Relationship Banker
$52k - $55.68kBank of America
Job Description:
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’ 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!
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.
**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.**
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.
• Can be flexible to work weekends and/or extended hours as needed.
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
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC/loan Originator
Shift:
1st shift (United States of America)Hours Per Week:
40Pay Transparency details
US - CA - Chino - 12747 Central Ave - CHINO VALLEY MAIN OFFICE (CA7154), US - CA - Chino Hills - 4100 CHINO HILLS PKWY - CHINO HILLS BC (CA7169), US - CA - CORONA - 1312 E ONTARIO AVE - CORONA PLAZA (CA6224), US - CA - Corona - 204 E 6th St (CA6114), US - CA - Eastvale - 12511 Limonite Ave (CA6234), US - CA - Eastvale - 14284 Schleisman Rd - West Eastvale (CA6265), US - CA - Riverside - 351 E Alessandro Blvd - ALLESSANDRO/MISSION GROVE (CA6229)Pay and benefits informationPay range$25.00 - $26.77 hourly pay, offers to be determined based on experience, education and skill set.Predictable payThis role is compensated with a base salary and is not incentive eligible.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.$23 - $25 per hour
...Build Relationships. Build Futures. Build Your Career. Spanish Fluency Preferred At Orange County's Federal Credit Union (OCFCU), banking... ..., impactful work every day. As a Relationship/Personal Banker/Member Service Representative (MSR), you're more than the face...SuggestedHourly payWeekday work$50k - $100k
...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...SuggestedContract workPart timeLocal areaImmediate startDay shift$150k - $230k
...Commercial Banking Professional Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our clients and with each other. Our workplace...SuggestedWork experience placementWork at officeFlexible hours- ...You will foster deep conversations to uncover financial needs and connect clients with appropriate solutions. The role emphasizes relationship-building, cash handling, and adherence to policies while delivering an excellent client experience in a full-time, in-office...SuggestedFull timeWork at office
- ...financial goals and connect clients to suitable solutions, while handling center traffic and outbound calls. Role requires strong relationship skills, cash handling, and a readiness to work weekends or extended hours as needed in an in-office role with growth...SuggestedWork at officeWeekend work
$25 - $26.77 per hour
...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...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...conduct cash transactions, listen to clients’ financial goals, and connect them with appropriate solutions. The role emphasizes relationship building, adherence to policy, and collaboration with experts across small business, lending, and investments. Weekend/extended...Weekend work
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
- ...engaging clients in the lobby, educating them on self-service channels, and processing cash transactions with accuracy. You will build relationships and connect clients to banking solutions that meet their goals. The role emphasizes strong communication, adaptability, and a...Shift work
- Bank of America is hiring for an in-office role in California with a strong emphasis on client relationships and financial services. The position requires bilingual Spanish proficiency and flexibility to work some weekends or extended hours. The role involves handling cash...Work at officeWeekend work
$21 - $26 per hour
...stage of your career. Try new things learn new skills and discover what you excel atall from Day One. Job Description Relationship Bankers build relationships with customers by meeting face to face and engaging them when and where they need to provide the best...Full timeTemporary workLocal area- Bank of America is seeking a Customer Service Representative to greet clients in the lobby and assist with self-service banking, including mobile, online, and ATM transactions. The role emphasizes accurate cash handling, in-depth client conversations to uncover needs, and...Relocation
- Financial Advisor Scheduled Weekly Hours: 40 What You'll Be Doing Provides excellent service to Members seeking information on alternative investment products offered through broker/dealer. Assists Members with mutual funds, securities transactions, and financial...
- Citigroup Inc. in Yorba Linda, CA is seeking an entry-level Personal Banker SAFE Act to assist in executing sales, products, and services with the customer service team. You will foster relationships to build loyalty and help increase sales to individual consumer clients...
- ...Wealth Management, providing comprehensive financial planning and advice to individuals and families while building lasting client relationships and delivering personalized investment solutions. Responsibilities include growing a book of business, maintaining client trust,...
- State Farm Agent Kristi Kim in Chino Hills, CA is seeking a Customer Relations Representative to market financial products, educate clients on options, and support a consultative sales approach. You will help customers manage risk and pursue their financial goals within...
$20 - $28.6 per hour
...working with organizations across the country to place exceptional candidates. Currently, we have a Bank Branch Sr New Accounts/Csr/Banker opportunity with a nationally recognized Bank, a 5-star rated financial institution that has grown to $7 billion in assets by...Temporary work$141.21k - $172.59k
...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate...Full timeWork experience placementLocal area- ...Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal contact...Work at officeLocal area
$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$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$23 - $33.42 per hour
Overview POSITION SUMMARY The Financial Counselor ensures reimbursement is secured for San Antonio from insurance, patients or other responsible parties. Also assists patients in understanding their health care insurance coverage and patient liability by determining...Daily paid$90k - $160k
...address the most complex challenges facing organizations across the globe. Our unique structure nurtures the interdisciplinary relationships that give us the edge, laying the groundwork for more informed insights and more original, incisive thinking. When paired with...Full timeWork experience placementLocal area$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- The Financial Services Associate at San Joaquin Valley College Inc. assists applicants and students with eligibility for federal financial aid by calculating awards for Title IV programs and other aid. You will package and enter aid data into Student Information Systems...
- ...helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional...Flexible hours
$50k - $60k
Role Description As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - State Farm Agent, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales...For contractorsWork at office- ...re set up for success You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create...
$23 - $26 per hour
...their financial goals. This position offers an excellent opportunity for individuals interested in professional sales, customer relationship management, and long-term career growth in the financial services industry. Previous insurance experience is not required. We are...Hourly payRelocation package$50k - $60k
Benefits $400 in medical cost reimbursement Simple IRA wiht 3% Match Opportunity for advancement Paid time off Training & development Bonus based on performance ROLE DESCRIPTION As a Customer Relations Representative - State Farm Agent Team Member with Kristi Kim - State...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!


