Talent.com
Relationship Banker

Relationship Banker

San Jose StaffingSan Jose, CA, US
1 day ago
Job type
  • Full-time
Job description

Relationship Banker

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!

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.
  • 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 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

    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, 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.

    Create a job alert for this search

    Relationship Banker • San Jose, CA, US

    Related jobs
    • Promoted
    Relationship Banker I

    Relationship Banker I

    Cathay Bank - HeadquartersSan Francisco, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Manager

    Relationship Manager

    Bank of San FranciscoSan Francisco, CA, US
    Full-time
    Are you looking for an opportunity to support a leading community and private bank serving Bay Area businesses, nonprofits, and individuals? Bank of San Francisco is seeking a.Relationship Manager,...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker - Silicon Valley Market - San Jose, CA

    Relationship Banker - Silicon Valley Market - San Jose, CA

    San Jose StaffingSan Jose, CA, US
    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 t...Show moreLast updated: 1 day ago
    • Promoted
    Branch Relationship Banker - Fremont, CA

    Branch Relationship Banker - Fremont, CA

    BankTalent HQFremont, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 30+ days ago
    • Promoted
    VP / FVP, Relationship Manager

    VP / FVP, Relationship Manager

    Cathay Bank - HeadquartersMilpitas, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker

    Relationship Banker

    San Francisco StaffingSan Francisco, CA, US
    Full-time +1
    Career growth promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time / Part Time Employees Health, Dental, Vision, 401k match and Life Ins...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Banker

    Relationship Banker

    Veterans StaffingSan Jose, CA, US
    Full-time
    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 clien...Show moreLast updated: 1 day ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    San Jose StaffingSan Jose, CA, US
    Part-time
    Business Banking Relationship Manager.Come join a culture that is about so much more than the bottom line.Be a part of a team that celebrates big ideas, supports your personal and professional grow...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Commercial Banking Relationship Manager

    Commercial Banking Relationship Manager

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 21 hours ago
    • Promoted
    Regional Relationship Banker I

    Regional Relationship Banker I

    Cathay Bank - HeadquartersCupertino, CA, United States
    Full-time
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....Show moreLast updated: 30+ days ago
    • Promoted
    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    Private Banking Relationship Manager - San Francisco or Menlo Park, CA

    BankTalent HQPalo Alto, CA, United States
    Full-time
    Associates at California Bank & Trust work in a relationship-centered culture where they are provided with the tools, training, and opportunities to build the best possible relationships with our c...Show moreLast updated: 4 days ago
    • Promoted
    Business Banking Relationship Manager

    Business Banking Relationship Manager

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 1 day ago
    • Promoted
    Relationship Manager Associate

    Relationship Manager Associate

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Commercial Banking Relationship Manager

    Commercial Banking Relationship Manager

    San Jose StaffingSan Jose, CA, US
    Full-time
    Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b...Show moreLast updated: 21 hours ago
    • Promoted
    Relationship Manager - Business Banking

    Relationship Manager - Business Banking

    San Francisco StaffingSan Francisco, CA, US
    Full-time
    Relationship Manager, Business Banking.The Relationship Manager role will be responsible for new business development, portfolio management, and underwriting to support the needs of the group.This ...Show moreLast updated: 1 day ago
    • Promoted
    Senior Relationship Banker

    Senior Relationship Banker

    East West BancorpSan Francisco, CA, US
    Full-time
    Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that focuses on delivering a high quality, high-touch, and high-tech relationship ban...Show moreLast updated: 30+ days ago
    • Promoted
    Relationship Banker - Monterey Bay Valley area

    Relationship Banker - Monterey Bay Valley area

    California StaffingSanta Cruz, CA, US
    Full-time
    Relationship Banker - Monterey Bay Valley 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 ...Show moreLast updated: 1 day ago
    • Promoted
    • New!
    Relationship Banker

    Relationship Banker

    California StaffingSanta Cruz, CA, US
    Full-time +1
    What We Can Offer You : Career Growth promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time / Part Time Employees Health, Dental, Vision, ...Show moreLast updated: 21 hours ago