Relationship Banker
Bank of America
Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose, California **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 ( Refer a friend **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 ( **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. **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 **Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent **Shift:** 1st shift (United States of America) **Hours Per Week:** 40 Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates. View your **"Know your Rights ( "** poster. **View the LA County Fair Chance Ordinance ( .** Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment. 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. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work. This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
$50.1k - $82.8k
...needs 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...SuggestedContract workPart timeLocal areaImmediate startDay shift$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- ...client engagement associate to assist clients with transactions and enhance their financial experiences. The role requires building relationships with clients and processing cash transactions accurately. Candidates should possess a strong work ethic and excellent...Suggested
- ...expertise in all aspects of providing exemplary client service. Successfully completes Onboarding Workshops, and all relevant Relationship Banker education tools and resources. Works with clients to ensure inquiries/issues are resolved and analyzes client needs for cross...Suggested
- ...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...SuggestedWork at officeShift workWeekend workDay shift
- ...Relationship BankerThe Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Work at officeLocal areaRemote workNight shiftWeekend workAfternoon shiftEarly shift
- ...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...Work at officeShift workWeekend workDay shift
- ...Relationship Banker San Jose, California;San Jose, California; San Jose, California; San Jose, California; San Jose, California; San Jose, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Banker Santa Clara, California;Los Gatos, California; Campbell, California; San Jose, California; San Jose, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to...Work at officeShift workWeekend workDay shift
- ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
- The Hispanic Alliance for Career Enhancement is seeking a Relationship Banker in Los Gatos, California, dedicated to nurturing community relationships and supporting clients through tailored financial solutions. The candidate should have a strong background in customer...
$28.56 - $37.36 per hour
...Senior Relationship BankerThe Senior Relationship Banker delivers world-class service in accordance with Fremont Bank standards at every client interaction. The Sr. Relationship Banker will recommend or refer retail consumer and business products and services to prospective...Work at officeLocal areaFlexible hoursNight shift- ...Fremont Bank in Mountain View, CA is seeking a Senior Relationship Banker who delivers world‑class service and grows both retail and business relationships through referrals and outbound prospecting. The role may include cash handling as needed. You will explain bank products...
- ...Cathay Bank in Cupertino is seeking a Relationship Banking Officer to manage a retail customer portfolio and drive business development. You will open accounts, cross-sell products, and refer customers to other bank areas while delivering exceptional service. The role...Weekend work
- ...Chase is seeking a Relationship Banker to deliver exceptional hospitality, acquire, manage, and retain client relationships, and provide thoughtful financial solutions. You will engage clients using Chase Mobile App and online tools, while collaborating with teammates...
- ...you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.Relationship Bankers build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually to...Local area
$22.33 per hour
...Personal Banker Location : Location US-CA-San Jose Location/Org Data : Name San Jose CA Location : Address... ...responsible for winning new business and consumer deposit and loan relationships and deepening existing relationships by delivering exceptional...Full timeWork at office$250k
...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant...Full timeMonday to Friday$20 - $24 per hour
...products and services to both existing clients and new prospects. This role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The FSR supports the Business Financial Center by...Hourly payImmediate startMonday to Friday- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
$30 - $45 per hour
...Educate clients on financial best practices, such as saving for retirement and managing debt Build and maintain long‑term relationships with clients to ensure their financial goals are met Stay informed about market trends, financial products, and personal finance...Hourly payTemporary workRemote workWork from homeFlexible hoursAfternoon shift$43.68k - $69.9k
...Retail Personal Banker IMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the... ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office$24.92 - $30.46 per hour
...Job Title Relationship Bankers Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe...Temporary workLocal area$250k
...Personal Banker Safe Act, Camden Branch Discover your future at Citi Working at Citi is far more than just a job. A career with... ...client services/outbound calls/inbound calls to acquire new relationships and deepen existing relationships through the cross-sell of relevant...Full timeMonday to Friday$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...Hourly payWork experience placementFlexible hours- ...CA-WA Private Mortgage Banker (SAFE) About this role: Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- Job Description Job Description Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY Location: Remote Job Summary: In this role, you'll apply your expertise to help train next-generation AI systems. Your work will shape ...For contractorsImmediate startRemote work
$143k - $224k
...About this role: Wells Fargo is seeking a Senior Commercial Banking Relationship Manager for clients with annual revenue of $100MM to $2B supporting the Palo Alto/San Jose, CA market as part of the Commercial Bank. Learn more about the career areas and business divisions...Full timeWork experience placementLocal area$43.68k - $69.9k
...CONDITIONS: Normal office environment. Extending viewing of computer screens. Travel will be required. Float Personal Banker I- San JoseTotal Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth Third, we understand the importance of recognizing our...Work at office- Technology Credit Union in Milpitas is seeking a Relationship Banker to assist members with various financial products and services in a retail branch environment. You will deliver exceptional service and identify needs, converting service interactions into sales opportunities...Remote jobFlexible hours
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