Relationship Banker: Elevate Clients' Financial Lives
Bank of America ATM
Bank of America is seeking a client-focused team member to engage clients in the lobby, educate them on transactions, and empower them to use self-service channels like online and mobile banking. The role emphasizes accurate cash handling and deep conversations to identify financial goals. You will collaborate with specialists in lending, investments, and small business to grow client relationships, manage center flow, and deliver a strong client experience across every interaction. #J-18808-Ljbffr Bank of America
- ...Relationship Banker - Charlotte North Market Gastonia, North Carolina;Belmont, North Carolina... ...by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities and shareholders...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...is responsible for engaging clients in the lobby, educating and assisting... ...clients to understand their financial and life priorities,... ...operational excellence. Build relationships with clients to meet their financial... ...customers’ financial lives. Confidence in identifying solutions...FinancialShift workWeekend workDay shift
- Truist is seeking a client-focused professional in Dallas, NC, who will engage with clients and support sales targets through excellent communication and service delivery. The ideal candidate must have a high school diploma, 2 years of client sales experience, and proficiency...Suggested
$50k
...Join a financial services firm where your contributions are valued.... ...come first. With over 9 million clients and 20,000 financial advisors... ...impact to improve the lives of our clients and colleagues... ...Key Responsibilities Build relationships to create new clients via face...FinancialWork at officeWork from homeHome officeFlexible hours- Title: Financial Advisor/Client Relationship Advisor - Licensed Series 65 Functions: Client Servicing, Advisor & Team Support Type: Full Time Salary: Salary + Variable Compensation Package Position Highlights Belmont Capital Advisors is currently seeking a Client Relationship...FinancialFull timeWork at office
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make... ...you'll make an impact in the lives of the people you serve,... ...achievable advice and connect clients to Thrivent products and programs... ...maintain genuine, long-term relationships throughout generations based...Financial
- ...will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial... ...and meet local needs. These activities build relationships, allowing for membership growth and greater community...FinancialWork at officeLocal area
- Bank of America is seeking a candidate to support financial centers across designated markets. The role includes operational backup, managing client engagement, leading business outcomes, and ensuring effective operations within the financial center. The ideal candidate...Financial
- Truist in Gastonia, NC is looking for a Financial Advisor Support Specialist. This role involves assisting Financial Advisors with client servicing, preparing financial plans, managing appointments, and enhancing sales opportunities. Candidates should possess a Bachelor...FinancialWork at office
- TerraBella Senior Living in the United States seeks an Executive Director to lead a vibrant senior community. You will oversee operations, financial performance, and staff, guided by a resident-centered model of care. The role requires a Bachelor's degree and at least...Financial
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$55k - $75k
...Capital Advisors is seeking an organized and detail-oriented Operations Specialist to support operations in financial services. This role involves opening new client accounts, managing service requests, and enhancing operational efficiency. The ideal candidate should have...Financial- ..., NC. Responsible for the general servicing and support of the Financial Advisors. This includes administrative and operational support,... ...assistance, and providing a consistent and effective level of client servicing when the Financial Advisor is unavailable. Essential...FinancialWork at office
$37 per hour
...bank account reconciliations for various small business entities. Assisting in preparing financial statements. Filing various simple tax forms with local agencies. Keeping a client contact regarding open issues. Friendly small firm environment conducive to personal and...FinancialFull timeLocal area- ...nationally recognized as an industry leader in financial services. That means we combine... ...technologies to deliver smart solutions to our clients across the country. We're investing in... ...Responsible for nurturing professional relationships with customers by engaging in...FinancialWork at officeLocal areaDay shift
- ...opportunities for affluent and high net worth client acquisition and provide access to... ...two years’ experience working in the financial service industry and/or a sales environment... ...mind to. Builds and nurtures strong relationships. Collaborates effectively with...FinancialImmediate start
- ...a pressure washer; ensure all client locations are left clean and debris... .... That's why we strive to ELEVATE you to be your best, both at... ...of life. Here's how we live out our values every day: E... ...so you can stay on top of your financial goals. ~ Professional Development...FinancialHourly payWeekly payFull timeTemporary workLive outLocal areaImmediate startFlexible hours
- ...professional in Kings Mountain, NC, responsible for delivering exceptional client service both in-person and via phone. You will foster new and existing client relationships by providing tailored financial solutions that meet client needs, potentially performing teller...Financial
- ...Client Service Associate We are looking for someone who thrives in a welcoming, customer... ...skills. If you enjoy building strong relationships with clients, then look no further and... ...is always seeking to improve its financial products, promotions, and partnerships...FinancialLocal areaFlexible hours
- ...investors. This role emphasizes building long-term relationships and structuring financing deals to meet clients' needs. Candidates should have a background in... ...or real estate investing, be comfortable with key financial terms, and exhibit a solutions-first mindset. Compensation...Financial
- ...great compensation and benefits. Our client was founded over 30 years ago, is a... ...their reliability and long-standing client relationships, the organization specializes in... ...cost reporting, inventory valuation, and financial analysis to support operational efficiency...FinancialPermanent employmentFull timeContract work
- A financial services firm in North Carolina is seeking a motivated Insurance Sales Representative to expand business through client acquisition. Responsibilities include implementing sales strategies, building customer relationships, and addressing inquiries. Ideal candidates...Financial
$260k - $390k
...variety of financing transactions. Advise clients on private credit transactions,... ...advice. Build and maintain strong client relationships while delivering exceptional client service... ...representing lenders, borrowers, or financial institutions in sophisticated financing...FinancialTemporary workWork at officeFlexible hours- ...marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations. You will play a leadership... ...associates, as well as assisting more senior bankers. You will develop strong function skills in...FinancialWork experience placement
- ...great compensation and benefits. Our client was founded over 30 years ago, is a... ...their reliability and long-standing client relationships, the organization specializes in... ...manufacturing environment, ensuring accurate financial reporting, cost tracking, and independent...FinancialPermanent employmentFull timeContract work
- ...We are a very busy office and are looking for our next great team member. This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly...FinancialFor contractorsWork at office
$46k
...about helping our customers during hard financial times. We take pride in providing solutions... ...making a meaningful impact in people's lives and bringing a personal touch to finance... ...products while building strong customer relationships. If you are competitive, persuasive,...FinancialWork at officeMonday to Friday- ...seniority and title are flexible. Our client was founded over 30 years ago, is a... ...their reliability and long-standing client relationships, the organization specializes in... ...manufacturing environment, ensuring timely financial reporting, maintaining accurate accounting...FinancialPermanent employmentFull timeContract workFlexible hours
- ...pet like our own while helping them live longer, healthier lives. Our commitment... ...-Day Looks Like Build lasting relationships: Connect with clients and their pets, becoming their... ...Maternity Leave and 24/7 TeleDoc access. Financial Health Plan for your future with...FinancialTemporary workLocal area
$72.67k - $93.31k
...approach. ? We focus on helping our clients tap into and develop their inherent strengths... ...’ll play a hands-on part in transforming lives by delivering critical, community-based... ...Programs administered by Empower ~ Financial planning and education services at no cost...FinancialFull timeTemporary work
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