Relationship Banker
Bank of America ATM
Role Overview 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 #J-18808-Ljbffr Bank of America
$22.27 - $33.43 per hour
...RELATIONSHIP BANKER Responsible for contributing to overall branch sales efforts, maintaining best-in-class service levels for their branch, and assisting with the operational integrity of the branch. Provides expertise in all aspects of providing exemplary client service...SuggestedHourly payRemote work- ...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...SuggestedShift workWeekend workDay shift
- ...Fairygodboss is looking for an Associate Relationship Banker in San Jose, California. You will ensure a warm welcome and provide attentive service to clients while assisting them with banking solutions. Responsibilities include managing client relationships and performing...SuggestedWork experience placement
- ...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...SuggestedWork at officeShift workWeekend workDay shift
$50.1k - $82.8k
...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...SuggestedPart timeLocal areaImmediate startDay shift- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Immediate startAfternoon 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
- ...Join Tech CU as a Relationship Banker and be the go-to expert our members trust. You’ll handle day-to-day banking, open accounts, support lending needs, and turn great service into lasting relationships that drive growth for our members and for you. What makes this role...
- ...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 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
$25 - $27.88 per hour
...that meet their 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 payShift workWeekend workDay shift- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
- JPMorgan Chase & Co. is seeking a Relationship Banker in San Jose, California, to enhance client relationships and provide excellent service. You will engage with clients, understand their financial needs, and offer tailored solutions using advanced banking technology....
$22.33 per hour
...Personal Banker Location: US-CA-San Jose Address: 1420 El Paseo de, San Jose, CA Min: USD $22.33 /Hr. Max: USD $33.18 /Hr. Job Summary... ...creative individuals who think proactively about building relationships, delivering solutions, and representing WaFd in the communities...Work at office$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$19 - $23 per hour
...customers’ financial goals are met. Provide quality personalized customer service, maintain frequent customer contact to expand relationships and ensure customer retention. Maintain open communication with Bank business partners and make referrals as appropriate (e.g....Full timeWork experience placementFlexible hours$47.84k - $74.75k
...opportunity to contribute to the company's success. As a Branch Banker within PNC's retail organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of wallet through...Full timeTemporary workPart timeWork experience placementWork at office$23 - $25 per hour
...Summary We are seeking a professional and customer-focused Personal Banker for a direct hire opportunity in San Jose, CA. This role is a... ..., or retail banking experience who enjoys building customer relationships, identifying financial needs, and delivering excellent service...Hourly payTemporary work$165k - $175k
...The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies. This role involves onboarding new clients through various programs and serving as a secondary...Local areaFlexible hours$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 area- ...we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are... ...Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a community bank, and...Immediate start
$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$25 - $31 per hour
Company Description As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to ...$750 per week
Overview Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has...Full time$96k - $144k
Responsibilities Add "intellectual athlete" capacity to a team that work on deals impacting many parts of Bloom's business. Support Bloom's consultative-based selling engagements with customers and financiers, particularly with respect to financial analysis, research and...Visa sponsorship$75k
Unnamed Position Last updated: 3 days ago Salary: $75,000.00 yearly Full-time Note to applicant, please be assured: AI is not used to evaluate your application. Your materials are reviewed by me, personally. If you hear back from me or receive a follow-up, it will be because...Hourly payPermanent employmentFull timeInternshipLocal areaRemote work$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$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own field and adapts them for application within... ...seek strategic advice regarding financial matters. Build relationships with client families that cross generations to establish long-...Full time$117.36k
...services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’re...Full timeContract work- ...support) shows your commitment and readiness. Trust and Integrity: Passing a background check is just the start—you’ll build relationships based on trust and reliability. Experience and Drive: Your years of experience are invaluable, but your continued ambition...Extra incomePart timeRemote work
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