Relationship Banker
First National Bank
Primary Office Location: 5820 East W T Harris Blvd. Charlotte, North Carolina. 28215. Join our team. Make a difference - for us and for your future. 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. Make 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. Incorporate 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 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 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
- ## Relationship BankerApplylocations: Charlotte, NCtime type: Full timeposted on: Posted Todayjob requisition id: 2026-01520## Primary Office... ...for us and for your future.****Position Title:** Relationship Banker **Business Unit:** Retail**Reports to:** Varies Based on...SuggestedWork at office
- ...Relationship Banker - Charlotte North Market Denver, North Carolina;Belmont, North Carolina; Gastonia, North Carolina; Lincolnton, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...our employees feel respected, valued and have an opportunity to contribute to the company's success. Position Overview As a Relationship Banker Business Specialist within PNC's retail banking organization, you will be based in Charlotte, NC at the Randolph Road Branch....SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ..., 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
- ...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
- ...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
- ...progress 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
- ...About this role: Wells Fargo is seeking an Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...are compliant and provide excellent customer service Build relationships focused on affluent borrowers with realtors, builders,...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$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- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Charlotte, NC, United States Job Description We are actively... ...their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client...Temporary workWork experience placementLocal area
- ...financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing... ...in Private Banking or Financial Services, focusing on client relationships while ensuring compliance with regulatory guidelines. You will...
- ...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
- ...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
- ...functions to provide you with the opportunity to take your career to the next level. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions...Temporary workWork experience placement
$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...$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 Life insurance Professional development assistance Referral program Salary...Work at officeLocal areaWork from homeFlexible 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
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- ...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
- 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...
- Job Description The Virtual Financial Consultant (VFC) partners with participants across higher education and healthcare institutions to deliver personalized retirement planning and financial guidance through virtual interactions (Zoom). This role supports TIAA’s Retirement...
- ...Financial Advisor for the Advisor Development Program to help high-net-worth individuals. The role focuses on developing client relationships, delivering financial recommendations, and exceeding performance targets. Candidates should have Series 7 & 66 licenses, possess...Traineeship
- ...clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and... ...Regulatory Authority (FINRA) licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance with government...Work at office
- ...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
- Job Overview A law firm seeks a highly motivated associate to join its Finance, Bankruptcy & Restructuring Practice Group on the Financial Services Team in Charlotte, NC. Duties Document, negotiate, and close secured and unsecured credit facilities and loan transactions...Immediate start
- Job Overview A law firm seeks a Mid-level Associate to join its Public Finance Practice Group in Charlotte, NC. The role involves guiding clients through tax‑exempt and taxable financings across various sectors, including healthcare, energy, and higher education. The associate...
$28k - $125k
...licensing needs. Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge, market development, role play and access to a full suite of remote-work technology solutions. You...Full timeTemporary workLocal areaRemote work- ...towards financial confidence and clarity. With a strong emphasis on training and support, you will gain essential skills in client relationship management and financial planning. The company champions diversity and inclusion, providing a flexible work environment and a...Remote workFlexible 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
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