Relationship Banker & Financial Wellness Advisor
Jobtailor
Jobtailor in Concord, NC seeks a Customer Service/Teller to build lasting relationships and support customers with banking needs. You will handle cash, open accounts, process service requests, and guide customers to suitable solutions while ensuring compliance and a positive experience. The role emphasizes proactive outreach, collaboration with teammates, and the ability to navigate digital banking tools to enhance the customer journey. #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker & Financial Wellness Advisor in Concord, NC vacancy
- Responsibilities Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement Lead discovery-driven... ...to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are...FinancialWork experience placement
- Fifth Third is seeking a Personal Banker Associate II in Concord, NC. This role involves... ...products, and establish strong client relationships. The position requires a college degree... ...with a preference for candidates with financial industry experience. #J-18808-Ljbffr...FinancialWork experience placement
- ...Personal Banker Associate II Make banking a Fifth Third better... ...focus on sales development and relationship building through the... ...consultative sales process and Financial Needs Assessment to build a thorough... ...affiliate for training as well as scheduling flexibility....FinancialWork experience placementWork at office
- ...to become a Retail Personal Banker II after completing a 4‑8 week... ...focus on sales development and relationship building through the... ...consultative sales process and Financial Needs Assessment to build a thorough... ...affiliate for training as well as scheduling flexibility. Travel...FinancialWork experience placementWork at office
$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...Key Responsibilities Build relationships to create new clients via... ...and regulatory authorities, as well as required training to maintain...FinancialWork at officeWork from homeHome officeFlexible hours- ...and want to make an impact, you may be an ideal candidate for a career at Western & Southern Life, a member of Western & Southern Financial Group, a Fortune 500 company. As a financial representative, you will work with current and prospective clients in your community,...FinancialFull time
- Bank of America in Kannapolis, NC seeks a Financial Advisor to provide comprehensive advice and customized solutions to help clients reach their financial goals. You will triage client leads, refer to internal partners, meet with clients to review goals, build plans and...Financial
$52k - $64k
A growing financial services firm is seeking a Financial Consultant to provide guidance on retirement accounts and deepen customer relationships. Ideal candidates will possess a bachelor’s degree and at least one year of sales experience. This remote position offers a...FinancialRemote job- ...Performance Power Units - Concord, NC Financial Operations Associate - Onsite Job Summary... ...designed to support your performance, well-being, and future, helping you thrive at... ...~32 days annual leave ~ Free financial advisor access ~ Employee Assistance Programs (...FinancialDaily paid
$52k - $64k
...re helping people reach their long-term financial goals or providing personal wealth management... ...goals Focus on deepening customer’s relationship with Empower What you will bring... ...speed internet with a wired connection as well as a place in your home to work with limited...Financial16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from home- ...shareholder. We focus on building relationships and discovering opportunities... ...and understand the financial needs of every customer we serve... ...banks in the country! Our Retail Bankers are the face of our... ...that best meet their needs. The well-rounded knowledge base that you...FinancialFull timeLocal area
- ...guided by a common purpose to help make financial lives better through the power of every... ...’ physical, emotional, and financial wellness, recognizing, and rewarding performance... ...Works with clients to build and deepen relationships by uncovering financial needs and recommending...FinancialWork at officeShift workWeekend workDay shift
$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at RemoteWorker US 1 day... ...also recognize the importance of purpose, well-being, and work-life balance. Within... ...monthly incentive compensation. Cultivates relationships with customers by delivering...FinancialRemote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar-athletes... ...as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose-driven...FinancialFull timePart timeInternship
- ...Bachelor's Degree in Accounting or Finance & MBA is a plus. Qualifications Responsibilities include: Manages all funds, budgets, financial plans, and forecasts. Prepares, checks, controls, and analyzes all financial reports as per regulations. Handles legalities and day...Financial
- ...Insurance Enrollment SpecialistSpieldenner Financial Group is a financial services company serving mid-market families that work hard... ...them clarity and peace of mind, andBuild client for life relationships that are exceptionally valuable for them and very profitable...FinancialCurrently hiringFlexible hours
- ...Third Bank is looking for a Retail Personal Banker II in Concord, North Carolina. The role emphasizes building customer relationships while promoting banking products and... ...Key responsibilities include cross-selling financial products and ensuring customer satisfaction...FinancialWork experience placement
- ...Senior Accountant Reports To: Executive Director of Financial Services Beginning Date: Open Until Filled Knowledge, Skills, And Abilities Required: Considerable knowledge of accounting principles and practices. Considerable knowledge of governmental accounting...FinancialWork at office
- ...beyond competitive pay and flexible schedules. Make your well-being a priority with multiple top-tier health insurance options... ...Lowe's tuition assistance program. Take charge of your financial future with a company-matching 401(k) and optional Employee Stock...FinancialPart timeLocal areaFlexible hours
- ...Our teams' commitment to each other extends to the community as well. We believe in investing in projects, providing hands-on... ...like family. Access to comprehensive physical, mental, and financial benefits. Your Day at Lowe's Responsibilities Deliver...FinancialPart timeLocal areaImmediate start
$150k - $200k
...Reporting directly to the Chief Financial Officer, this is the senior-... ..., including banking relationships, payment controls, cash application... ...executive leadership, and external advisors.Desired Qualifications &... ...geographic considerations, as well as other business and...FinancialWork at officeLocal area- ...Staff Accountant The Staff Accountant role will be responsible for preparing, coordinating, and maintaining financial records, including general ledger activities, account reconciliations, and month-end close processes. In addition, this role will partner with highly...FinancialWork at office
- ...Prepare and verify all title documents for accuracy and compliance with state regulations Coordinate with the DMV, lenders, and financial institutions to complete title transfers Maintain organized records of all title and registration paperwork Assist with...Financial
- ...Ellingson Companies is seeking a strategic Chief Financial Officer to serve as a trusted advisor to the CEO and ownership team. You will shape financial strategy, evaluate growth opportunities, optimize capital allocation, and build out the finance organization for the...Financial
- Job Description Click here to apply online Staff Financial GroupFinancialWork at office
- A financial services firm is seeking a competitive Insurance Sales Representative to expand their business by actively acquiring new clients. This role involves building strong relationships with customers, implementing sales strategies, and handling insurance claims....Financial
- GM Performance Power Units in Concord, NC seeks an FP&A Financial Regulations Optimization Analyst onsite to drive cost cap optimization within FIA rules, translating complex regulations into actionable financial insights and partnering with Finance teams. The role blends...Financial
- ...at least 8 years of accounting experience, a relevant degree, and strong knowledge of US GAAP. Responsibilities include managing financial reporting, leading a small team, and ensuring compliance with SOX. This role follows an on-site work model and may require occasional...Financial
- A financial services company in Kannapolis, NC is seeking motivated Retirement Specialists. The role involves educating clients on retirement... ...options and life insurance policies while building strong relationships. Both part-time and full-time positions are available. Ideal...FinancialFull timePart timeInternship
$140k - $180k
Rebelhome is seeking a Controller to oversee all accounting activities, including financial reporting, budgeting, compliance, and internal controls. This role is vital for ensuring the accuracy of financial data. The ideal candidate has over 10 years of finance experience...FinancialFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Financial Wellness Advisor. Be the first to apply!
Related searches
- housing counselor Concord, NC
- financial planning assistant Concord, NC
- estate planning consultant Concord, NC
- wealth advisor Concord, NC
- financial consultant Concord, NC
- financial counselor Concord, NC
- associate corporate finance Concord, NC
- finance associate Concord, NC
- jde finance consultant Concord, NC
- financial planning administrator Concord, NC

