Relationship Banker - South Carolina Midcoast Area
Truist Inc
Job TitleProvide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities.Essential Duties And Responsibilities Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary.Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience.Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist.Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs.Participate fully in all components of the established Truist Retail Community Bank Leadership Routines.Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning.Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines.Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands.Qualifications Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.High school diploma or equivalent educationTwo years of teller or cash handling or client service experienceSix months of client relationship building or sales experienceExcellent interpersonal and communication skills, including a desire to interact with clients and prospectsAbility to master personal computer (PC) keyboard and software skills necessary for branch automationAbility to multi-task under time constraintsDemonstrated proficiency in basic computer applications, such as Microsoft Office software productsAbility to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changesAbility to work weekends and/or extended hours with occasional travel and overnights may be includedGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.EEO is the Law E-Verify IER Right to Work
- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...Responsible for providing an industry leading client service experience through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
$58.44k - $93.5k
...Personal Financial Counselor, Assignment Ready Counselor, PFC-South CarolinaThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors...SuggestedContract workTemporary workWork at office$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...SuggestedFull timeInternshipLocal areaFlexible hours$58.44k
...Chartered Financial Consultant (ChFC). General Job Information Title Personal Financial Counselor, Assignment Ready Counselor, PFC-South Carolina Grade 24 Work Experience - Required Financial Counseling Work Experience - Preferred Education - Required A Combination of...Full timeContract workTemporary workWork experience placementWork at office$22.5 - $29 per hour
...Banking Professional Work Location: Columbia, South Carolina, United States of America Hours: 40 Pay Details: $22.50 - $29.00... ...professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients...Work at office- ...our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business... ...and partners. Educating and referring customers to other areas of the bank to deepen relationships and build strong internal...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...position to assist with all financial operational needs for our South Carolina patients. The Patient Financial Counselor is responsible for... ...and report on key revenue cycle metrics, identifying trends and areas for improvement.Patient and Staff Support:Perform audits on...Full timeWork at officeMonday to FridayFlexible hours
- ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-... ...households and/or deepening existing customer relationships through a variety of activities,... ...your talent acquisition partner. LOCATION -- Columbia, South Carolina 29229 #J-18808-Ljbffr...Work experience placementWork at office
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day... ...and partners. Educating and referring customers to other areas of the bank to deepen relationships and build strong internal...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Fifth Third Bank Personal Banker I Associate Make banking a Fifth Third better We... ...households and/or deepening existing customer relationships through a variety of activities,... ...classroom training sessions. Location -- Columbia, South Carolina 29229 Fifth Third BancorpWork experience placementWork at office
$22.5 - $29 per hour
...Work Location: Columbia, South Carolina, United States of America Hours: 40 Pay Details: $22.50 - $29.00 USD TD is committed to providing... ...professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients...Full timeWork at officeLocal areaWork from homeFlexible hours- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$250k
...Northwestern Mutual is seeking a financial advisor based in Columbia, South Carolina. This role involves growing a client base, creating personalized financial plans, and offering support throughout clients' lives. Applicants should have a Bachelor's degree and entrepreneurial...- ...State of South Carolina seeks a Financial Aid Advisor to assist Midlands Technical College Airport Campus in guiding students and families through financial aid options and procedures. The role involves evaluating eligibility, processing loan certifications, and ensuring...
- ...Wealth Advisor in PNC Wealth Management, you will be based in South Carolina.PNC is an in-office company that fosters a supportive... ...partners as appropriate.Acquires, expands and maintains client relationships through business development and client networking. Grows client...Full timeTemporary workPart timeWork experience placementWork at office
- ...University of South Carolina Upstate is seeking a Financial Aid Counselor to manage Direct Federal Loans, counsel students and families, and ensure ED compliance. You will review files, verify data, and oversee NSLDS processing while supporting SC Teaching Fellows....
- Truist in Columbia, SC is seeking a Regular Retail Customer Service Associate to provide a distinctive client experience, handle transactions, and promote digital banking solutions. You will support branch sales, participate in IRM, attend training, and ensure compliance...Weekend work
- ...have an opportunity to contribute to the company's success. As a Wealth Advisor in PNC Wealth Management, you will be based in South Carolina. PNC is an in-office company that fosters a supportive culture where employees can thrive and achieve balance. We encourage candidates...Full timeTemporary workPart timeWork experience placementWork at office
- ...satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to... ...degree (GED) 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office...Temporary workWork at office
- ...developing a team of licensed retail bankers. May handle large book of clients with... ...presence within the bank to develop strong relationships and credibility with internal and... ...assigned territory.LOCATION -- Chapin, South Carolina 29036Fifth Third Bank, National Association...
- ...UofSC From the Upstate to the Lowcountry, the University of South Carolina system is transforming the lives of South Carolinians through... ...problems and make sound decisions. Harmonious working relationship with colleagues, all students, and families a must. Ability...Full timePart time
- As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering... ...building and growing retail customer relationships through exceptional service, proactive... ...Job Branch Banking Primary Location South Carolina-Charleston Work Locations SC -...Full timeLocal areaFlexible hours
- ...office objectives and maintain excellent customer service standards.Seamless student financial services: Work with all student service areas but especially Tuition Accounts to coordinate of aid and billing throughout all stages of awarding, disbursing, refunding &financial...Full timeWork at officeImmediate startWeekend workAfternoon shift
$16 - $17 per hour
...position. Reasonable accommodations may be made unless they create an undue hardship to the Company. Physical and environmental requirements are representative of those needed to successfully perform the job. #J-18808-Ljbffr World Finance Company of South Carolina, LLCHourly payWork at officeLocal areaShift work- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion...Immediate startAfternoon shift
- ...to attract, expand, and retain customer relationships and is responsible for contributing to the... .... Serve as both a Teller and Personal Banker that floats between banking centers to support... ...and team needs across the retail area. Performs other projects and duties as assigned...Work experience placementWork at officeRemote workFlexible hours
$24k
...experiences and acquaintances to develop markets and sustain long‑term relationships Advantages of working with us As a Financial Professional... ...Personalized comprehensive training and support in all areas important to building your business Specializations available...Temporary workRemote work- ...operate under the Prudential name . Either way, you keep the relationships you’ve earned and gain a platform for real financial planning... ..., not just join. If you want more than another grid, let’s talk. #J-18808-Ljbffr Carolina Financial Group - Prudential AdvisorsFlexible hours
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