Floating Relationship Banker
First National Bank
Primary Office Location: 3500 Mt. Holly-Huntersville Road, Charlotte, NC 28216. Join our team. Make a difference - for us and for your future. 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 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 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 Licenses/Certifications Required Nationwide Mortgage Licensing System and Registry Identifier preferred but will be required. Physical Requirements or Work Conditions Beyond Traditional Office Work Frequent driving (car, van, truck) 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 First National Bank
- ...Floating Relationship Banker 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...Suggested
- ...Description First Horizon Bank is hiring a Relationship Banker who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and...SuggestedTemporary workWork at officeMonday to Friday
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday through Friday 9:00AM to 5:00PM, work 1 Saturday a month 9:00AM to 1:00PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations...SuggestedTemporary workWork at officeMonday to Friday
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost...SuggestedImmediate startAfternoon shift
- ...for taking care of customers and employees and building lasting relationships, doing the right thing, exceeding expectations and embracing... ...advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit...Remote work- ...for the clients and communities we serve. The Private Banker is responsible for selling, promoting and supporting the... ...external centers of influence, to drive new client acquisition. Relationship Development - Establishes relationships with high net worth clients...Work at office
- A major financial institution is seeking a Retail Personal Banker I in Charlotte, North Carolina. The role focuses on using a consultative... ...and meet customer financial needs while maintaining strong relationships. Ideal candidates should have a college degree or relevant...
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the...Immediate startAfternoon shift
- ...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
$80.6k - $98.9k
...options ~ College savings and student loan repayment programs ~ Paid parental leave; generous PTO, nine company holidays, and one floating holiday ~ Cell phone stipend; well-being and professional development programs Benefits are subject to applicable plan...Work experience placementInternshipWork at officeImmediate start3 days per week- ...opportunity to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...Senior Certified Financial Advisor opportunity. As a Vanguard Advisor, You Will: ~ Establish, grow, and maintain long-term relationships with clients. ~ Partner with investors to help them plan their financial goals. ~ Provide disciplined investing...Work at officeRemote workRelocationMonday to Friday
- ...Private Banker We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to... ...desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
$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...- Job Description Job Description An international law firm and one of the top 50 AmLaw firms is looking to hire associates to support the structured finance mortgage practice. Qualified candidates will have 2-5 years of experience and will have solid experience...
- Job Description Job Description An international law firm and one of the top 50 AmLaw firms is seeking an associate to join their Finance practice group. The ideal candidate will have 3-6 years of experience to support the fund finance and/or leveraged finance...
- ...deliver the new client experience to FNBWM clients through a consultative manner, as well as work closely with the client and FNBWM relationship team in developing the proposed solutions to be offered and presented to the client. Among the areas the individual will focus...Work at officeLocal area
- ...Office Suite and Electronic Medical Record (EMR) systems Detail orientation Abilities Establishes and maintains effective working relationships with coworkers and diverse patient populations Analyzes situations and responds appropriately Organizes and prioritizes...Daily paidFull timePrivate practiceWork at officeMonday to Friday
- Job Overview Law firm seeks a Leveraged Finance Associate to join its Global Finance group in Charlotte, NC. The ideal candidate will have 3-6 years of experience in leveraged finance, working with a diverse range of clients in various finance transactions. Responsibilities...
$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- Herzing University in Charlotte, NC is seeking a Customer Service position to assist students through financial aid processes. The role involves guiding diverse students and offering support through a comprehensive training program. Applicants will need strong customer...Work at officeRemote work
- ...Understands and supports the counsel and biblical basis upon which Blue Trust serves its client base. Approaches work, interactions, and relationships in a manner consistent with the company’s Core Values. Maintains the highest Compliance standards by adhering to the company's...Work at office
$97k - $192k
Benefits: 401(k) 401(k) matching Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance The Mays Region of Modern Woodmen is actively...Work at officeLocal areaWork from homeFlexible hours$140k - $175k
...advisory and pre-transaction planning. The Private Wealth Advisor (PWA) is responsible for identifying, closing, and deepening client relationships. The PWA uses familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate...Temporary workWork experience placementLocal area- ...Compliance based on role-specific duties. ~7+ years of financial advice, financial planning, book of business management and relationship management. ~ Experience applying trust and estate planning knowledge to help preserve client's wealth ~ In-depth knowledge...Work at officeLocal areaRemote workRelocationMonday to Friday
$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- ...Charlotte, NC. In this role, you will provide personalized insurance and financial solutions to clients while developing meaningful relationships. The company offers comprehensive training, mentorship, and support to help you excel in your career while providing unlimited...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Floating Relationship Banker. Be the first to apply!



