Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker

Bank of America ATM

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’ 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!


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:

1st shift (United States of America)

Hours Per Week: 

40
Vacancy posted more than 2 months ago
Similar jobs that could be interesting for youBased on the Relationship Banker in Gresham, OR vacancy
  •  ...Relationship Banker Gresham, 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... 
    Suggested
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Gresham, OR
    4 days ago
  •  ...solutions that meet the financial goals.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for... 
    Suggested
    Work at office
    Weekend work
    Day shift

    Bank of America

    Gresham, OR
    7 hours ago
  •  ...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... 
    Suggested
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Gresham, OR
    3 days ago
  • $21.68 - $26.5 per hour

     ...Job Title Client Relationship Consultant Location: 2541 SW Cherry Park Rd, Troutdale, Oregon 97060 FullTime | 30 hours Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment... 
    Suggested
    Full time
    Temporary work

    U.S. Bank

    Troutdale, OR
    4 days ago
  • $43k - $75k

     ...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... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    Bank of Montreal

    Portland, OR
    2 days ago
  •  ...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... 
    Shift work
    Day shift

    Bank of America

    Portland, OR
    2 days ago
  • $20.67 - $31.25 per hour

     ...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and...  ...clients to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client... 
    Hourly pay
    Work experience placement
    Flexible hours
    Day shift

    KeyCorp

    Gresham, OR
    2 days ago
  • $160k - $210k

     ...Position Title: Private Banker We are partnering with a highly respected financial institution that is expanding its Private Banking...  ...-performing individual who excels in building and maintaining relationships with clients and referral sources. The Private Banker will... 

    Boutique Recruiting

    Portland, OR
    2 days ago
  •  ...Personal Banker Full-time Company Description Financial Services Job Description The personal banker actively develops new business and expands existing customer relationships. Responsible for assessing and handling customers' banking needs, obtaining and... 
    Full time

    Direct Staffing Inc

    Portland, OR
    2 days ago
  •  ...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 office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Gresham, OR
    2 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Gresham, OR
    3 days ago
  •  ..., 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

    JPMorgan Chase Bank, N.A.

    Gresham, OR
    3 days ago
  • Major Duties (Job Description) ~ The Senior Advisor for Financial Strategy and Policies reports to the Deputy Chief Financial Officer (DCFO) and serves the DCFO's principal advisor and is recognized as a technical expert in the execution and implementation of financial...
    Full time
    Work at office
    Immediate start

    U.S. Department of Housing and Urban Development

    Gresham, OR
    2 days ago
  • As an Associate Banker, you will representing our brand and culture with hospitality and the latest banking solutions, contributing...  ...delivering exceptional client experiences and building trusted relationships to help clients achieve their financial goals. Job... 
    Part time

    Aumni

    Gresham, OR
    2 days ago
  • Summary Description: The Financial Aid Counselor provides a variety of professional and administrative duties in support of the day to day operations of Financial Aid in compliance with all policies related to internal and external financial aid requirements. Essential...
    Casual work
    Live in
    Work at office

    Warner Pacific University

    Portland, OR
    4 days ago
  • $22.44 - $34.33 per hour

    Description Patient Finacial Counselor for Providence Medical Group in Portland OR. Full-Time/Day Shift The Patient Financial Counselor is a subject matter expert in insurance eligibility, financial assistance programs, and revenue cycle operations. This...
    Minimum wage
    Full time
    Work at office
    Local area
    Shift work
    Day shift

    Providence Health & Service

    Portland, OR
    1 day ago
  • $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 time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Portland, OR
    2 days ago
  • $19.23 - $28.37 per hour

     ...opportunities during the transaction to deepen and expand the client relationship. Acts as a resource to identify and resolve more complex...  ...transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations... 
    Hourly pay
    Work experience placement
    Work at office
    Day shift

    KeyCorp

    Portland, OR
    5 days ago
  •  ...each customer. Establish a strong partnership with Retail Branch Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a consultative, holistic approach, sales process, and assessment... 
    Work at office
    Local area

    LPL Financial

    Portland, OR
    2 days ago
  •  ...verbal communication skills§ Meticulous attention to detail and quality of work product§ Ability to build and sustain professional relationships§ Ability to lead projects or workstreams§ Ability to manage and prioritize multiple tasks in a fast-paced and dynamic... 
    Local area
    Visa sponsorship

    Deloitte

    Portland, OR
    2 hours ago
  •  ...way. Our Advisors are emerging professionals who come from varying backgrounds and experiences to build rewarding practices and relationships with their clients. Northwestern Mutual is more than a job, it’s a chance to build a business you believe in, with a team who believes... 
    Full time
    Internship
    Work at office

    Northwestern Mutual

    Portland, OR
    3 days ago
  • $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 time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Portland, OR
    5 days ago
  • Job Overview A law firm seeks a debt finance associate with 3-5 years of experience to join its Corporate Practice Group in Portland, OR. The associate will engage in structuring, negotiating, and documenting secured and unsecured debt finance transactions, sponsor-backed...

    BCG Attorney Search

    Portland, OR
    4 days ago
  •  ...Industry Essentials, Series 7, and Series 66) and learn foundational advisor skills—including acquiring, building and managing client relationships, evaluating complex financial pictures, and guiding clients with advice and solutions to improve their financial lives. You will... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America

    Portland, OR
    4 days ago
  • $150k - $250k

     ...around a personal financial plan and includes advice on all our clients’ financial needs. Responsibilities: Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions... 
    Full time
    Work at office
    Local area
    Remote work
    Flexible hours

    Aprio

    Portland, OR
    2 days ago
  • $116.4k - $194k

     ...comprehensive wealth management strategy for individuals, business owners, and/or families. Primary Responsibilities: Leads the client relationship team and has overall responsibility for assuring the client has access to all resources and solutions of the firm. Work closely... 
    Temporary work
    Work experience placement

    Wilmington Trust

    Portland, OR
    6 days ago
  •  ...Advisor to provide comprehensive financial planning and advice to clients and families. You will build and maintain strong client relationships calling on your experience in wealth management and financial planning. This role requires strong leadership skills, a valid... 

    Aumni

    Portland, OR
    3 days ago
  • $55k - $120k

     ...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 the... 
    Part time
    Local area

    BMO U.S.

    Portland, OR
    4 days ago
  • $97k - $192k

     ...and business owners protect what matters most through personalized insurance and financial strategies. Build lasting client relationships while providing ongoing guidance as clients' needs evolve. Develop your knowledge through comprehensive training, mentorship,... 
    Work at office
    Local area
    Work from home
    Flexible hours

    New York Life - Greater Oregon

    Portland, OR
    20 days ago
  • Join adidas and play a key role in transforming how Finance operates through technology. This role will have ownership of end-to-end solutions that influence business outcomes through modern delivery practices. We are seeking a detail-oriented and analytical Tech Consultant...
    Full time
    Temporary work
    Work at office
    Remote work
    Monday to Thursday
    Flexible hours

    adidas

    Portland, OR
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!