Senior Relationship Banker - Wealth & Preferred Banking
Regions Bank
Regions Bank in Johns Creek/Suwanee, Georgia, is seeking a Senior Consumer Relationship Banker to meet customers in person and by phone, assess financial needs, and deliver tailored Regions products for Preferred Banking Households. You’ll drive growth by expanding relationships, educating on loans, deposits, investments, and digital tools, while upholding bank policies and regulatory standards. Full-time with incentives and benefits. #J-18808-Ljbffr Regions Bank
- ...or application of the Truist Wealth platform including but not limited... ...including managing vendor relationship, issues/task lists, process... ...business, accounting, finance or banking or equivalent education and... ...death and dismemberment, tax-preferred savings accounts, and a 401k...SeniorFull timePart timeWork at officeShift workDay shift
- ...Bank of America Merrill Wealth Management is seeking a Financial Advisor to deliver comprehensive, goals-based financial planning and wealth strategies for clients, from individuals to institutions. You will leverage the Merrill investment platform along with Bank of...Senior
$54.6k
...system. Job Description: At Regions, the Senior Consumer Relationship Banker is responsible for meeting with... ...customer relationships with a focus on Preferred Banking Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt...SeniorFull timeWork at officeFlexible hours- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA to acquire high-net... ...relationships and deliver holistic wealth solutions. The role focuses on growing... ...candidate will have deep private banking experience, a strong local network,...SeniorLocal area
$22 - $23.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to... ...Being the next generation Relationship Banker at East West Bank means you... ...management, deposits, wealth management investment products... ...required; Bachelor’s degree preferred 2+ years of customer service...Suggested$158.4k - $237.6k
...Category: Commercial and Business Sales, Professional, Banking & InternationalCompany: CitiSeeking a Relationship Manager to join our growing Healthcare Industry... ...:Bachelor’s/University degree, Masters degree preferred---------------------------------------------------...SeniorFull time- Private Wealth Management (PWM)Goldman Sachs Private Wealth Management... ...planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary... ...or investing experience preferred Series 7, 63 and 3 licenses (...
$250k
...Senior Wealth Management Advisor KLS Workforce Solutions makes it... ...and expanding regional client relationships within the greater Atlanta metropolitan... ...firm, wealth manager, or banking institution. Retail Sales... ...industry designations preferred. Location & Travel: Must...SeniorLocal areaRelocation package- J.P. Morgan Wealth Management - National Branch Personal Advisor... ...Unit Consumer & Community Banking Posting Date 08/14/2026, 02:... ...build long-term, dedicated relationships with their clients. Responsibilities... ...experience strongly preferred with focus on financial planning...Remote jobFull timeTemporary workShift work
- ...meaningful career with First Citizens Bank, where we help individuals,... ...goals. Our First Citizens Wealth team delivers integrated... ...collaborative organization focused on relationships, trust, and long-term impact.... ...financial planning advice. Preferred Area of Experience: Client...
- ...partnering with a high-performing regional banking institution to recruit a Private Client Relationship Manager in Atlanta, GA. The role... ...solutions across lending, deposits, and wealth management. The candidate should bring senior relationship experience, strong business...
- Truist Financial Corporation seeks a customer-focused banking professional to support teller transactions and sales targets. You will engage clients, advise on lending options, and refer complex needs to specialists. Compliance with controls and ongoing product knowledge...Senior
- Wealth Advisor We are seeking a client-focused Wealth Advisor to... ...and manage long-term client relationships, develop customized wealth... ..., trust, insurance, private banking) and external advisors (attorneys... ...(CFP) designation strongly preferred. Bachelors degree in...
- ...Description Serve as primary relationship advisor for high net... ...ultra-high net worth wealth clients. Responsible... ...sensitive and complex banking relationships.... ...and/or in tandem with a senior credit advisor. Advanced... ...acceptable background check. Preferred Qualifications CFP...Full timePart timeWork at officeLocal areaShift workDay shift
- ...and expansion of new and existing client relationships. Provides financial solutions that meet... ...the established Truist Retail Community Bank Leadership Routines. Commits to advancing... ...and overnights may be included Preferred Qualifications: Associate's degree or...SeniorTemporary workWork at officeNight shiftWeekend work
- ...following job description:The Wealth Sales & Service Consultant... ...autonomy to support assigned relationships and clients within... ...mentor.3. Proactively provides banking, lending and Trust product support... ...Treasury and Payment solutions, Preferred Qualifications:1. Bachelor’s...Full timePart timeWork at officeLocal areaFlexible hoursShift workDay shift
- ...on developing, expanding and retaining relationships. 3. Supports team sales process by conducting... ...the established Truist Retail Community Bank Leadership Routines 5. Commits to... ...travel and overnights may be included Preferred Qualifications 1. Associate's degree or...SeniorFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
$158.4k - $237.6k
Overview Seeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi’s Commercial Bank (CCB). Target market includes companies in the Medical Device... ...Bachelor’s/University degree; Masters degree preferred Job Details Time Type: Full time...SeniorFull time$75k - $160k
...career at the pinnacle of global wealth management. Goldman Sachs is... ...and enhancing our client relationships. Job Description Accelerate... ..., investment management, banking and comprehensive advice to... ...Degree Required 2-4 years of preferred experience in client service...SeniorFull timeTemporary workPart timeLocal area$110.7k - $218.3k
...Financial Services Senior Consultant - Financial... ...sustain professional relationships • Ability to lead projects... ...servicesExperience in banking, digital assets, or capital... ...may be available Preferred Qualifications Advanced... ..., Cards & Payments, Wealth/Investment Mgmt, Capital...SeniorWork at officeVisa sponsorship$165k - $200k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses... ...medium to large size high net worth client relationships. Builds a team of Banking, Trust and... ...industry expert capable of handling complex wealth and relationship management issues,...Full timeWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management... ...for clients. Provide support for client relationship building and business development activities... ...manager and the leading universal bank in Switzerland. We also provide diversified...SeniorFlexible hours
$116k - $160k
...Practice, we help leading Banking, Capital Markets, Payments, Wealth Management, and... ...transformation. As a Senior Consultant, you will help... ...travel as required. Preferred Qualifications Experience... ...expand existing account relationships Identify potential...SeniorFull timeLocal area$51.53k - $59.57k
...Senior Consumer Relationship BankerAt Regions, we believe associates deserve more... ...Senior Consumer Relationship Banker is responsible for meeting... ...with a focus on Preferred Banking Households to include more... ...complex, affluent solutions, wealth opportunities, investments...Work at officeFlexible hours- ...Southern First Bank Client Experience BankerAt Southern First,... ...difference one client and one banker at a time. Rooted in service... ...markets in three states. Our relationship-first approach to banking is... ...school diploma or equivalent preferred.Banking Experience preferable...Contract workWork at officeImmediate startRemote work
- ...Financial Relationship BankerOur branch banking roles offer a welcoming and inclusive team environment where... ...better. As a Financial Relationship Banker, you play a key role in looking out... ...as required by NMLS regulations.Preferred Qualifications:Bachelor's Degree and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...priorities and recommend personalized banking solutions, with an emphasis... ...opportunities to deepen relationships with additional products and... ...but not limited to mortgage, wealth, private client, and business... ...of experience as a Universal Banker or Teller Computer And Office...Temporary workWork at office
- ...Description Summary: Our branch banking roles offer a welcoming and... .... As a Customer Experience Banker Non NMLS, you are a... ...consumer and business customer relationships by proactively identifying financial... ...or a Bachelor's Degree. Preferred Qualifications: 1 year or more...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Your role Senior Wealth Strategy Associate Are you skilled at developing wealth management... ...for clients. Provide support for client relationship building and business development activities... ...manager and the leading universal bank in Switzerland. We also provide diversified...Flexible hours
- ...Private Banker We are actively looking for exceptionally... ...Morgan's U.S. Private Bank. If you have an... ...and managing their wealth. You will use your knowledge... ...Manage and maintain relationships with clients by... ...client's behalf Preferred Qualifications, Capabilities...Temporary workWork experience placementLocal area
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