Relationship Banker
Jobtailor
Responsibilities Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes Champion digital adoption by educating customers on self‑service and mobile banking options to elevate satisfaction, engagement, and service efficiency Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow‑up plans that reinforce trust and ease Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes Requirements 2+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education 1+ year of assessing and meeting the needs of customers or helping with issue resolution, demonstrated through work or military experience 1+ year of building and maintaining effective relationships with customers and partners Soft Skills Proactive Engagement Team Collaboration Trust Building #J-18808-Ljbffr
- ...Fnb Online in Greenville, SC is seeking a Senior Relationship Banker to execute consumer banking tasks, promoting sales and providing excellent customer service. The incumbent will handle transaction requests and maintain customer relationships according to standards....Suggested
- ...Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Position Title Floating Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of...SuggestedWork at office
- ...Chase is seeking an Associate Relationship Banker to deliver hospitality and trusted guidance in a branch setting. You will welcome clients, apply financial knowledge to offer thoughtful solutions, and help everyday banking needs with the latest technology. In this role...Suggested
- ...resources, including mobile and online banking. The ideal candidate will help clients meet their financial goals while building relationships and managing transactions effectively, ensuring compliance with all applicable laws. All candidates must have a High School Diploma...Suggested
- ...share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Greenville, South Carolina. This role involves providing exceptional customer service and proactively identifying financial opportunities for both consumer and business customers. Successful candidates...
- ## Financial Relationship Banker- Woodruff Road, Greenville SC-1Applyremote type: Officelocations: Greenville, SCtime type: Full timeposted on: Posted Todayjob requisition id: R0073144# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- Huntington Bancshares, Inc. is seeking a Financial Relationship Banker in Greenville, SC to provide excellent customer service and grow customer relationships. The role involves identifying financial goals and recommending suitable banking products. Candidates should have...Work at office
- ...career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions,...Work experience placementFlexible hours
- ...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
- JPMorganChase's Chase branch is seeking a Relationship Banker to deliver attentive, knowledgeable service and build lasting client relationships using modern banking solutions. The role focuses on acquiring, managing, and retaining clients, explaining products and services...Weekend workAfternoon shift
- ...Job Summary The Business Banking Officer proactively develops and maintains business relationships through calling efforts and relationship building. This position establishes business loan, deposit, treasury management and other related services to meet needs of...Work at officeLocal area
- ...your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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. Protect your community while building your career. At CPI Security...$75k
...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply...$50k
...unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible resource...Work at officeWork from homeHome officeFlexible hours$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- ...technology and communicate any information that may be needed by other Furman University departments. Other duties as assigned. Relationships: Continuous contact with members of multiple work units and immediate supervisor to plan, coordinate, problem solve,...Work at officeLocal areaImmediate startFlexible 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$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- ...client facing financial advising experience Series 7 and Series 66 required Excellent communication, interpersonal, and client relationship management skills Detail‑oriented with strong organizational and documentation abilities Ability to work in a fast‑paced environment...Work at office
- ...goals were met or exceeded Sets and accomplishes goals, achieving whatever one sets their mind to Builds and nurtures strong relationships Collaborates effectively with others to get things done Communicates effectively and confidently and is comfortable...Temporary workWork at officeMonday to FridayShift workDay shift
$75k
...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply...- ...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
- ...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
- ...based on the financial planning philosophy and biblical principles upon which Blue Trust serves its client base; through biblical relationships, challenging them in key areas to facilitate growth. Strives to build organizational capacity, create and seize business...Work at officeLocal areaNight shift
- ...Advisor to join our team. Here at MassMutual SC, you will own your book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment solutions to help clients work toward their long-term financial...
$61k - $119k
...receiving support from our firm’s exceptional network of financial specialists, training and educational programs, and mentoring relationships. Develop a career with a Financial Services firm that not only provides outstanding self-determined income potential but will...Full timeContract workFor contractorsInternship- ...future. Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal...Work at officeLocal area
- ...income potential and the personal satisfaction of positively impacting clients' lives in a professional environment that values relationships and integrity. Advance into leadership roles as you grow within the firm. Qualifications Education: Bachelor's degree (required)...Full timeTraineeshipInternship
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