Top 7 Relationship banker Jobs in Monterey Ca

Relationship Banker
Bank of America —Monterey, CA
- $25.00 - $27.88 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Universal Banker
Mechanics Bank —Watsonville, CA
- $21 - $28 an hour
- Full-time
- Office
- Residential
- High school diploma or GED
- Free parking
- Commuter assistance
Personal Banker Associate I - Salinas Main
Fifth Third Bank —Salinas, CA
- $43,680 - $69,900 a year
- Full-time
- Military
- Office
- High school diploma or GED
WM Affluent Banker - Salinas, CA
U.S. Bank National Association —Salinas, CA
- $98,345 - $127,270 a year
- Full-time
- 5 years
- Writing skills
- Office
- Paid holidays
- Disability insurance
Personal Banker Associate I - Prunedale
Fifth Third Bank —Salinas, CA
- $43,680 - $69,900 a year
- Full-time
- Office
- Math
- Travel
11d
Remote Mortgage Loan Officer Build Your Book With Real Support
Satori Mortgage —Salinas, CA
- $50,000 - $250,000 a year
- Full-time
- Remote
- Google Workspace
- 11+ years
- Business development
- Opportunities for advancement
- Flexible schedule
Quick Apply

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Universal Banker
Mechanics Bank —Watsonville, CA
Performs follow-up calls to new and existing customers to ensure customer satisfaction and answers any questions. Resolves concerns presented by customers.
$21 - $28 an hour
Universal Banker
PROVIDENT CREDIT UNION —San Jose, CA
Experience making effective outbound telephone calls. Experience with cash handling/teller transactions/loan funding. Excellent listening and speaking skills.
$27.50 an hour
Quick Apply
7d

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Client Relationship Representative (Universal Banker)
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relationship banker jobs near monterey ca

Relationship Banker

Bank of America -
Monterey, CA

Apply Now

Job Details

Full-time
$25.00 - $27.88 an hour

Qualifications

Customer relationship building
Promoting bank products
High school diploma or GED
Schedule management
Customer engagement
Customer relationship management
Assisting with digital banking services
Solution selling approach
Customer service problem-solving

Full Job Description

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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job 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

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
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
Focuses on results while acting in the best interest of the client
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

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’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

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

relationship banker jobs in monterey ca

Relationship Banker

Universal Banker

Personal Banker Associate I - Salinas Main

WM Affluent Banker - Salinas, CA

Personal Banker Associate I - Prunedale

Remote Mortgage Loan Officer Build Your Book With Real Support

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