Relationship Banker
Bank of America
Job Description: 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! 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
- ...Relationship Banker Bellevue, Washington **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
- ...Relationship Banker Seattle, Washington;Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington; Seattle, Washington...SuggestedWork at officeShift workWeekend workDay shift
$24 - $25.96 per hour
...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...SuggestedHourly payFlexible hoursShift workWeekend workDay shift$25 - $30 per hour
...About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and...SuggestedWeekend work$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...SuggestedHourly payWork experience placementDay shift- ...technology to input and maintain effective data quality for referrals, customers, and applicants. Complete lifecycle of new and existing relationships per consumer bank standards. Perform routine operational duties, including teller transactions and other tasks per established...Work at officeVisa sponsorshipWork visa
$24 - $25.5 per hour
...commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-...$25 - $30 per hour
...About the Role:Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards and providing customized solutions to help clients achieve their financial goals. This includes offering sound financial advice, and...Weekend work$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 payWork experience placementDay shift$22 - $27 per hour
...perform accurate calculations. Proficient in expanding the client relationship with emphasis on creating new relationships and expanding... ...Professional Development: Grow your skills with our tailored premier banker programs. Career Growth: Clear paths to achieve your...Immediate start$20.82 per hour
...this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work$25 - $26.77 per hour
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...Hourly payShift workWeekend workDay shift$25 - $26.77 per hour
...solutions that meet their 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...Hourly payShift workWeekend workDay shift- ...N Schedule LOCATION Monday-Friday On-Site Category REVISION DATE Full-Time 03/26 Position Overview The position of Relationship Banker reports to the Branch Manager. You will develop new and existing business and consumer banking relationships by actively sourcing...Full timeContract workWork at officeMonday to Friday
- ...solutions in depository credit, treasury management and investment banking. Wells Fargo is seeking a Principal Commercial Banking Relationship Manager of Healthcare, Higher Education and Non-Profit that will lead and support a team of business development individuals in...Full timePart timeWork experience placementLocal area
$160k - $210k
...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking... ...-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will...$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... ...seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Work at office$24.52 - $37.5 per hour
...partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Hourly payTemporary workDay shift$60k - $75k
...We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success...Full timeWork at office- ...The Financial Advisor plays a key role in delivering comprehensive, fiduciary-driven financial planning and relationship management for an assigned portfolio of existing clients. This role is centered on service, planning, operational execution, and maintaining high client...Apprenticeship
$61k - $119k
...financial 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...For contractorsWork at office$70k - $80k
Responsibilities Works with clients to plan their short‑ and long‑term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommends banking and investment strategies...Temporary workShift workDay shift$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$61k - $119k
...financial 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...Contract workFor contractorsWork at office- ...backed by the strength, stability, and support of an established firm with a long history. We are looking for individuals who are relationship-focused, coachable, professional, and motivated to grow both personally and professionally. Qualifications High school diploma...Flexible hours
- ...product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies....Full time
$28.85 - $33.65 per hour
...your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$148.5k - $174.7k
...advisory and pre‑transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate...Temporary workWork experience placementLocal area3 days per week$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$19.23 - $28.37 per hour
...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex... ...transitions the clients either individually or to a Banker. Provides effective and customized financial wellness recommendations...Hourly payWork experience placementWork at officeDay shift
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