Banker

• 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 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

Bank of America Relationship Banker serving clients through in-office financial center banking

Relationship Banker

Bank of America Relationship Banker serving clients through lobby engagement, cash transactions, and self-service banking education. Connecting customers with financial solutions at an in-office financial center.

• 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.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• 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 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 judgment 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

Roving Associate Personal Banker (SAFE) providing banking support at Wells Fargo

Roving Banker

Roving Associate Personal Banker (SAFE) at Wells Fargo providing banking support across multiple branch locations. Building customer relationships and driving banking growth through personalized 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
• 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 cash transactions at Bank of America

Relationship Banker at Bank of America engaging clients and assisting with transactions using self-service resources. Collaborating to meet financial goals and improving client experiences.

• 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 supporting everyday banking needs at Wells Fargo

Personal Banker

Associate Personal Banker building relationships and supporting everyday banking needs at Wells Fargo. Engaging customers and promoting relevant banking products and services through proactive outreach.

• 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.
• 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 services at Bank of America.

Relationship Banker assisting clients in Texas with transactions and financial services at Bank of America. Building relationships to improve clients' financial lives while adhering to company guidelines.

• Engaging clients in the lobby to educate and assist with transactions
• Accurately processing cash transactions as needed
• Gaining in-depth knowledge of financial and life priorities
• Connecting clients to solutions to meet their financial goals
• Following established processes and guidelines in daily activities

Relationship Banker assisting clients with banking transactions

Relationship Banker at Bank of America engaging clients and assisting with transactions in the lobby. Building relationships and helping clients with their financial needs.

• Serve as the primary relationship manager for the largest small business client relationships within the assigned geographic area, generally focused on relationships of $1 million or greater.
• Build, expand, and retain a portfolio of larger small business relationships through proactive outreach, local market presence, and consultative selling.
• Deliver tailored solutions across deposits, lending, treasury management, and fee-based services.
• Act as a trusted advisor to help clients identify growth opportunities and manage risk.
• Partner with Relationship Bankers and branch teams to support small business customer conversations, referrals, and client transitions where relationship complexity or opportunity size warrants direct involvement.
• Provide guidance on needs-based discovery, financial analysis, and product positioning for small business clients.
• Serve as the escalation and expertise point for complex or larger small business opportunities within retail, including opportunities identified by local Financial Center Managers.
• Reinforce consistent execution of small business playbooks across the branch network.
• Use available capacity to support local Financial Center Managers with business development activities, client preparation, joint calls, and follow-up on high-potential small business opportunities.
• Manage inbound referrals from retail and generate outbound opportunities by prospecting for new larger small business clients within the local MSA.
• Drive deposit growth, small business lending volume, and fee income across assigned $1 million-plus relationships and targeted local prospects.
• Analyze business financials to assess creditworthiness and recommend appropriate lending structures.
• Collaborate with underwriting partners (e.g., Business Loan Center or BLC) to structure and execute solutions.

Small Business Banker managing high-value client relationships for Simmons Bank

Small Business Banker

Small Business Banker managing and growing high-value client relationships within Simmons Bank. Delivering tailored banking solutions and supporting local market engagement.

• Serve as the first point of contact for financial center clients, helping to uncover personal banking needs
• Deepen client relationships through platform services
• Support clients with self-service or transactional activities
• Provide exceptional client care and proactively connect with clients through outbound calls and conducting consistent follow-up routines

Senior Banker serving financial center clients at Bank of America

Senior Banker

Senior Banker providing personal banking solutions to financial center clients at Bank of America. Building client relationships and supporting customer needs through exceptional 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
• 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 conducting transactions at Bank of America

Relationship Banker engaging clients and conducting transactions through self-service tools. Building relationships and providing financial solutions at Bank of America.

• 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 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.

Relationship Banker engaging with clients at Bank of America

Relationship Banker engaging with clients to assist with financial transactions at Bank of America. Educating clients on self-service resources and building financial relationships for their 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
• Managing cash responsibilities

Relationship Banker providing financial services in Sugar Land area

Relationship Banker engaging clients to assist with transactions and connect them to financial solutions. Building relationships and providing support in the Sugar Land area.

• 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

Senior Branch Premier Banker managing affluent customer relationships at Wells Fargo

Senior Branch Premier Banker

Senior Branch Premier Banker managing affluent customer relationships for Wells Fargo. Leading finance strategies and coordinating solutions across banking products with customers in need of financial guidance.

Roving Associate Personal Banker providing customer support across multiple branches

Roving Associate Personal Banker handling customer banking needs across multiple branches. Providing support for account services, building relationships, and promoting banking products.

• 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.
• 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.
• 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 conducting banking transactions

Relationship Banker at Bank of America, engaging clients in transactions and providing financial education. Responsibilities include cash handling, relationship building, and adhering to bank guidelines.

• Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
• Responds to customer inquiries and concerns, creating customized solutions
• Introduces and fulfills banking products (examples: checking & savings accounts, credit cards, CDs, IRAs, loans)
• Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
• Quotes rates, terms and programs for banking solutions
• Manages risk in every business, product and service transaction leveraging available tools
• Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements

Banker II building client relationships in personal banking

Senior Banker II building and deepening relationships with clients in personal banking. Uncovering financial needs and connecting clients to specialists at Bank of America.

• Engaging clients in the lobby to educate and assist with transactions through self-service resources
• Processing cash transactions for clients as needed
• Having deep conversations with clients to meet their financial goals

Relationship Banker engaging clients and processing transactions at Bank of America

Relationship Banker engaging clients and assisting with transactions through self-service resources. Banking professional supporting clients in achieving their financial goals at Bank of America.

• engages 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 educating clients on banking transactions and financial solutions

Relationship Banker role at Bank of America engaging clients and assisting with banking transactions. Focused on education and providing financial solutions based on client needs.

• Serve as the primary point of contact and Subject Matter Expert for client interactions, internal and external business partners, including Financial Advisors, their clients, and Private Bankers using a variety of communication types, including verbal (preferred) and written.
• Provide consultation and advise Morgan Stanley on the credit risk of high-net-worth clients and the appropriate/available products and pricing to meet the clients’ needs.
• Analyze client finances to provide tailored advice to the client on various loan products and other financial solutions to meet the client’s specific needs.
• Manage Client/FA/PB expectations and communication.
• Coordinate with and oversee various internal/external business partners such as underwriting and credit risk to ensure timely closings.
• Obtain, analyze, and validate all loan processing documents such as complex income, asset, credit, appraisal, insurance, and title documents to satisfy conditions for underwriting approval and product/pricing negotiations as necessary.
• Decision Conditional Pre-Approval Letters, within policy framework, while accurately identifying the appropriate lending guidelines and conditions for loan approval.
• Serve as the primary escalation point for loans in process; provide alternative solutions and discernment to escalate further when necessary; demonstrate the ability to de-escalate situations as appropriate.
• Manage inbound /outbound queue, multiple call campaigns, and various bank initiatives, along with intense client follow-up.
• Effectively manage a complex pipeline that includes Ultra High Net Worth and Private Wealth Management mortgage transactions.
• Supervise an individual or team of Associate Mortgage Bankers, assessing performance, holding these employees accountable and recommending advancement, compensation or performance management to the Mortgage Banker Manager.
• Provide training and guidance to Associate Mortgage Bankers, partners and peers as appropriate.
• Ensure compliance with banking regulations and company policies.

Vice President Mortgage Banker at Morgan Stanley managing high-net-worth mortgage transactions

Mortgage Banker

Vice President Mortgage Banker responsible for overseeing high-net-worth mortgage lending at Morgan Stanley. Serving as the main contact for clients and offering tailored financial solutions while ensuring compliance.

• 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 financial advice and assisting with transactions at Bank of America. Building client relationships and providing financial solutions in a supportive environment.

Banker jobs in Texas

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Relationship Banker

Virtual Banker

Roving Banker

Relationship Banker

Personal Banker

Relationship Banker

Relationship Banker

Small Business Banker

Senior Banker

Relationship Banker

Relationship Banker

Relationship Banker

Senior Branch Premier Banker

Personal Banker

Relationship Banker

Senior Banker

Relationship Banker

Relationship Banker

Mortgage Banker

Relationship Banker