Relationship Banker - Charlotte Central Market
Bank of America ATM
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Responsibilities: Executes the bank’s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Grows business knowledge and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound calls effectively Drives the client experience Manages cash responsibilities Required Qualifications: Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives Is confident in identifying solutions for new and existing clients based on their needs Communicates effectively and confidently and is comfortable engaging all clients Has the ability to learn and adapt to new information and technology platforms Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking) Applies strong critical thinking and problem-solving skills to meet clients’ needs Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations Efficiently manages time and capacity Focuses on results while acting in the best interest of the client Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance Desired Qualifications: Experience in financial services and knowledge of financial services industry, products and solutions One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals Six months of cash handling experience Bachelor’s Degree or business-relevant Associate’s Degree such as business management, business administration or finance Skills: Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Shift: 1st shift (United States of America) Hours Per Week: 40 #J-18808-Ljbffr Bank of America
$150k - $180k
The Advanced Planning Team is a centralized group of financial planners. As a Senior Financial... .... This is a full-time position in our Charlotte, NC office with a hybrid work schedule.... ...needs. Use exceptional analytical and relationship management skills to uncover clients'...SuggestedFull timeWork at officeFlexible hours- ...Modera Wealth Management is seeking a Senior Planning Associate for its Charlotte, NC - Fairview office. The role supports advisors through all client relationship phases and is hybrid with three days in office. You will gather data through client interviews and help design...SuggestedWork at office
$140k - $155k
...passionate about investing, enjoy building relationships, and want to make a meaningful impact... ..., Research, Wealth Planning, Product, Marketing, and Financial Advisors, the CPM helps... ...launches. This is a full‑time position in our Charlotte, NC office with a hybrid work schedule....SuggestedFull timeWork at officeFlexible hours$76.32k - $127.21k
...to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their...SuggestedWork at office- ...future needs. Acquires, deepens, and maintains profitable client relationships through sales, prospecting, and enhancing existing... ...conditions of companies and industry trends. Collaborates with local market stakeholders and teammates throughout the bank, including Investment...SuggestedWork experience placementWork at officeLocal areaShift workDay shift
$21.98 - $32.97 per hour
...*Up to $5,250 tuition reimbursement The Universal Banker (UB) acts as a full service, single point of contact for Apple... ...appropriate. The UB seeks to build mutually beneficial and long-term relationships based on trust and the offering of suitable solutions that...Work at officeImmediate startRelocation packageWeekend work
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