Relationship Banker
Bank of America
Bank Of America Job Opportunity 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 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 Shift: 1st shift (United States of America) Hours Per Week: 40
- ...Relationship Banker Gresham, Oregon 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 officeShift workWeekend workDay shift
- Bank of America is seeking a motivated financial representative in Gresham, Oregon, to engage with clients, assisting them with banking transactions and guiding them in the use of digital banking solutions. The role requires excellent interpersonal communication skills ...SuggestedFlexible hours
$20 - $29 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$20 - $29 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$80 - $110 per hour
...hour Required Skills Financial planning Investment management Retirement planning Tax-aware strategies Client relationship management Communication Regulatory compliance High-net-worth client advising Judgment and decision-making Certified...SuggestedFor contractorsImmediate startRemote work- ...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...Shift workDay shift
- ...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 officeFlexible hoursShift workWeekend workDay shift
$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 payFull timeWork experience placementDay shift$20 - $28 per hour
...About the Role The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough... ...Client Experience Standards. Acquire new and expand existing relationships with clients by asking questions to identify needs, offering...Immediate start$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...- ...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...
- ...Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client...Work at officeImmediate startMonday to FridayShift workDay shift
- Micro1 is seeking a Personal Financial Advisor (Private Wealth) for a contractor role focused on providing expert financial guidance. This remote position will involve applying your knowledge to enhance AI-assisted financial advisory systems, ensuring that outputs are ...For contractorsRemote work
- ...where goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workMonday to FridayShift workDay shift
$90k - $140k
...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. This onsite position is located in Camas, WA. The Day-to-Day: As an...Work at officeWork from home- ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and...Full time
$80k - $105k
...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 officeWork from home- ...were met or exceeded. • Sets and accomplishes goals, achieving whatever you put your mind to. • Builds and nurtures strong relationships. • Collaborates effectively with others to get things done. • Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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...Work at officeImmediate startMonday to FridayShift workDay shift
$80k - $135k
...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 placementWork at officeWork from home- ...Immediate Need For A Talented Banker This is a 12+months contract opportunity with long-term potential and is located in Gresham... ...providers are identifying candidates who understand this is a'relationship' servicing role. We are looking for employees who desire to...Permanent employmentContract workFor contractorsWork experience placementImmediate start
- ...Industry Essentials, Series 7, and Series 66) and learn foundational advisor skills—including acquiring, building and managing client relationships, evaluating complex financial pictures, and guiding clients with advice and solutions to improve their financial lives. You will...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial planning. This role requires strong leadership skills, a valid...
$20 - $26 per hour
Pinnacle Fertility is a leader in physician-centric fertility care, supporting high-performing fertility clinics and comprehensive service providers nationwide. Guided by our mission of fulfilling dreams by building families, Pinnacle offers compassionate care, innovative...Hourly payFull timeRemote workMonday to Friday$87.4k - $123.4k
...the Client Experience Specialist, the Wealth Advisor delivers high-touch, highly personalized support to our clients. Focus is on relationship management and delivering thoughtful, strategic planning conversations within your area of expertise. Coordinate ongoing...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible 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...Full timeContract workFor contractorsWork at office- Job Overview A law firm seeks a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in Portland, OR. The associate will engage in structuring, negotiating, and documenting secured and unsecured debt finance transactions, sponsor-backed...
$119.77k - $140.9k
...you excel at—all from Day One. Job Description Responsible for retention and growth of medium to large size high net worth client relationships. Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs. Incumbent is a...Temporary workWork experience placementLocal area3 days per week$29.39 - $44.09 per hour
We are excited to invite passionate individuals to join our team, where you will embark on a rewarding career journey filled with growth, support, and the opportunity to make a meaningful impact on our members and the community we serve. Our core values—authenticity, boldness...Hourly pay16 hoursFull timeImmediate startRemote work$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 areaFlexible hours
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