Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Relationship Banker - Triad Market

Bank of America ATM

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!


This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the 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 clients and the bank, adhering to all applicable laws and regulations
  • Grows business knowledge and network by partnering with experts in small business, lending, and investments
  • Manages financial center traffic, appointments, and outbound calls effectively
  • Drives the client experience
  • Manages cash responsibilities

Required Qualifications:

  • Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
  • Collaborates effectively to get things done, building and nurturing strong relationships
  • Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
  • Is confident in identifying solutions for new and existing clients based on their needs
  • Communicates effectively and confidently and is comfortable engaging all clients
  • Has the ability to learn and adapt to new information and technology platforms
  • Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking)
  • Applies strong critical thinking and problem-solving skills to meet clients' needs
  • Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
  • Efficiently manages time and capacity
  • Focuses on results while acting in the best interest of the client
  • Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance

Desired Qualifications:

  • Experience in financial services and knowledge of financial services industry, products and solutions
  • One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals
  • Six months of cash handling experience
  • Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Skills:

  • Adaptability
  • Business Acumen
  • Customer and Client Focus
  • Oral Communications
  • Problem Solving
  • Account Management
  • Client Experience Branding
  • Client Management
  • Client Solutions Advisory
  • Relationship Building
  • Business Development
  • Pipeline Management
  • Prospecting
  • Referral Identification
  • Referral Management

Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week: 

40
Vacancy posted 6 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker - Triad Market in Burlington, NC vacancy
  •  ...leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations and referrals to other business... 
    Suggested
    Full time
    Part time
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Graham, NC
    2 days ago
  • $61k - $119k

     ...client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life...  ...Contributions Act (FICA) tax purposes. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM)... 
    Suggested
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Haw River, NC
    5 days ago
  •  ...As a Banker at Woodforest National Bank, you will serve as a frontline ambassador, delivering the Woodforest...  ...focus on building and growing retail customer relationships through exceptional service, proactive marketing of products and services, and consistent execution... 
    Suggested
    Full time
    Local area
    Flexible hours

    Woodforest National Bank

    Burlington, NC
    4 days ago
  •  ...manage, service, retain and grow long-term profitable commercial relationships for clients with $5MM to $75MM in annual sales. Offer a full...  ...&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At... 
    Suggested
    Full time
    Part time
    Work at office
    Shift work
    Day shift

    Truist Bank

    Burlington, NC
    2 days ago
  • $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...
    Suggested
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Elon, NC
    3 days ago
  •  ...including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects,... 
    Work at office

    First Horizon

    Burlington, NC
    1 day ago
  • $24 - $33.5 per hour

     ...Description: This role is a banking professional who works across multiple bank locations playing a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking... 
    Full time
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Burlington, NC
    3 days ago
  •  ...including savings accounts, IRAs, certificates of deposit, and money market accounts. Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. Conduct regular outbound calls to clients and prospects, including participating... 
    Work at office

    First Horizon Bank

    Burlington, NC
    2 days ago
  • $50k - $60k

     ...do Work directly with individuals, families, and business owners to build financial plans they can trust. Build long-term relationships. Collaborate with experienced professionals. Grow within a structured development program designed to move you from day one into... 
    Live in
    Work at office

    Modern Woodmen

    Burlington, NC
    4 days ago
  •  ...gives you the ability to grow your practice on your terms while benefiting from a platform designed to support long term client relationships and sustainable growth. About the Role As an Associate Financial Representative, our fast track to Financial Advisor, you will:... 
    Local area

    Modern Woodmen of America

    Burlington, NC
    6 days ago
  •  ...Managers and Centers of Influence and maintain strong working relationships with all assigned Branches. Responsibilities: Utilizing a...  ...needs of clients and partners within the bank- based investment market space Excellent knowledge of investment/insurance products... 
    Full time
    Work at office
    Local area

    LPL Financial

    Burlington, NC
    3 days ago
  • Labcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improve outcomes. Through our unparalleled science, data...
    Temporary work
    Traineeship
    Casual work
    Internship
    Flexible hours
    Shift work

    Laboratory Corporation of America

    Burlington, NC
    13 hours ago
  • Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at M&T Bank in Burlington, VT would allow you to join the Investment Program at M&T Bank as a ...
    Full time
    Local area

    LPL Financial

    Burlington, NC
    1 day ago
  •  ...trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist

    Burlington, NC
    2 days ago
  • $65k - $140k

     ...Job Family Group: Commercial Sales & Service Cultivates, builds, and manages relationships with a portfolio of small business clients to build a pipeline of new business and increase BMO’s market share. Applies professional consultative sales and business development... 
    Full time
    Contract work
    Part time
    Local area

    Bank of Montreal

    Burlington, NC
    3 days ago
  • $21.5 - $26.75 per hour

     ...this role. Line of Business: Personal & Commercial Banking Job Description: This role plays a vital role in bringing TD's human, relationship driven banking experience to life. This role is a trusted guide for our clients; delivering everyday banking with accuracy,... 
    Full time
    Work at office
    Local area
    Work from home
    Flexible hours
    Afternoon shift

    TD

    Burlington, NC
    3 days ago
  • Labcorp is a global leader in laboratory services, providing the insights and answers that help healthcare providers, patients, researchers, pharmaceutical companies and health systems make confident decisions and improve outcomes. Through our unparalleled science, data...
    Full time
    Temporary work
    Traineeship
    Casual work
    Internship
    Flexible hours
    Shift work

    Covance Inc.

    Burlington, NC
    more than 2 months ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Relationship Banker - Triad Market. Be the first to apply!