Relationship Banker
First National Bank
Primary Office Location 5431 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 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 Required High School or GED Minimum # of Years of Job Related Experience Required 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. Licensures/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
- Location: On site at location listed in job posting. Schedule: Monday through Friday 8:30AM to 5:30PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions...SuggestedTemporary workWork at officeMonday to Friday
- ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday through Friday 8:30AM to 5:30PM Description The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their...SuggestedTemporary workWork at officeMonday to Friday
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work
- ...to grow share of wallet and attract new consumer and business households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Develop ecosystem leadership inside and outside the branch as a COI; works across a broad range of...SuggestedWork experience placementWork at office
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Takes action, using client... ...referrals. Works closely with the Branch Manager and Business Banker to follow up on independent opportunities to expand share of wallet...Suggested
- ...Personal Banker Associate I Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to... ...on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- ...Relationship Banker - Woodcroft Financial Center Durham, North Carolina;Durham, North Carolina; Carrboro, North Carolina; Chapel Hill, North Carolina To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees...Work at officeFlexible hoursShift workWeekend workDay shift
- ...:Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program... ...acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to...Work experience placementWork at office
- Bank of America is seeking a motivated client engagement representative in Carrboro, NC. This role involves assisting clients with transactions and educating them on banking solutions through digital platforms. Successful candidates will demonstrate effective communication...
- ...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...Shift workWeekend workDay shift
- ...personalized financial solutions while supported by a branch team, regional network, and extensive training. Key Responsibilities Build relationships to create new clients through face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions,...Flexible hours
- ...issues relating to coverage. Knowledge, Skills and Abilities Excellent communication skills, oral and written. Ability to analyze relationships with patients, physicians, co-workers and supervisors. data, perform multiple tasks and work independently. Must be able to...Temporary workWork at officeLocal area
$61k - $119k
...financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Full timeContract workFor contractorsWork at office$100k - $250k
...and expand regional client networks by utilizing the firm's localized CPA alliances and marketing channels. Deliver high-touch relationship management to ensure exceptional client retention and long-term satisfaction. Requirements Active FINRA Series 7 and Series 66 (...Work at officeLocal area$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 timeFor contractorsInternshipLocal areaFlexible hours$60k - $120k
...growth, and the opportunity to build something meaningful. No prior financial services experience is required. If you’re motivated, relationship‑oriented, and eager to learn, we’ll provide the training, mentorship, and support needed to help you succeed. Why Join Strategic...Immediate startRemote work- ...Leadership compensation opportunities Long-term practice growth Our focus is helping advisors build stronger businesses, deeper client relationships, and lasting enterprise value. Build a Practice—Not Just a Job At SFC, advisors are encouraged to: Build referral networks...Remote work
- ...issues relating to coverage. Knowledge, Skills and Abilities Excellent communication skills, oral and written. Ability to analyze relationships with patients, physicians, co‑workers and supervisors. data, perform multiple tasks and work independently. Must be able to...Work at officeLocal area
$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 timeFor contractorsInternshipLocal areaFlexible hours$45k - $100k
...- the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- Church World Service is seeking a Senior Administrative Assistant based in Durham, North Carolina. This position entails essential accounting functions including managing accounts payable and receivable, completing financial reports, and maintaining accurate records. The...
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- ...Business Banker The Business Banker is responsible for retaining and growing a dedicated portfolio of profitable and high value... ...other bank employees to retain and grow current business banking relationships. Cultivates external Centers of Influence to identify new...
- ...financial services industry and hold Series 7 & 66 licenses, or be willing to obtain them promptly. This role requires excellent relationship-building and communication skills, as well as the ability to manage multiple tasks in a fast-paced environment. #J-18808-Ljbffr...
- ...high profile negotiations that arise during service delivery from a financial nature Develop and maintain strong collaborative relationships with the Business Development team and Senior Functional Leadership/Therapeutic Area Heads May develop pricing strategies, policies...Local area
- ...Company Chapel Hill, NC (in-office) Join a highly respected wealth management team where your expertise in financial planning and relationship management will directly influence client success. This is a senior‑level opportunity to serve as a trusted advisor to high‑net‑...Work at office
$92k - $140k
...strategies. Monitor clients' financial status and provide regular updates and recommendations. Build and maintain strong client relationships through regular communication and follow-up. Stay informed about market trends, economic conditions, and new financial products....Full time$45k - $100k
...financial advisors across the U.S. and Canada, we provide a supportive environment for career growth. Key Responsibilities Build relationships to create new clients via face‑to‑face and virtual sourcing strategies (residential, business, networking, introductions,...TraineeshipFlexible hours- At Duke Health, we're driven by a commitment to compassionate care that changes the lives of patients, their loved ones, and the greater community. No matter where your talents lie, join us and discover how we can advance health together. General Description of the Job...
- ...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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