Relationship Banker
$25 - $26.77 per hourBank of America
Bank Of America Financial Center RepresentativeAt 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 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 clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays passion, commitment and drive to deliver an experience that improves our clients' financial livesIs confident in identifying solutions for new and existing clients based on their needsCommunicates effectively and confidently and is comfortable engaging all clientsHas the ability to learn and adapt to new information and technology platformsIs 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' needsWill follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsEfficiently manages time and capacityFocuses on results while acting in the best interest of the clientMust be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distanceDesired Qualifications:Experience in financial services and knowledge of financial services industry, products and solutionsOne year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goalsSix months of cash handling experienceBachelor'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 ManagementThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and Loan Originators.Shift: 1st shift (United States of America)Hours Per Week: 40Pay Transparency detailsUS - CA - Aliso Viejo - 26831 Aliso Creek Rd (CA6221), US - CA - Dana Point - 24801 Del Prado Ave - DANA POINT BC (CA6166), US - CA - Dana Point - 32595 Golden Lantern St - OCEAN RANCH (CA6242), US - CA - Ladera Ranch - 27752 Antonio PKWY - BUILDING M (CA6226), US - CA - Laguna Hills - 23711 MOULTON PKWY - MOULTON PLAZA BC (CA6199), US - CA - Laguna Niguel - 30162 CROWN VALLEY PKWY - LAGUNA NIGUEL BC (CA6162), US - CA - Laguna Woods - 24211 Paseo De Valencia - Laguna Hills (CA6168), US - CA - Lake Forest - 23831 El Toro Rd - EL TORO BC (CA6142), US - CA - Mission Viejo - 26821 Trabuco Rd - MISSION VIEJO BC (CA6158), US - CA - Mission Viejo - 27571 Puerta Real - CROWN VALLEY CENTER BC (CA6173), US - CA - San Clemente - 300 S El Camino Real (CA6261), US - CA - San Clemente - 620 Camino De Los Mares - North San Clemente (CA6267), US - CA - San Clemente - 965 Avenida Pico - Talega (CA6237), US - CA - San Juan Capistrano - 31902 Del Obispo St - SAN JUAN CAPISTRANO BC (CA6140)Pay and benefits informationPay range $25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
$23 - $25 per hour
...Build Relationships. Build Futures. Build Your Career.At Orange County's Federal Credit Union (OCFCU), banking is personal—always has been... ...meaningful, impactful work every day.As a Relationship/Personal Banker/Member Service Representative (MSR), you're more than the face...SuggestedHourly pay- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo, California; Mission Viejo, California; Ladera Ranch, California; Dana Point, California; San Clemente...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$45.9k - $75.9k
...needs 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 ensure...SuggestedPart timeLocal areaImmediate startDay shift$25 - $26.77 per hour
...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 payWork at officeFlexible hoursShift workWeekend workDay shift$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 clients...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including...Temporary workWork experience placementImmediate start$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...Contract workPart timeLocal areaImmediate startDay shift- ...service professional to engage clients in the lobby, educate on self-service banking, and process cash transactions. You will build relationships to meet financial goals and connect clients to solutions, while maintaining risk and compliance standards. The role requires...Weekend work
$22 - $23.5 per hour
...commitment to absolute integrity. East West Bank gives people the confidence to reach further. Overview Being the next generation Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-...$19 - $23 per hour
...customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g....Work experience placement$19 - $23 per hour
Relationship Banker I Start your banking career with a team that invests in your success. We are seeking a customer-focused Relationship Banker I to provide exceptional service, process banking transactions, open new accounts, and help customers identify financial solutions...Hourly payWork at office- JPMorganChase in Laguna Hills, CA seeks a Relationship Banker to deliver exceptional client experiences, connecting customers with Chase’s digital tools and financial solutions. You will acquire, manage, and retain client relationships, explain products clearly, and coordinate...Afternoon shift
$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$22 - $26 per hour
...About the Role: The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Immediate start$132.5k - $205k
...Private Banker Sunflower Bank, N.A. is looking for an energetic, highly motivated individual to fill the position of a full-time... ...position is responsible to build and enhance long-term client relationships with High-Net-Worth individuals and families. As a trusted advisor...Full timeFlexible hours$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...- ...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
- ...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...
- ...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
- ...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
- 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...
$20 - $27.69 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part... ...in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products...Work experience placementWork at officeImmediate start$22 - $26 per hour
...Personal Banker The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough... ...Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering...Immediate start$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$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- ...Relationship Executive You are customer focused, enjoy building relationships and providing financial advice to your clients. A role... ...sourcing, manufacturing, and processing and distributing. Our bankers are required to have deep working knowledge of our solutions including...Flexible hours
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Northwestern Mutual is offering an internship for College Financial Representatives in Irvine, California. This role provides students with the opportunity to build an integrated financial planning practice while gaining experience in networking, business strategy development...Full timeInternship
$50k - $150k
Overview As a Financial Advisor, you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work...Full timeContract workFlexible 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...Work at office
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