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Universal Banker jobs in United States, Virginia, Alexandria

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Company
Job type
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Job title (1)
United States
Virginia
Alexandria
29 jobs found
07.12.2025
BOA

Bank Of America Relationship Banker - Carlyle Center Financial United States, Virginia, Alexandria

Limitless High-tech career opportunities - Expoint
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,...
Description:

Job Description:

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.
  • Can be flexible to work weekends and/or extended hours as needed.

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. Vietnamese or Spanish Preferred

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• 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

1st shift (United States of America)

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16.09.2025
WF

Wells Fargo Relationship Banker - Cooper Center United States, Virginia, Alexandria

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

8723 Cooper Rd Ste A
ALEXANDRIA, VA 22309

17 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

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30.08.2025
T

Truist Relationship Banker Senior - Riverside Park United States, Virginia, Alexandria

Limitless High-tech career opportunities - Expoint
The annual base salary for this position is $45,760-$59,500. The annual base salary for this position is $45,760-$68,500....
Description:

Regular or Temporary:

English (Required)

1st shift (United States of America)Please review the following job description:

ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
1. Exercises advanced proficiency with routine client maintenance requests, problem resolution and advanced sales functions regarding deposit, credit, convenience and other product and service lines.
2. Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering products and services with a focus on developing, expanding and retaining relationships.
3. Supports team sales process by conducting consultative conversations and acting upon or referring more complex client needs or financial goals to other internal specialists.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings, applicable training classes and web-based learning.
6. Advises on consumer lending options and takes loan applications.
7. Adheres to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.
8. Ensures a consistent client service experience by engaging clients with smiling, courteous conversation while conducting transactions and uncovering needs. This may include handling teller transactions and sharing responsibility for greeting clients and helping them navigate within the branch.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. High school diploma or equivalent education
2. 2 years of client sales and service experience
3. Experience with sourcing and prospecting for new clients and client relationship building
4. Excellent interpersonal and communication skills, including a desire to interact with clients and prospects
5. Demonstrated proficiency in basic computer applications, such as Microsoft Office
6. Must be SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration and applicable NMLS background check which includes meeting applicable financial responsibility, character, credit fitness and criminal background standards. Successful candidates must also meet ongoing regulatory requirements
7. Ability to multi-task under time constraints
8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes
9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included

Preferred Qualifications:
1. Associate’s degree or higher
2. Demonstrated ability to handle multiple priorities under time constraints
3. Excellent verbal and written communication skills
4. Ability to respond in a professional manner with a high level of service quality
5. Experience with discussing, recommending and selling various deposit, credit and retirement products to consumer and small business clients
6. Demonstrated ability in meeting or exceeding sales goals
7. General understanding of bank operations, policies and procedures


Relationship Banker

  • The annual base salary for this position is $45,760-$59,500.

Senior Relationship Banker

  • The annual base salary for this position is $45,760-$68,500.

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26.08.2025
BOA

Bank Of America Relationship Banker - Beacon Mall Financial Center United States, Virginia, Alexandria

Limitless High-tech career opportunities - Expoint
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,...
Description:

Job Description:

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.
  • Can be flexible to work weekends and/or extended hours as needed.

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. Vietnamese or Spanish Preferred

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• 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

1st shift (United States of America)

Show more

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24.08.2025
BOA

Bank Of America Relationship Banker - Mount Vernon Financial Center United States, Virginia, Alexandria

Limitless High-tech career opportunities - Expoint
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,...
Description:

Job Description:

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.
  • Can be flexible to work weekends and/or extended hours as needed.

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. Vietnamese or Spanish Preferred

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• 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

1st shift (United States of America)

Show more

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19.08.2025
WF

Wells Fargo Relationship Banker - Alexandra/Arlington/Fairfax areas United States, Virginia, Alexandria

Limitless High-tech career opportunities - Expoint
Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a...
Description:

About this role:

Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship Banker (SAFE) role.

The following job profile is intended to provide a general sense of what Relationship Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of customers serviced, banking services and options of various customers, and customer needs.

In this role you will:

  • Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Relationship Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Relationship Banker (SAFE) role and perform the following duties:
  • Participate in building relationships with customers and spend time understanding required needs
  • Identify opportunities for offering a full range of Wells Fargo retail banking deposit and credit products and services, based on customers' needs
  • Analyze tactical business challenges related to full-service banking experience to emerging affluent and high-value customers
  • Present recommendations for resolving inquiries and service requests regarding customers' accounts
  • Open and service accounts within authorized limits, create plans for follow-up and scheduled contacts with customers
  • Provide information to internal partners and external sources to further enhance the customer experience
  • Identify opportunities to leverage partners and connect customer with the appropriate partner or relationship manager to meet their needs
  • Partner with financial advisors to understand appropriate introductions to address the needs of customers with investment or retirement needs
  • Provide self-service digital banking options to customers
  • This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below

Required Qualifications:

  • 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience
  • 1+ year of building and maintaining effective relationships with customers and partners

Desired Qualifications:

  • Successfully completed Financial Industry Regulatory Authority (FINRA) Series 6 and Series 63 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration
  • State Insurance license(s)
  • Customer service focus with experience handling transactions across multiple systems
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues
  • Strong verbal, written, and interpersonal communication skills
  • Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business
  • Ability to be proactive, innovative, and creative in meeting customer and enterprise needs
  • Ability to make client calls and actively participate in the sales development process
  • Knowledge and understanding of retail compliance controls, risk management, and loss prevention
  • Ability to follow policies, procedures, and regulations
  • High motivation with ability to successfully meet team objectives while maintaining individual performance
  • Experience mentoring and peer- coaching
  • Experience assessing customer needs and recommending products/services to fulfill those needs
  • Experience using business acumen to provide financial services consultation to small business customers
  • Knowledge and understanding of financial services consumer lending products
  • Ability to educate and connect customer to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and employees

Job Expectations:

  • Ability to work a schedule that may include most Saturdays
  • Adherence to Wells Fargo sales practices risk management culture
  • Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required
  • For the following states where hired, FINRA Series 65 (or equivalent) examination will also be required to be attempted within a specified period of time: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment
  • State Insurance license(s) are required for this role and must be completed within a specified period
  • Licensing requirements and expected completion timeline (determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance
  • Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in thisposition.Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance
  • This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) web site(http://fedregistry.nationwidelicensingsystem.org)provides the MU4R questions and registration required for employment in this position
  • Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards
  • A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary
  • This position is not eligible for Visa sponsorship

Northwest - 1711 Fern St, Alexandria, Va 22302

North Washington - 330 N Washington St, Alexandria, Va 22314

West End - 4601 Duke St, Alexandria, Va 22304

Ballston Metro - 1011 North Stafford St, Arlington, Va 22201

Falls Church - 1000 West Broad St, Falls Church, Va 22046

Lee Glebe - 2213 N Glebe Rd, Arlington, Va 22207

Rosslyn Metro - 1500 Wilson Blvd Ste 101, Arlington, Va 22209

Wilson & Adams - 2311 Wilson & Adams, Arlington, Va 22201

Hunter Mill - 2946 Chain Bridge Rd, Oakton, Va 22124

West Springfield - 8401 Old Keene Mill Rd, Springfield, Va 22152

** Due to timing and resource needs, positions may not be available at all branch locations outlined in the posting**

18 Sep 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Show more

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21.07.2025
JPM

JPMorgan Relationship Banker - Greater Alexandria VA United States, Virginia, Alexandria

Limitless High-tech career opportunities - Expoint
Delivers an exceptional customer experience by acting with a customer-first attitude. Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships,...
Description:

As a Relationship Banker , you will take a lead role in delivering an outstanding experience to Chase customers. You will acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their financial needs, contributing to the success of the branch. You will be making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week.

Job responsibilities

  • Delivers an exceptional customer experience by acting with a customer-first attitude
  • Manages assigned customers and proactively meets with them, both in person and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations
  • Makes personal connections, engages and educates customers, asks open-ended questions, and listens to establish trust and build lasting relationships
  • Influences, educates, and connects customers to technology
  • Possesses initiative and knowledge to provide financial options for customers using a consultative approach
  • Learns products, services, and procedures quickly and accurately and delivers solutions that make our One Chase products work together
  • Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs

Required qualifications, capabilities, and skills

  • 1+ year of experience in Retail banking sales, Financial services sales, Consultative relationship sales role in a related industry, with proven success in establishing new clients, deepening customer relationships and delivering results
  • High school degree, GED, or foreign equivalent
  • Beginning October 1, 2018, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required), and Life licenses are required. All unlicensed applicants must obtain their licenses within 180 days of hire
  • Operate within established risk parameters/tolerances and meets internal/external risk and compliance obligations, including completion of required training
  • Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products/services to customers with differing needs
  • Ability to work branch hours including weekends and some evenings

Preferred qualifications, capabilities, and skills

  • College degree or military equivalent
  • Professional, thorough, and organized with strong follow-up skills
  • Exude confidence with clients when sharing product knowledge and solutions
  • Experience adhering to policies, procedures, and regulatory banking requirements

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Show more

These jobs might be a good fit

Limitless High-tech career opportunities - Expoint
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,...
Description:

Job Description:

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.
  • Can be flexible to work weekends and/or extended hours as needed.

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. Vietnamese or Spanish Preferred

• Bachelor’s degree or business relevant associate degree such as business management, business administration, or finance.

• 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

1st shift (United States of America)

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