Relationship Banker

6 days ago


West Palm Beach, Florida, United States Bank of America Full time
Job Description

Job Summary:

We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.

Key Responsibilities:

  • Engage with clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
  • Accurately and efficiently process cash transactions for clients as needed.
  • Build relationships with clients to meet their financial needs and provide them with tailored solutions to achieve their financial goals.
  • Follow established processes and guidelines in daily activities to ensure compliance with 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 and ensure that clients receive exceptional service and support.
  • Manage cash responsibilities and maintain accurate records.

Requirements:

  • Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results.
  • Collaborative and effective communicator with strong relationship-building skills.
  • Passionate about delivering an exceptional client experience and improving clients' financial lives.
  • Confident in identifying solutions for new and existing clients based on their needs.
  • Strong critical thinking and problem-solving skills to meet clients' needs.
  • Ability to learn and adapt to new information and technology platforms.
  • Flexibility 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'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

Equal Employment Opportunity:

Bank 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.


  • Relationship Banker

    2 days ago


    West Palm Beach, Florida, United States Synovus Full time

    Job Summary:Serves as the retail branch consumer and small business lending banker and subject-matter-expert within a traditional bank branch model. Consults with consumer and small business customers to identify, understand, and prioritize their financial needs and goals. Provides expert advice and guidance on financial products and services to meet their...

  • Personal Banker

    2 days ago


    West Palm Beach, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a skilled Personal Banker to join our team. As a Personal Banker, you will play a critical role in building and maintaining strong relationships with our customers, providing them with personalized financial solutions and exceptional customer service.Key ResponsibilitiesCustomer Relationship Building:...

  • Relationship Banker

    5 days ago


    Palm Beach Gardens, Florida, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will play a critical role in building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage...

  • Relationship Banker

    7 days ago


    West Palm Beach, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives our commitment to being a great place to work for our teammates around the world.We are dedicated to creating a diverse and inclusive...

  • Relationship Banker

    4 days ago


    West Palm Beach, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our company is built on the principles of Responsible Growth, which drives us to deliver exceptional results for our clients, teammates, communities, and shareholders every day.We strive to be a great place to work...

  • Relationship Banker

    6 days ago


    Palm Beach Gardens, Florida, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be 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...

  • Personal Banker

    7 hours ago


    West Palm Beach, Florida, United States WELLS FARGO BANK Full time

    About Wells Fargo BankWells Fargo Bank is a leading financial institution that offers a wide range of banking and financial services to individuals, businesses, and institutions. We are committed to helping our customers achieve their financial goals and succeed in their personal and professional lives.Job SummaryWe are seeking an Associate Personal Banker...

  • Relationship Banker

    5 days ago


    Palm Beach Gardens, Florida, United States Bank of America Full time

    About the RoleWe are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be responsible for building and maintaining strong relationships with our clients, providing them with exceptional service and support to meet their financial needs.Key ResponsibilitiesEngage with...

  • Relationship Banker

    7 days ago


    Boynton Beach, Florida, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be 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...

  • Relationship Banker

    5 days ago


    Delray Beach, Florida, United States Bank of America Full time

    Job DescriptionJob Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be 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. Your...

  • Relationship Banker

    5 days ago


    Delray Beach, Florida, United States Bank of America Full time

    Job Description:Job Summary:We are seeking a highly motivated and customer-focused Relationship Banker to join our team at Bank of America. As a Relationship Banker, you will be 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...

  • Personal Banker

    3 days ago


    Palm Coast, Florida, United States PNC Financial Services Group Full time

    Job SummaryPNC Financial Services Group is seeking a highly skilled and customer-focused Personal Banker - Customer Relationship Specialist to join our team. As a key member of our Retail Banking Network, you will play a critical role in strengthening customer relationships and driving sales growth.Key ResponsibilitiesCustomer Acquisition and Retention:...

  • Relationship Banker

    5 days ago


    Miami Beach, Florida, United States Bank of America Full time

    Job SummaryAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance. As a Relationship Banker - Financial Services Expert, you will play a critical role in building and maintaining strong relationships with our clients, providing them with tailored financial solutions and...

  • Relationship Banker

    5 days ago


    Deerfield Beach, Florida, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Our goal is to be a great place to work for our teammates around the world, and we achieve this by being a diverse and inclusive workplace for everyone.We hire individuals with a broad range of backgrounds and...

  • Relationship Banker

    5 days ago


    Boynton Beach, Florida, United States Bank of America Full time

    Job Summary:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Relationship Banker, you will play a key role in delivering an exceptional client experience by building strong relationships with clients and providing personalized financial solutions.Key Responsibilities:Engage...


  • West Palm Beach, Florida, United States Bankers Life Full time

    About Bankers LifeWith a rich history dating back to 1879, Bankers Life has grown from its founders' simple wish to make insurance affordable. Today, we remain true to our heritage, shaped by strength, stability, and service. We help provide financial security solutions.Job SummaryWe are seeking ambitious individuals to grow our team of Insurance Agents and...


  • Palm Beach Gardens, Florida, United States City National Bank of Florida Full time

    Job SummaryThe Conforming Mortgage Banker is a key member of our team at City National Bank of Florida, responsible for originating and processing conforming mortgage loans. This role requires a strong understanding of mortgage lending regulations and a proven track record of meeting or exceeding sales targets.Key ResponsibilitiesOriginate and process...


  • West Palm Beach, Florida, 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 a successful career, and make a positive impact in your community.Key ResponsibilitiesBuild strong...

  • Relationship Banker

    3 days ago


    North Miami Beach, Florida, United States Bank of America Full time

    Job Summary:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. As a Relationship Banker, you will play a key role in driving Responsible Growth by building strong relationships with clients and delivering exceptional customer experiences.Key Responsibilities:Engage clients in the...

  • Relationship Banker

    3 days ago


    Miami Beach, Florida, United States Bank of America Full time

    Job Description:Job Summary:As a Relationship Banker at Bank of America, you will be responsible for managing a financial center and its employees on a day-to-day basis. This role requires a strong business acumen, excellent communication skills, and the ability to foster a team environment.Key Responsibilities:Develop and implement business strategies to...