Relationship Banker
Jobtailor
Responsibilities Engage clients in the lobby to educate and assist with transactions Accurately and efficiently process cash transactions as needed Have deep conversations with clients to understand their financial and life priorities Connect clients to solutions that meet their financial goals Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet their financial needs Follow established processes and guidelines in daily activities Grow business knowledge and network by partnering with experts Manage financial center traffic, appointments, and outbound calls effectively Drive the client experience Requirements Enthusiastic and motivated self-starter with strong work ethic Ability to collaborate effectively Passion for improving clients' financial lives Confidence in identifying solutions for clients Effective communication skills Ability to learn and adapt to new technologies Strong critical thinking and problem-solving skills Ability to manage time and capacity effectively Must be able to work weekends and/or extended hours Experience in financial services and knowledge of financial services industry, products and solutions preferred One year of demonstrated successful sales experience Six months of cash handling experience preferred Bachelor's Degree or relevant business-related Associate’s Degree preferred Hard Skills Cash Transactions Financial Products Sales Techniques Operational Excellence Time Management Soft Skills Enthusiastic Self-Starter Collaboration Critical Thinking Problem-Solving Adaptability #J-18808-Ljbffr
$41.71k - $69k
...Overview Join us in building something new. This Retail Relationship Banker role supports our DeNovo branch expansion, where you'll help launch this new location and grow a client base from the ground up. You'll be on the front lines of business development, actively engaging...SuggestedPart timeLocal areaImmediate startDay shift$22 - $33 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...SuggestedWeekend work$22 - $33 per hour
...Responsibilities Build and maintain long‑term client relationships, providing sound financial advice and collaborating with internal partners. Engage customers in community outreach and digital/traditional banking education. Lead client and prospect financial reviews,...SuggestedHourly pay$25 - $26.77 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...SuggestedHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- JPMorgan Chase & Co. in Hawthorne, California is looking for a Relationship Banker to represent the brand and provide exceptional service. In this role, you'll manage client relationships and offer personalized financial solutions, ensuring clients feel valued. The ideal...SuggestedAfternoon shift
$45.9k - $75.9k
...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...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker - Los Angeles South Market Los Angeles, California;Los Angeles, California; Downey, California; Lynwood, California; Huntington Park, California; Los Angeles, California; Downey, California; Los Angeles, California; Downey, California; Los Angeles,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...SchoolsFirst FCU in California is seeking a Personal Banker (Member Service Representative II) to deliver World Class service at branch locations. You will promote credit union products, process transactions, and support daily branch operations, including notary tasks...
$37 - $65.5 per hour
...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start- ...Bank of Montreal in Long Beach is seeking a Retail Relationship Banker to support the De Novo branch expansion, launching a new location and building a client base from ground up. You’ll be on the front lines of business development, engaging the local community and growing...Local area
- ...organization while meeting or exceeding monthly assigned sales goals. Principal Accountabilities (95%) Member Experience Develops member relationships by providing high‑quality sales and service to each member and works with new and existing members to identify their financial...Work at office
- ...service channels. You will educate on mobile/online banking and ATM transactions and process cash accurately. Build strong client relationships, follow procedures, and collaborate with lending, investments, and small‑business experts to connect clients with suitable...Weekend work
- ...SchoolsFirst Federal Credit Union is seeking a Personal Banker (Member Service Representative II) to provide world-class service at a branch or service center in California. You will promote credit union products, process savings, loan, and auxiliary transactions, and...
- ...Responsibilities Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase...Work experience placement
$58.19k - $81.21k
...Citigroup Inc. is seeking a Personal Banker in Manhattan Beach, California, responsible for assisting in sales and service activities with customers. The role involves building customer relationships and increasing sales to individual clients. Ideal candidates will have...- ...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...Immediate startAfternoon shift
- JPMorganChase's Chase branch is seeking a Relationship Banker to deliver hospitality, build lasting client relationships, and leverage digital tools to meet financial needs. You will represent the brand and help clients navigate banking solutions with care. Ideal candidates...Weekend workAfternoon shift
$24.56 - $35.62 per hour
...service-oriented people to join our exceptional team. Personal Banker (Member Service Representative II) The pay range for this... ...and promotes credit union products and services to build relationships. Processes transactions in the general areas of savings, loans...Temporary workNight shiftDay shiftAfternoon shift$24.56 - $35.62 per hour
Personal Banker (Member Service Representative II) Providing world‑class member service to individuals visiting branch or service center... ...information and promote credit union products to build relationships. Process transactions in general areas of savings, loans, and...Hourly payNight shiftDay shiftAfternoon shift- ...learn, grow and enhance their skills to take on new challenges to progress in their professional careers. Responsibilities Client Relationship & Plan Development Client Engagement: Work with advisors on clients with assets under management between $1 million and $2...Temporary workFlexible hours
- ...achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long‑term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities Client...Work at officeWork from homeVisa sponsorshipFlexible hours
$22.33 per hour
...Personal Banker Location : Location US-CA-Long Beach Location/Org Data : Name Long Beach Location : Address... ...seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Full timeWork at office- ...Fifth Third Bank seeks a Float Personal Banker 1 in East Long Beach, CA to deliver excellent customer care during daily transactions, resolve inquiries, and refer customers to the right business partners for additional products and services. This role requires travel...
$57.5k - $106.5k
...generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in collaboration with the lead relationship manager. Determines client needs and provides solutions though...Contract workPart timeLocal area- ...Opportunity Overview Private Banker | South Bay Los Angeles Location: El Segundo, California An established regional banking organization... ...team. This role offers the opportunity to build meaningful relationships with high-net-worth individuals, business owners, executives,...Temporary workFor contractorsWork at officeLocal area
- ...Wells Fargo is seeking a Roving Associate Personal Banker to provide frontline support across multiple California branch locations. You will assist with everyday banking tasks, openings, and credit applications while learning products and digital tools to help customers...
- ...Personal Banker I - Marina Del Rey General Function The Personal Banker I position will provide an exceptional customer experience by cultivating, maintaining and enhancing long‑lasting relationships with existing and prospective customers. This position processes teller...Work at office
$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$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 timeContract workFor contractorsInternshipLocal areaFlexible hours- ...provides personalized financial advice and wealth management strategies to individual clients. This role focuses on building long‑term relationships, understanding clients' financial goals, and creating tailored solutions for investment, retirement, and estate planning. The...Temporary workWork at officeImmediate startFlexible hours
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