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' 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 Shift & Hours Shift: 1st shift (United States of America) Hours per week: 40 Privacy Statement: #J-18808-Ljbffr Bank of America
- ...Relationship Banker Bend, Oregon **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.** Acknowledge...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...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...SuggestedWork at officeShift workWeekend workDay shift
$19 - $23 per hour
About the Role: The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough... ...Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs, offering appropriate...SuggestedImmediate start- ...career" 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,...SuggestedWork experience placementFlexible hours
- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...SuggestedFull timeWork at officeImmediate startShift workDay shift
- ...built on a vision of igniting purpose, enriching lives, and creating prosperity. We are committed to fostering meaningful client relationships and delivering innovative financial solutions tailored to each individual’s goals, values, and long‑term vision. We believe...Contract workFor contractorsWork at officeImmediate start
$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$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...under Regulation Z (LO) outlined in the job expectations below Required Qualifications: ~6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training,...Hourly payMinimum wageOngoing contractWork experience placementWork at officeImmediate start
$50k - $125k
...impact on clients’ lives and help them achieve long‑term financial goals while serving your community. Key Responsibilities Build relationships with new clients through face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions,...Work at officeWork from homeHome officeFlexible 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 areaFlexible hours- ...Essentials [SIE], Series 7 and Series 66 Exams) and develop the foundational advising skills needed to build and manage client relationships. After licensing, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client...Work at officeImmediate startMonday to FridayShift workDay shift
- Working together, Mainspring Wealth Advisors, LLC is pleased to provide clients with comprehensive financial planning and personalized wealth management. Every individual’s strength and expertise are made stronger by the bonds of shared values. Throughout the office, respect...Work at office
- ...for planners who not only want to learn from our experienced advisors but also want to focus on strengthening our existing client relationships. Candidates who fit into our firm and culture will desire to be in a boutique environment, embrace technology, and work as a...Work at office
- ...communication skills. This role offers a flexible schedule and the ability to work from home, along with a supportive mentorship program. Responsibilities include building lasting client relationships and completing administrative tasks as needed. #J-18808-Ljbffr AO Garcia AgencyRemote jobWork from homeFlexible hours
- ...Associate Community Banker This position is located at our Bend, OR West branch. We know your career is just one aspect of a meaningful... ...solutions. This position is responsible maintaining client relationships, with emphasis on First Interstate Bank's Service Commitments...
- A financial services agency seeks qualified candidates for a part-time, fully remote role. You'll work 20 hours per week, engaging with clients to provide personalized benefits solutions. Key responsibilities include client communication, scheduling appointments, and presenting...Remote jobPart time
- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...‑owned banks in the country! Responsibilities Our Retail Bankers are the face of our organization and are critical in caring for...Full timeLocal area
$120.56k
...career, she has been passionate about helping others achieve goals that once felt out of reach, bringing a strong foundation of relationship-building, communication, and service into her financial practice. As a New York Life agent, Tiffany is committed to fostering...Work at officeLocal areaWork from homeFlexible hours$83.56k - $125.35k
...Suite 110, Bend, OR 97701Washington Trust Bank is looking for a dynamic candidate to join our Small Business Banking team. Our Relationship Manager position offers an opportunity to develop and maintain client relationships, becoming a trusted business partner to our...Full timeWork experience placementWork at officeLocal area- ...preferred (sponsorship and support available if not currently held) Demonstrated success in client development, planning, and relationship management Leadership ability with a strong interest in mentoring and building high-performing teams Business-driven...Visa sponsorship
- ...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 an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
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