Relationship Banker - Upstate SC
Bank of America
Overview This role 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. The position involves accurately and efficiently processing cash transactions, having deep conversations with clients to understand their financial and life priorities, and connecting clients to solutions that meet their financial goals. Responsibilities Execute the bank's risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow established processes and guidelines in daily activities, ensuring compliance with all applicable laws and regulations. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience. Manage cash responsibilities. Required Qualifications Highly self‑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 clients' financial lives. Confident in identifying solutions for new and existing clients based on their needs. Communicates effectively and confidently and is comfortable engaging all clients. Able to learn and adapt to new information and technology platforms. Confident in educating clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online banking, and mobile banking. Applies strong critical thinking and problem‑solving skills. Follows established processes and guidelines 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 the 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 a 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 #J-18808-Ljbffr Bank of America
- ...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...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Financial Relationship Banker Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing...SuggestedFull timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Financial Advisor - Greenville, SC page is loaded## Financial Advisor - Greenville, SClocations: SC - Greenvilletime type: Full... ...products and programs.* Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the...SuggestedLocal area
- ...Primary Office Location: 101 E. Washington Street Suite 100. Greenville, South Carolina. 29601. Position Title Floating Relationship Banker Business Unit Retail Reports to Varies Based on Assignment Position Overview This position is expected to develop proficiency of...SuggestedWork at office
- ...SUMMARY: The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures...Night shift
- ...Job Details Job Location: Tigerville Campus - Tigerville, SC 29688 Position Type: Full Time Staff Education Level: 4 Year Degree... ...quickly to changes in conditions 75–100% of the time. Working Relationships This position is a full‑time non‑exempt position located at the...Full timeCasual workWork at officeMonday to ThursdayAfternoon shift
- ...features. Direct message the job poster from Northwestern Mutual - Upstate SC Managing Director of Northwestern Mutual Upstate South... ...impacting clients' lives in a professional environment that values relationships and integrity. Advance into leadership roles as you grow...Full timeTraineeshipInternship
$61k - $119k
...-powered advice on this job and more exclusive features. Our Upstate, SC financial advisory firm seeks new financial advisors to join... ...specialists, training and educational programs, and mentoring relationships. Develop a career with a Financial Services firm that not only...Full timeContract workFor contractorsInternship- Overview Do you have a desire to be part of a team of talented people who are driven by new challenges and want to grow in their careers? If you are highly motivated, have strong interpersonal skills, and want to make an impact, you may be an ideal candidate for a career...Full time
- F.N.B. Corporation is seeking a Floating Relationship Banker in Greenville, South Carolina. The role involves promoting the sales process through customer engagement and achieving sales goals while adhering to FNB's policies. Candidates should possess excellent customer...
$60k - $90k
...Residential Security Advisor to join our growing team in Greenville, SC! Our Residential Sales Representative will design, present and... ...professional and excellent communicator, you enjoy building relationships with customers and solving problems, this opportunity is for...- ...Trade Street Wealth Advisors is seeking a motivated and relationship-driven Financial Advisor to join our growing team. We are looking for an individual who is eager to take an active role in serving clients, building long-term relationships, and contributing to the continued...Full timeWork at office
- ...Organization : Name GREENVILLE SC Default: Location : City GREENVILLE Overview The purpose of the Financial... ...Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and...Work at officeLocal area
- ...and hard working individual to join their team in Greenville, SC. The ideal candidate will have a team-player and client first mindset... ...66 required Excellent communication, interpersonal, and client relationship management skills Detail‑oriented with strong organizational...Work at office
$75k
...Hudnall Capital Advisors • Greenville , SC , US Posted 3 days ago Description Are you an experienced financial advisor who thrives... ...candidate will have a proven track record of long‑term advisor relationships, a wealth of industry knowledge, great communication skills,...- ...families in the search for a Senior Wealth Advisor to join its Greenville, SC team. This opportunity is ideal for an experienced advisor who thrives on comprehensive planning, values deep client relationships, and is looking to grow within a collaborative, entrepreneurial...Work at office
- ...Operating in a fast-paced, team-oriented environment, MassMutual SC fosters a culture of collaboration, continuous learning, and... ...book of business, attract new clients, and nurture those client relationships. As a new team member, you will provide personalized investment...
- ...Job Summary The Business Banking Officer proactively develops and maintains business relationships through calling efforts and relationship building. This position establishes business loan, deposit, treasury management and other related services to meet needs of...Work at officeLocal area
- ...Job Description JOB SUMMARY: The Commercial Banker's primary responsibility is to obtain, promote, and manage a portfolio... ...of commercial customers. • Maintain positive, professional relationships with customers and continue communication for growth of portfolio...Work experience placementWork at office
- ...Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...Soteria Reinsurance Ltd. in Greenville, SC seeks a Financial Representative to engage clients and contribute to branch success. This role is crucial for fostering relationships and ensuring client satisfaction. Applicants should have customer service or financial experience...
- ...Ownership Plan is the largest shareholder. We focus on building relationships and discovering opportunities to better serve our communities... ...the largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring for...Full timeLocal area
- ...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
- ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...Part time
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours$85k - $120k
...’ comp claims, ensuring fair resolutions and strong regulatory relationships. Control Budgets & Reporting: Handle financial planning for the... ...Employment type: Full-time Job function: Customer Service; Industries: Consumer Services Location: Greenville, SC #J-18808-Ljbffr...Full time$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$75k
...their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply...$150k - $250k
...nationwide. Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long-term relationships with clients. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies...
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