- Bank OZK (Advance, NC)
- … relationship -building activities. + Generate growth that supports the bank 's goals by retaining, growing, and attracting clients. + Cultivate professional ... community activities to demonstrate community involvement and support, facilitate Bank branding/name recognition, and promote business development and staff… more
- First Horizon Bank (Winston Salem, NC)
- …listed in job posting. **Schedule:** Monday through Friday 8:30AM to 5:15PM 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
- Huntington National Bank (Winston Salem, 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
- Bank OZK (Winston Salem, NC)
- …retail banking roles and locations, as necessary. + Model and champion the Bank 's standards for exceptional customer service. + Enthusiastically support the bank ... consistently good punctuality and attendance to work. + Adhere to all Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities + Knowledge of… more
- First Horizon Bank (Winston Salem, NC)
- …with our clients and internal business partners and strengthen the client's relationship with First Horizon Bank . **Essential Duties and Responsibilities:** + ... **Location:** On site at location listed in job posting. At First Horizon Bank Operations, we are on a mission to deliver a seamless customer experience.… more
- Huntington National Bank (Winston Salem, NC)
- …opportunity to share ideas and voice opinions that directly impact our customers, our bank , and our communities for the better. As a Customer Experience Banker ... customers and partners. + Educating and referring customers to other areas of the bank to deepen relationships and build a strong partnership. + Adhering to all… more
- Truist (High Point, 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
- Truist (Winston Salem, 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 (Greensboro, 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
- Truist (Greensboro, NC)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all risk, ... needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on… more
- Huntington National Bank (Winston Salem, NC)
- …The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, ... of hire + At least 5 years of wealth management/financial advisory/sales/ relationship management experience in banking, investment management, or insurance products… more
- Bank of America (Greensboro, NC)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams… more
- Bank of America (Winston Salem, NC)
- …Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach… more
- Allied Universal (Greensboro, NC)
- …perks, depending on the position and eligibility. As a **Security Professional - Bank Unarmed Patrol** in **Greensboro, NC** , you will serve and safeguard clients ... identity, national origin, genetic information, disability, protected veteran status or relationship /association with a protected veteran, or any other basis or… more
- Woodforest National Bank (Kernersville, NC)
- …a part of the diverse and inclusive team within our nationally recognized award-winning Bank that is one of the strongest in the nation.Woodforest National Bank ... * Enhance customer experience and the reputation of the Bank by warmly and sincerely greeting, engaging, and developing...execute a community engagement strategy with a Community Development Relationship Manager in order to be an engaged and… more
- Comerica (Winston Salem, NC)
- Job Description Relationship Manager, Middle Market The Relationship Manager is responsible for new business development, portfolio management and underwriting ... relationships and manage with courage. Position Responsibilities: Increase the Bank 's profitability by cultivating new business relationships. Maintain and develop… more
- Comerica (Winston Salem, NC)
- …aspects of the Middle Market Loan Group including overseeing and assisting Relationship Managers in their marketing of lending services and other products, credit ... prospective customers. Participate in community activities to increase the bank 's visibility. Administrative responsibilities such as reporting, budgeting, compliance… more
- Truist (High Point, NC)
- …limited to Small Business, Mass Affluent, Community Heroes, and Integrated Relationship Management (IRM) partnership. 3. Drive branch revenue through Small Business ... client's financial success and team empowerment. 6. Partnership with Integrated Relationship Management (IRM) and Operations partners. Partner with the area… more
- PNC (Greensboro, NC)
- …plan services. You will employ a consultative **Job Description** + Handles relationship management activities with new and/or existing clients in a book of ... and/or expand existing clients and enhance the client experience. Focuses on bringing entire bank to the client by presenting the full range of PNC's products and… more
- Truist (Winston Salem, NC)
- …impact and influence over the establishment and maintenance of a robust Bank Secrecy Act/Anti-Money Laundering (BSA/AML) risk management program. This position is ... activity and determining feasibility of the continuation of the client relationship . Recommend solutions to management to strengthen the department and overall… more
