Personal Banker I: Build Relationships & Solutions
First Bank (FBNC)
A regional financial institution is seeking a Personal Banker I to ensure customers' financial needs are met through assessment and product recommendations. Responsibilities include generating leads, maintaining customer relationships, and handling transactions such as account openings and applications. Candidates should have 1 to 3 years of banking experience or related customer service/sales experience. This role demands excellent communication skills and adherence to financial regulations, ensuring an outstanding customer experience. #J-18808-Ljbffr First Bank (FBNC)
- ...Bank in North Carolina invites applications for a Retail Personal Banker I program. Selected candidates will complete a 4-8 week onboarding... ...to identify customer needs, cross-sell products, and build relationships while handling teller transactions. Travel may be required...SuggestedTraineeship
$21 - $26 per hour
...our shared ambition to life and each person is unique in their potential. A career... ...3 Part Time 20 hours per week Relationship Bankers build relationships with customers engaging... ...and services and recommending solutions based on each customers unique goals...SuggestedTemporary workPart timeLocal area- ...Bank (FBNC) in North Carolina is seeking a Personal Banker II to assess customers' financial needs and recommend banking solutions. You will work at the service window and through needs assessment to build lasting relationships. Under supervision, you will open accounts...Suggested
- ...guide them through self-service banking options. You will process cash transactions accurately, build relationships, and connect clients to lending and investment solutions. Ideal candidates are strong communicators with problem-solving skills, able to work weekends, and...SuggestedWeekend work
- First Horizon Bank is seeking a Universal Banker to engage clients in consultative conversations, identify deposit and loan needs, and... ...area. The role emphasizes delivering tailored banking solutions and referrals across bank partners. The position requires a high...Suggested
- ...seeking a Financial Advisor to provide comprehensive financial guidance and tailored solutions to clients. The role includes triaging leads, referrals to partners, reviewing goals, building plans, and recommending brokerage products. Licenses (Series 7/66) and continued...
- ...financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts... ...: Recognize opportunities to deepen relationships with additional products and services... ...years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT...Full timeTemporary workWork at office
- F.N.B. Corporation's Senior Relationship Banker in Cornelius, NC, joins our Retail team to deliver consumer banking services and drive branch... ...policy, risk, and service standards. The role emphasizes building relationships, meeting weekly sales goals, and leveraging digital...
- ...client service experience both in person and on the phone through the development... ...of new and existing client relationships. Provides financial solutions that meet client needs based on consultative... ...clients and client relationship building Excellent interpersonal and...Full timeContract workPart timeWork at officeShift workNight shiftWeekend workDay shift
- First Bank SBA, Inc. in Mooresville, NC is seeking a Personal Banker II to assess customer financial needs, recommend products, and build lasting relationships at the service window and through needs-based sales. You will generate leads, handle transactions, and support...
- ...teammate has the opportunity to succeed, build a career and contribute to our shared... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities... ...for operational excellence Builds relationships with clients to meet financial needs...Work at officeFlexible hoursShift workWeekend workDay shift
- ...intended to become a Retail Personal Banker I after completing a 4-8 week... ...deepening existing customer relationships through a variety of... ...Financial Needs Assessment to build a thorough customer profile... ...services and recommend appropriate solutions using our value proposition....Full timeWork experience placementWork at office
- ...Job Description SUMMARY: The position of Personal Banker II is responsible for ensuring the customer’s needs... ...supervision, the Personal Banker II will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer...Work at officeImmediate start
$61k - $119k
...representative focused on client-building and obtaining licenses. Our... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...client experience Build personalized, holistic financial plans tailored... ...achieve their goals Grow relationships with clients to support them...Full timeContract workFor contractorsWork at office- First Bank in Mooresville, NC is seeking a Personal Banker II to assess customers’ financial needs and recommend appropriate products and services. You will build relationships at the service window and through needs assessment, driving sales and a great customer experience...
- First-Bank in Mooresville, NC is seeking a Personal Banker II to assess customer needs, recommend banking solutions, and support service desks both at the window and... ...emphasizes accurate documentation, customer relationships, and driving sales through referrals. Ideal...Remote work
- ...As a Banker at Woodforest National Bank, you will serve... ...Experience. You will focus on building and growing retail customer relationships through exceptional... ...: Ownership · Take personal responsibility for... ...recommending appropriate banking solutions. · Act with...Full timeLocal areaFlexible hours
- ...ve spent a good portion of your career building the practice you envisioned. And for whatever... ...investment, insurance, and retirement solutions - all manufactured here, so your input... ...help you grow your practice through relationships with local financial institutions and...Full timeLocal areaFlexible hours
- Truist in Mooresville, NC seeks a client-focused professional to deliver exceptional service in person and by phone, expanding client relationships through consultative conversations. The role includes cross-selling appropriate financial products and assisting with teller...Weekend work
$70k - $78k
...Workplace is North Americas leading provider of single-source solutions across the aquatics fitness and recreation industries.... ...and interpersonal communication skills. ~ Ability to build strong working relationships and collaborate effectively across departments and...Full timeTemporary workWork experience placementWork at office- Fifth Third Bank is seeking a Float Personal Banker Associate in North Carolina. This role focuses on delivering best-in-class customer care... ...-compliant operations, and upholding ethical conduct while building trust with customers and colleagues. #J-18808-Ljbffr Fifth Third
- ...transactions, deposits, loans, and financial guidance in a fast-paced retail banking setting. You will deliver friendly, accurate service, build trust with members, explain credit union products, process loan applications, and enter information in our CRM while meeting sales...
- ...Universal Banker The Universal Banker provides a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identify financial needs and recommend solutions. You will be responsible for assisting with branch operations...Work experience placementBank staffWork at office
- Burkhard State Farm Insurance in Huntersville, NC, seeks an Insurance and Financial Sales Representative to grow the agency by building client relationships and matching needs with appropriate products and services. You will advise clients on retirement planning, investments,...
- Woodforest National Bank is seeking a Retail Banker to serve customers at our Mooresville... ...clients and offer the best financial solutions. You will play a key role in delivering excellent customer service and building trusted relationships. The role focuses on helping...
- Woodforest National Bank is seeking a Retail Banker to serve customers at our branch, delivering friendly service and helping... ...you to offer products that fit customer needs and to build lasting relationships. Eligibility includes 3 years of sales or customer service...
- ...ourEmployeeStockOwnershipPlan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our... ...largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring...Full timeTemporary workLocal area
- ...existing clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual... .... Reviews the work of licensed bankers for accuracy, completeness and... ...interpersonal skills Ability to use a personal computer and job‑related software...Work at office
- ...Training Program within a reasonable timeframe required Ability to demonstrate in a professional manner, a sales‑oriented and relationship building demeanor Excellent verbal and written communications skills in Spanish or additional language a plus. Ability to perform...Work experience placementWork at office
- ...Charlotte metro area and seeking motivated individuals interested in building a career in financial services. This is a hybrid opportunity... ...options available. Local candidates will have access to in-person training, mentorship, and professional development opportunities...Full timePart timeLocal areaRemote workFlexible hours
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