Relationship Banker: Personal & Small Business Solutions
Bank of America
Bank of America is seeking a Customer Sales Associate to help uncover personal banking needs for individuals and small business clients, offering tailored solutions and connecting clients to specialists. The role balances service requests with in-person or inbound call engagements and emphasizes proactive follow-up and handling diverse client situations. The position requires a year of sales experience in a client-centric setting, strong communication, and the ability to work flexible hours. #J-18808-Ljbffr Bank of America
$41.71k - $69k
...guidance regarding financial solutions that are in the best... ...and achieve overall business objectives. Takes a... ...self applications)), and small business solutions).... ..., and building new relationships within the community.... ...credit recommendations for personal lending transactions,...PersonalPart timeLocal areaImmediate startDay shift- ...deep conversations to understand financial 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...SuggestedWeekend work
- ...: Relationship Banker What we can offer you: Career Growth... ...customer needs, provide solutions leading to revenue... ...outreach and foster new business relationships.... ...knowledge of consumer and small business products and... ...experience ~1 year of personal computer, systems...PersonalFull timePart timeLocal areaMonday to Friday
- ...in Mission Viejo, CA is seeking an entry level Personal Banker to support sales and service activities with the customer service team. You will help foster relationships with individual clients, assist with small business opportunities, and grow the loan and product cross...Personal
- ...understood. We build lasting relationships by doing the right... ...As a Relationship Banker in a Chase Branch,... ...using the latest banking solutions and cutting-edge... ...meet with them, both in person and over the phone,... ...America’s households and small businesses achieve their...PersonalImmediate startAfternoon shift
- ...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 work ethic, effective...Weekend work
- ...our employees, building relationships, and delivering... ...offer the best investment solutions to meet their financial... ...responsibilitiesSupport Advisors book of business including but not... ...’s households and small businesses achieve... ...services, including personal banking, credit cards,...Personal
$41.71k - $69k
A leading financial institution is seeking an experienced professional to engage with customers and provide tailored financial solutions. Responsibilities include conducting needs assessments, advising on banking options, and recommending lending solutions. Candidates should...Personal- JPMorganChase in Laguna Hills, CA seeks a Relationship Banker to deliver exceptional client experiences, connecting customers with Chase’s digital tools and financial solutions. You will acquire, manage, and retain client relationships, explain products clearly, and coordinate...PersonalAfternoon shift
- ...Relationship Banker - Orange County South Market San Clemente, California;Laguna... ...responsibilities and business needs. At Bank of America, you... ...priorities and connecting clients to solutions that meet the financial... ...partnering with experts in small business, lending, and...Work at officeFlexible hoursShift workWeekend workDay shift
- ...service banking. You will accurately process 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...Weekend work
$23 - $25 per hour
...Relationship/Personal Banker/Member Service RepresentativeBuild Relationships. Build Futures. Build Your Career.At Orange County's Federal Credit Union (OCFCU), banking is personal—always has been. For more than 85 years, we've helped our members reach life's milestones...PersonalHourly pay$28.85 - $33.65 per hour
...responsibilities and business needs. At Bank of America... ...us! As a Financial Solutions Advisor Stage I (FSA... ...dedicated and personalized classes for your Securities... ...and managing client relationships to considering a... ...with banking customers, small business owners and higher...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses and build foundational advisory skills. You’ll develop client relationships, deliver financial solutions, and progress through stages toward broader roles within...Work at office
- ...and assess customer needs for tailored financial solutions across everyday banking, lending, and small business products. You will engage customers, perform... ...advise on digital options while growing the bank's relationships and supporting branch goals. #J-18808-Ljbffr BMOPersonal
- Citi is hiring an entry level Personal Banker SAFE Act position in Mission Viejo, CA. You will assist... ...the customer service team to foster customer relationships and grow loyalty. Responsibilities include handling small business and consumer banking inquiries, cross...Personal
- SchoolsFirst Federal Credit Union in Mission Viejo, CA is seeking a Personal Banker (Member Service Representative III) to deliver world-class... ...may involve CA DMV pull program; strong communication and relationship-building are essential. #J-18808-Ljbffr SchoolsFirst...Personal
- ...Switzerland) AG in Mission Viejo is seeking an entry-level Personal Banker SAFE Act. You will support sales and service activities in... ...increasing consumer client sales. The role involves handling small business opportunities, coaching staff, and promoting digital...PersonalFull time
- ...talented, service-oriented people to join our exceptional team.Personal Banker (Member Service Representative III)The pay range for this... ...information and promotes credit union products and services to build relationships. Processes transactions in areas of savings, consumer loans,...Personal
- A regional banking institution based in Lake Forest, California is seeking a Banking Relationship Specialist. You will be the first point of contact for customers, focusing on identification of their financial needs and cross-selling appropriate products. Candidates should...Personal
- Orange County’s Federal Credit Union is seeking a Relationship/Personal Banker/Member Service Representative (MSR) to blend service, sales, and problem-solving as a trusted financial partner for members. You’ll handle teller transactions, open new accounts, guide consumer...Personal
- Bank of America is hiring for a Customer Service/Universal Banker role focused on engaging clients in the lobby and guiding transactions... ...client needs, and connect customers with appropriate financial solutions. Strong communication, cash handling experience, and bilingual...Weekend work
- ...significant impact on our business.As a Senior Home... ...together with bankers, meets with their... ...-line reporting relationships.Builds role as... ...s households and small businesses... ...grow, delivering solutions to solve all their... ...services, including personal banking, credit cards...PersonalWork experience placementLocal areaImmediate startRelocation
$25 - $26.77 per hour
...specific responsibilities and business needs. At Bank of America,... ...priorities and connecting clients to solutions that meet the financial... ...excellenceBuilds relationships with clients to meet financial... ...partnering with experts in small business, lending, and investmentsManages...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$100k - $150k
...toward $400,000+ annually as your client relationships, responsibilities, and role within the... ...of tech engineers, executives, and small business owners. Most prospective clients have... ...both technically exceptional and deeply personal. We enjoy what we do, genuinely care...Personal$27.02 - $39.18 per hour
Personal Banker (Member Service Representative III) Pay Range: $27.02 - $39.18 per hour. Scheduled weekly hours: 40. Responsibilities Provide... ...and promote credit union products and services to build relationships. Process transactions in savings, consumer loan, real‑estate...PersonalHourly payRemote work- ...significant impact on our business. As a Senior... ...together with bankers, meets with their... ...-line reporting relationships. Builds role... ...s households and small businesses... ...grow, delivering solutions to solve all their... ...services, including personal banking, credit cards...PersonalWork experience placementLocal areaImmediate startRelocation
- Bank of America is seeking a frontline Banker to engage clients in the lobby, educate and... ...goals, connect them to suitable solutions, and support a smooth client experience.... ...The role requires strong communication, relationship-building, and adherence to laws and internal...
- ...on self‑service options, and accurately process cash transactions. You will build relationships, connect clients to solutions, and contribute to a strong client experience within a busy financial center. The role requires strong communication, adaptability, and a commitment...Shift workWeekend work
$25 - $27.88 per hour
...specific responsibilities and business needs. At Bank of America,... ...priorities and connecting clients to solutions that meet the financial... ...excellence Builds relationships with clients to meet financial... ...partnering with experts in small business, lending, and investments...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift
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