Current jobs related to Relationship Banker - Richmond, California - Bank of America

  • Real Estate Agent Career Opportunities

    2 weeks ago

    Richmond, California, United States Coldwell Banker Full time

    Job OpportunityColdwell Banker is seeking enthusiastic and motivated individuals to join their team as Real Estate Agents in Los Angeles, California.We are looking for individuals who are eager to learn and excel in their field, with a strong desire to provide excellent customer service and build long-lasting relationships with clients.As a Real Estate Agent...

  • Part Time Banker Bayside

    1 week ago

    Richmond, California, United States Wells Fargo Full time

    About Wells FargoWe believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. At Wells Fargo, we're committed to helping our customers achieve their financial goals, and we're looking for talented individuals to join our team.About this RoleWe're seeking a Teller in our Consumer,...

  • Certified Insurance Financial Representative

    5 days ago

    Richmond, California, United States Bankers Life Full time

    Unlock Your Earning Potential as a Bankers Life Insurance AgentBecome a certified insurance financial representative and join Bankers Life in helping clients achieve financial freedom. With our award-winning training, you'll gain the knowledge and skills needed to succeed in this career.As a Bankers Life Financial Services Professional, you can expect...

  • Investment Banking Specialist

    5 days ago

    Richmond, California, United States Navagant Full time

    Job OverviewWe are seeking a highly skilled Investment Banking Analyst to join our team at Navagant, a leading investment banking advisory firm focused on middle-market M&A for the Education & Training industry.As an Analyst, you will be responsible for:Preparing marketing documents, pitch materials, and confidential information memoranda to support our...

  • Relationship Banker

    3 weeks ago

    Richmond, Virginia, United States Bank of America Full time

    Job Title: Relationship BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker, you will play a critical role in building strong relationships with our clients, understanding their financial needs, and providing tailored solutions to meet those...

  • Personal Banker Richmond Main

    7 months ago

    Richmond, United States Wells Fargo Full time

    Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers with ba Personal Banker, Customer Experience, Banker, Financial, Banking, Business Services, Benefits, Relationship

  • Community Banker

    1 month ago

    Richmond, Vermont, United States Northfield Savings Bank Full time

    Job SummaryNorthfield Savings Bank, a leading banking institution in Vermont, is seeking a skilled Community Banker to join our Richmond Branch team. As a Community Banker, you will play a crucial role in creating a positive and welcoming experience for our customers.Key ResponsibilitiesProvide exceptional customer service and communication skills to create...

  • Banking Relationship Manager

    2 weeks ago

    Richmond, Virginia, United States First Community Bancshares Full time

    Personal Banker II Job DescriptionAt First Community Bank, we are dedicated to making a positive impact in our community. As a Personal Banker II, you will play a vital role in establishing and maintaining strong relationships with our customers, ensuring their banking experience is exceptional and personalized.Key Responsibilities:Build and maintain strong...

  • Senior Premier Banker

    4 weeks ago

    Richmond, Virginia, United States WELLS FARGO BANK Full time

    About This RoleWe are seeking a highly skilled and experienced Senior Branch Premier Banker to join our team at Wells Fargo Bank. As a Senior Branch Premier Banker, you will be responsible for acquiring and deepening relationships with affluent customers, providing them with tailored financial solutions and services to meet their unique needs and goals.Key...

  • Real Estate Branch Manager

    2 weeks ago

    Richmond, Michigan, United States Coldwell Banker ProfessionalsAvance Consulting Full time

    About the JobWe are seeking a highly motivated and experienced Branch Manager to lead our Real Estate team. As a key member of our leadership team, you will be responsible for driving revenue growth, retaining top talent, and promoting a positive and supportive office culture.Key ResponsibilitiesMotivate and Inspire: Foster a positive and engaging work...

  • Personal Banker I

    4 months ago

    Richmond, United States First Community Bancshares Full time

    At First Community Bank, we are committed to making our community, the places where we live and work, a better place each day. With a true focus on "community banking," employees find that they can make an impact through company-sponsored programs such as paid volunteer time, matching gifts for charitable contributions and team participation in charitable...

  • Insurance Agent Representative

    2 weeks ago

    Richmond, Virginia, United States Bankers Life Full time

    Unlock Your Earning PotentialBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you have a passion for helping others achieve their financial goals, are a natural networker, enjoy critical thinking, and strive to better your career, then consider this opportunity.Our award-winning training...

  • Insurance Agent Career Opportunities

    1 week ago

    Richmond, Virginia, United States Bankers Life Full time

    Grow Your Career with Bankers LifeAs a Licensed Insurance Representative, you will have the opportunity to build a successful career with Bankers Life, one of the most respected brands in the Financial Services industry. Our award-winning training program will equip you with the knowledge and skills you need to succeed in this role.Key...

  • Customer Service Representative

    1 week ago

    Richmond, Indiana, United States First Bank Richmond Full time

    At First Bank Richmond, we are seeking a highly skilled Customer Service Representative to join our team as a Universal Banker II. In this role, you will serve as the face of the Bank at our retail branches, maintaining long-standing customer relationships and effectively generating new relationships within our community markets.Key Responsibilities:Provide...

  • Universal Banking Professional

    4 weeks ago

    Richmond, Indiana, United States Wayne Bank & Trust Co Full time

    Job Title: Universal BankerWe are seeking a highly motivated and skilled Universal Banker to join our team at Wayne Bank & Trust Co. As a Universal Banker, you will be responsible for providing exceptional customer service, processing transactions accurately and efficiently, and identifying and recommending financial solutions to meet our customers'...

  • Investment Banking Specialist

    2 weeks ago

    Richmond, Virginia, United States Navagant Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Investment Banking Associate to join our team at Navagant. As an Associate, you will be responsible for:Preparing marketing documents, pitch materials, and confidential information memoranda for clients in the Education & Training industry.Conducting financial due diligence and industry...

  • Investment Banking Associate

    4 weeks ago

    Richmond, Virginia, United States Navagant Full time

    Job OverviewWe are seeking a highly motivated and detail-oriented Investment Banking Analyst to join our team at Navagant. As an Analyst, you will play a critical role in supporting our senior bankers in their relationship management responsibilities and contributing to the success of our middle-market M&A transactions.Key ResponsibilitiesDevelop and...

  • Licensed Insurance Professional

    2 weeks ago

    Richmond, Virginia, United States Bankers Life Full time

    About the OpportunityBankers Life is seeking a dynamic and results-driven Insurance Sales Representative to join our team. As a key member of our sales team, you will have the opportunity to build a successful career in the insurance industry.Key ResponsibilitiesSchedule appointments to assess clients' financial needs and provide expert life and health...

  • Financial Services Professional

    2 days ago

    Richmond, United States Bankers Life Full time

    Financial Services Professional - Hybrid Experience Location: Richmond, VA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job Description Bankers Life®, one of the most respected companies in the Financial Services industry, is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. If you...

  • Investment Banking Professional

    2 weeks ago

    Richmond, Virginia, United States Navagant Full time

    Job OverviewWe are seeking a highly motivated and experienced Investment Banking Analyst to join our team at Navagant. As an Analyst, you will play a critical role in supporting our senior bankers in their relationship management responsibilities and contributing to the success of our middle-market M&A deals in the Education & Training industry.Key...

  • Senior Relationship Manager

    1 week ago

    Richmond, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Insurance Agent

    2 weeks ago

    Richmond, Virginia, United States Bankers Life Full time

    About the RoleBankers Life is seeking ambitious individuals to grow our team of Insurance Agents and Financial Representatives. As a Financial Services Professional, you will have the opportunity to help clients achieve their financial goals, build strong relationships, and develop a successful career.Key ResponsibilitiesBuild and maintain a client base by...

  • Senior Commercial Relationship Manager

    4 weeks ago

    Richmond, United States Disability Solutions Full time

    Value PropositionOur values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and...

  • Insurance Sales Representative

    3 weeks ago

    Richmond, Virginia, United States Bankers Life Full time

    About the JobBankers Life is seeking talented professionals to join our dynamic hybrid remote work environment. As an Entry Level Insurance Sales Agent, you will have the opportunity to start your insurance career and earn up to $5,000 in bonuses and commissions alone in the first four months. We offer award-winning training with the option for a hybrid work...

Relationship Banker

2 months ago

Richmond, California, United States Bank of America Full time

About the Role:

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.

Key Responsibilities:

  • Engage clients in the lobby to educate and assist with conducting transactions through self-service resources.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Have deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connect clients to solutions that meet the financial goals.

Requirements:

  • 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.
  • 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.
  • 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.
  • Focused on results, while acting in the best interest of the client.
  • Can be flexible to work weekends and/or extended hours as needed.

Preferred 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 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.