Senior Client Relationship Banker: Grow Wealth & Lending
Truist
Truist is seeking a customer-focused professional in Marietta, GA, to deliver industry-leading client service both in person and on the phone. The role involves developing and expanding client relationships and offering financial solutions via consultative conversations, with cross-training to perform teller duties as needed. The candidate will engage with clients to meet service and sales targets, conduct conversations with customers, and coordinate referrals to internal partners for business #J-18808-Ljbffr Truist
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Client Relationship Banker: Grow Wealth & Lending in Marietta, GA vacancy
- Truist is seeking a Regular-Temporary teammate in Atlanta to deliver industry-leading client service in person and by phone while expanding relationships and providing financial solutions. The role includes cross-training to perform teller duties as needed and contributing...SeniorTemporary work
- ...Corporation seeks a customer-focused banking professional to support teller transactions and sales targets. You will engage clients, advise on lending options, and refer complex needs to specialists. Compliance with controls and ongoing product knowledge is essential. The...Senior
- ...education goals, serving as a trusted partner for clients. You’ll start with an existing book of clients, complete Wealth Management University training, and advance through a four‑level track with mentorship to grow your practice. This role offers a competitive base...Suggested
$62k - $175k
...Growth and delivering for our clients, teammates, communities... ...opportunities to learn, grow, and make an impact. Join... ...performance.The Senior Credit Underwriter/Credit... ...develop and expand custom lending relationships with strategic wealth clients. This role supports...SeniorFull timeWork at officeFlexible hoursDay shift- Cooper Lighting Solutions is looking for a Wealth Advisor in Atlanta, GA who excels in building relationships with high net worth clients. You'll manage complex credit needs and provide a full suite of financial solutions. This role demands extensive experience in client...Senior
- JPMorgan Wealth Management is seeking a Lending Specialist to serve as the primary point of contact for Financial Advisors, Clients and Market Leadership, delivering expert lending guidance... ...expand the lending footprint, deepen relationships, and collaborate with internal...Senior
- FinTrust Connect is seeking a Senior Private Client Relationship Manager in Atlanta, GA to acquire high-net-worth... ...client relationships and deliver holistic wealth solutions. The role focuses on growing assets, deposits, and lending relationships while coordinating a team...SeniorLocal area
- JPMorgan Chase’s Wealth Management division seeks a Lending Specialist to serve as the primary contact for Financial Advisors and clients, delivering lending guidance and end-to-end support for mortgage, margin, and securities-based lending. You will drive growth, expand...Senior
- ...seeking a Financial Consultant to provide exceptional wealth management and financial planning advice to clients. In this role, you will actively work with... ...will have a valid FINRA Series 7 license, excellent relationship-building skills, and a readiness to adapt to...Senior
- ...Bank of America Merrill Wealth Management is seeking a Financial Advisor to deliver comprehensive... ...planning and wealth strategies for clients, from individuals to institutions. You... ...registrations, and a proven track record in growing client portfolios and referrals. #J-18808...Senior
- Ameris Bank is seeking a Personal Banker in Atlanta to serve customers by building financial profiles, identifying needs, and cross-selling... .... You will open new accounts, service existing ones, and help clients achieve their financial goals while delivering exceptional...
- Goldman Sachs is seeking ambitious Wealth Management Professionals to join... ...solutions to ultra-high net worth clients. The role requires 2-4 years in client... ..., Series 7, 63). You will manage relationships, execute transactions, and help grow our PWM business across designated...
- JPMorgan Chase is seeking a Private Client Advisor within Chase Wealth Management in Marietta, GA to deliver comprehensive financial planning and... ...investment advice to individuals and families. You will build relationships, understand client goals, and provide tailored...
- PNC Wealth Management seeks a Wealth Advisor based in Georgia to lead investment and insurance strategy development for clients. You will own the client experience, grow a book of business, and provide holistic financial planning aligned with client goals. Candidates should...
- ...GA to provide comprehensive advice and tailored solutions for clients to meet their financial objectives. Responsibilities include triaging... ...experience in financial services, and demonstrate strong relationship-building skills. The position entails a full-time commitment...Full time
- PNC Financial Services Group, Inc. is seeking a Wealth Advisor for PNC Wealth Management in Georgia. You will advise on investments and insurance, grow client relationships, and develop financial plans tailored to client needs. The role emphasizes collaboration with internal...
- PNC Wealth Management is hiring a Wealth Advisor based in Georgia. The role focuses... ...strategies, developing financial plans, and growing a client book. You will coordinate with... ...referrals while maintaining strong client relationships. The position requires a university...
- Goldman Sachs is looking for a Private Wealth Advisor in Atlanta to develop client relationships and deliver holistic private wealth management advice. You will... ...utilize your background and entrepreneurial spirit to grow a client base while providing unparalleled service...
- ...built on the strength and depth of its client relationships - and those relationships start with financial... ...their way - helping the advisor to grow, while developing deeper relationships... ...experience in investment advisory or wealth management ~ Proven, transferable book...SeniorWork at office
- A financial planning firm in Atlanta is seeking an experienced Financial Advisor to nurture client relationships and deliver exceptional financial planning services. You will engage directly with clients to understand their financial objectives, prepare financial plans...Senior
- Bank of America seeks a Senior Credit Underwriter or Credit Underwriter II to perform risk assessments and repayment capacity analyses... ...financing with limited oversight. The role supports strategic wealth clients and maintains compliance with underwriting standards across a...Senior
- Confidential Search in Atlanta, GA is seeking a Client Service Associate or Senior Client Service Associate for our wealth management client. This on-site/hybrid role... ...coordination, and proactive advisor support to deepen client relationships. #J-18808-Ljbffr StealthSenior
- A financial services company in Atlanta is seeking a Wealth Strategist to develop personalized financial plans for high-net-worth clients. You will lead discovery meetings, conduct financial assessments, and create tailored wealth strategies. Applicants should have a Bachelor...SeniorFull timeRemote work
$78.3k - $151k
...is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting,... ...collaboratively as part of a team, to help manage client relationships through standard operating procedures....Full timeInterim roleWork at office$174.32k - $261.48k
...Category: Private Client Product... ...Investment Counselor Senior Lead is a... ...strategies, banking and lending, trust and... ...establishing, growing and managing investment relationships with ultra-high... ...partnership with the Banker team)Leverage... ...with wealth planning and private...SeniorFull timeLocal area- Private Wealth Management (PWM)Goldman Sachs Private... ...work one-on-one with clients to advise and deliver... ...and private banking and lending services. As client... ...needs evolve, this close relationship allows the team to... ...SachsEstablish, nurture and grow client relationships...
- ...role:Wells Fargo is seeking a Senior Lead Private Wealth Portfolio Manager to lead a... ...and Ultra High Net Worth clients. This leader will partner... ...Wealth Management leadership, relationship teams, and investment... ...ability to transition and grow an established portfolio of...SeniorFull timeWork experience placementWork at office
- ...Workforce Solutions in Atlanta, GA, seeks a Senior Wealth Management Advisor to deliver tailored... ...solutions for high-net-worth clients in the Metro Atlanta market. You will drive... ...investment sales, expand regional client relationships, and leverage elite back‑office support...SeniorBase plus commission
- ...associate to serve as the first point of contact for financial center clients, identifying personal banking needs, offering solutions, and connecting clients to specialists. You will deepen client relationships, support self-service transactions, and provide exceptional...
- Regions Bank is seeking a Relationship Banker II to meet with customers and prospects in person and by phone, determining financial needs and offering appropriate products and guidance to achieve their goals. Ideal candidates have retail or sales experience, strong communication...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Relationship Banker: Grow Wealth & Lending. Be the first to apply!
Related searches
- personal banker Marietta, GA
- private banker Marietta, GA
- senior application security Marietta, GA
- senior account director Marietta, GA
- senior customer service manager Marietta, GA
- senior Marietta, GA
- senior customer success engineer Marietta, GA
- senior property accountant Marietta, GA
- senior operations technician Marietta, GA
- senior windows systems engineer Marietta, GA

