Relationship Banker
Bank of America ATM
Bank Of AmericaAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We're devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. 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 excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsGrows business knowledge and network by partnering with experts in small business, lending, and investmentsManages financial center traffic, appointments, and outbound calls effectivelyDrives the client experienceManages cash responsibilitiesRequired 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 financeSkills:AdaptabilityBusiness AcumenCustomer and Client FocusOral CommunicationsProblem SolvingAccount ManagementClient Experience BrandingClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness DevelopmentPipeline ManagementProspectingReferral IdentificationReferral ManagementMinimum Education Requirement:High School Diploma / GED / Secondary School or equivalentShift: 1st shift (United States of America)Hours Per Week: 40
- ...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...SuggestedShift workDay shift
- ...to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships, drive the client experience, and collaborate with experts in lending, investments, and small business to meet client needs. You...Suggested
- ...superior customer service, and bank directed initiatives. May be involved in community initiatives to support the development of relationships in the areas the Bank serves. Essential Functions Contributes to branch growth and participates in activities designed...Suggested
$20.55 - $34.25 per hour
...lobby management, servicing and sales interactions for retail and business customers. Primary Responsibilities: * Play key role in Relationship Management (customer assessments, profiling for sales opportunities, account opening and lead-focused outbound calling), Sales...SuggestedHourly pay$97.96k - $125.96k
Pay Range: $97,962.00 - $125,957.00This role may be filled in either Burlington, VT or Portland, ME. The successful candidate will support the market associated with their hired location. Candidates hired in Portland, ME will support the Maine market, while candidates hired...SuggestedFull timeTemporary workPart timeWork visaFlexible hours- ...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
$28.85 - $33.65 per hour
...Aptitude in obtaining required industry licensesMust be self-disciplined in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong peer relationships through effective communication and...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay 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...Full timeWork at officeImmediate startShift 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 payWork experience placementFlexible hoursDay 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 timeInternshipLocal areaFlexible hours$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours$50k - $75k
...retirement plans Offer life insurance, estate planning, and additional financial strategies Provide long-term client service and relationship management The Lead Generation System That Works Scheduled Presentations (Your Primary Lead Source): 2-4 on-campus...Full timePart timeWork at office$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$116.4k - $194k
...comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely...Temporary workWork experience placement- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$20.54 - $29.42 per hour
Herzing University in Portland, Maine, is looking for a Customer Service position to assist students with the financial aid process and funding options. This role involves guiding students through their financial needs and offers opportunities for growth through our Career...Remote jobHourly payWork at office$75k - $85k
...unique clients' goals and aspirations. The position involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in...Work at officeLocal areaRemote work2 days per week$18.68 - $31.14 per hour
M&T Bank is hiring a Branch Teller in Portland, Maine, responsible for enhancing customer experience through sales and digital engagement. This role ensures effective resolution of customer queries while meeting compliance standards. Applicants should possess a high school...Hourly pay$18.68 - $31.14 per hour
...used to decide loan applications. Complete servicing‑related responsibilities specific to Consumer and Business Banking customer relationships and lead with inquiries to identify opportunities to solve for other banking needs. Follow the Bank’s sales process and provide...Hourly pay- Aogarciaagency in Portland, Maine, is seeking passionate individuals for a virtual role focused on securing families’ financial well-being. Enjoy the benefits of flexibility and a supportive environment while conducting consultations with clients. You will advance based...Remote jobFlexible hours
- Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- Operational Risk Manager (ORM) The Operational Risk Manager (ORM) serves as the regional leader for operational risk mitigation, safety, and compliance. This role is responsible for driving a culture of safety and risk awareness across field operations, ensuring contractual...Work at officeRemote work2 days per week
- ...effectively. Demonstrates Emotional Intelligence: Exhibits a high level of self-awareness, self-management, other awareness and relationship management. Conducts themselves in an empathic, appropriate way, with a sense of humor and stimulates a collaborative work...Full timeWork experience placementWork at officeFlexible hoursShift work
- The Capital Management Officer at Evernorth in Portland, Maine will support investor relations and capital management by providing operational and analytical support to the Capital Management department and related business lines. You will partner with internal teams to...
$80k - $100k
Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day- freedom is the result with uncapped earnings...Permanent employment- Financial Advisor Careers at First Command Shaping Positive Financial Behaviors since 1958 3 out of 4 of our Financial Advisors are veterans or military spouses. With 165+ offices nationwide, many are located near military installations. First Command Financial Advisors...Hourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
$53.56k - $80.08k
...or products. Once transitioned to an Advisor role you will be responsible for all aspects of developing and maintaining client relationships by providing on-going consultation, advice, planning and day to day account servicing. As an Advisor, you will need to rely on...Full timeTemporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...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
- ...obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$65k - $78k
Personal Financial Counselors (PFC) provide personal financial counseling services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military...Full timeContract workWork at officeFlexible hours
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