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 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 position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially move to another location that is within a reasonable commuting distance of your home to the extent permitted by applicable law. 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, 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 #J-18808-Ljbffr
$50k - $100k
...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- ...focused associate to engage clients in the lobby, educate on self-service options, and process cash transactions. You will build relationships, uncover financial goals, and connect clients to suitable solutions to enhance their financial lives. The role requires...SuggestedWork at office
- U.S. Bank is seeking a Relationship Banker 1 in Mission Viejo, CA, for a 20-hour weekly schedule. The role focuses on building trusted client relationships, advising on banking needs, processing basic transactions, and promoting digital banking tools. Ideal candidates bring...SuggestedPart time
- U.S. Bank is seeking a Relationship Banker in Mission Viejo, CA to build relationships with customers face to face and provide tailored financial guidance. You will educate clients on products, open accounts, and help with consumer loans while coordinating with branch teams...Suggested
$43k - $75k
...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- ...accurately. The role emphasizes understanding clients' financial goals and connecting them to suitable solutions. You will build relationships, work with specialists in lending and investments, and manage daily center activities. Weekend or extended hours may be required...Weekend work
- ...Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class... ...and may involve CA DMV pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr SchoolsFirst Federal...
- ...conversations to understand their financial priorities and link them to suitable solutions. The role emphasizes building client relationships, following compliant processes, and collaborating with experts in small business, lending, and investments to grow the business...
- ...clients in the lobby, educating them on self-service banking options, and accurately processing cash transactions. You will build relationships, connect clients with financial solutions, and support everyday banking needs in a high‑volume environment. The role requires...Weekend work
$23 - $25 per hour
...Job Description Job Description Build Relationships. Build Futures. Build Your Career. Mandarin or Spanish Fluency Preferred... ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you’re more than the face...Hourly payWeekday work- Citigroup Inc. in Mission Viejo, CA is seeking an entry level Personal Banker to support sales and service activities with the customer service team. You will help foster relationships with individual clients, assist with small business opportunities, and grow the loan...
$27.02 - $39.18 per hour
Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour. Scheduled weekly hours: 40. Responsibilities... ...and promote credit union products and services to build relationships. Process transactions in savings, consumer loan, real‑estate loan...Hourly payRemote work$160k - $250k
...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...$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit...Remote work$150k - $230k
...Commercial Banking Professional Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace...Work experience placementWork at officeFlexible hours$97k - $192k
Benefits 401(k) 401(k) matching Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Foster Region of Modern Woodmen is actively seeking a Financial Representative to help spearhead ...Work at officeLocal areaWork from homeFlexible hours$24 - $34 per hour
...Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Responsible for managing customer accounts...Hourly pay16 hoursWork experience placementWork from homeFlexible hours- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
$22 - $26 per hour
...About the Role:The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Immediate start- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- Job Description Insight Global is looking for a Financial Counselor to support patient admissions and financial operations within a fast-paced healthcare environment. This individual will play a key role in guiding patients and families through the financial aspects of...Work at office
- About this role:Wells Fargo is seeking a Principal Commercial Banking Relationship Manager to join our Commercial Auto business. Learn about the career areas and lines of business at .Commercial Auto is part of Specialized Industries and has been providing commercial banking...Ongoing contractFull timeWork experience placementImmediate start
- ...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 officeFlexible hoursShift workWeekend workDay shift
- ...provide strategies and knowledge in investments and insurance to help clients achieve their long-term financial goals. You will build relationships with clients, assess financial situations, and develop and implement strategies, while reviewing progress and guiding on...
$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 FridayFlexible hoursShift workDay shift- Bank of America is seeking a financial services professional to provide comprehensive financial guidance and tailored solutions to clients. You will triage leads, refer to partners as appropriate, and meet with clients to review goals, build plans, and recommend brokerage...
- ...Solutions Advisor Stage I to begin with Securities Industry licenses and build foundational advisory skills. You’ll develop client relationships, deliver financial solutions, and progress through stages toward broader roles within Bank of America and Merrill. The program...Work at office
$24 - $34 per hour
...Personal Banker Mechanics Bank is currently searching for a Personal Banker to join our team. Here at Mechanics Bank, we value connection, partnership, long term relationships and working together in person. This role will be working on-site. Responsible for managing...Hourly pay16 hoursWork experience placementWork from homeFlexible hours- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive... ...sourcing, manufacturing, and processing and distributing. Our bankers are required to have deep working knowledge of our solutions including...Flexible hours
$81k - $122k
UST is looking for a Workday Certified Financials Consultant focusing on Contract to Cash and Grants Management. In this role, you will lead implementations and assist clients in effectively utilizing the Workday solution. Applicants should have 4+ years of experience in...Remote jobContract work
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