Relationship Banker - Woodcroft Financial Center
Bank of America ATM
Job Description 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 #J-18808-Ljbffr
- ...guided by a common purpose to help make financial lives better through the power of every... ...for operational excellence Builds relationships with clients to meet financial needs Follows... ..., and investments Manages financial center traffic, appointments, and outbound calls...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...conversations with clients to understand their financial and life priorities, and connecting... ...for operational excellence. Build relationships with clients to meet their financial needs... ..., and investments. Manage financial center traffic, appointments, and outbound calls...FinancialShift workWeekend workDay shift
- ...Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages... ...consultative conversations to understand their financial goals and align on solutions that meet... ...sales while supporting the banking center’s overall sales goals. This role...FinancialTemporary workWork at officeMonday to Friday
- ...- Friday 9:00AM to 5:00PM SUMMARY The Relationship Banker is a trusted advisor who engages clients... ...conversations to understand their financial goals and align on solutions that meet... ...proactive sales while supporting the banking center’s overall sales goals. This role...FinancialTemporary workWork at officeMonday to Friday
- ...intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...family. The Personal Banker I is a Financial Center position focused on using the consultative... ...and/or deepening existing customer relationships through a variety of activities, including...FinancialWork experience placementWork at office
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Develop ecosystem leadership... ...Subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a...FinancialWork experience placementWork at office
- ...customers and fostering an inclusive workplace culture. As a Relationship Banker Business Specialist in the retail banking organization, you... ...meet their needs. Educates clients on options for managing financial transactions by leveraging technology, tools and resources....FinancialTemporary workWork experience placementWork at office
- ...managing and growing Business Banking relationships under 2MM in sales revenue. Takes action... ...closely with the Branch Manager and Business Banker to follow up on independent... ...Educates clients on options for managing financial transactions by leveraging technology,...Financial
- ...an opportunity to contribute to the company’s success. The Relationship Banker Business Specialist will be based in Durham, NC at the Roxboro... ...share of wallet through lobby engagement, education on financial options, and effective use of technology, tools, and resources...FinancialWork experience placement
$75k - $100k
...Piper Companies is seeking an Call/Contact Center Manager to support a growing organization within the insurance and financial services industry. The Call/Contact Center Managerrole is ideal for a hands‑on leader who has previously or is currently managing a team within...FinancialContract workRelocation package3 days per week- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve... ...to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...managing and growing Business Banking relationships under 2MM in sales revenue. Takes action... ...closely with the Branch Manager and Business Banker to follow up on independent... ...Educates clients on options for managing financial transactions by leveraging technology,...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory team committed to... ..., you will begin working in a financial center where you will help to deliver Bank of America...FinancialTraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...then you'll want to be one of our banking center managers! You will immerse yourself in... ...community, build and maintain client relationships, and oversee all banking center functions... ...Corporation is a leading regional financial services company, dedicated to helping...FinancialLocal areaMonday to Friday
- ...Successful candidates will demonstrate effective communication, strong problem-solving skills, and a commitment to enhancing clients’ financial lives. The position offers a personal and professional development environment. Candidates should have a High School Diploma and...Financial
$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities... ...is required. If you’re motivated, relationship‑oriented, and eager to learn, we’ll... ...This Career Is Different This isn’t a call center role. This isn’t a transactional sales...FinancialImmediate startRemote work- ...value. If that sounds familiar, Strategic Financial Concepts may be exactly what you've... ...build stronger businesses, deeper client relationships, and lasting enterprise value. Build a... ...encouraged to: Build referral networks Develop centers of influence Create enterprise value...FinancialRemote work
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at... ...help them achieve their goals Grow relationships with clients to support them through every... ...Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses...FinancialFull timeContract workFor contractorsWork at office$45k - $100k
...to the volume of applicants. Join a financial services firm where your contributions... ...sense of belonging. People are at the center of our partnership. Edward Jones... ...development Key Responsibilities Build relationships to create new clients via face-to-face...FinancialTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$100k - $250k
...established wealth management practice aligned with OneAmerica Financial®. Our client firm operates under a specialized... ...CPA alliances and marketing channels. Deliver high-touch relationship management to ensure exceptional client retention and long-term...FinancialFull timeWork at officeLocal area- ...Business Banker The Business Banker is responsible for retaining and growing... ...and grow current business banking relationships. Cultivates external Centers of Influence to identify new sales... ...Demonstrated understanding of basic financial accounting and analysis Previous...Financial
- ...Page Rd. Ste 120. Durham, North Carolina. 27703. 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...Work at office
$129.2k - $175k
Job Summary The Senior Financial Analyst will provide strategic financial partnership and analytical support to the GROE (GTM Strategy,... ...against plan.• Collaborate and manage daily activities with Finance Center of Excellence and cross functional team resources. • Serve as a...FinancialFull timeWork at officeLocal area3 days per week- ...required to assist in achieving banking center goals. Provide quality, accurate and... ...service involving daily processing of financial transactions in a retail environment, which... ...business and deepen existing client relationships. • Explain product benefits, changes,...FinancialWork at officeMonday to Friday
- ...Opportunity Edward Jones is seeking dedicated financial advisors to build and grow independent client practices. You will deliver personalized... ...network, and extensive training. Key Responsibilities Build relationships to create new clients through face‑to‑face and virtual...FinancialFlexible hours
- ...Duke University Health System's Patient Revenue Management Office (PRMO) seeks a Financial Care Counselor to support accurate patient accounts and financial planning for services at Duke Health. The role emphasizes upfront insurance verification and patient education on...FinancialWork at office
- ...Duke University Health System's Duke Eye Center Hudson III is hiring a Financial Care Counselor to support patient financial services and preregistration. You will verify insurance coverage, explain patient financial obligations, and arrange payment options in coordination...Financial
- ...respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This... ...relationships both internally and externally, including with centers of influence such as attorneys and CPAs Stay at the...FinancialWork at office
$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...FinancialFull timeContract workFor contractorsInternshipLocal areaFlexible hours$105.23k
Industrial Project Manager - Data Centers Business Unit: IND Employment Type: Regular Job ID: 44475BR Role Overview CDM Smith seeks... ...to support on‑time and on‑budget delivery. Manage project financial performance, including forecasting, invoicing, earned value (as...FinancialContract workVisa sponsorship
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