Relationship Banker
First National Bank
Join Our TeamPosition Title: Relationship BankerBusiness Unit: RetailReports to: Varies Based on AssignmentPosition Overview:This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market.Primary Responsibilities:Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions.Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards.Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures.Performs other related duties and projects as assigned.All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program.F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions.Minimum Level of Education Required to Perform the Primary Responsibilities of this Position:High School or GEDMinimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position:0Skills Required to Perform the Primary Responsibilities of this Position:Excellent customer service skillsExcellent communication skills, both written and verbalExcellent organizational, analytical and interpersonal skillsDetail-orientedAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel - Intermediate LevelMS PowerPoint - Basic LevelExperience in a related position.Knowledge of banking policies, procedures consumer products and services.Sales and customer service skills.Licensures/Certifications Required to Perform the Primary Responsibilities of this Position:Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required.Physical Requirements or Work Conditions Beyond Traditional Office Work:N/AEqual Employment Opportunity (EEO):It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered.
- ...Primary Office Location: 10335 North NC Hwy 109. Winston Salem, North Carolina. 27107. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to develop proficiency of basic...SuggestedWork at office
- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeNight shiftWeekend work
- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedTemporary workWork at officeNight shiftWeekend work
- ...Bank OZK benefits.Job Purpose & ScopeResponsible for utilizing knowledge of banking products and services to build professional relationships with customers and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful,...SuggestedWork at officeLocal areaDay shift
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- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial... ...will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....Work at officeImmediate start
- ...and professional attitude. Meet production targets that impact overall company revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...Work at office
- ...Analyze credit worthiness of a potential borrower and recommend either approval or denial of the request.Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality.Negotiate credit extensions. Work with clients on the structure and...Work at office
$61k - $119k
...financial plans tailored to every client's unique needsManage your client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of lifeTraining, licensing & designationsNorthwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...options, and receive the service and follow up they deserve. This is a great opportunity for someone who enjoys building trusted relationships, staying organized in a regulated environment, and contributing to meaningful financial outcomes for members. What you'll do In...Full timeTemporary workWork at officeRemote workFlexible hoursShift work
- ...gives you the ability to grow your practice on your terms while benefiting from a platform designed to support long term client relationships and sustainable growth. About the Role As an Associate Financial Representative, our fast track to Financial Advisor, you will:...Local area
- ..., perform multiple tasks and work independently. Must be able to develop and maintain professional, service-oriented working relationships with patients, physicians, co-workers and supervisors. Must be able to understand and comply with policies and procedures....Work at officeMonday to FridayDay shift
$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours- Financial Planner (CFP) - Growth Opportunity into Advisor Role We're partnering with a well-established, boutique financial planning and wealth advisory firm to hire a Financial Planner (CFP) to support a growing client base and play a key role in the firm's continued success...Flexible hours
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...values and a commitment to helping people and businesses prosper. As a Commercial Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals....Local area
- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. Essential Duties And Responsibilities Following is a summary of the essential functions for this...Temporary workWork at officeNight shiftWeekend work
- ...Bilingual Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team within... ...Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities...Full timeLocal area
- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...assessing credit risks, and driving revenue growth. Key responsibilities include prospecting for new business, managing client relationships, and structuring deals. Essential Responsibilities: Analyzes financial statements, tax returns, and cash flows to evaluate...
$72k - $80k
Position Summary Winston‑Salem State University’s Office of Advancement is hiring for a Grants Manager. The Grants Manager is a strategic, action‑oriented leader within the Division of University Advancement. A successful Grant Manager will be a proactive and collaborative...Interim roleWork at officeAfternoon shift- ...and self-disciplined with the ability to work effectively and independently. Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others. Fearless, positive attitude and willingness to be accountable...Work at office
- ...Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment...Work at officeImmediate startShift work
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