Relationship Banker - San Diego Coast
Bank of America
Overview 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. 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. 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. 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’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 #J-18808-Ljbffr Bank of America
$23 - $31 per hour
...Associate Personal Banker (SAFE) Are you looking for more? Find it here. At Wells... ...In this frontline role, you will build relationships with customers by supporting everyday banking... ...(s): ~10788 Black Mountain Road, San Diego, CA 92126 ~10707 Camino Ruiz, San Diego...SuggestedWork experience placementFlexible hours$260k - $365k
...Locations: Los Angeles | Century City | Orange County | San Diego | Del Mar | San Francisco | Silicon Valley | New York City |... ...project management skills ~ Excellent communication and client relationship skills ~ Strong academic credentials ~ Licensed and in good...Suggested- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...SuggestedImmediate startAfternoon shift
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division. This role requires proactive customer outreach and strong communication skills to build relationships and offer tailored financial solutions. The ideal candidate should...Suggested
- Bank of America, located in San Marcos, California, is looking for motivated individuals to engage clients and assist with transactions. You will be responsible for driving client experiences and adhering to established processes and regulatory requirements. The successful...SuggestedFull timeWeekend work
$30.9 - $37.76 per hour
...stage of your career. Try new things, learn new skills and discover what you excel atall from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and...Temporary work$30.9 - $37.76 per hour
...Client Relationship Consultant 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...Temporary work- ...Universal Banker Carlsbad Job details Posted 11 May 2026 Location... ...banking professional who excels at building relationships and guiding branch operations? Dexian... ...local causes in Carlsbad and North County San Diego. Take the next step in your banking...Full timeLocal areaImmediate startRemote workWorldwide
$10k - $12k
...will play a crucial role in developing and maintaining strong relationships with clients to establish and demonstrate exceptional... ...position will ideally be based out of the Carlsbad, Temecula, North San Diego area. This position will spend roughly 10 days per quarter traveling...Work at officeLocal areaImmediate startRemote workWork from homeHome officeFlexible hoursNight shift$43.68k - $69.9k
## Personal Banker I - EncinitasApplylocations: Carlsbad, CAtime type: Full timeposted on: Posted Todaytime left to apply: End Date... ...experience by cultivating, maintaining, and enhancing long lasting relationships with existing and prospective customers. This position is...Work at office- ...effectively. Drive the client experience and adhere to established processes, guidelines, and regulatory requirements. Build relationships with clients to meet financial needs and expand knowledge by partnering with experts in small business, lending, and investments...Work at officeShift workWeekend workDay shift
$43.68k - $69.9k
Fifth Third Bank in Encinitas, California is looking for a Personal Banker I. This role focuses on enhancing customer relationships, processing transactions, and understanding customer financial needs through a consultative approach. The ideal candidate will have a High...Work at office- JPMorgan Chase & Co. is looking for a Private Client Banker in San Marcos, California. In this role, you'll be responsible for managing the banking relationships of affluent clients and providing tailored services to exceed their expectations. You should have proven experience...
$44.3k - $73k
...career in banking at Fifth Third Bank. GENERAL FUNCTION: The Personal Banker II position will provide an exceptional customer experience by building and maintaining long lasting relationships with existing and prospective customers. Helping customers to understand...Work at office$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$115k - $190k
...Financial Advisor is responsible for working as a team with a Senior Financial Advisor to meet with firm clients and maintain ongoing relationships. Responsibilities include preparing for client meetings, creating financial plans, advising clients and working with each client...Work at officeRemote work$85k - $115k
...Financial Advisor position supports the Financial Advisors and provides technical financial planning assistance to help manage client relationships. Job Responsibilities Client Meeting Preparation Prepare for client meetings by completing updated client...Full timeWork at officeRemote work- Edward Jones, a Fortune 500 financial services firm, is seeking a Financial Advisor in San Marcos, California. This role involves developing and growing your practice with the support of a dedicated branch team. Candidates should possess a bachelor's degree or relevant...Flexible hours
- ...candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose-driven, this could be a great fit. Both Part-time and Full-time openings...Full timePart time
$250k
...Personal Banker Safe Act, La Jolla Downtown Branch, Officer Discover your future at Citi. Working at Citi is far more than just... ...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...$20 - $28.6 per hour
...recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review 2026 Fair Chance Ordinance . 2026 CA Privacy Notice to Applicants/Employees Salary...Full timeWork at officeLocal area- ...Job Description Job Description Banker Job Type: Full-time, Part-time Shift: Day Shift Our client, a global trailblazer... ...accurately and follow procedures ~ Experience building relationships and identifying customer needs ~ Integrity and professionalism...Full timePart timeImmediate startShift workDay shift
- A large home improvement retailer in California is seeking a Kitchen Designer to help customers create their ideal kitchen and bath environments. The role involves engaging with customers, understanding their needs, and providing expert design advice. Responsibilities also...
$84.71k - $134.41k
Palomar College in San Marcos seeks a Counselor/Assistant Professor (Financial Aid) to provide academic, personal, and career counseling services for students. Candidates should possess a Master’s degree in counseling or a Bachelor’s with a Marriage and Family Therapist...Work at office- ...professional and accurate information to members and potential members in opening new accounts, securing loans, and deepening member relationships by offering Credit Union products and services to meet members’ needs and increase member satisfaction. Maintain quality service...Full timeWork experience placementMonday to FridayWeekend work
- A leading financial consultancy is seeking motivated individuals for a fully remote role that offers flexible scheduling and high earning potential through commission. You will connect with clients, guiding them through financial decisions without cold outreach. Successful...Remote jobFlexible hours
$23 - $28.6 per hour
...professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Universal Banker opportunity with a nationally recognized Bank, a 5-star rated financial institution that has grown to $7 billion in assets by...Temporary work- Dexian DISYS is seeking a Senior Universal Banker III for their Carlsbad branch, focusing on exceptional client service and financial expertise. The role involves advising clients, managing both consumer and business accounts, ensuring compliance, and providing mentorship...
$80k - $105k
...skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$61k - $119k
...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
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