Customer Relationship Banker — Charlotte Market
Bank of America
Bank of America in Rock Hill, SC, is seeking a motivated individual to engage clients in the lobby, assisting them with transactions and educating them on banking services. The role involves executing the bank's risk culture, building client relationships, and managing cash responsibilities. The successful candidate will have strong communication skills, a focus on results, and the ability to work weekends or extended hours if needed. A high school diploma or equivalent is required. #J-18808-Ljbffr Bank of America
- ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...or finance Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an... ...to the company’s success. As a Relationship Banker Business Specialist within PNC’s Retail...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...servicing approximately $2.3 trillion in assets. The Digital Marketing Analytics team delivers personalized digital experiences. Team... ...personalization with A/B testing using Adobe Target to enhance customer journeys and conversions. #J-18808-Ljbffr Experimentation JobsSuggested
- ...of America, this position provides comprehensive advice and customized solutions to clients, triaging leads, making referrals to business... ...whatever one sets their mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done....SuggestedTemporary workBank staffShift workDay shift
- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking an Private Mortgage Banker... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with... ...and developments in the assigned market Present recommendations for producing...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...for a dedicated sales professional to join our team. You will work to develop customer relationships, educate clients on insurance options, and drive new business through outbound marketing calls. We offer a high-energy work environment with comprehensive training, 401...
- ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...or finance Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account...Shift workWeekend workDay shift
- ...Offer: Ongoing training & support Growth opportunities Our Marketing Group presets your appointments on your calendar - No Cold... ...and life insurance policies Build and maintain strong client relationships Stay up to date on industry regulations and products Qualifications...Full timePart time
- ...clients on retirement options and life insurance policies while building strong relationships. The role offers ongoing training and the unique advantage of having appointments preset by our Marketing Group, eliminating cold calling. This is a great opportunity for self-...Full timePart time
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal... ...this frontline role, you will build relationships with customers by supporting everyday banking needs... ...Bethel Street Clover, S.C. 29710 ~8352 Charlotte Highway Fort Mill, S.C. 29707 ~403 Tom...Work experience placementFlexible hours
$16 - $22.5 per hour
...convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that... ...experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift$16 - $22.5 per hour
...convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that... ...experiencedelivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they...Hourly payFull timeWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- AO Garcia Agency is looking for qualified candidates for a part-time financial services position that offers the flexibility to work fully remotely. This role allows you to earn additional income while maintaining your current job security. Responsibilities include ...Part timeRemote work
- Medium is looking for qualified candidates for a part-time role in financial services, offering the chance to work remotely from Rock Hill, South Carolina. This position allows you to engage with clients and offer personalized benefits solutions, all while maintaining ...Part timeRemote work
- ...This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating...Temporary workMonday to FridayShift workDay shift
- ...interpersonal skills and the ability to establish and maintain effective working relationships with faculty, staff, students and the general public. Exceptional organizational, customer service, analytical, and oral and written communication skills. Must be detail-oriented...Work experience placement
- ...Teller Retail Banker Take the next step toward your new career... .... We focus on building relationships and discovering opportunities... ...the financial needs of every customer we serve. At Woodforest we care... ...by proactively identifying, marketing, and recommending bank...Full timeLocal area
- ...Manager will participate in a comprehensive, customized on‑boarding and education program. This... ...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...Work at office
- Dormont Manufacturing Co in Rock Hill, South Carolina is seeking a dedicated financial advisor to guide clients in achieving their financial goals. The candidate will work closely with clients to build financial plans and recommend suitable investment products while ensuring...Full timeMonday to Friday
$67.67k - $112.79k
LPL Financial LLC in Charlotte, Texas is seeking an Internal Advisory Consultant. The role involves driving adoption of LPL's fee-based platforms by engaging financial advisors and providing support. Ideal candidates will possess strong collaboration skills and thrive in...- LPL Financial LLC in Town of Charlotte is looking for a Consulting Associate to aid financial advisors in navigating LPL’s suite of advisory solutions and providing optimal client solutions. Candidates should demonstrate strong product knowledge and communication skills...Work at office2 days per week
- LPL Financial LLC in Town of Charlotte is seeking a knowledgeable advisor to deliver investment solutions to clients in a team-based call center environment. You will be responsible for examining client needs and advising them effectively. The ideal candidate should have...
- ...unwavering commitment to helping our customers move forward. Since our... ...for combining personal relationships with forward-thinking solutions... ...of the supported Commercial Bankers through quality portfolio... ...experience supporting Middle Market. Familiarity with loan structuring...Local area
- ...products. Candidates must hold Series 7 and 66 licenses, have experience in the financial services industry, and excel in client relationship management. The position offers a competitive work environment focused on achieving client satisfaction and compliance with...
$25.24 - $42.07 per hour
LPL Financial LLC is seeking a Business Development Associate (BDA) in Town of Charlotte, NY to drive lead flow for the Advisor Recruiting team. This role focuses on reaching out to financial advisors via phone, email, and social media to qualify leads and boost sales....Hourly pay$21.25 - $27 per hour
...Carolina, is seeking a Banking Associate to deliver exceptional banking services. This role involves processing transactions, educating customers on banking products, and providing financial advice to help customers achieve their financial goals. The ideal candidate will have...Hourly payPart time- LPL Financial LLC in Town of Charlotte is seeking a Client Empowerment Advisor to deliver customized training to employees and advisors, emphasizing LPL technology and processes. This role requires a Bachelor's degree and 3 to 5 years in a financial services role. The ideal...
- ...call center setting, handling 30 to 40 inbound calls daily from Financial Advisors and their assistants, while providing exceptional customer service. Ideal candidates have customer service experience, strong communication skills, and a detail-oriented approach. Key...Work at office
$66.74k - $111.24k
...multiple responsibilities and meet deadlines Provide superior customer service to a large base of financial advisors by handling... ...their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care...Full timeWork at officeImmediate startRemote workWork from home- ...services, products, and tools to help Customers achieve their financial goals.Depth & Scope... ...with Customers to acquire and deepen relationships by providing advice and guidance to... ...referralManages wait times to meet with a Banker by scheduling, rescheduling or canceling...Work at officeLocal areaWork from homeFlexible hoursAfternoon shift
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