Relationship Banker
Bank of America ATM
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' 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 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 Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent Shift 1st shift (United States of America) Hours Per Week 40 #J-18808-Ljbffr
- ...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...SuggestedWork at officeShift workWeekend workDay shift
- ...Meridian, Idaho seeks a client-focused professional to support clients with self-service banking transactions and develop financial relationships. This role requires strong communication skills and adaptability to understand financial needs. The ideal candidate will have a...SuggestedFlexible hours
$20 - $26.75 per hour
...heart of every decision. This role focuses on building strong relationships while serving as a point-of-sale expert for deposit and lending... ..., and in our greater communities. Pay Range: Personal Banker I-II: $20.00 to $26.75 The compensation range represents...SuggestedLocal areaFlexible 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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Job Description The Personal Banker is responsible for acquiring new consumer and small business customers and expanding relationships with existing customers. He or she serves as a proactive member of the branch team as the initial sales and service contact for new and...SuggestedFor contractors
$20.19 per hour
...Personal Banker Location & Details Office: Boise Main Address: 1001 W Idaho Street, Boise, ID Position Type: Full Time Job Summary... ...seek creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Full timeWork at office$22 - $27 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$22 - $27 per hour
...About the Role The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough... ...include acquiring new and expanding existing client relationships, identifying client needs, offering appropriate products and services...Hourly pay- ...About this role: Wells Fargo is seeking a Commercial Banking Relationship Management Senior Manager for clients with annual revenue of $25MM to $2B supporting the Boise, ID market as part of the Commercial Bank. Learn more about the career areas and business divisions...Work experience placement
$20 - $24 per hour
...About the Role The Personal Banker is responsible for delivering exceptional client experience by adhering to our Breakthrough Client... ...Standards. Responsibilities Acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...Hourly payImmediate start$120k - $260k
Elevate your career with a company that’s consistently recognized as one of the Top Workplaces. We’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales ...Daily paidTemporary workMonday to ThursdayFlexible hoursShift work$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- ...fit for #TeamFirstInterstate. SUMMARY The Community Banker delivers personalized client service by holding financial conversations... .... This position is responsible for maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments...
- A financial services firm is seeking qualified candidates for part-time, remote work. This role offers the opportunity to earn additional income by helping clients with personalized benefits solutions. Responsibilities include virtual conversations with clients, scheduling...Part timeRemote work
$41.71k - $50k
...hours per week. Responsibilities Collaborates with BMO partners to identify referral opportunities that further grow the customer's relationship with BMO beyond personal banking. Welcomes and guides customers as they walk into the branch lobby, and offers advice and...Part timeLocal areaDay shift- ...social, educational and volunteer activities that enrich members’ lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. About you Show integrity and character. Demonstrate leadership skills...Local area
$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 area$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible 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
$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...Full timeContract workFor contractorsWork at office- ...financial services. This remote position allows for 20 hours per week of work while providing you with the chance to cultivate client relationships and present financial solutions virtually. The role promises a fun and positive team environment with comprehensive training...Part timeRemote work
- Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will be responsible...Full time
- ...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...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Description Job Description Description: Location Note Although this role is based in Boise, this position supports a Commercial Relationship Manager in the Coeur d’Alene office. Job Overview The ARM conducts credit analyses including gathering, analyzing, and...Work experience placementWork at office
- ...management consulting firm located in Boise is seeking an Associate Private Wealth Advisor. This role requires managing existing client relationships, assisting in onboarding clients, and delivering financial plans. Candidates should have at least 5 years of experience in the...
- ...families on financial planning. You will guide them in managing day-to-day finances and building wealth while building community relationships. The company offers comprehensive training for veterans and military spouses, transitioning you into a paid training role with...Flexible hours
- ...services that can benefit the customer and enhance the banking relationship through the client conversation Completes all sales and... ...Accounting (Preferred) Experience 2 years of Teller and Personal Banker experience (preferred) General business and financial knowledge...Work at office
$19.25 per hour
...financial services. This role also handles the sales and servicing of all credit union products and services, focusing on building relationships and expanding EVERWISE CREDIT UNION’s wallet share. Responsibilities Maintain a high level of member service in accordance with...- ...strong partners with their customers in finding creative financial solutions that work. To achieve that goal, we need great Relationship Managers on our team. People who share that vision and our values, who know their customers and work hard for their benefit, and...
$70k - $80k
...COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent... ...activities to cultivate new business and expand CNB's client relationships through the sale of mortgage loan products and services, uses...Work at officeRemote work
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