Relationship Banker
First National Bank of Pennsylvania
Primary Office Location:1050 Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is responsible for the execution of branch leads at the direction of the Manager, consistent execution of all customer transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities: Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Make appropriate recommendations in the selling and cross-selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporate FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective 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. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required to Perform the Primary Responsibilities of this Position: High School or GED Minimum # of Years of Job Related Experience Required to Perform the Primary Responsibilities of this Position: 0 Skills Required to Perform the Primary Responsibilities of this Position: Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position. Knowledge of banking policies, procedures consumer products and services. Sales and customer service skills. Licensures/Certifications Required to Perform the Primary Responsibilities of this Position: Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work: May require overnight travel for training purposes, particularly during onboarding Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment-based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered. #J-18808-Ljbffr First National Bank of Pennsylvania
- ...50 Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to...SuggestedWork at officeNight shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Relationship Banker Business Specialist within PNC's retail banking organization, you will be based in Durham, NC at the Roxboro Road Branch....SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
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- ...workplace culture where all employees feel respected, valued, and have an opportunity to contribute to the company’s success. The Relationship Banker Business Specialist will be based in Durham, NC at the Roxboro Road Branch. Job Description Acquire and expand share of...SuggestedWork experience placement
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...
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- ...to grow share of wallet and attract new consumer and business households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Develop ecosystem leadership inside and outside the branch as a COI; works across a broad range of...Work experience placementWork at office
- ...clients to solutions that meet their financial goals Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet financial needs Follow established processes and guidelines while adhering to applicable laws and...Weekend work
- ...opportunity to contribute to the company's success. As a Branch Banker within PNC's retail banking organization, you will be based in... ...community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer share of...Full timeTemporary workPart timeWork experience placementWork at office
$100k - $250k
...and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels. Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction. Requirements ~ Active FINRA Series 7 and...Work at officeLocal area$1,000 per month
Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground...Full timeFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$80.4k - $223.9k
...high profile negotiations that arise during service delivery from a financial nature Develop and maintain strong collaborative relationships with the Business Development team and Senior Functional Leadership/Therapeutic Area Heads May develop pricing strategies,...Full timePart timeWork at officeLocal areaImmediate startRemote workWorldwide$250k - $340k
Job Description Job Description Finance, Bankruptcy & Restructuring Associate — Financial Services (North Carolina) Restructuring and private credit are two of the hottest practice areas in the market right now — join a sophisticated Financial Services team handling...Immediate start- ...financial services industry and hold Series 7 & 66 licenses, or be willing to obtain them promptly. This role requires excellent relationship-building and communication skills, as well as the ability to manage multiple tasks in a fast-paced environment. #J-18808-Ljbffr...
$25 per hour
...be able to serve members with the right products at the right time to help the member achieve financial success. Build positive relationships and earn member trust to retain long-term connections Responsible for understanding Arkansas Federal products and services in order...Hourly payTemporary work- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
- ...Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior-level opportunity to serve as a trusted advisor to high-net-...Work at office
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- At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together. General Description of the ...
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
$92k - $140k
...strategies. Monitor clients' financial status and provide regular updates and recommendations. Build and maintain strong client relationships through regular communication and follow-up. Stay informed about market trends, economic conditions, and new financial products...Full time- ...INITIATIVES Help prepare the IR team for investor, analyst, and internal meetings Maintain the investor relations customer relationship management (CRM) tool Contribute to the development and implementation of external corporate communication strategies that...Work at office3 days per week
$115.92k
...services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success... What we...Contract work$115.92k
Job Description Job Description Are you an experienced financial professional who wants to take your practice to the next level? You owe it to yourself to check out New York Life. Is your practice growing? Want to be part of a stable, dependable company? ...Contract workFixed term contract- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$115.92k
...services industry, New York Life will invest in you from the start, training you in valuable skills such as marketing, customer relationship management (CRM) and communication, and providing you with a development team and sales support to guide your success. What we’...Contract work
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