Relationship Banker - Monterey Bay Valley area
$25 - $27.88 per hourBank of America ATM
Job Overview This position 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 Execute the bank’s risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. 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. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience. Manage cash responsibilities. Required Qualifications Enthusiastic, highly motivated self‑starter with a strong work ethic and intense focus on results, acting in the best interest of the client. Collaborative skills to build and nurture strong relationships. Passion, commitment and drive to deliver an experience that improves clients’ financial lives. Confidence in identifying solutions for new and existing clients based on their needs. Effective and confident communication, comfortable engaging all clients. Ability to learn and adapt to new information and technology platforms. Confidence in educating clients on how to conduct simple banking transactions through self‑service technologies (e.g., ATM, online banking, mobile banking). Strong critical thinking and problem‑solving skills to meet clients’ needs. 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 manage time and capacity. Focus on results while acting in the best interest of the client. 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. Benefits & Compensation Hourly pay range: $25.00 – $27.88. This role is compensated with a base salary and is not incentive eligible. Benefits include industry‑leading benefits, paid time off, resources and support for employees. Pay Transparency details: #J-18808-Ljbffr Bank of America
$25 - $27.88 per hour
...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...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift$70k - $80k
...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...SuggestedTemporary workMonday to FridayShift workDay shift$23 - $31 per hour
...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... ...1 San Felipe Rd San Jose, CA 95135 17590 Monterey St. Morgan Hill, CA 95037 1006 Blossom Hill...SuggestedHourly payFull timeWork experience placementFlexible hours$28.85 - $33.65 per hour
Overview Financial Solutions Advisor Stage I (FSA I) - Licensed financial advisor who builds client relationships, provides comprehensive advice, and leverages Bank of America and Merrill solutions to meet clients’ financial needs. Key Responsibilities Obtain and maintain...SuggestedHourly payMonday to FridayRotating shiftDay shift$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier... .... This role grows, deepens, and manages relationships with affluent customers and those with more... ...Road, San Jose, CA 95135 ~17590 Monterey St., Morgan Hill, CA 95037 ~1006 Blossom...SuggestedTemporary workWork experience placementImmediate start$24.92 - $30.46 per hour
...stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Client Relationship Consultants build relationships with customers, engaging them via multiple channels including in-person, by appointment, and virtually...Full timeTemporary workLocal area- ...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...Work at officeImmediate startMonday to FridayShift workDay shift
$37 - $65.5 per hour
...us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start- ...solutions that help clients achieve their financial goals. You'll be responsible for developing financial plans, managing client relationships, and recommending appropriate investment strategies. The ideal candidate will have a strong background in the finance industry...
- Bank of America in Gilroy, California, is looking for a Financial Solutions Advisor (FSA I) to build client relationships and provide comprehensive financial advice. This position requires obtaining necessary securities licenses and managing client portfolios with tailored...Hourly pay
$70k - $80k
Bank of America in Gilroy, California is seeking a dedicated financial advisor to provide tailored advice and solutions to clients. In this role, you'll work closely with clients to help them meet their financial goals by building comprehensive financial plans that include...
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