Relationship Banker
First National Bank
Primary Office Location 3500 Old Salisbury Road, Winston Salem, North Carolina, 27127. Position Title Relationship Banker Business Unit Retail Reports To Varies Based on Assignment Position Overview This 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 transaction requests, and identification of opportunities to convert transactions to qualified sales or referral leads. Incumbent will adhere to all FNB policies, procedures, strategies, and Core Values. The incumbent may be required to work at various locations within the market. Primary Responsibilities Promotes the sales process through greeting customers, identifying customer service and product needs, leveraging sales leads, and outbound calling. Makes appropriate recommendations in the selling and cross‑selling of Bank products and services. Identifies and achieves individual weekly sales/referral goals set by the Branch Manager. Incorporates FNB digital products and services into customer interactions. Using FNB approved branch technology, input and maintain effective data quality for all referrals, customers, and applicants. Responsible for the completion and lifecycle of all new and existing relationships according to consumer bank standards. Performs routine operational duties, including traditional teller transactions and other operational tasks according to established policies and procedures. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Level of Education Required High School or GED Minimum Years of Job Related Experience 0 Skills Required Excellent customer service skills Excellent communication skills, both written and verbal Excellent organizational, analytical and interpersonal skills Detail‑oriented Ability to use a personal computer and job‑related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in a related position Knowledge of banking policies, procedures, consumer products and services Sales and customer service skills Licensures/Certifications Required Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work N/A Equal Employment Opportunity (EEO) It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace. FNB will not provide sponsorship for employment‑based visas for this position; only candidates who are legally authorized to work in the U.S. will be considered. #J-18808-Ljbffr
- ...Primary Office Location: 10335 North NC Hwy 109. Winston Salem, North Carolina. 27107. 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...SuggestedWork at office
- ...Summary The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions accurately and timely. The incumbent provides exceptional customer service while following Bank policies, maintaining controls, and mitigating risk. The incumbent...SuggestedNight shift
- ...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....SuggestedWork at officeImmediate start
- ...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...SuggestedWork at officeLocal areaDay shift
$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...SuggestedFor contractorsWork at office$50k
...as a financial advisor, building your own practice with support from regional and home office teams. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (e.g., residential, business, networking, introductions and...Work at officeHome officeFlexible hours$61k - $119k
...plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office- ...Winston-Salem, North Carolina. The successful candidate will work with high-net worth individuals to identify their needs, develop relationships, and provide investment recommendations. This role includes training from award-winning programs and mentoring by experienced...Traineeship
$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- ...Leadership compensation opportunities Long-term practice growth Our focus is helping advisors build stronger businesses, deeper client relationships, and lasting enterprise value. Build a Practice—Not Just a Job At SFC, advisors are encouraged to: Build referral networks...Remote work
$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 areaFlexible hours- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...credit worthiness of a potential borrower and recommend either approval or denial of the request. Develop and manage business relationships with emphasis upon prudent growth and ongoing credit quality. Negotiate credit extensions. Work with clients on the structure...Work at office
- ...and professional attitude. Meet production targets that impact overall company revenue goals. Manage full scope of client relationship by evaluating client financial needs, investment opportunities, current holdings and available investment capital and help them...Work at office
- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...gives you the ability to grow your practice on your terms while benefiting from a platform designed to support long term client relationships and sustainable growth. About the Role As an Associate Financial Representative, our fast track to Financial Advisor, you will:...Local area
$60k - $120k
..., and the opportunity to build something meaningful. No prior financial services experience is required. If you’re motivated, relationship‑oriented, and eager to learn, we’ll provide the training, mentorship, and support needed to help you succeed. Why Join Strategic...Immediate startRemote work- Financial Planner (CFP) - Growth Opportunity into Advisor Role We're partnering with a well-established, boutique financial planning and wealth advisory firm to hire a Financial Planner (CFP) to support a growing client base and play a key role in the firm's continued success...Flexible hours
- ...Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral...Monday to Friday
- ...Universal Banker Location: On site at location listed in job posting Schedule: Monday through Friday; 8:30AM to 5:30PM Description... ...tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required...Monday to Friday
- ...Bilingual Teller Retail Banker Take the next step toward your new career today! Become a part of the diverse and inclusive team... ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities...Full timeTemporary workLocal area
$72k - $80k
Position Summary Winston‑Salem State University’s Office of Advancement is hiring for a Grants Manager. The Grants Manager is a strategic, action‑oriented leader within the Division of University Advancement. A successful Grant Manager will be a proactive and collaborative...Interim roleWork at officeAfternoon shift- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...comprehensive financial solutions to small businesses with annual revenues up to $20 million while actively managing and deepening relationships with high‑value and opportunity clients. Key responsibilities include supporting the growth of the profitability of the small...Temporary workWork experience placementWork at officeShift workDay shift
- ...and self-disciplined with the ability to work effectively and independently. Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others. Fearless, positive attitude and willingness to be accountable...Work at office
- Woodforest National Bank - 1130 South Main Street - Responsibilities: Achieve individual sales targets by identifying and recommending bank products; Process transactions and open accounts; Perform branch servicing duties including vault balancing and cash ordering; Maintain...
- ...Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment...Work at officeImmediate startShift work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker. Be the first to apply!

