Relationship Banker I
Fidelity Bank
If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker I Regular Full-Time Raleigh, NC, US 2 days ago Requisition ID: 2674 SUMMARY The 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 procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals. PRINCIPAL ACCOUNTABILITIES 40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies. 15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services. 10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned. 10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service. 10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual. 10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. 5% Other duties as assigned. BASIC QUALIFICATIONS High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS Strong relationship skills. Basic math and computer skills. High level of accountability, efficiency, and accuracy. Exceptional time management, communication, and customer service skills. Must maintain a friendly, courteous, and professional demeanor. Must complete teller training classes. Ability to pass a background check. PREFERRED QUALIFICATIONS Strong sales skills The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer #J-18808-Ljbffr
- ...Yunus Rd. Durham, North Carolina. 27703. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview: This position is expected to develop...SuggestedWork at office
- ...Primary Office Location: 1050 Yunus Rd. Durham, North Carolina. 27703. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position Overview This position is expected to develop proficiency of basic consumer banking...SuggestedWork at office
- ...Overview Employee Type: Non Exempt, Full-Time KS Bank is seeking a Relationship Banker for the Garner team. We value people, relationships, and the communities we serve. With over 100 years of service, KS Bank emphasizes employee engagement, learning and development. We...SuggestedFull time
$25 - $27.88 per hour
...connect them with appropriate solutions. Responsibilities Execute the bank’s risk culture and strive for operational excellence Build relationships with clients to meet their financial needs Follow established processes and guidelines in daily activities, adhering to all...SuggestedHourly payFlexible hoursShift workWeekend workDay shift- ...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 in daily activities to do what is right for...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- Location: On site at location listed in job posting. Schedule: Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that...Temporary workWork at officeMonday to Friday
- ...providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a...Work at officeLocal areaDay shift
- Description Location: On site at location listed in job posting. Schedule: Monday through Friday 9:00AM to 5:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align...Temporary workWork at officeMonday to Friday
- ...focus on results. The ideal candidate should possess strong communication skills, a solid understanding of financial services, and the ability to build relationships effectively. Join a culture that values collaboration and inclusivity at Bank of America. #J-18808-Ljbffr...
- ...forward to new colleagues joining our community! The Personal Banker I provides customers with accurate information regarding the Bank... .... Duties and Responsibilities Establish and promote cordial relationships with customers, ensuring prompt attendance to their inquiries...Work at office
- ...Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our National Branch Network. This role grows, deepens, and manages relationships with affluent customers and those with more complex financial needs,...Temporary workWork experience placementImmediate start
- ## Personal Banker I Associate - Robinhood VillageApplylocations: Winston Salem, NCtime type: Full timeposted on: Posted Todaytime... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby...
- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...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 wallet...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$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...Full timeWork at officeLocal area$60k - $120k
...meetings to assist with administrative follow-ups, case implementation, and annual review coordination. Manage existing client relationships, addressing daily operational inquiries with high professional standards. Collaborate with the team on local business...Full timeLocal area- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in Raleigh, North Carolina. You will be responsible for advising families on managing their wealth and providing exceptional client experiences. The ideal candidate will have over six years of experience...
- ...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...Immediate startAfternoon shift
- ...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
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$60k - $90k
...independently while exceeding goals. If you're an experienced sales professional and excellent communicator, you enjoy building relationships with customers and solving problems, this opportunity is for you. What you'll do: Effectively communicate CPI Security'...Temporary work- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$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 timeInternshipLocal area- ...empower clients through purpose-based financial advice. Advisors will guide Christians towards financial clarity, build meaningful relationships, and have the flexibility to manage their schedules. Candidates should have a Bachelor's degree and a passion for helping others...
- Job Overview A law firm seeks a Mid‑level Associate to join its Public Finance Practice Group in Raleigh. The successful candidate will work with a team that guides clients through various tax‑exempt and taxable financings, including those for non‑profit, higher education...
- ...Personal Banker I The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting... ...will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....Work at officeImmediate start
- ...PNC Financial Services Group, Inc. is seeking a Branch Banker based at the Main Branch in Cary, NC. The role focuses on acquiring and deepening the customer base through proactive sales and service, driving customer loyalty, and leveraging ecosystem partnerships to grow...Work at office
$97k - $192k
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Polk Region of Modern Woodmen is actively...Work at officeLocal areaWork from homeFlexible hours$80.6k - $98.9k
About Sia Sia is a next-generation, global management consulting group. Founded in 1999, we were born digital. Today our strategy and management capabilities are augmented by data science, enhanced by creativity and driven by responsibility. We’re optimists for change ...Work experience placementInternshipWork at officeImmediate startWorldwide3 days per week
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