Relationship Banker

3 weeks ago


Stamford, United States NYC Staffing Full time

Relationship Banker - Stamford AreaAt 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 usJob DescriptionThis 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.ResponsibilitiesExecutes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulationsGrows business knowledge and network by partnering with experts in small business, lending, and investmentsManages financial center traffic, appointments, and outbound calls effectivelyDrives the client experienceManages cash responsibilitiesRequired QualificationsIs an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the clientCollaborates effectively to get things done, building and nurturing strong relationshipsDisplays passion, commitment, and drive to deliver an experience that improves our clients' financial livesIs confident in identifying solutions for new and existing clients based on their needsCommunicates effectively and confidently and is comfortable engaging all clientsHas the ability to learn and adapt to new information and technology platformsIs 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' needsEfficiently manages time and capacityFocuses on results while acting in the best interest of the clientMust be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distanceDesired QualificationsExperience in financial services and knowledge of financial services industry, products, and solutionsOne year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goalsSix months of cash handling experienceBachelor's Degree or business-relevant Associate's Degree such as business management, business administration, or financeSkillsAdaptabilityBusiness AcumenCustomer and Client FocusOral CommunicationsProblem SolvingAccount ManagementClient Experience BrandingClient ManagementClient Solutions AdvisoryRelationship BuildingBusiness DevelopmentPipeline ManagementProspectingReferral IdentificationReferral ManagementMinimum Education RequirementHigh School Diploma / GED / Secondary School or equivalentShift1st shift (United States of America)Hours Per Week40Bank 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.


  • Relationship Banker

    3 weeks ago


    Stamford, United States Bankpatriot Full time

    Description You will have the unique opportunity to interact with all Patriot customers (including individuals, businesses, nonprofits and municipalities) and their account service and servicing needs, identify and recommend Patriot solutions, and connect them to other Patriot financial specialists. Responsibilities Represent Patriot Bank in a knowledgeable,...


  • Stamford, United States Patriot Bank, N.A. Full time

    Job Type Full-time Description You will have the unique opportunity to interact with all Patriot customers (including individuals, businesses, nonprofits and municipalities) and their account service and servicing needs, identify and recommend Patriot solutions, and connect them to other Patriot financial specialists. Represent Patriot Bank in a...


  • Stamford, United States U.S. Bankruptcy Court - District of CT Full time

    A leading financial services firm is seeking a Relationship Banker in Stamford, CT. The ideal candidate will have over a year of experience in retail banking, with a focus on managing client relationships and providing tailored financial solutions. Essential skills include excellent communication, attention to detail, and the ability to create memorable...


  • Stamford, United States U.S. Bankruptcy Court - District of CT Full time

    A leading financial services firm is seeking a Relationship Banker in Stamford, Connecticut, to foster client relationships and provide tailored financial solutions. Candidates should have over one year of sales experience in retail banking or financial services and strong communication skills. The role requires knowledge of banking products, a high school...


  • Stamford, United States NYC Staffing Full time

    Relationship Banker (SAFE)Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job it's about finding all of the elements to help you...

  • Relationship Banker

    2 days ago


    Stamford, United States U.S. Bankruptcy Court - District of CT Full time

    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 and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...

  • Relationship Banker

    2 weeks ago


    Stamford, CT, United States NYC Staffing Full time

    Relationship Banker - Stamford Area 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...

  • Relationship Banker

    2 days ago


    Stamford, United States U.S. Bankruptcy Court - District of CT Full time

    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 and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...


  • Stamford, United States U.S. Bankruptcy Court - District of CT Full time

    A financial institution is seeking a Client Services Representative in Stamford, CT. The role involves educating clients about self-service banking options, processing cash transactions, and building relationships to meet financial needs. Candidates should have a high school diploma and ideally possess a degree in business or finance. They must exhibit...


  • Stamford, United States Bank of America Full time

    A leading financial services institution seeks an enthusiastic candidate for a client engagement role in Stamford. Your responsibilities include educating clients on conducting banking transactions via self-service options and efficiently processing cash transactions. We expect a self-starter who can build relationships and address client financial needs,...