Relationship Banker

Bank of America
Shorewood
Full-time

Description

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

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 :

30+ days ago
Related jobs
Promoted
Old National Bank
Greenfield, Wisconsin

Experienced bankers who have successfully completed the requirements of a Relationship Banker, including all new hire training and the Relationship Banker Learning Path within defined timeframes, or bankers with existing experience in a similar role at another financial institution, including NMLS r...

Promoted
Wintrust Financial
Saint Francis, Wisconsin

As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. We are looking for top talent to join Wisconsin’s Bank® as a full-time Relationship Banker! . Buildin...

Johnson Financial Group
Franklin, Wisconsin

Being the face of the bank as a Relationship Banker, you will deepen client relationships by providing solutions to their unique financial situations. Johnson Financial Group (JFG) has an exciting opportunity to join our Consumer Banking team as a Relationship Banker. The Relationship Banker is a gr...

Promoted
Wintrust Financial
Mequon, Wisconsin

As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. We are looking for top talent to join Wisconsin’s Bank® as a full-time Relationship Banker for our new loc...

Bank of America
Bayside, Wisconsin

Builds relationships with clients to meet financial needs. Collaborates effectively to get things done, building and nurturing strong relationships. ...

Wintrust Financial Corporation
Milwaukee, Wisconsin

As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. We are looking for top talent to join Wisconsin’s Bank® as a full-time Relationship Banker!. Building lasting relati...

BMO
Greendale, Wisconsin

Engages customers to grow BMO’s business by reaching out, generating appointments, and building new relationships within the community. ...

Wintrust Financial
Mequon, Wisconsin

As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. We are looking for top talent to join Wisconsin’s Bank® as a full-time Relationship Banker for our new location in M...

Wintrust Financial Corporation
Mequon, Wisconsin

As a Relationship Banker, you will build and retain meaningful relationships with your customers, using your financial knowledge to recommend thoughtful solutions to meet their needs. We are looking for top talent to join Wisconsin’s Bank® as a full-time Relationship Banker for our new location in M...

Bank of America
Shorewood, Wisconsin

Builds relationships with clients to meet financial needs. ...