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! * Must be able to work weekends and/or extended hours which may include being scheduled at any financial center location within a reasonable distance. All designated at 5% travel * 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 Shift: 1st shift (United States of America) Hours Per Week: 40
$41.71k - $65k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...solutions that meet their goals. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established processes and guidelines to do what is right for clients and the bank,...SuggestedShift workWeekend workDay shift
- ...options. You will process cash transactions accurately and learn clients' financial goals to connect them with suitable solutions. This role requires strong relationship-building, effective communication, and the ability to work weekends/extended hours. #J-18808-Ljbffr...SuggestedWeekend work
- ...excellent customer service. Responsibilities include educating clients about banking services, managing transactions, and building relationships to meet financial goals. Qualified candidates will demonstrate strong problem-solving skills, a commitment to client...Suggested
- ...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...SuggestedShift workWeekend workDay shift
- ...Responsibilities Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies Serve...
- ...Senior Banker Phoenix, Arizona **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of... ...to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service...Work at officeFlexible hoursShift workWeekend workDay shift
$160k - $210k
...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...- ...associates regarding their banking needs. The Premier Client Banker II provides consultation to develop financial plans and align... ...- Achieves individual and/or team financial, production, and relationship results relative to the specific metrics and goals assigned. Sales...Work at officeImmediate start
$20.19 per hour
...Personal Banker Location : Location US-AZ-Phoenix Location/Org Data : Name Camelback Location : Address 2... ...seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Full timeWork at office- ...contribute to the company’s success. As a full time Personal Banker within PNC's Phoenix West Region Branch Banking organization,... ...community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services to support their financial success Follow established policies in accordance with the...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...Position Overview As a full-time Personal Banker within PNC's Phoenix West Region Branch Banking organization, you will be based in... ...community centers of influence to acquire, expand, and retain relationships. Create customer loyalty and grow customer share of wallet through...Full timeTemporary workWork experience placementWork at office
$20 - $24.5 per hour
...Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients... ...Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their...Hourly payFull timeTemporary workWork at office- ...contribute to the company’s success. As a full time Personal Banker within PNC's Branch Banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- ...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
$96.88k - $127.15k
Hi, we’re Oscar. We’re hiring an Associate, Strategic Finance to join our FP&A team. Oscar is the first health insurance company built around a full stack technology platform and a relentless focus on serving our members. We started Oscar in 2012 to create the kind of ...Full timeWork experience placementWork at officeFlexible hours- ...detail and accuracy by monitoring portfolio transactions and addressing client portfolio inquiries Maintain and cultivate client relationships via approved mediums of communication Create and prepare detailed portfolio reviews, security analysis, and client delivery...Full timeTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours
$16 per hour
...5,000 - $95,000 3 days ago Phoenix, AZ $110,000 - $125,000 2 weeks ago Clinical Engineering Field Support Coordinator Branch Relationship Banker (Personal Banker) - Biltmore/Phoenix (AZ) Financial Services Representative - SIE (Gilbert, AZ) We’re unlocking community knowledge...Hourly payFull timeTraineeshipWork at officeHome office$51.8k - $95.9k
...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- ...WealthBridge Financial Group and be part of a passionate team dedicated to delivering exceptional service and fostering long-term client relationships. If you are driven by results and have a deep commitment to helping clients achieve financial success, we would love to hear...
$19.2 - $23 per hour
Liquidity Services (NASDAQ: LQDT) operates the world’s largest B2B e-commerce marketplace platform for surplus assets, with over $15 billion in completed transactions to more than 6 million qualified buyers worldwide and 15,000 corporate and government sellers. It supports...Hourly payWork at officeWorldwideMonday to Friday$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...Work at officeLocal areaWork from homeFlexible hours- ...successful team? Are you driven, self-motivated, and customer-focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, we would like to talk to you! Strategy...Local area
- ...on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s approach to investing. You’ll...Work at office
$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- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Shift workDay shift
- ...Series 7 and Series 66 (or 63 and 65) licenses. * Proven track record of meeting production goals and maintaining long-term client relationships. * Exceptional communication and presentation skills with the ability to explain complex concepts simply. Nice-to-Haves:...Local area
- ...world of work; think of Gallagher. The Financial Advisor position is accountable for building and maintaining wealth management relationships with existing benefit and retirement plan participants. The ideal candidate is motivated by focusing their time and expertise by...Work at officeLocal area
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