Relationship Banker - Madison, WI
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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’s physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Location 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 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 and travel to 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
$58.44k
...Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor; Madison, WI Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required...SuggestedContract workTemporary workWork experience placementWork at office$20.25 - $24.75 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to...SuggestedTemporary work- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...SuggestedImmediate startAfternoon shift
- ...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... ...Location(s): ~4302 East Towne Blvd, Madison, WI 53704 Posting End Date: 5 Jun 2026...SuggestedWork 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...SuggestedImmediate startAfternoon shift
$17 - $27.5 per hour
Market Relationship Banker Job Locations US-WI-Madison Category/Function Retail Banking Center Position Type Regular Full-Time Requisition ID 2025-18979 Workplace Type On Site Overview Old National...Full timeImmediate start$25.2 per hour
...Personal Banker: Madison Area Branches ID 2026-6063 Location : City 53705 Category Financial Specialist... ...communication skills ~ Ability to develop and maintain positive relationships and provide top-notch service ~ Demonstrated experience being...H1bWork at officeMonday to FridayFlexible hoursDay shift$17 - $28.96 per hour
...background check on all new hires. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide... ...Lending, Regulation Z. Location: 4407 Cottage Grove Rd, Madison, WI 53716 Key Accountabilities Deliver outstanding...Hourly payImmediate start- ...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with...Work at office
$75k
...Wealth Advisor - Madison ID 2026-6091 Location : City 53705 Category... ...is seeking a Wealth Advisor in Madison, WI. Join our wealth management team that is... ...Establish, build and maintain strong internal relationships across all lines of business at UWCU to...Work experience placementH1b- ...seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role... ...grows, deepens, and manages relationships with affluent customers and... ...SC, SD, TN, TX, UT, VA, WA, WI, and WY. Wyoming allows referral... ...: ~4302 East Towne Blvd, Madison, WI 53704 ~430 Gammon Pl, Madison...Temporary workWork experience placementImmediate start
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
- ...Business Bank Join us today as the Private Banker! First Business Bank is aTop... ...Location: Based out of the Brookfield, WI office OR Madison, WI office. Overview: We're seeking... ...Private Banker to build, manage, and expand relationships with high-net-worth clients. This role...Work at officeFlexible hours
$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...Contract workPart timeLocal areaImmediate startDay shift- ...Bilingual Senior Universal Banker (Personal Banker) Job Category... ...Location: Sun Prairie, WI 53590, USA Description... ...accounts and works to build relationships with all new members. Utilizes... ...Voted top work place both by Madison Magazine and Wisconsin State...Full timeWork at officeLocal area
$32.64k - $62.64k
## Personal Banker IApplyremote type: In-officelocations: Cottage Grove WI: Fitchburg WItime type: Full timeposted on: Posted Todayjob requisition id: R-8733\*... ...Bankers** at UMB are experts at building customer relationships and recommending and selling products and...Local areaFlexible hoursAfternoon shift- ...businesses achieve their financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a... ...Advisors with quarterly investment portfolio reviews. Develop relationships that enhance client retention. Work directly with...Local area
$55k - $80k
...Financial Advisor We're seeking a relationship-driven Financial Advisor to turn complex financial data into clear, actionable roadmaps... ...is based in Coralville, IA, Des Moines, IA., Fairfield, IA, Madison, WI, Joplin, MO. A hybrid work schedule is available, with a mix...Work at officeRemote workShift work- ...Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in Madison, WI would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. Under this model...Local area
- ...with banks to offer a complete menu of financial services to bank clients. This employment opportunity at Summit Credit Union in Madison, WI would allow you to join the Investment Program at Summit Credit Union as a Financial Advisor associated with LPL Financial. Under...Local area
- ...responsibilities including assessing clients’ needs and maintaining client relationships. Benefits include no cold calling, a qualified lead program, and mentorship. Join a dynamic team in Madison, WI to advance your career while enjoying work-life balance. #J-18808-Ljbffr...Remote workWork from homeFlexible hours
- ...TwinThread in the United States seeks a Relationship Banker to enhance client experiences and manage accounts within a Chase Branch. You will leverage financial solutions to meet clients' needs while ensuring compliance with banking regulations. The ideal candidate has...
- ...data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational...Work at office
- ...Senior Universal Banker (Personal Banker) At Summit Credit Union, we're all about people helping people—while building futures,... ...banking, major life decisions, and long-term goals. Build relationships that create lifelong members through trust, empathy, and outstanding...Work at officeLocal area
- ...Advisor within the state of Wisconsin. The company is based in Madison, but you can be located anywhere in the state of Wisconsin.... ...solutions. You’ll also help service and retain existing client relationships, delivering customized financial strategies that reflect our commitment...Relocation packageFlexible hours
- ...Management - Know the Difference Join Our Growing Team at our Madison branch. Are you in search of an employer that prioritizes a... ...Cultivate Referral Networks: Foster ongoing, productive relationships with Centers of Influence (COIs) to ensure sustained lead...Summer work
- ...goals. This position will operate onsite on the west side of Madison, with regular in-person office hours Monday-Friday 8:00 a.m.-5... ...Responsibilities:Identify clients to engage or re-engage in planning relationships Perform case analysis, develop recommendations, and create...Work at officeMonday to Friday
- ...industry? One Community Bank in Middleton, WI is seeking a dynamic individual to join our team as a full-time Universal Banker. This position offers an exciting chance to... ...opportunity to engage with clients, build relationships, and help them achieve their financial goals...Full timeWork at officeMonday to Friday
$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$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
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