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20 results for Relationship Banker jobs

Personal Banker

Cerritos, CA
onsite
Temporary
22 - 23 USD / Hourly
We are looking for an experienced Personal Banker to join our client's team on a contract basis in Cerritos, California. In this role, you will provide exceptional customer service while assisting clients with their financial needs and transactions. This position requires strong attention to detail, adherence to banking regulations, and the ability to effectively recommend products and services that align with customer goals. Responsibilities:• Deliver outstanding customer service by addressing financial needs and providing tailored solutions.• Perform a variety of banking transactions, including deposits, withdrawals, wire transfers, and account openings.• Maintain and balance a cash drawer while ensuring all transactions are accurate and secure.• Build strong relationships with customers by understanding their financial goals and recommending appropriate products and services.• Resolve customer inquiries and issues promptly, ensuring satisfaction and compliance with banking policies.• Monitor and manage customer accounts, including overseeing transaction accuracy and fraud prevention.• Support branch visibility efforts by participating in sales and marketing activities to meet business objectives.• Conduct follow-up calls to assess customer satisfaction and identify opportunities for portfolio growth.• Ensure compliance with federal and state banking regulations, including anti-money laundering and customer due diligence requirements.• Maintain accurate records and logs related to customer interactions and lead generation.
2026-04-18T00:00:00Z

Personal Banker

Midland, TX
onsite
Contract / Temporary to Hire
20 - 25 USD / Hourly
We are looking for a motivated and customer-focused Personal Banker to join our team in Midland, Texas. This Contract to permanent position offers an exciting opportunity to work closely with individual and small business clients, providing tailored banking solutions and building lasting relationships. If you’re passionate about delivering exceptional service and have a strong background in banking, we invite you to apply. Responsibilities: • Build and maintain strong customer relationships by offering personalized banking solutions to individuals and small businesses. • Market and promote a variety of credit and non-credit products and services to meet client needs. • Provide ongoing account servicing both in-branch and through external client visits. • Operate teller windows efficiently and accurately while adhering to regulatory and company standards. • Assist customers in opening new accounts and completing consumer loan applications. • Stay informed about community banking services and products to effectively address customer inquiries. • Collaborate with team members to ensure seamless service delivery and client satisfaction. • Monitor account activity to identify opportunities for cross-selling banking products. • Ensure compliance with company policies and industry regulations in all transactions. • Proactively address customer concerns and resolve issues to maintain trust and satisfaction.
2026-04-10T00:00:00Z

Finance Business Partner

Delray Beach, FL
onsite
Permanent
100000 - 120000 USD / Yearly
Role OverviewThe Senior Finance Business Partner plays a dual role—ensuring strong financial governance while partnering closely with site leadership to drive performance. This role blends strategic finance with hands-on operational involvement.You will go beyond reporting numbers, helping leaders understand insights, identify opportunities, and take action—particularly in managing and optimizing cost structures.Based in Southeast Florida with potential hybrid flexibility.Key ResponsibilitiesFinancial Partnership & Planning<ul><li>Partner with site leadership to develop budgets and forecasts</li><li>Translate financial targets into actionable plans</li><li>Identify cost optimization and margin improvement opportunities</li></ul>COGS, Inventory & Cost Analysis (Core Focus)<ul><li>Own and analyze Cost of Goods Sold (COGS), with deep understanding of cost drivers</li><li>Evaluate and manage inventory costing, including material flows and valuation methods</li><li>Analyze waste costing, yield, and processing efficiency to identify savings opportunities</li><li>Monitor cost allocation, absorption, and margin performance across operations</li><li>Partner with operations to improve cost visibility, accuracy, and control</li></ul>Reporting & Performance Insights<ul><li>Deliver reporting that connects financial results to operational activity</li><li>Track KPIs including cost drivers, labor efficiency, productivity, and margins</li><li>Lead variance analysis, identifying trends, risks, and root causes</li></ul>Decision Support<ul><li>Conduct ROI, cost-benefit, and scenario analyses</li><li>Translate complex data into clear, actionable insights</li><li>Support strategic planning and financial modeling</li></ul>Governance & Controls<ul><li>Ensure compliance with financial controls and policies</li><li>Act as liaison between site operations and corporate finance</li></ul>Operational Engagement<ul><li>Build deep understanding of on-site processes</li><li>Partner with managers to connect daily decisions to financial outcomes</li><li>Take a hands-on, collaborative approach to continuous improvement</li></ul>
2026-04-01T00:00:00Z

Bilingual Banker

Milwaukee, WI
onsite
Contract / Temporary to Hire
18 - 22 USD / Hourly
We are looking for a dedicated and approachable Bilingual Banker to join our team in Milwaukee, Wisconsin. In this Contract to permanent position, you will play a vital role in delivering exceptional service to members while efficiently handling financial transactions. This opportunity is ideal for someone passionate about customer service and eager to contribute to a non-profit organization. Responsibilities:• Process deposits, withdrawals, loan payments, and other financial transactions with precision and care.• Respond to member inquiries and provide tailored solutions to meet their financial needs.• Promote credit union products and services to strengthen member relationships and enhance satisfaction.• Ensure compliance with all policies and procedures while maintaining accurate financial records.• Balance cash drawer daily, identifying and resolving discrepancies promptly.• Foster a welcoming environment through outstanding service and professionalism.• Assist with email correspondence, order entry, and scheduling appointments when necessary.• Collaborate effectively with team members to ensure smooth branch operations.• Travel to support other branches as needed, providing consistent service across locations.
2026-04-10T00:00:00Z

Relationship Manager - Structured Finance

Needham, MA
onsite
Permanent
175000 - 195000 USD / Yearly
We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C&I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM. Responsibilities:• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.
2026-03-25T00:00:00Z

Bank Teller

Orlando, FL
onsite
Contract / Temporary to Hire
18 - 22 USD / Hourly
We are looking for a detail-oriented Bank Teller to join our team in Winter Park, Florida. This is a Contract to permanent position offering an excellent opportunity to grow your career in the banking industry. In this role, you will handle a variety of financial transactions, provide exceptional customer service, and assist clients with their banking needs while ensuring compliance with policies and procedures. Responsibilities: • Process new account transactions, including checking, savings, and certificates of deposit, while ensuring accuracy and adherence to bank policies. • Assist customers in selecting appropriate financial products and services, utilizing effective sales techniques to identify cross-sell opportunities. • Conduct customer interviews to gather necessary information, verify identification, and assist with credit applications. • Provide support across branch operations, including teller duties, vault management, and safe deposit services, while offering guidance to less experienced staff. • Handle electronic banking services, including document preparation and customer inquiries. • Accept and process merchant card applications for submission to the appropriate department. • Operate computer systems to manage account activity, resolve balance discrepancies, and address customer concerns within authorized limits. • Process various loan-related transactions, including payments and advances for consumer, commercial, and real estate loans. • Deliver outstanding customer service by addressing inquiries, resolving issues, and ensuring a positive banking experience. • Maintain accurate records by processing credit reports, wire transfers, address changes, and other account updates.
2026-04-17T00:00:00Z

Loan Officer

Savannah, GA
onsite
Permanent
65000 - 70000 USD / Yearly
We are looking for a detail-oriented and driven Loan Officer to join our team in Savannah, Georgia. In this role, you will play a critical part in helping businesses secure funding by leveraging your expertise in loan products and business development. This position offers an exciting opportunity to build strong community relationships while guiding clients through the loan process. Responsibilities:• Identify, qualify, and secure new small business clients seeking loans• Build and maintain relationships with referral sources such as bankers, realtors, CPAs, attorneys, and community leaders.• Develop an in-depth understanding of various loan products, including SBA 504, SBA 7(a), and Microloan Programs, as well as local loan initiatives.• Educate small business owners and referral partners on the benefits of the organization's loan products and advisory services.• Meet or exceed annual loan production goals by effectively managing loan requests from origination to approval.• Negotiate terms, structure loan projects, and secure approvals from loan committees and funding sources while adhering to credit policies and procedures.• Conduct site visits to evaluate collateral and identify potential risks, documenting findings appropriately.• Work with senior leadership to address issues in existing loan relationships and develop actionable solutions.• Collaborate with marketing peers to promote the organization’s mission and loan products to the community.• Build partnerships with industry professionals and engage with local business development organizations to foster growth.
2026-03-27T00:00:00Z

Branch Manager

Fort Lauderdale, FL
onsite
Permanent
60000 - 75000 USD / Yearly
We are looking for a dynamic Branch Manager / Business Development Officer to lead and grow our branch operations in Fort Lauderdale, Florida. This role combines strategic sales efforts, client relationship management, and operational leadership to drive business growth and team performance. Ideal candidates thrive in fast-paced environments and have a passion for building strong client partnerships and leading teams to success. Responsibilities:• Drive business growth by identifying and prospecting new client opportunities.• Build and strengthen relationships with existing clients to maximize retention and expand service offerings.• Oversee daily branch operations, ensuring smooth workflows and adherence to company standards.• Lead, mentor, and manage a small internal team to achieve performance goals.• Establish clear expectations, monitor key performance indicators (KPIs), and foster accountability across the team.• Ensure compliance with company policies and industry regulations while maintaining operational excellence.• Coordinate recruiting efforts in collaboration with a dedicated recruitment team, stepping in to support high-volume demands as needed.• Develop and implement workforce solutions tailored to client needs across diverse industries.• Engage in external client development activities, including sales calls and on-site visits.• Analyze market trends and client data to identify growth opportunities and optimize branch performance.
2026-03-25T00:00:00Z

Banking Assistant

Hunt Valley, MD
onsite
Temporary
21.19 - 24.88 USD / Hourly
Position Overview:We are seeking a reliable and detail-oriented professional to join our team in a dual-capacity role encompassing Bank Teller duties and Consumer Loan Processing in a back office environment. This unique position is ideal for individuals with experience in consumer banking, transaction processing, and consumer loan operations—particularly those who have worked in a bank or credit union setting. Your expertise will contribute to seamless front-line customer support and efficient behind-the-scenes loan processing.Key Responsibilities:<ul><li>Greet customers professionally and provide excellent service while assisting with routine bank transactions such as deposits, withdrawals, check cashing, and payments.</li><li>Process consumer loan applications by entering data, reviewing documents, and verifying applicant information in compliance with policies and regulatory requirements.</li><li>Balance cash drawer daily with precision, promptly reconciling discrepancies and adhering to security procedures.</li><li>Ensure completeness and accuracy of loan files, maintain proper records, and assist with post-closing activities such as audits and reporting.</li><li>Respond to customer inquiries regarding accounts, products, and services; identify opportunities for product referrals.</li><li>Communicate effectively with internal teams to resolve any documentation or transaction discrepancies.</li><li>Maintain and update banking and loan systems; track the status of consumer loan applications through to closure.</li><li>Uphold the confidentiality of all customer and financial information in accordance with privacy and security policies.</li><li>Perform other branch administrative tasks as assigned.</li></ul>
2026-03-20T00:00:00Z

Loan Processor

Mendota Heights, MN
onsite
Temporary
25 - 30 USD / Hourly
We are looking for a detail-oriented Loan Processor to support fiscal year-end activities on a contract basis. This short-term role requires strong organizational and data processing skills to ensure the accurate management of loan files and documents. Based in Mendota Heights, Minnesota, the position will require in-office attendance at corporate headquarters. Responsibilities: • Review and verify installment loan files and documents to ensure accuracy and compliance with company policies and regulatory requirements. • Coordinate the setup and booking of new loans and manage updates to existing loans. • Scan, index, and manage loan-related documents received from internal teams, third-party vendors, and external partners. • Monitor loan production to ensure adherence to compliance standards, identifying areas for improvement and providing training as needed. • Maintain document status information using system-generated and manual reports, ensuring timely follow-up on outstanding items. • Prepare reports to highlight pending issues, department goals, and training needs for leadership review. • Analyze loan booking trends and provide insights to support strategic decision-making by the leadership team. • Assist in maintaining procedural and policy manuals to ensure alignment with company standards. • Support ad hoc projects such as marketing analysis or audit-related tasks as they arise. • Utilize tools such as Microsoft Excel and other systems to generate reports and track progress effectively.
2026-03-30T00:00:00Z

Business Advisor

Edina, MN
onsite
Permanent
90000 - 110000 USD / Yearly
Our CPA firm client is looking for a Tax candidate with 3+ years experience to grow into a Manager role. Great firm with 55 hours during busy season and Fridays off in the Summer. If interested, please reach out to me confidentially on LinkedIn @Jennifer Exsted.
2026-04-10T00:00:00Z

Mortgage Lender

Grand Blanc, MI
onsite
Permanent
100000 - 110000 USD / Yearly
Ready to lead where accuracy, compliance, and impact truly matter? Robert Half is partnering with a growing financial institution in Genesee County to identify a Direct Hire Servicing Manager to lead its Consumer and Mortgage Loan Servicing function. This is a high‑impact, back‑end operations role responsible for overseeing loans from post‑funding through payoff. In this role, you’ll lead a specialized servicing team with primary ownership of Lien Perfection and Mortgage Servicing Compliance, ensuring loans remain accurate, compliant, and legally protected throughout their lifecycle. You’ll manage escalations and portfolio risk, guide the team through regulatory changes, and drive operational efficiency while supporting a strong member experience. This role has a hybrid schedule and is a great opportunity to be part of something exciting! Key ResponsibilitiesOversee all post‑closing loan servicing activities for consumer and residential real estate portfolios, from funding through payoff.Ensure accurate payment processing, loan maintenance, and servicing updates throughout the loan lifecycle.Manage escrow administration, including analysis, adjustments, and timely payment of taxes and insurance.Ensure liens and titles are properly filed, tracked, corrected, and released for auto, RV, boat, HELOC, and mortgage loans.Identify and resolve lien and title exceptions to protect the organization’s legal interest in collateral.Implement controls and preventative measures to reduce recurring lien and title issues.Lead compliance with RESPA requirements related to escrow, servicing notices, member complaints, and foreclosure activities.Oversee HMDA data integrity, reporting accuracy, and regulatory readiness.Lead the team through audits, exams, regulatory changes, and new compliance requirements, ensuring clear rollout and adoption across the team.Oversee resolution of complex servicing issues, including escrow errors, member complaints, and foreclosure‑related escalations.Establish feedback loops and root‑cause analysis to eliminate repeat issues and improve servicing quality over time.Monitor and improve portfolio health using KPIs such as delinquency rates, roll rates, servicing accuracy, and timeliness.Partner with leadership to identify trends, risks, and opportunities for process improvement and risk mitigation.Lead, coach, and develop a specialized servicing team with a focus on accountability, accuracy, and compliance.Manage staffing levels, workflow prioritization, and cross‑training to meet operational demands.Foster a collaborative, compliant, and member‑focused team culture while leading through change.
2026-04-08T00:00:00Z

Loan Administrator

Savannah, GA
onsite
Temporary
31.9675 - 37.015 USD / Hourly
We are looking for a detail-oriented Loan Administrator to join our team on a long-term contract basis in Savannah, Georgia. This role requires a proactive individual with strong financial acumen and excellent communication skills to manage loan programs and collaborate effectively with banking partners. If you are passionate about loan administration and enjoy building strong networks, this position offers an opportunity to thrive in a dynamic environment. Responsibilities: • Review and analyze financial documents to ensure compliance with loan requirements. • Gain in-depth knowledge of loan programs and policies to effectively administer them. • Establish and maintain productive relationships with banks and financial institutions. • Facilitate networking opportunities to expand connections within the industry. • Prepare and manage loan agreements, ensuring accuracy and adherence to regulations. • Oversee accounting functions related to loan administration, including tracking payments and balances. • Provide detailed reporting and documentation for loan processes. • Communicate with stakeholders to address inquiries and resolve issues promptly. • Ensure all loan-related activities align with company standards and regulatory requirements.
2026-03-30T00:00:00Z

Loan Administrator

Scottsdale, AZ
onsite
Contract / Temporary to Hire
24 - 33.65 USD / Hourly
We are looking for a detail-oriented Loan Administrator to join our team in Scottsdale, Arizona. This is a Contract to permanent position that requires on-site attendance. In this role, you will manage the daily operations of loan administration, ensuring compliance with regulations and maintaining accuracy in all loan-related transactions. Responsibilities: • Oversee the daily activities of loan administration, including loan collection efforts and monitoring past-due accounts. • Process and ensure quality control of loan payments, disbursement requests, and account adjustments. • Execute and review general ledger transactions and other loan-related financial procedures. • Ensure compliance with lending regulations such as Regulation B, Regulation Z, and flood regulations. • Monitor and enforce privacy standards and other banking regulations to safeguard sensitive information. • Utilize Microsoft Excel to create spreadsheets, manage formulas, and analyze data effectively. • Communicate clearly and effectively in both written and verbal formats to support internal and external stakeholders. • Maintain exceptional attention to detail while managing multiple tasks and tight deadlines. • Collaborate with team members to ensure a seamless and efficient loan administration process.
2026-04-03T00:00:00Z

Loan Administrator

Scottsdale, AZ
onsite
Permanent
50000 - 70000 USD / Yearly
We are looking for a meticulous and detail-oriented Loan Administrator to oversee and manage the daily operations of loan processing and administration. This role is based in Scottsdale, Arizona, and includes responsibilities such as monitoring loan collections, processing transactions, and ensuring compliance with regulatory requirements. This is a great opportunity for someone early in their career, looking to expand their knowledge and join an organization that wants to promote your growth. Responsibilities:• Supervise and manage daily loan operations, including loan collections, disbursement requests, and payment processing.• Monitor and ensure timely follow-up on past-due accounts while maintaining compliance with regulatory standards.• Perform quality control checks on loan-related transactions, such as general ledger entries and account adjustments.• Oversee the preparation and completion of loan disbursements and payoff processes.• Utilize advanced Excel skills to create and manage spreadsheets, including the use of formulas.• Ensure compliance with lending regulations, including Privacy, Regulation B, Regulation Z, and flood regulations.• Collaborate with internal teams to identify and resolve discrepancies in loan accounts or transactions.• Maintain detailed records and documentation for all loan-related activities.• Provide exceptional customer service by responding promptly and professionally to inquiries.
2026-04-07T00:00:00Z

Sr. Finance Business Partner

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for a skilled Senior Finance Business Partner to join our team in Plano, Texas. This role is integral in providing strategic financial insights and driving informed decision-making across the Americas organization. The ideal candidate will bring expertise in financial analysis, modeling, and forecasting to support the achievement of business objectives and enhance operational efficiency. Responsibilities: • Lead the planning, budgeting, and forecasting processes for the Americas region to ensure alignment with organizational goals. • Develop, maintain, and refine financial models to evaluate performance and support strategic initiatives. • Deliver comprehensive reports and presentations that identify risks, opportunities, and key business drivers. • Collaborate with business leaders to translate complex data into actionable recommendations and strategies. • Conduct detailed variance analyses to monitor financial performance and identify trends. • Utilize data mining techniques to extract insights and enhance financial decision-making. • Support major initiatives and special analysis projects through in-depth financial evaluation. • Ensure the accuracy and integrity of financial tools, reporting systems, and analytics. • Act as a trusted advisor, providing guidance to leadership on financial and operational matters. • Promote process improvements and lead change management efforts to optimize business processes.
2026-03-20T00:00:00Z

Mortgage Loan Officer

Golden, CO
onsite
Permanent
50000 - 55000 USD / Yearly
We are looking for a skilled Mortgage Loan Officer to join our team in west Denver. In this role, you will play a critical part in assisting clients with their mortgage needs, providing guidance and expertise throughout the loan process. If you have a strong background in mortgage lending and a passion for delivering exceptional service, we encourage you to apply. Responsibilities:• Guide clients through the mortgage loan process, ensuring clear communication and timely responses.• Review and verify financial documents to assess loan eligibility and compliance with industry standards.• Collaborate with underwriters and other team members to finalize loan approvals.• Stay updated on FHA guidelines and other mortgage regulations to ensure accuracy and compliance.• Maintain detailed records and documentation for each loan file, adhering to company policies.• Provide expert advice on mortgage products, rates, and insurance options to clients.• Handle inquiries related to mortgage payments and processing with professionalism.• Monitor loan pipelines to ensure timely closings and address any obstacles proactively.• Build and maintain relationships with clients and industry partners to foster trust and repeat business.• Utilize industry tools and software to streamline operations and improve efficiency.
2026-03-25T00:00:00Z

Commercial Loans Specialist

Los Angeles, CA
onsite
Temporary
55 - 60 USD / Hourly
We are looking for a dedicated Commercial Loans Specialist to join a leading financial services organization in Los Angeles, California. In this role, you will be responsible for managing compliance and loan monitoring processes while ensuring audit readiness and accurate documentation. This is a long-term contract position ideal for professionals with extensive experience in commercial loan servicing and portfolio management. Responsibilities:• Prepare loan files for sorting, uploading, and scanning at the imaging center.• Maintain both physical and electronic loan files to ensure they are audit-ready.• Create and update borrower and guarantor profiles, including reporting and financial covenants, within the loan monitoring system.• Assist Relationship Managers and Portfolio Managers with loan monitoring-related inquiries and system issues.• Generate periodic portfolio management and monitoring reports for syndicated loans using the loan tracking system.• Monitor and manage insurance filings, obtaining insurance for new loans and ensuring timely renewal for existing loans.• Facilitate loan closings and review executed loan documents to verify proper signatures, dates, and initials.• Collaborate with Operations and Compliance teams for loan approval, booking, and funding processes.• Support ongoing audits and regulatory compliance efforts.• Perform additional duties as assigned to enhance loan servicing operations.
2026-04-15T00:00:00Z

Commercial Loans Specialist

Los Angeles, CA
onsite
Temporary
43 - 43 USD / Hourly
We are looking for a skilled Commercial Loans Specialist to join our team on a long-term contract basis. In this role, you will be responsible for managing and monitoring commercial loan portfolios while ensuring compliance with financial regulations. This position is based in Los Angeles, California, and offers an opportunity to contribute to the success of a prominent financial services organization. Responsibilities: • Organize and prepare loan files for sorting, scanning, and uploading to the imaging center. • Maintain loan files, both physical and digital, ensuring they are always ready for audits. • Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system. • Assist in maintaining and updating customer profiles and covenants based on credit approvals and loan agreements. • Support Relationship Managers and Portfolio Managers by addressing loan monitoring process inquiries and resolving system-related issues. • Generate periodic portfolio management and monitoring reports using the loan tracking system. • Monitor insurance requirements for loans, ensuring new policies are obtained and existing policies are renewed. • Review executed loan and credit documents to verify proper signatures, dates, and initials. • Facilitate loan closings and coordinate with compliance and operations teams for loan approvals, bookings, and fundings. • Collaborate with auditors and ensure ongoing compliance with regulatory requirements.
2026-04-17T00:00:00Z

Bilingual Bank Teller

Milwaukee, WI
onsite
Contract / Temporary to Hire
19 - 19.5 USD / Hourly
We are looking for a motivated and personable Bilingual Bank Teller to join our team in Milwaukee, Wisconsin. This Contract to permanent position is ideal for someone who thrives in a customer-focused environment and has a passion for assisting individuals with their financial needs. As part of a non-profit credit union, this role emphasizes delivering exceptional service while performing accurate financial transactions. Responsibilities: • Process a variety of financial transactions, including deposits, withdrawals, loan payments, and account transfers. • Address account inquiries and provide tailored solutions to meet members' financial needs. • Promote and educate members about credit union products and services to strengthen relationships. • Ensure compliance with organizational policies and procedures while maintaining accurate transaction records. • Balance cash drawer daily and quickly resolve any discrepancies. • Deliver exceptional customer service, creating a welcoming and positive experience for all members. • Collaborate with team members to support overall branch operations and member satisfaction. • Travel occasionally to assist other branches when needed.
2026-04-10T00:00:00Z