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 to educate and assist with transactions through self-service resources
• Accurately and efficiently process cash transactions
• Have deep conversations with clients to gain knowledge of their financial 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 and guidelines in daily activities
• Grow business knowledge and network by partnering with experts

Relationship Banker assisting clients with banking transactions at Bank of America

Relationship Banker

Relationship Banker role at Bank of America engaging clients and assisting with banking transactions. Focus on education around self-service resources and building client relationships for financial success.

• 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
• 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

Relationship Banker educating clients at Bank of America

Relationship Banker engaging clients at Bank of America to assist with financial transactions. Processing cash transactions and connecting clients to solutions for their 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 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 clients and assisting with transactions at Bank of America

As a Relationship Banker, engage clients and assist with transactions at Bank of America. Build connections that meet financial goals and enhance clients' financial lives.

• Source and onboard new business clients through strategic prospecting, community outreach, and internal referrals
• Build visibility and develop strong Centers of Influence (COIs) to support long-term relationship development
• Deepen existing relationships by understanding client priorities and proactively identifying opportunities for engagement and expansion
• Manage a moderately complex book of business
• Drive portfolio growth by increasing core deposit balances and identifying deepening opportunities
• Proactively manage risk exposure and ensure alignment with underwriting policies and risk guidelines
• Conduct comprehensive financial and credit assessments including cash flow, collateral, and business operating cycles
• Structure and support secured and unsecured credit solutions within delegated authority, coordinating with credit partners as needed
• Present credit recommendations and financial strategies to clients and internal stakeholders
• Recommend and deliver a full suite of Wells Fargo business banking products including credit, treasury management, and digital banking tools
• Tailor solutions to client operating cycles, cash flow needs, and strategic goals
• Collaborate with product teams and internal stakeholders to creatively solve client challenges and streamline processes
• Engage financial decision-makers with proactive communication and responsive service
• Provide actionable feedback to enhance tools and offerings that elevate client experience and operational excellence
• Retain and grow client relationships by advising on financial strategies and managing expectations with transparency and care

Senior Business Banking Relationship Manager at Wells Fargo

Business Banker – MD/VA/DC Area

Senior Business Banking Relationship Manager at Wells Fargo supporting clients and driving portfolio growth. Focused on sourcing new clients and managing complex business relationships.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker managing relationships with affluent customers

Senior Premier Banker

Senior Branch Premier Banker managing relationships with affluent customers at Wells Fargo. Focus on acquiring and deepening financial relationships through strategic engagement and support.

• 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
• Connecting clients to solutions that meet their financial goals

Relationship Banker at Bank of America engaging clients in using self-service banking resources. Processing cash transactions and connecting clients to financial solutions while educating them on banking services.

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Relationship Banker managing consumer and business banking relationships

Relationship Banker managing customer relationships in a collaborative branch environment. Proactively helps consumers and businesses achieve their financial goals.

• Engage clients in the lobby to educate and assist with transactions
• Process cash transactions for clients as needed
• Build relationships with clients based on their financial needs
• Follow established processes and guidelines adhering to laws and regulations
• Grow business knowledge by partnering with experts
• Manage financial center traffic and appointments
• Drive client experience and manage cash responsibilities

Relationship Banker assisting clients with financial transactions at Bank of America

Relationship Banker at Bank of America engaging clients to assist with transactions. Fostering financial well-being through relationship building and client education.

• 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 financial and life priorities
• Connecting clients to solutions that meet their financial goals

Relationship Banker engaging clients at Bank of America branches

Relationship Banker engaging clients in Bank of America branches to assist with financial transactions and services. Fostering client relationships and connecting them with appropriate financial solutions.

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Accurately and efficiently processing cash transactions for clients
• Having deep conversations with clients to understand their financial and life priorities
• 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 to do what is right for clients and the bank
• 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 engaging clients and assisting with financial transactions

Relationship Banker at Bank of America engaging Maryland clients and assisting with transactions. Processing cash transactions and connecting clients to financial solutions for their goals.

Senior Branch Premier Banker managing affluent customer relationships

Senior Branch Premier Banker

Senior Branch Premier Banker managing relationships with affluent customers at Wells Fargo. Leading financial strategies and collaborating with internal teams for comprehensive banking solutions.

Banker jobs in Maryland

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Virtual Banker

Relationship Banker

Relationship Banker

Relationship Banker

Business Banker – MD/VA/DC Area

Senior Premier Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Relationship Banker

Senior Branch Premier Banker