Relationship Banker - Upstate SC Market
Bank of America
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' needsWill 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
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Advisor Development Program - Financial Advisor: Columbia, SC Merrill Market Greenville, South Carolina;Macon, Georgia; Columbia, South... ...clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$25.75 - $38.5 per hour
...referrals from stores without Financial Advisors, digital prospects, marketing lead lists & accounts transitioned from a field Financial... ...is responsible for all aspects of maintaining client relationships by providing on-going advice, planning and day to day account...SuggestedWork experience placementWork at officeLocal areaRemote workWork from homeFlexible hours- Financial Advisor - Greenville, SC page is loaded## Financial Advisor - Greenville,... ...Develop and maintain genuine, long-term relationships throughout generations based on trust and... ...award-winning financial workshops and marketing your practice.* Have the flexibility to...SuggestedLocal area
- As an Associate Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will welcome and assist...SuggestedImmediate startAfternoon shift
- ...- for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment... ...may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales...Work at office
- ...seeking an Associate Personal Banker (SAFE) to join our National... ...frontline role, you will build relationships with customers by supporting... ...N Pleasantburg DrGREENVILLE, SC 29609 #LI-JT6 Posting End... ...risk programs (Credit, Market, Financial Crimes, Operational...Work experience placementFlexible hours
- ...Financial Solutions Advisor - Greenville Market Boone, North Carolina;Anderson, South Carolina; Asheville, North Carolina; Spartanburg... ...whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done...Temporary workWork at officeMonday to FridayShift workDay shift
$58.44k
...CFP), or Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor; Greenville, SC Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required...Contract workTemporary workWork experience placementWork at office- ...Personal Banking Associate - Floating Teller Countybank | Upstate, SC What We're Looking For Countybank is seeking a self-motivated, detail-oriented individual to serve as a Personal Banking Associate. Under the direction and coaching of the Floating Teller Team...Full timeBank staffLocal area
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...Immediate startAfternoon shift
- JPMorgan Chase is seeking an Associate Relationship Banker in Greenville, SC. In this role, you will provide exceptional client service by utilizing financial expertise and technology solutions. Responsibilities include assisting clients in person and over the phone, building...
- Bank of America is hiring for a role in Greenville, SC, focused on engaging clients in the lobby and assisting with transactions... ...candidate will help clients meet their financial goals while building relationships and managing transactions effectively, ensuring compliance with...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Greenville, SC. In this role, you'll serve as the primary contact for affluent clients, managing their banking relationships and providing tailored advice. Ideal candidates have at least one year of experience...Flexible hours
- Floating Senior Relationship Banker page is loaded## Floating Senior Relationship Bankerlocations: Greenville, SCtime type: Full timeposted... ...incumbent may be required to work at various locations within the market.**Primary Responsibilities:**Promotes the sales process...Work at officeShift work
$61k - $119k
...this job and more exclusive features. Our Upstate, SC financial advisory firm seeks new... ...ideal candidate has experience in sales, marketing or business development, is self-motivated... ...educational programs, and mentoring relationships. Develop a career with a Financial Services...Full timeContract workFor contractorsInternship- ...job poster from Northwestern Mutual - Upstate SC Managing Director of Northwestern Mutual... ...a professional environment that values relationships and integrity. Advance into leadership... ...Preferred three years of experience in sales, marketing, or business development. Skills:...Full timeTraineeshipInternship
- ...Financial Center Manager Associate- Upstate Make banking a Fifth Third better® We connect... ...Consumer and Small Business customer relationships by providing a memorable customer... ...Assessment (FNA) and are assigned to the best banker for proactive ongoing support Learn how...Work at office
- Commercial Banker, Multinational Corporations, Middle Market Banking, Vice President and 1 more Job Information Job Identification 210585037 Job Category Relationship Manager Business Unit Commercial & Investment Bank Posting Date 01/02/2025, 08:27 PM Job Schedule...Full timeFlexible hoursShift work
- ...paced, team-oriented environment, MassMutual SC fosters a culture of collaboration,... ...attract new clients, and nurture those client relationships. As a new team member, you will provide... ...relationships * Monitor financial market trends to ensure that the client's plans...
- ...Dallas/Fort Worth, TX Greenville, SC Holland, MI Houston, TX Indianapolis... ...etc. Understands the Blue Trust target market and has the ability to evaluate and... ...serves its client base; through biblical relationships, challenging them in key areas to facilitate...Work at officeLocal areaNight shift
$80k - $100k
...Paraplanner Firm: JEHM Wealth & Retirement Location: Simpsonville, SC Overview: Do you have a passion for delivering... ...~ Loves staying behind the scenes and nurturing client relationships ~ Reliable with a strong work ethic, maturity, and positive...Work at officeMonday to FridayFlexible hours$18 - $23.74 per hour
...financial institution is seeking a full-time Travel Universal Banker to enhance customer experiences through daily travel to various... ...with transactions, promote financial services, and maintain relationships with clients. Candidates should have a minimum of 3 years in retail...Hourly payFull timeRemote work- A financial institution in Greenville, South Carolina, is seeking a Floating Relationship Banker to enhance customer service and sales efforts. This role involves greeting customers, performing banking transactions, and managing referrals. Candidates should have a high...Work at office
- A leading financial services company in South Carolina is looking for a Floating Senior Relationship Banker to execute key consumer banking tasks and drive sales through customer interactions. This position requires 1 year of experience and a high school diploma. Skills...
- ...through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on... ...&T and SunTrust. We serve clients in a number of high‑growth markets in the country, offering a wide range of financial services....Full timePart timeWork at officeNight shiftWeekend work
- PNC Financial Services Group, Inc. is seeking a Relationship Manager III to join their Commercial Banking team in Greenville, SC. This role involves building and managing client relationships, developing strategies to drive revenue, and mentoring team members. Ideal candidates...
- ...exposure for Wholesale Banking clients and actively manages a Middle Market or CML portfolio. Includes day-to-day client interaction,... ...with Clients and Prospects, Portfolio Management teammates, Relationship Managers, Credit Risk Managers, Credit Review partners, Technology...Full timePart timeShift workDay shift
- Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career...Full time
- Organization : Name GREENVILLE SC Default: Location : City GREENVILLE Overview The purpose... ...reasons. Responsibilities Identifies market(s) and develops appropriate marketing... ...local level. Proactively develops community relationships to cultivate and travels within the community...Work at officeLocal area
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