Float Relationship Banker
Jobtailor
Build relationships with customers through face-to-face meetings and engagement where they need counsel Assess and attend to customers’ banking needs Obtain and process customer and account information Educate clients on deposit and loan products and services Recommend financial solutions based on customers’ goals and needs Originate and close consumer loans Open accounts and open and/or close the branch Build and foster client relationships through proactive outreach and follow-up Identify solutions for new and existing clients Maintain working knowledge of consumer and business banking products and digital services Greet clients and process basic transactions Develop collaborative partnerships with branch team members and partners Open consumer and business accounts, complete service requests, and submit credit applications Educate clients on emerging and self-service digital products Leverage resources and technologies to optimize client experience and operational accuracy Requirements High school diploma or equivalent Relationship Banker 2: Typically has a minimum four to five years of job-related, retail banking experience or a combination of experience and commensurate training Senior Relationship Banker: Typically has five or more years of job-related, retail banking experience or a combination of experience and commensurate training Proven ability to build and foster relationships with clients through proactive outreach and follow up Ability to effectively engage and communicate with clients Thorough or advanced knowledge of applicable bank and branch policies, procedures and support systems Thorough knowledge of all retail products and services Proven customer service and interpersonal skills Experience in participating in sales campaigns/promotions Experience using and demonstrating digital products and self-service technologies Ability to explore and identify a customer’s true needs while leveraging a digital-first mindset Demonstrated advanced proficiency in making appropriate recommendations that meet customer needs reactively and proactively Experience in the financial services industry preferred National Mortgage Licensing System (NMLS) registration required under the S.A.F.E. Act of 2008 and Regulation Z Required NMLS registration process includes a criminal background and credit check Ability to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and workplace conduct and safety policies Core Competencies Demonstrates advanced proficiency in building client relationships and providing tailored financial solutions, leveraging thorough knowledge of retail banking products and digital services. Proven ability to engage clients effectively and comply with banking regulations and policies. Highest-signal resume keywords Retail Banking Experience Client Relationship Management Financial Solutions Recommendation NMLS Registration Digital Product Proficiency ATS Optimization Keywords Hard Skills Consumer Loan Origination Account Opening and Closing Banking Policies and Procedures Sales Campaign Participation Customer Needs Assessment Soft Skills Interpersonal Skills Customer Service Effective Communication Proactive Outreach Collaboration Certifications & Qualifications NMLS Registration Industry Keywords Financial Services Retail Products and Services Branch Operations Code of Ethics Workplace Conduct Policies Tools & Technologies Digital Banking Products Self-Service Technologies #J-18808-Ljbffr Jobtailor
$29.08 - $35.54 per hour
...Relationship Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our...SuggestedTemporary workLocal area- ...Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank products...Suggested
$28.56 - $37.36 per hour
...Position Summary The Senior Relationship Banker delivers world‑class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective and...SuggestedWork at officeLocal areaFlexible hoursNight shift- ...Chase is seeking a Relationship Banker to deliver exceptional hospitality, acquire, manage, and retain client relationships, and provide thoughtful financial solutions. You will engage clients using Chase Mobile App and online tools, while collaborating with teammates...Suggested
- ..., 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...SuggestedImmediate startAfternoon shift
- U.S. Bank is seeking a customer-focused Relationship Banker to build durable client relationships through face-to-face meetings and proactive outreach. You will assess banking needs, educate clients on deposits, loans, and digital tools, and guide customers toward appropriate...
$24.92 - $30.46 per hour
Job Description Relationship Bankers 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 are...Temporary workLocal area- About this role:Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $100MM to $2B supporting the Palo Alto/San Jose, CA market as part of the Commercial Bank. Learn more about the career areas and business divisions...Full timeWork experience placementLocal area
- U.S. Bank is looking for a Relationship Banker who will build strong client relationships across in-person, by appointment, and digital channels. You will assess customers’ financial needs, educate them on deposit and loan products, and open accounts while delivering a...
- ...The Private Banker Sr. Principal is an internally and externally recognized subject matter expert that influences the way things are... ...seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long-...
$250k
## Managing Director, Private Banker, Palo AltoApplylocations: Palo Alto California United Statestime type: Full timeposted on: Posted... ...experts to develop long-term solutions that strengthen client relationships with the firm.* Help clients achieve broad financial &...Full time- ...Relationship Banker Milpitas, California 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....Work at officeFlexible hoursShift workWeekend workDay shift
$50.1k - $82.8k
...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...Contract workPart timeLocal areaImmediate startDay shift- ...Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role...Weekend work
$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Hourly payWork experience placementFlexible hours$22.33 per hour
...finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and... ...creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Work at office$200k - $300k
...Banker SAFE Act The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them... ...frequently seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long-...Full time$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Hourly payWork experience placementFlexible hours- We are seeking a highly skilled, passionate and results-driven Commercial Relationship Manager fluent in Hebrew to drive business growth and client success within the Technology Sector. Our clients have a presence in Israel and the United States. In this role, you will...
- Citi in Palo Alto, CA is hiring an entry-level Personal Banker SAFE Act to assist in sales and service activities within the customer service team. The role aims to build loyalty and increase sales to individual consumer clients, while cross-selling treasury and small...
$26 - $29 per hour
Sr. Relationship Banker (Administrative) People Drive Our Success Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success. We believe...Full timeFlexible hoursWeekend work- Join Tech CU as a Relationship Banker and be the go-to expert our members trust. You’ll handle day-to-day banking, open accounts, support lending needs, and turn great service into lasting relationships that drive growth for our members and for you. What makes this role...
- A financial institution is seeking a motivated Commercial Relationship Manager fluent in Hebrew to enhance client success in the technology sector. This individual will manage client portfolios, drive business development, negotiate loan terms, and ensure documentation...
- Citigroup Inc. in Palo Alto is seeking an entry-level Personal Banker SAFE Act to assist in sales and service activities in coordination with the customer service team. The role helps build customer loyalty and increase sales to individual consumer clients, including small...
- Bank of Montreal in Sunnyvale, CA seeks a Customer Service & Sales Associate to deliver exceptional service and tailor financial solutions for customers and prospects. You will engage clients, conduct needs-based assessments, and collaborate with branch teams to meet sales...
- ...Switzerland) AG in Palo Alto is seeking an entry-level Personal Banker SAFE Act to assist in executing sales, products and service... ...coordination with the customer service team. The role aims to foster relationships with customers to build loyalty and help increase sales to...
- U.S. Bank is seeking a Relationship Banker in Milpitas, CA. The role focuses on building strong client relationships through in-person, appointment, and virtual interactions while guiding customers through banking products and digital tools. You will open accounts, process...
- WaFd Bank is looking for a motivated Personal Banker to help enhance financial health within the community. You'll assist clients with... ...and organizational skills, with a focus on building relationships and understanding client needs. Prior banking experience is a...
- Cathay Bank is seeking a Sr. Relationship Banker (Administrative) in Cupertino, CA. You will open new accounts, cross-sell bank products, and resolve customer issues while adhering to bank policies and security procedures. You will support teller operations, balance cash...Weekend work
- Technology Credit Union in Milpitas is seeking a Relationship Banker to assist members with various financial products and services in a retail branch environment. You will deliver exceptional service and identify needs, converting service interactions into sales opportunities...Remote jobFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Float Relationship Banker. Be the first to apply!


