Relationship Banker
Jobtailor
Engage clients in the lobby and educate and assist them with transactions through mobile banking, online banking, and ATM self-service resources Accurately and efficiently process cash transactions Conduct deep conversations to understand clients’ financial and life priorities Connect clients with solutions that meet their financial goals Execute the bank’s risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines and comply with 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 Drive the client experience Manage cash responsibilities Requirements Enthusiastic, highly motivated self-starter with a strong work ethic and focus on results Effective collaboration and relationship-building skills Passion, commitment, and drive to improve clients’ financial lives Ability to identify client solutions based on needs Effective and confident communication; comfortable engaging all clients Ability to learn and adapt to new information and technology platforms Ability to educate clients on ATM, online banking, and mobile banking self-service transactions Strong critical thinking and problem-solving skills Ability to follow processes and guidelines and comply with applicable laws and regulations Efficient time and capacity management Ability to work weekends and/or extended hours, including at any financial center within a reasonable commuting distance Experience in financial services and knowledge of financial services products and solutions (desired) One year of successful sales experience in a salary-plus-incentive environment with individual sales goals (desired) Six months of cash handling experience (desired) Bachelor's Degree or business-relevant Associate’s Degree in business management, business administration, or finance (desired) Core Competencies Demonstrates strong client engagement and relationship-building skills while effectively educating clients on financial services and self-service banking solutions. Possesses critical thinking and problem-solving abilities to identify client needs and provide tailored financial solutions. Highest-signal resume keywords Client Engagement Cash Handling Experience Financial Services Knowledge Effective Communication Sales Experience ATS Optimization Keywords Hard Skills Cash Transactions Processing Mobile Banking Education Online Banking Education ATM Self-Service Education Financial Products Knowledge Soft Skills Relationship Building Collaboration Critical Thinking Problem Solving Time Management Certifications & Qualifications Bachelor's Degree Associate's Degree in Business Management Associate's Degree in Business Administration Associate's Degree in Finance Industry Keywords Financial Services Sales Goals Operational Excellence Risk Culture Client Experience #J-18808-Ljbffr
$41.71k - $69k
...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...SuggestedPart timeLocal areaImmediate startDay shift- ...a client-focused team member to educate clients on self-service tools and process cash transactions accurately. You will build relationships to uncover financial needs and connect clients with suitable solutions within regulatory guidelines. The role requires strong communication...SuggestedWork at office
- ...will process cash transactions and discuss clients' financial goals to connect them with suitable solutions. The role emphasizes relationship building, adherence to laws and procedures, and delivering an exceptional client experience across a busy financial center....Suggested
- ...Advisor to engage clients in the lobby, educate on self-service channels, and process cash transactions accurately. You will build relationships, understand client needs, and connect them to banking solutions that support their financial goals. The role requires a strong...SuggestedWeekend work
- U.S. Bank is seeking a Relationship Banker to meet with customers face to face, assess their financial needs, open accounts and assist with loans. You will educate clients on products, process transactions, and support digital banking adoption, all while building lasting...Suggested
- ...that educates clients on self-service options and processes cash transactions accurately. The position emphasizes building client relationships, understanding financial priorities, and connecting clients to solutions in a compliant, fast-paced environment. The role...Work at office
- Bank of America is hiring for a Customer Service/Universal Banker role focused on engaging clients in the lobby and guiding transactions through self-service channels. You will learn to process cash, assess client needs, and connect customers with appropriate financial...Weekend work
- ...cash transactions and guide clients toward solutions that fit their financial goals. The role emphasizes strong communication, relationship building, and willingness to work weekends or extended hours when needed. Bilingual Spanish is highly preferred. #J-18808-Ljbffr...Weekend work
- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna Niguel, California; Lake Forest, California; San Juan Capistrano, California; Mission Viejo, California; Mission Viejo, California; Ladera Ranch, California; Dana Point, California; San Clemente...Work at officeFlexible hoursShift workWeekend workDay shift
- ...employees, 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
$23 - $25 per hour
...Relationship/Personal Banker/Member Service Representative Build Relationships. Build Futures. Build Your Career. At Orange County's Federal Credit Union (OCFCU), banking is personalalways has been. For more than 85 years, we've helped our members reach life's milestones...Hourly payWeekday work$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$27.22 - $33.26 per hour
...Relationship Banker Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best possible counsel. Strong client relationships are based on trust, assessing and attending to customers'...Temporary work- ...Relationship Banker You have a passion for helping customers, building relationships, and delivering extraordinary customer service. You are energetic and enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will take ownership...Immediate startAfternoon shift
- ...: Relationship Banker What we can offer you: Career Growth ~- promotional opportunities ~ Incentive program based on performance ~ Paid Time Off (PTO), Paid Holidays for Full Time/Part Time Employees ~ Health, Dental, Vision, 401k match and Life Insurance...Full timePart timeLocal areaMonday to Friday
- ...transactions and seek to understand clients' financial goals to connect them with suitable solutions. In this role you will build client relationships, follow procedures, and stay compliant with laws and regulations while managing center traffic and outreach calls. #J-18808-...
- ...goals and connect clients with suitable solutions. You will support operational excellence and compliance while building client relationships across the center. Ideal candidates are enthusiastic self-starters with strong communication skills, able to work weekends or #J...Weekend work
- ...customers in the lobby, educate on self-service options (mobile/online banking, ATM) and assist with cash transactions. You will build relationships to address financial needs and connect clients to suitable solutions while following all laws and bank policies. The role...
- JPMorganChase is seeking a Relationship Banker to represent Chase in a branch setting, delivering hospitality-first service while leveraging advanced banking tools. You will acquire, manage, and retain client relationships, offering tailored financial solutions and ensuring...
- Bank of America is seeking a frontline Banker to engage clients in the lobby, educate and assist with transactions via self-service... ...smooth client experience. The role requires strong communication, relationship-building, and adherence to laws and internal guidelines. #J-1...
- U.S. Bank in Mission Viejo, CA is seeking a Relationship Banker to build trusted, face-to-face relationships with customers, assess banking needs, and educate clients on deposit and loan products. The role includes originating and closing consumer loans, opening and closing...
- Chase is seeking a Relationship Banker in the United States to represent our brand with hospitality and leverage the latest banking technology to serve clients. You will lead in acquiring, managing, and retaining meaningful client relationships using your financial knowledge...
$25 - $27.88 per hour
...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...Hourly payShift workWeekend workDay shift$23 - $31 per hour
...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$23 - $31 per hour
...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$23 - $31 per hour
...in the U.S. Join us! About this role: 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,...Work experience placementFlexible hours- ...Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class... ...and may involve CA DMV pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr SchoolsFirst Federal...
- Citi is hiring an entry level Personal Banker SAFE Act position in Mission Viejo, CA. You will assist in sales, products, and service... ...with the customer service team to foster customer relationships and grow loyalty. Responsibilities include handling small business...
$250k
...Personal Banker SAFE Act The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution... ...Deliver client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of...Full time- Bank of America is hiring a role focused on providing comprehensive financial advice and customized solutions to clients to help them achieve their goals. The position involves triaging client leads, referrals to partners, reviewing financial plans, and recommending brokerage...Work at office
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