Banker

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• Engage clients in the lobby and educate them on conducting transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions for clients
• Have deep conversations with clients to understand their financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank's risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker helping Miami clients achieve financial goals at Bank of America

Relationship Banker, Bilingual (English, Spanish)

Relationship Banker helping Miami clients achieve financial goals at Bank of America.
Educating clients on self-service banking, processing cash transactions, and connecting them with financial solutions.

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Partner with experts in small business, lending, and investments to grow business knowledge and network
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Bank of America Relationship Banker serving Miami clients with bilingual financial guidance and banking support

Relationship Banker – English and Spanish

Bank of America Relationship Banker serving Miami clients with English- and Spanish-language financial guidance. Educating clients on banking solutions, processing cash transactions, and building relationships.

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATMs
• Accurately and efficiently process cash transactions
• Conduct in-depth conversations to understand clients’ financial and life priorities
• Connect clients with solutions that meet their financial goals
• Execute the bank’s risk culture and pursue operational excellence
• Build client relationships to meet financial needs
• Follow established processes, laws, and regulations
• Partner with small business, lending, and investment experts
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Bank of America Relationship Banker serving Miami-area clients with bilingual banking and financial solutions

Relationship Banker, English and Spanish Required

Relationship Banker serving Miami-area clients for Bank of America. Educating clients on self-service banking, processing cash transactions, and connecting them with financial solutions.

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgement within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Associate Personal Banker managing customer banking needs at Wells Fargo

Personal Banker

Associate Personal Banker at Wells Fargo supporting customer banking needs through proactive outreach and relationship building. Ensuring compliance and delivering excellent service in branch operations.

• engaging 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 processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• connecting clients to solutions that meet the financial goals
• executing the bank's risk culture and strives for operational excellence
• building relationships with clients to meet financial needs
• following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• growing business knowledge and network by partnering with experts in small business, lending, and investments
• managing financial center traffic, appointments, and outbound calls effectively
• driving the client experience
• managing cash responsibilities

Relationship Banker engaging clients at Bank of America

Relationship Banker

Relationship Banker at Bank of America engaging clients and assisting with transactions through self-service resources. Building financial relationships and providing excellent client experiences in Clearwater New Port Richey Market.

• Engaging 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 processing cash transactions for clients as needed
• 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

Relationship Banker engaging clients at Bank of America in Sarasota Market

Relationship Banker engaging clients in the Sarasota Market at Bank of America. Educating clients on banking transactions and building relationships to meet financial goals.

Associate Personal Banker handling customer banking needs at Wells Fargo

Associate Personal Banker at Wells Fargo supporting banking needs, building customer relationships. Engaging in proactive outreach and driving branch growth through customer-focused services.

• 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.
• 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

Engaging clients for banking transactions and educating on self-service resources

Engaging clients in the lobby to educate and assist with banking transactions. Processing cash transactions and connecting clients with solutions for financial goals.

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

Relationship Banker engaging clients and processing transactions at Bank of America

Relationship Banker engaging clients in the lobby and assisting with transactions. Educating clients about self-service resources, while adhering to the bank's guidelines for operational excellence.

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities

Relationship Banker engaging clients at financial center in Sarasota market

Relationship Banker engaging clients in Sarasota market through education and self-service banking transactions. Processing cash transactions and building relationships to meet financial needs.

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources
• accurately and efficiently processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• connecting clients to solutions that meet the financial goals
• 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

Relationship Banker assisting clients with financial transactions at Bank of America

Relationship Banker assisting clients with financial transactions at Bank of America. Engaging clients in the lobby and helping them with self-service resources like mobile and online banking.

Associate Personal Banker supporting customers' everyday banking needs

Associate Personal Banker supporting customers' everyday banking needs at Wells Fargo. Building relationships and delivering a high-quality customer experience with financial products and services.

• engaging 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 processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of their financial and life priorities and connecting clients to solutions that meet their financial goals
• executing the bank's risk culture and striving for operational excellence
• building relationships with clients to meet financial needs
• following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• growing business knowledge and network by partnering with experts in small business, lending, and investments
• managing financial center traffic, appointments, and outbound calls effectively
• driving the client experience
• managing cash responsibilities

Relationship Banker engaging and assisting clients at Bank of America

Relationship Banker – English/Spanish

Relationship Banker at Bank of America engaging clients in lobby for transactions. Educating clients on self-service resources like mobile and online banking.

• 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

Relationship Banker assisting clients with financial transactions

Relationship Banker engaging clients in the lobby to educate on self-service banking solutions. Accurately processing cash transactions and connecting clients to financial goals.

• Engaging 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 processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet the financial goals
• Executing the bank's risk culture and striving for operational excellence
• Building relationships with clients to meet financial needs
• Following established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Growing business knowledge and network by partnering with experts in small business, lending, and investments
• Managing financial center traffic, appointments, and outbound calls effectively
• Driving the client experience

Relationship Banker assisting clients with financial transactions and solutions

Relationship Banker engaging clients to assist with self-service banking transactions. Building relationships and providing tailored financial solutions while adhering to established guidelines.

• Engaging 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 processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet the financial goals

Relationship Banker assisting clients with financial services at Bank of America

Relationship Banker at Bank of America engaging clients and assisting with transactions. Building relationships to meet clients' financial needs while adhering to operational excellence.

• engaging 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 processing cash transactions for clients as needed
• having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• connecting clients to solutions that meet the financial goals

Relationship Banker engaging clients for financial transactions at Bank of America

Relationship Banker engaging clients in financial transactions at Bank of America. Educating and assisting clients with self-service banking resources in the lobby.

• Engaging 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 processing cash transactions for clients as needed.
• 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.

Relationship Banker engaging clients in transactions at Bank of America

Relationship Banker engaging clients in transactions through self-service resources at Bank of America. Connecting clients to financial solutions and providing great customer service.

• engaging 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 processing cash transactions for clients as needed
• 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

Responsible for engaging clients in banking transactions and providing solutions

Engaging clients to assist with banking transactions and provide financial solutions. Building relationships and meeting financial needs in a collaborative team environment.

Banker jobs in Florida

See all jobs on JobTailor

Virtual Banker

Relationship Banker, Bilingual (English, Spanish)

Relationship Banker – English and Spanish

Relationship Banker, English and Spanish Required

Personal Banker

Relationship Banker

Relationship Banker

Personal Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker – English and Spanish

Personal Banker

Relationship Banker – English/Spanish

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker