  • Efficiently manages time and capacity.
  • Focuses on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and/or extended hours as needed.

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 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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Southlake, TX vacancy
  •  ...manage, and grow a portfolio of consumer and business customer relationships Lead discovery-driven conversations to understand customer...  ...investment solutions Transition from the temporary Relationship Banker LP role to Relationship Banker (SAFE) after successfully completing... 
    Suggested
    Temporary work
    Work experience placement
    Immediate start

    Jobtailor

    Southlake, TX
    2 days ago
  •  ...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... 
    Suggested
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Southlake, TX
    5 days ago
  •  ...opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Branch Banking organization, you will be...  ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of... 
    Suggested
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Southlake, TX
    3 days ago
  •  ...customer service, involving receipt and payment of cash, while working in a high volume, sales environment. * Evaluate customer relationships, new and existing account holders, to offer bank products and services * Follow established policies in accordance with the... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours
    Afternoon shift

    First National Bank Texas

    Grapevine, TX
    2 days ago
  •  ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high...  ...and businesses. Handles the largest, most profitable customer relationships within the department. Team Culture We understand everyone... 
    Suggested
    Local area

    BOK Financial

    Grapevine, TX
    3 days ago
  •  ...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... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Bedford, TX
    1 day ago
  •  ...Relationship Banker FORT WORTH, Texas;Lake Worth, Texas; Fort Worth, Texas; Fort Worth, Texas; North Richland Hills, Texas; Fort Worth, Texas; Fort Worth, Texas; Fort Worth, Texas; Fort Worth, Texas; Crowley, Texas To proceed with your application, you must be at... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    North Richland Hills, TX
    1 day ago
  •  ...Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program...  ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to... 
    Work experience placement
    Work at office

    Fifth Third

    Southlake, TX
    2 days ago
  • JPMorganChase & Co. in Texas seeks a Relationship Banker to represent our brand with hospitality, leveraging banking solutions and technology to deliver tailored client experiences. You will acquire, manage, and retain relationships, applying financial knowledge to craft... 

    JPMorgan Chase & Co.

    North Richland Hills, TX
    5 days ago
  • JPMorganChase in the United States seeks a Relationship Banker to represent our brand with hospitality in a Chase Branch. You will acquire, manage, and retain client relationships, offering thoughtful financial solutions to address clients' needs and simplify their lives... 

    JPMorganChase

    North Richland Hills, TX
    4 days ago
  •  ..., 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 Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost... 
    Immediate start
    Afternoon shift

    JPMorganChase

    North Richland Hills, TX
    5 days ago
  •  ...everchanging fast paced environments? Who you are As a Personal Banker I, you are the first point of contact for many of our...  ...Our personal bankers believe in trust, integrity, and building relationships with our customers, who span generations. They’re empathetic problem... 
    Monday to Friday

    Frost Bank

    Coppell, TX
    1 day ago
  • $10k

     ...unique approach. You will report to your group manager whose previous experience in the role will assist you in navigating client relationships and provide personalized career development. The Day-to-Day: Be the heart of our Private Client Group, build... 
    Work experience placement
    Work at office
    Work from home

    Fisher Investments

    Grapevine, TX
    2 days ago
  • $10k

     ...to review their asset allocation and ensure we are on the right track towards their long-term financial goals Build trusting relationships with our clients and educate them on our top-down portfolio strategy, their investments and important market events Respond and... 
    Work at office
    Work from home

    Fisher Investments

    Southlake, TX
    5 days ago
  •  ...Securities Board Bachelor’s degree in finance, business, economics, or related field preferred Proven ability to build and manage client relationships with professionalism and integrity Strong communication, presentation, and interpersonal skills Entrepreneurial mindset with a... 
    Full time

    iBovi - Staffing, Consulting and Recruitment Services

    Southlake, TX
    17 hours ago
  • About Us Here at Baylor Scott & White Health we promote the well-being of all individuals, families, and communities. Baylor Scott and White is the largest not-for-profit healthcare system in Texas that empowers you to live well. Our Core Values are: We serve ...
    Work at office
    Immediate start

    Baylor Scott & White Health

    Grapevine, TX
    5 days ago
  •  ...In partnership with the financial advisor, you’ll play a critical role in sourcing new clients, building and maintaining client relationships and contributing to the practice’s overall business outcomes. What you’ll do Build and deepen client relationships by supporting... 
    Full time
    Temporary work
    Flexible hours

    Edward Jones

    Grapevine, TX
    3 days ago
  • $75k - $80k

     ...unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in... 
    Work at office
    Local area
    Remote work
    2 days per week

    Focus Financial Partners Inc.

    Southlake, TX
    5 days ago
  • PNC is seeking a Personal Banker based at the Flower Mound branch in Flower Mound, TX. This in-office role focuses on acquiring and deepening the branch customer base, delivering a differentiated customer experience, and growing share of wallet through proactive sales... 
    Work at office

    PNC

    Flower Mound, TX
    5 days ago
  • JPMorganChase in Keller, TX seeks a Private Client Banker to serve as the main contact for a select group of affluent clients and other...  ...in the branch. You will manage their complete banking relationships, proactively growing balances and developing referral networks... 

    JPMorganChase

    Keller, TX
    4 days ago
  • JPMorgan Chase & Co. in Keller, Texas, seeks a Private Client Banker in Branch Banking to serve affluent clients, manage relationships, and connect customers to the right products and guidance to help them reach their financial goals. You will collaborate with Specialists... 

    JPMorgan Chase & Co.

    Keller, TX
    6 days ago
  •  ...and will require a self-motivated, action-oriented individual who can prioritize, organize, communicate and collaborate to build relationships across departmental lines. This is an individual contributor role.Success requires strong Analytical Thinking and Problem... 
    Full time
    Work at office

    The Charles Schwab Corporation

    Southlake, TX
    2 days ago
  •  ...Development Program recruits driven individuals for a career in financial advising with high-net-worth clients. You’ll develop relationships, assess financial goals, and deliver comprehensive recommendations while collaborating with Merrill Financial Advisor Teams to grow... 
    Work at office

    Bank of America

    Southlake, TX
    6 days ago
  • $85k - $130k

     ...Advisor to join our growing team in Grapevine, Texas. This role is designed for an advisor who enjoys building meaningful client relationships, delivering comprehensive financial planning, and helping clients make confident financial decisions. Unlike many advisor... 
    Private practice
    Work at office
    Local area

    Jambalaya Group

    Grapevine, TX
    2 days ago
  •  ...tasks. This position will also be responsible for answering branch phones and incoming chats. This position works closely with the Relationship Support Team as well as Treasury Management Specialists to ensure all internal rules and regulations are followed, have a strong... 
    Night shift
    Day shift

    Texas Security Bank

    Southlake, TX
    1 day ago
  •  ...the firefighter community since 1935. We have built trusting relationships within the fire family as the nation’s largest exclusive firefighter...  ..., TX branch for a Financial Service Consultant II (Personal Banker) to join our team!  The Financial Service Consultant II is... 
    Temporary work
    Local area
    Immediate start

    FIREFIGHTERS FIRST CREDIT UNION

    Bedford, TX
    a month ago
  • LifeBranch Wealth Partners in Grapevine, TX, is seeking an Associate Financial Advisor to manage established client relationships, lead planning discussions, and coordinate implementation with senior advisors. You will advance client outcomes through proactive planning,... 

    Jambalaya Group

    Grapevine, TX
    2 days ago
  •  ...employees can grow, make an impact, and help customers navigate everyday financial needs. If you're passionate about customer service, relationship building, and helping consumers and business owners access financial solutions when they need them most, you'll find a... 
    Local area

    Money Mart

    Southlake, TX
    3 days ago
  • Money Mart is hiring at a branch location. You will deliver sales and financial services, help customers with their needs, and process transactions accurately. The role emphasizes customer service, compliance, and problem solving in a busy retail environment. Successful...

    Moneymart Inc.

    Southlake, TX
    3 days ago
  • Your OpportunityAt Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. We believe in the importance of in-office collaboration...
    Full time
    Work at office

    The Charles Schwab Corporation

    Southlake, TX
    5 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!