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

Universal Banker — Client Advisor & Relationship Builder

Crump Life Insurance Svcs Inc

Crump Life Insurance Svcs Inc is seeking a client service professional in Charlotte, NC. Responsibilities include engaging clients in transactions, educating them on banking solutions, and supporting sales efforts. Candidates should have two years of experience in cash handling and strong interpersonal skills. Benefits include health insurance, paid leave, and other perks. This full-time role also requires the ability to work flexible hours to meet staffing needs and provide superior service to clients. #J-18808-Ljbffr Crump Life Insurance Svcs Inc

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Universal Banker — Client Advisor & Relationship Builder in Charlotte, NC vacancy
  • M&F Bank NC seeks a Universal Banker in Charlotte, NC, to blend sales with service, meeting customer banking needs efficiently. You’ll...  ...transactions, opening new accounts, and maintaining client relationships to boost profitability. The ideal candidate has an Associate... 
    Suggested

    M&F Bank NC

    Charlotte, NC
    4 days ago
  • $37.44k - $49.38k

     ...Universal Banker II United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity...  ...Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing... 
    Suggested
    Full time
    Local area
    Remote work

    United Community Bank

    Charlotte, NC
    17 hours ago
  •  ...Service Representative at First Citizens Bank, you will support sales and service delivery in the branch. Builds and expands banking relationships through proactive customer outreach and customer service requests. Responsible for the fulfillment of deposit accounts, payment... 
    Suggested
    Work at office
    Immediate start
    Shift work

    First Citizens Bank

    Charlotte, NC
    3 days ago
  • Position Summary As a Universal Banker at M&F Bank, you will experience the perfect blend of handling a client’s banking needs from sales to service. The Universal Banker...  ...enthusiastic about developing and maintaining relationships with customers in order to achieve... 
    Suggested

    M&F Bank NC

    Charlotte, NC
    4 days ago
  •  ...The successful candidate will work from the office Monday through Friday, focusing on growing revenue and establishing business relationships in the pest control market. A comprehensive benefits package will be provided, including medical and performance-based bonuses.... 
    Suggested
    Work at office
    Monday to Friday

    Modern Pest Services

    Matthews, NC
    4 days ago
  •  ...Parker Poe is seeking a Client Events Specialist to enhance client relationships through engaging events. This role involves planning and executing in-person and virtual events, managing client sponsorships, and ensuring seamless operations. The ideal candidate has a... 

    Parker Poe

    Charlotte, NC
    5 hours ago
  •  ...job description: Provide timely and efficient completion of client transactions while maintaining accurate records and thorough...  ...on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Inc

    Belmont, NC
    1 day ago
  •  ...Overview This role provides timely and efficient completion of client transactions, maintains accurate records, and handles all...  ...activities, and assists with outbound calling and Integrated Relationship Management (IRM). Responsibilities Provide a distinctive client... 
    Temporary work
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Crump Life Insurance Svcs Inc

    Charlotte, NC
    4 days ago
  •  ...commercial banking. The role emphasizes delivering exceptional client experiences while executing a marketing plan focused on client...  ...skills are necessary for managing complex banking relationships with significant borrowing clients. The position comes with comprehensive... 

    Truist

    Charlotte, NC
    2 days ago
  • $263.43k

     ...within Specialized Industries' universal banking client coverage/origination for...  ...The Specialized Industries Banker is a revenue-producing...  ...senior client manager and advisor, the Specialized Industries...  ...team institutionalizes new relationships, delivers thoughtful and appropriate... 
    Full time
    Flexible hours

    Regions Bank

    Charlotte, NC
    3 days ago
  •  ...helping customers, building relationships, and delivering extraordinary...  ...opportunities. As a Relationship Banker in Branch Banking, you will...  ...with Specialists (Financial Advisors, Mortgage Bankers, and...  ...success in establishing new clients, deepening customer relationships... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Charlotte, NC
    3 days ago
  • Bank of America is looking for a client engagement professional in Charlotte, NC, to assist clients with banking transactions and financial...  ...include managing cash transactions and building strong client relationships to enhance their financial lives. #J-18808-Ljbffr Bank of... 
    Flexible hours

    Bank of America

    Charlotte, NC
    4 days ago
  • JPMorgan Chase & Co. is looking for a Relationship Banker in Charlotte, NC, to provide exceptional service to clients, manage relationships, and offer tailored banking solutions. This role is crucial in understanding customers' needs and providing them with the best financial... 

    JPMorgan Chase & Co.

    Charlotte, NC
    4 days ago
  • JPMorganChase is seeking a Relationship Banker in Charlotte, NC. You will represent the company with hospitality, using financial technology and offering solutions tailored to client needs. Your role includes managing client relationships, ensuring excellent service, and... 

    JPMorganChase

    Charlotte, NC
    4 days ago
  •  ...creating memorable experiences for our clients and employees, making them feel welcomed...  ...valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations...  ...and inclusion. As a Relationship Banker in a Chase Branch, you will represent... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Charlotte, NC
    17 hours ago
  •  ...creating memorable experiences for our clients and employees, making them feel welcomed...  ...valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations...  ...and inclusion. As a Relationship Banker in a Chase Branch, you will represent... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Charlotte, NC
    4 days ago
  • JPMorgan Chase & Co. is looking for a Private Client Banker in Charlotte, NC. This role centers on managing banking relationships for a select group of affluent clients while exceeding customer expectations. You will acquire new clients and deepen existing relationships... 

    JPMorgan Chase & Co.

    Charlotte, NC
    4 days ago
  • JPMorgan Chase is seeking a Relationship Banker in Charlotte, NC. The successful candidate will be responsible for managing client relationships, delivering excellent service, and providing tailored banking solutions. A minimum of 1 year in sales within retail banking... 

    JPMorgan Chase

    Charlotte, NC
    17 hours ago
  • A leading financial services firm is seeking a Relationship Banker to manage and build relationships with retail customers. The successful candidate will deliver exceptional customer service, utilizing their financial expertise to address customers' needs. Key qualifications... 
    Flexible hours

    JPMorgan Chase & Co.

    Charlotte, NC
    3 days ago
  • Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through...  ...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... 
    Shift work
    Weekend work
    Day shift

    Bank of America

    Charlotte, NC
    4 days ago
  • Bank of America in Charlotte, NC is seeking an enthusiastic client engagement specialist. The role involves assisting clients with transactions through self-service resources and building relationships to meet their financial needs. Candidates should possess strong communication... 
    Day shift

    Bank of America

    Charlotte, NC
    4 days ago
  •  ...institution located in Charlotte, North Carolina is seeking a Personal Banker I. The role requires engaging with customers through a consultative sales process to meet financial needs, manage customer relationships, and enhance overall customer experience. Candidates should... 

    Fifth Third Bank, N.A.

    Charlotte, NC
    3 days ago
  • A major banking institution is seeking a Retail Personal Banker I in Charlotte, NC to build customer financial profiles and enhance relationships. The role requires strong sales skills and aims to meet customer needs effectively. Responsibilities include analyzing financial... 

    Fifth Third Bank, N.A.

    Charlotte, NC
    3 days ago
  • $20 per hour

     ...Assembler/Builder Location(s): Charlotte, NC, US, 28216 Function: Manufacturing Audience:...  ...employment contract, implied or otherwise, other than an "at will" relationship. READY TO OPEN THE DOOR AND STEP INTO A NEW CAREER? Apply... 
    Hourly pay
    Contract work
    Night shift

    Owens Corning

    Charlotte, NC
    2 days ago
  •  ...a Licensed Financial Banker within PNC's Wealth Management...  ...drive Mass Affluent client acquisition, outreach...  ...all elements of the relationship, from acquisition...  ...with a PNC Financial Advisor. Ensures a strong client...  ...typically require a university / college degree, with... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Remote work

    PNC Financial Services Group

    Charlotte, NC
    7 days ago
  •  ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice, disciplined growth, and long-term customer relationships define success. This role serves customers across all segments, including... 
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Matthews, NC
    2 days ago
  •  ...do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great...  ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Pineville, NC
    6 hours ago
  •  ...Relationship Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful... 
    Temporary work
    Work experience placement

    Wells Fargo

    Matthews, NC
    4 days ago
  •  ...beyond - we are known for combining personal relationships with forward-thinking solutions. We...  ...and fee income with existing and new client relationships. Maximize portfolio profitability...  ...ACH limits. Work with senior bankers to develop a strong referral / COI... 
    Work at office
    Remote work

    SouthState Bank, N.A.

    Charlotte, NC
    3 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker in Charlotte, North Carolina, to manage banking relationships for affluent clients. You will be responsible for acquiring new clients through relationship building and by offering tailored financial advice. The ideal... 

    JPMorgan Chase & Co.

    Charlotte, NC
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Universal Banker — Client Advisor & Relationship Builder. Be the first to apply!