Relationship Banker
Bank of America ATM
Overview This role 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. The position involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial and life priorities, and connecting clients to solutions that meet their financial goals. Responsibilities 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, ensuring compliance with all applicable laws and regulations. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience. Manage cash responsibilities. Required Qualifications Highly self‑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 clients' financial lives. Confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently and is comfortable engaging all clients. Able to learn and adapt to new information and technology platforms. Confident in educating clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking. Applies strong critical thinking and problem‑solving skills. Follows established processes and guidelines 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 the 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 a 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
- ...Broad Street. Richmond, Virginia. 23230. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to...SuggestedWork at office
- ...F.N.B. Corporation's Richmond branch is seeking a Relationship Banker to deliver friendly, efficient service and build customer relationships. You will handle consumer banking transactions, assist with account servicing and lending, and promote bank products through needs...Suggested
$45.76k - $54.25k
...Relationship Banker Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative...SuggestedTemporary workWork at officeNight shiftWeekend work- ...FNB Corporation is seeking a Relationship Banker in Richmond, VA to deliver friendly, customer-focused service while promoting bank products and services. You will handle routine transactions, identify customer needs, and leverage sales leads to meet weekly referral goals...SuggestedFull time
$20 - $22 per hour
...retention Adheres to all policies and procedures of the company Follows operational procedures to include security Relationship Bankers will make our promise of "Service Beyond Expectations" Begins with Me real and believable by following our defined principles...SuggestedHourly payWork at office- ...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...Shift workWeekend workDay shift
- ...Relationship Banker Job Category: Banking Location: On site at location listed in job posting. Summary: The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on...Temporary workWork at office
- Truist in Mechanicsville, Virginia is seeking a motivated individual to facilitate client transactions and enhance customer experience. The role involves engaging clients effectively, supporting sales activities, and ensuring compliance with operational policies. Candidates...
- ...About this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service * Build relationships focused on affluent borrowers with realtors, builders,...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$36k - $75k
Are you driven, self‑motivated, and eager to jumpstart your career in the financial services industry? We’re seeking passionate individuals to join our Accelerator Program, a dynamic trainee experience designed to set you up for long‑term success. As a Financial Representative...TraineeshipHome 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$45k - $65k
...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communications skills, and a meticulous eye for detail. Responsibilities Create...- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders, financial...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...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
- ...Universal Banker The Universal Banker provides a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identify financial needs and recommend solutions. You will be responsible for assisting with branch operations...Work experience placementBank staffWork at office
$97k - $192k
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Polk Region of Modern Woodmen is actively...Work at officeLocal areaWork from homeFlexible hours- A leading financial services firm in Virginia seeks a skilled professional to join their team. The role involves executing investment strategy trades, managing client portfolios, and collaborating with various departments including Client Service and Portfolio Management...
$100k - $150k
A leading recruitment firm in Virginia is seeking an experienced operations professional to manage trading and account maintenance functions. The ideal candidate will have a strong background in finance with over 3 years of relevant experience, and will collaborate with...Full time$80k - $100k
...a Financial Services Representative, you will build long-term relationships with clients, helping them navigate their financial futures through... ...Midlothian, VA $40,000.00-$60,000.00 1 year ago Relationship Banker or Senior Relationship Banker - VA CTR Marketplace Richmond,...Full time$60k
...CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS? You know how to connect with people, building personal, trusted relationships. Financial planning is interesting to you. You’re a driven person who’s committed to succeeding. You’re ready to earn more for...Full timeWork experience placementFlexible hours- ...matters. Collaborate with senior attorneys to deliver comprehensive counsel to clients. Contribute to business development and client relationship management. Requirements 3-5 years of experience in leveraged finance transactions at a law firm or in‑house at a financial...
- ...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. We're proud of the impact fraternalism makes. It's what allows Modern...Local area
$21.34 - $23.71 per hour
Posting Details Posting Summary Working Title Financial Aid Advisor Role Title Education Support Spec II Role Code 29143-SW FLSA Nonexempt Pay Band 03 Position Number 297W0415 Agency ...Hourly payFull timeTemporary workPart timeWork at officeLocal areaRemote workMonday to Friday$100k - $130k
...office location to a growing roster of client families. This role is designed for a seasoned planner who loves building long-term relationships and helping people navigate retirement with clarity and confidence. This is a client advisory and service role. You'll build...Work at officeRemote workShift work- ...building and delivering financial plans, preparing for and following up on client meetings, and over time, taking ownership of client relationships. This role is designed to grow. As you build rapport with clients and deepen your expertise, you’ll take on more clients and...Immediate start
$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$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- ...Position Overview As a Financial Advisor you play a key role in supporting client relationships by preparing and reviewing investment reports, conducting risk and cash flow analyses, and assisting with tax and estate planning strategies. You will collaborate closely with...Temporary workWork at office
- Patient Financial Counselor Hourly Wage Estimate: 15.46 - 23.19 / hour Learn more about the benefits offered for this job. The estimate displayed represents the typical wage range of candidates hired. Factors that may be used to determine your actual salary may include...Hourly payTemporary workWork at officeMonday to FridayFlexible hours
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