Client Relationship Banker
Bank of America
Bank of America in Holly Springs, North Carolina is looking for an enthusiastic professional to engage clients and assist with financial transactions. The successful candidate will have the opportunity to build relationships and deliver solutions that improve clients' financial lives. This role requires effective communication and problem-solving skills, with a focus on client satisfaction and operational excellence. Candidates should possess a High School Diploma and be able to adapt to new technologies while working in a dynamic environment. #J-18808-Ljbffr
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- ...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. Perform routine operational duties, including traditional teller transactions and other operational...Work at office
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- ...Branch Banker At PNC, our people are our greatest differentiator and competitive advantage... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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$50k - $80k
...Carolina is seeking individuals to join their financial planning team as Financial Advisors. This role focuses on building relationships with clients from various backgrounds and guiding them in their financial journeys. The company offers a structured development...- ...States of America. Provide timely and efficient completion of client transactions while maintaining accurate records and proper handling... ...or opportunities. Understand the importance of Integrated Relationship Management (IRM) to seamlessly deliver Truist expertise and...Temporary workPart timeWork at officeNight shiftWeekend workDay shift
$61k - $119k
...unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path... ...client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...Full timeContract workFor contractorsWork at office- ...world financial input. In this remote role, you will evaluate financial scenarios, assess AI-generated recommendations, and document client interactions while adhering to fiduciary standards. Ideal candidates will have over 3 years of direct client experience, strong...Remote work
$61k - $119k
...unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path... ...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training...Work at office$45k - $100k
...Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’... ...and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...seeking an individual in Cary, NC, to provide comprehensive financial advice and customized solutions to clients. The role includes nurturing client relationships, recommending banking strategies, and triaging client needs. Candidates should possess strong communication...
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