Relationship Banker
First Horizon Bank
Sales and Business Development
Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank.
Growth Focus: Actively identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications.
Client-Centric Financial Advice: Through a consultative approach, provide personalized financial advice that aligns with clients’ short-and-long term goals. Utilize a deep understanding of the bank’s products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty.
Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking.
Proactive Client Outreach: Conduct regular calls to clients and prospects to offer tailored financial solutions.
Sales Leadership: Support a high-performing culture by coaching associates on sales, referrals, products and services as needed.
Client experience
Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed).
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Deliver excellent client experiences consistently and promptly resolve client issues effectively.
Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning.
Compliance and risk management
Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics.
Operational efficiency
Assist in conducting and/or participating in meetings to promote sales, product knowledge and customer service.
- ...Relationship BankerThis 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...SuggestedNight shift
First National Bank
Charlotte, NC2 days ago - ...Relationship Banker IThe Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and...SuggestedNight shift
The Fidelity Bank
Charlotte, NC18 hours ago - ...solutions that meet the financial goals.Responsibilities:Executes the bank's risk culture and strives for operational excellenceBuilds relationships with clients to meet financial needsFollows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursWeekend workDay shift
Bank of America
Charlotte, NC18 hours ago $24 - $33.5 per hour
...Description: This role is a banking professional who works across multiple bank locations playing a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking...SuggestedWork at office- ...Truliant Federal Credit Union Relationship Banker Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define...SuggestedFull timeTemporary workLocal areaFlexible hoursShift work
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$48.43k
...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering appropriate products, services,...Full timeFlexible hours$23.75 - $29.03 per hour
...Job Title Relationship Bankers Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe...Temporary workLocal area- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...Immediate startAfternoon shift
$30.76 - $37.6 per hour
...primary Small Business Banking partner for assigned branches and relationships and providing comprehensive financial solutions to small... ...two to three branch locations, the Small Business Relationship Banker acts as a dedicated resource for branch teams, helping to address...Temporary workLocal area- Truist Financial Corporation is seeking a Regular shift Retail Banker to deliver exceptional client service in Charlotte, NC. The role focuses on developing relationships, handling teller duties when needed, and referring clients to specialists for financial growth opportunities...Shift work
- TD Bank in Charlotte, North Carolina is hiring a relationship-focused banking professional. This role cultivates and sustains client relationships by delivering personalized banking solutions and meeting long-term financial goals. You will engage with clients across multiple...
- Fidelity Bank in Charlotte, NC is seeking a Relationship Banker I to perform teller and cash vault transactions while delivering exceptional customer service and aligning with bank policies. You will work with the branch team to meet team scorecard goals and achieve your...
- Regions Bank in Charlotte, NC is seeking a Relationship Banker II to meet with customers and prospects, assess financial needs, and offer appropriate products and guidance to help achieve their financial goals. The role emphasizes sales and service experience, with time...
- Huntington Bank in Charlotte, NC is seeking a Financial Relationship Banker to service consumer and business customers. You will grow relationships by identifying goals and recommending deposits, loans, and other banking products. Key duties include delivering top customer...
- Huntington Bank is hiring a Financial Relationship Banker in South End Charlotte, NC. You will focus on retaining and growing consumer and business relationships by identifying financial goals, proactively engaging customers, and recommending deposit, loan and other banking...Remote job
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$48.43k
...or update your information by visiting and logging into the careers section of the system. Job Description: At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on the phone to determine their financial needs...Full timeFlexible hours- ...to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. You will build relationships to meet financial needs, manage center flow, and support outbound calls to enhance the client experience. The role requires strong...Weekend work
- First National Bank Of Pennsylvania in Charlotte, NC is seeking a Relationship Banker to develop proficiency in basic consumer banking, account servicing, and lending. You will execute branch leads, handle customer transactions, and identify opportunities to convert interactions...
- ...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...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- Bank of America Corporation is seeking a customer-focused team member to engage clients in the lobby, educate them on self-service options, and process transactions. The role emphasizes accurate cash handling, deep client conversations, and connecting clients with banking...Full timeWork at officeWeekend work
- ...specialists. The role emphasizes proactive outreach and delivering exceptional client care. You will assist with self-service transactions, support outbound calls, and uphold regulatory guidelines while building lasting relationships. #J-18808-Ljbffr Bank of America Corporation
- ...educate them on self-service options, and help process transactions. In this 40-hour per week role, you will handle cash, build relationships to meet financial needs, and collaborate with specialists to connect clients to the right solutions. You should be a proactive self...Weekend work
$23.75 - $29.03 per hour
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers, engaging them via multiple channels including in‑person, by appointment, and virtually...Temporary workLocal area- U.S. Bank seeks a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing guidance on deposits, loans, and digital services. You’ll open accounts, handle service requests, and educate clients on self-service tools. You will...
- JPMorganChase is seeking a Relationship Banker in Charlotte, North Carolina. In this role, you will represent our brand, delivering exceptional service with the latest banking technology while establishing and maintaining meaningful client relationships. The ideal candidate...Flexible hours
- Huntington National Bank is seeking a Financial Relationship Banker in Charlotte, NC. In this branch role, you will help customers achieve financial goals by identifying needs and recommending deposit, loan, and other banking products. You will proactively grow relationships...
$24 - $33.5 per hour
...Description This role is a banking professional who works across multiple bank locations playing a vital role in bringing TD’s human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking...Work at officeLocal areaWork from homeFlexible hours- Truliant Federal Credit Union is seeking a Relationship Banker to serve members with a trusted advisory approach across teller and platform tasks. You will help members with accounts, loans, and financial products while building long-term relationships and guiding them...
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