Relationship Banker - San Diego Coast
$25 - $27.88 per hourDormont Manufacturing Co
Company Overview 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! Role Summary 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. Position Details 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 Shift 1st shift (United States of America) Hours Per Week 40 Pay and Benefits Pay range: $25.00 - $27.88 hourly pay, offer to be determined based on experience, education and skill set. Pay and benefits information: Pay transparency details: US - CA - Carlsbad - 2704 Loker Ave W (CA0242), US - CA - Encinitas - 1340 Encinitas Blvd - RANCHO ENCINITAS BC (CA0175), US - CA - La Jolla - 7680 Girard Ave - La Jolla Main (CA0112), US - CA - La Jolla - 8813 Villa La Jolla Dr - LA JOLLA VILLAGE SQUARE BC (CA0214), US - CA - San Diego - 10531 SCRIPPS POWAY PKWY - SCRIPPS-POWAY PARKWAY BC (CA0228), US - CA - San Diego - 11190 E Ocean Air DR (CA0244), US - CA - San Diego - 3535 Del Mar Heights Rd - DEL MAR HIGHLANDS BC (CA0215), US - CA - San Diego - 3619 MIDWAY DR (CA0273), US - CA - San Diego - 4002 Clairemont Mesa Blvd - NORTH CLAIREMONT BC (CA0210), US - CA - San Diego - 5851 Balboa Ave - BALBOA-GENESEE BC (CA0143), US - CA - San Diego - 9290 Mira Mesa Blvd - Mira Mesa-scripps (CA0160), US - CA - Solana Beach - 943 Lomas Santa Fe Dr - Lomas Santa Fe - (CA0156). Predictable pay: This role is compensated with a base salary and is not incentive eligible. Benefits: This 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. #J-18808-Ljbffr Dormont Manufacturing Co
- ...Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... .... This role grows, deepens, and manages relationships with affluent customers and those with... ...Delicias, Rancho Santa Fe, CA 92067 1000 West San Marcos Blvd., San Marcos, CA 92078 245...SuggestedFull timeTemporary workWork experience placementImmediate start
- ...Quality Talent Group is hiring bankers in Del Mar, California, for a prominent global financial services client recognized for their... ...commitment to talent development. This role involves building customer relationships and providing tailored financial solutions. Successful...Suggested
- Bank of America, located in San Marcos, California, is looking for motivated individuals to engage clients and assist with transactions. You will be responsible for driving client experiences and adhering to established processes and regulatory requirements. The successful...SuggestedFull timeWeekend work
- Bank of America is looking for motivated individuals to engage clients in the lobby, assist with transactions and form relationships that address financial goals. Applicants should be self-starters with strong communication skills and a focus on delivering exceptional client...SuggestedHourly pay
- ...this role: Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$23 - $26 per hour
...re ready to take the next step in your career? If this sounds like you, please, read on. Are you outgoing and enjoy building relationships? Do you have a passion for helping others better their financial future? How does working with a great team where you will feel...- ...effectively. Drive the client experience and adhere to established processes, guidelines, and regulatory requirements. Build relationships with clients to meet financial needs and expand knowledge by partnering with experts in small business, lending, and investments...Work at officeShift workWeekend workDay shift
$80k - $90k
...dealership teams on state and federal compliance. Building strong relationships with dealer partners. Helping dealerships reduce risk and... .... Daily travel to dealerships throughout Orange, Inland & San Diego Counties areas. Overnight travel may average approximately...Local areaImmediate startRemote workWork from homeHome officeFlexible hoursNight shiftWeekend work$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$85k - $115k
...Financial Advisor position supports the Financial Advisors and provides technical financial planning assistance to help manage client relationships. Job Responsibilities Client Meeting Preparation Prepare for client meetings by completing updated client...Full timeWork at officeRemote work$83.92k - $125.88k
Citi is seeking a Wealth Relationship Manager in Solana Beach, California. This experienced role involves building and deepening client relationships and providing holistic financial solutions tailored to affluent clients. Responsibilities include anticipating client needs...$23 - $28.6 per hour
...professional staffing firm, working with organizations across the country to place exceptional candidates. Currently, we have a Universal Banker opportunity with a nationally recognized Bank, a 5-star rated financial institution that has grown to $7 billion in assets by...Temporary work- ...continued commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division.... ...accurately and follow procedures Experience building relationships and identifying customer needs Integrity and professionalism in...Full timePart timeImmediate startShift workDay shift
- Bank of America in Solana Beach is seeking dedicated professionals to engage clients and assist with transactions through mobile and online banking. Responsibilities include processing cash transactions and managing client interactions effectively. The ideal candidate will...
- A leading financial consultancy is seeking motivated individuals for a fully remote role that offers flexible scheduling and high earning potential through commission. You will connect with clients, guiding them through financial decisions without cold outreach. Successful...Remote jobFlexible 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$120.56k
...Carlsbad, CA. Qualifications: • Bachelor's degree preferred but not required. • Strong communication skills and the ability to build relationships are crucial attributes required for this position. • California Life & Health License (sponsored upon hiring). • Securities...Full timeContract work$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$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- A boutique financial advisory firm is seeking an individual working toward their CFP for an opportunity to gain hands-on experience in the financial planning and investment industry. This full-time, permanent position is in-office and involves assisting the Operations ...Permanent employmentFull timeWork at office
- ...standards. Leveraging Fidelity’s industry-leading research and technology, you’ll deliver a superior client experience while deepening relationships. Fidelity’s client-focused, innovative culture supports continuous learning and offers diverse growth opportunities across...Full time
- ...guidance and help train next-generation AI systems. This remote role requires a strong background in financial planning and client relationship management. You will deliver actionable financial strategies and communicate complex concepts simply while ensuring compliance...Remote job
$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 timeInternshipLocal areaFlexible hours- ...support to Private Client Advisors in Wealth Management. Responsibilities include facilitating operational requests, building client relationships, and engaging in risk management. Candidates must have a Series 7 license (or obtain it within 60 days), along with additional...
- Job Description At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment...
- JPMorgan Chase Bank, N.A. is hiring a Private Client Investment Associate in Del Mar, CA, focused on delivering exceptional client service and support to Advisors. Responsibilities include assisting with account management, promoting services, and engaging in risk management...
$100k
...bring on enthusiastic, motivated individuals to join the Coldwell Banker family. Applicants without a real estate license are invited... ...calls, digital media, open houses and more Foster client relationships Negotiate purchase agreements, manage client issues Perform strategic...Hourly payFull timeFor contractors$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 recognized...For contractorsWork at office$80k - $105k
...skills and attention to detail. They are proactive and collaborative, able to work effectively with team members and build strong relationships. They maintain a primary focus on delivering high-quality financial plans while continuing to expand their knowledge and...16 hoursFull timeWork at officeMonday to FridayFlexible hours3 days per week$70.3k - $80.5k
...pipeline by prospecting, networking, community involvement, centers of influence and developing niches. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...TraineeshipWork experience placement
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - San Diego Coast. Be the first to apply!



