Relationship Banker
$52k - $55.68kBank 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!
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.
**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.**
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
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CA - Danville - 4195 Blackhawk Plaza Cir - BLACKHAWK BC (CA4182), US - CA - Danville - 620 San Ramon Valley Blvd - DANVILLE BC (CA4118), US - CA - Dublin - 4250 Dublin Blvd - Tassajara BC (CA4210), US - CA - Dublin - 7496 Dublin Blvd - DUBLIN BC (CA4184), US - CA - Livermore - 1748 Railroad Ave - LIVERMORE BC (CA4101), US - CA - Pleasanton - 6005 Stoneridge Dr - HACIENDA BUSINESS PARK BC (CA4176), US - CA - San Ramon - 3100 Crow Canyon Pl - SAN RAMON BC (CA4179)Pay and benefits informationPay range$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis 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.$50k - $100k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift$22.27 - $33.43 per hour
...RELATIONSHIP BANKER WHAT IS THE OPPORTUNITY? Responsible for contributing to overall branch sales efforts, maintaining best in class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing...SuggestedHourly payRemote work- BMO Financial Group is seeking a customer-focused professional in the United States for a Retail Banking Sales & Service role in Pleasanton, CA. The candidate will assess customer needs, advise on banking solutions, and collaborate with branch teams to deliver exceptional...Suggested
- BMO U.S. is seeking a Retail Banking Sales & Service professional to deliver exceptional service and to identify and address customer needs with tailored financial solutions. The role emphasizes probability of cross-selling everyday banking, lending, home financing, and...Suggested
- City National Bank in Pleasanton, CA is seeking a Relationship Banker to drive branch sales while delivering best-in-class service. You will assist customers with transactions, cultivate new client relationships, and identify cross-sell opportunities across CNB products...Suggested
$52k - $55.68k
...by applicable law.** 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...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
$24 - $25.5 per hour
...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-tech...- The Hispanic Alliance for Career Enhancement is hiring a Retail Relationship Banker in San Ramon, California. This role is key to supporting the DeNovo branch expansion, where you'll engage with customers, delivering exceptional service and identifying financial solutions...
- Fremont Bank is hiring a Personal Banker in Fremont, CA to deliver world-class service, build client relationships, and refer retail and business products. You’ll support outbound prospecting and maintain accounts while handling cash as needed. You will meet sales and...
- ...Associate to educate clients in lobby services and help them with self-service banking. You will handle cash transactions, build client relationships, and connect customers to lending and investment solutions. The role requires strong communication, adaptability to new banking...Shift workWeekend work
- Tech CU in Fremont, CA is seeking a Relationship Banker to be the go-to expert our members trust. You’ll handle daily banking tasks, open accounts, and support lending needs while turning great service into lasting relationships. This role blends service, sales, and relationship...
- U.S. Bank is seeking Relationship Bankers across multiple locations and levels. You will build client relationships, assess banking needs, open accounts, and help customers select deposit and loan products, while delivering exceptional service. The role requires knowledge...
- ...Employment Services in San Ramon, CA is seeking an experienced Banker to join our professional branch banking environment. You will... ...financial products to meet client needs. The role emphasizes relationship-building, customer service excellence, and collaboration with...
- Citigroup Inc. is seeking an entry-level Personal Banker to assist in sales and service activities in coordination with the customer service team. The role aims to build loyalty and help increase sales to individual consumer clients in Fremont, CA. The position requires...
$43.68k - $69.9k
...CONDITIONS: Normal office environment. Extending viewing of computer screens. Travel will be required. Float Personal Banker I- PleasantonTotal Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth Third, we understand the importance of recognizing our...Work at office- JPMorganChase is seeking a Relationship Banker in a Chase Branch to champion hospitality, leverage cutting-edge banking technology, and build lasting client relationships. You will address financial needs with thoughtful solutions while upholding regulatory requirements...
- Fremont Bank in Fremont, CA is seeking a Personal Banker who delivers world-class service, grows client relationships, and promotes retail and business products. You will develop internal partner relationships to maximize relationships and achieve sales standards through...
- Join Tech CU as a Relationship Banker and be the go-to expert our members trust. You’ll handle day-to-day banking, open accounts, support lending needs, and turn great service into lasting relationships that drive growth for our members and for you. What makes this role...
- JPMorgan Chase in the United States seeks a Relationship Banker to represent the brand in-branch, building lasting client relationships and delivering tailored banking solutions. You will use Chase Mobile App, Chase.com, and ATMs to assist clients and connect them to specialists...Afternoon shift
- ...CPA's, Attorneys, Physicians, etc.). Position yourself as their banker of choice.Generate 1 SPF referral per month.Generate 2 third... ...contact with all assigned borrowers to ensure loan retention, relationship expansion and proper pay down forecasting.Work with borrower's...Work experience placement
- BMO Harris Bank in San Ramon, CA is seeking a branch-focused professional for Retail Banking Sales & Service. You will deliver exceptional service, identify customer needs, and guide financial solutions within the branch and through partners. You will engage customers with...
- ...procedures to meet operational needs for new and existing initiatives.Essential Responsibilities:Pursues self-development and effective relationships with others by sharing resources, information, and knowledge with coworkers and customers; listening, responding to, and seeking...Work experience placement
- ...you’re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create...
- The Relationship Banker at Technology Credit Union helps members with a full range of financial products in a retail branch setting, delivering exceptional service while identifying needs and guiding conversations toward appropriate solutions. In addition, the role focuses...
$26.44 - $35.1 per hour
Position Summary The Personal Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Relationship Banker will recommend or refer retail consumer and business products and services to prospective and existing clients...Work at officeLocal areaFlexible hoursNight shift- Citigroup Inc. in Fremont, CA is seeking an entry-level Personal Banker SAFE Act to support sales, products and services with the customer service team. The role focuses on building customer loyalty and increasing sales to individual clients. Responsibilities include handling...
$25.19 - $28.96 per hour
...Supervises Others: No Salary: $25.19 - $28.96 (commensurate with experience & qualifications) F & M Bank’s Personal Bankers are responsible for building relationships and providing expert financial advice and great service. They need to demonstrate motivation to offer the...Hourly payFull timeWork experience placementLocal area$250k
Citi in Fremont, CA is seeking an entry-level Personal Banker SAFE Act to support sales and service activities in coordination with the customer service team. You will assist with small business lending up to $250K, cross-sell treasury products, build referral opportunities...- Fremont Bank is seeking a Wealth Management Private Banker to deliver high-touch client experience for high-net-worth clients. You will conduct needs assessments, provide personalized financial advice, and develop new business with high-net-worth clients, coordinating...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


