- Principal Financial Group (Charlotte, NC)
- **What You'll Do** We are seeking an **Advisor Relationship Consultant** that will drive trust, deepen strong relationships, provide satisfaction, and be the expert ... for their block of Principal clients. As an Advisor Relationship Consultant, you will: + Deliver an advisor-focused experience...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more
- Principal Financial Group (Charlotte, NC)
- …looking for a unique opportunity to make a significant impact as a **Client Relationship Consultant** in Group Benefits? If you are a highly motivated and ambitious ... providing world-class solutions to our clients. As a Client Relationship Consultant, you will play a critical role in...vacation, personal or short-term illness. Employees don't accrue a bank of time off under FTO and there is… more
- Bank OZK (Charlotte, NC)
- Why Bank OZK Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We're nationally recognized as an industry leader ... insurance as well as special perks and discounts. Learn more about Bank OZK benefits (https://careers.ozk.com/benefits) . Job Purpose & Scope Responsible for new… more
- First Horizon Bank (Mount Holly, NC)
- …listed in job posting. **Schedule:** Monday through Friday 9:00AM to 5:00PM, The Relationship Banker is a trusted advisor who engages clients in meaningful, ... will drive growth by actively promoting and selling the bank 's products and services. This role emphasizes deepening client...2 - 5 years of experience as a Universal Banker or Teller **COMPUTER AND OFFICE EQUIPMENT SKILLS** Microsoft… more
- Bank of America (Charlotte, NC)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/CHARLOTTE/ Relationship - Banker South-End-Financial-Center\_25043515) **Job ... Relationship Banker - South End Financial... Relationship Banker - South End Financial Center Charlotte, North...we make an impact in the communities we serve. Bank of America is committed to an in-office culture… more
- Regions Bank (Charlotte, NC)
- …into the careers section of the system. **Job Description:** At Regions, the Relationship Banker I is responsible for providing an exceptional customer ... resolution + Develops relationships with customers, remaining well-informed about the customer's relationship with the bank + Educates customers on standard… more
- Huntington National Bank (Charlotte, NC)
- …our customers, our bank , and our communities for the better. As a Financial Relationship Banker , you play a key role in looking out for our consumer and ... sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. + Educating and referring customers to other… more
- Regions Bank (Cornelius, NC)
- …into the careers section of the system. **Job Description:** At Regions, the Relationship Banker II is responsible for meeting with customers and prospects ... of sharing responsibility for greeting customers and processing transactions to ensure customers bank when, where, and how they choose + Owns and resolves customer… more
- Wells Fargo (Charlotte, NC)
- …your career" in the US Join us! **About this role:** Wells Fargo is seeking a Relationship Banker (SAFE) for our National Branch Network as part of the Consumer, ... divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Relationship Banker LP (SAFE) employee will transition to the Relationship… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via… more
- TD Bank (Charlotte, NC)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker II is a customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Acts as...advice to TD Customers + Understands and supports the Bank 's Customer Service Strategy; Delivers Customers end-to-end advice they… more
- JPMorgan Chase (Charlotte, NC)
- …doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand ... and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with… more
- Truist (Charlotte, NC)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- Anywhere Real Estate (Charlotte, NC)
- The **Senior Growth Consultant** , **Coldwell Banker ** is responsible for driving growth and brand engagement strategies on behalf of and in partnership with ... Coldwell Banker franchisees within a defined territory (the "Book of...affecting the business preferred. + Strong skills in influencing, relationship management, collaboration, and conflict resolution. + Strategic and… more
- JPMorgan Chase (Charlotte, NC)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Truist (Charlotte, NC)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- Truist (Mooresville, NC)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... from time to time. 1. Serve as the primary relationship manager for a portfolio of mass affluent clients....sales activity, pipeline and other pertinent information using the bank 's contact management system. 5. Establish and maintain excellent… more
- Huntington National Bank (Charlotte, NC)
- …new colleague will provide insights and guidance to business owners. The Huntington Bank Relationship Manager Senior portfolio will target businesses with sales ... Description Summary: Huntington Commercial Bank 's Senior Regional Banking Relationship Manager will be responsible for acquiring new business relationships to… more
- City National Bank (Charlotte, NC)
- * RELATIONSHIP MANAGER SENIOR CB* WHAT IS THE OPPORTUNITY? Develops and manages relationships with commercial clients in the assigned business segment and/or ... quality service. Approves transactions within delegated authority. Manages overall relationship profitability and portfolio risk and is responsible for profitable… more
- US Bank (Charlotte, NC)
- …relationships as well as retain and expand relationships with existing customers. The Relationship Manager will sell appropriate bank products and services to ... those prospects and clients, identifying and successfully capitalizing on One US Bank and making appropriate referrals. The Relationship Manager's primary focus… more
