Relationship Banker - Charlotte North 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- ...Relationship Banker - Charlotte North Market Mooresville, North Carolina;Huntersville, North Carolina; Statesville, North Carolina; Mooresville, North Carolina **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Fifth Third Bank Personal Banker Associate IMake banking a Fifth... ...deepening existing customer relationships through a variety of activities... ...Utilize CAMP and other approved Marketing tools to proactively reach... ...training sessions.Location -- Mooresville, North Carolina 28115...SuggestedWork experience placementWork at office
- ...Referrals: Recognize opportunities to deepen relationships with additional products and services... ...– 5 years of experience as a Universal Banker or Teller Computer And Office Equipment... ...trust management, retail brokerage, capital markets, fixed income, and mortgage banking...SuggestedTemporary workWork at office
- ...satisfaction and loyalty. Referrals: Recognize opportunities to deepen relationships with additional products and services and make referrals to... ...degree (GED) 2 – 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office...SuggestedTemporary workWork at office
- ...affiliated with Cetera Investment Services LLC (marketed as Cetera Financial Institutions or... ...and builds stronger existing customer relationships by learning customers’ individual... ...licensing. Reviews the work of licensed bankers for accuracy, completeness and compliance...SuggestedWork at office
- ...Business Banking Officer proactively develops and maintains business relationships through calling efforts and relationship building. This... ...About HomeTrust Bank HomeTrust Bank, founded in 1926, is a North Carolina chartered, community-focused financial institution committed...Work at officeLocal area2 days per week
- ...The position of Personal Banker I is responsible for ensuring the customer’s needs are achieved by conducting a thorough financial... ...will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience....Work at officeImmediate start
- Duke Health Lake Norman Hospital in Mooresville, NC seeks a detail-oriented billing specialist to manage patient accounts and insurance coordination in line with hospital policies. You will handle pre-admission, registration, and post-service billing tasks with accuracy...
- ...Job Description The Universal Banker provide a proactive, consultative style of banking that builds customer relationships based on trust and the ability to identity financial needs and recommend solutions. You will be responsible for assisting with branch operations...Work experience placementBank staffWork at office
- ...house Training Program within a reasonable timeframe required Ability to demonstrate in a professional manner, a sales‑oriented and relationship building demeanor Excellent verbal and written communications skills in Spanish or additional language a plus. Ability to...Work experience placementWork at office
- ...must be met with products we do not offer * A unique business markets process that will differentiate you and help you add more... ...alliance programs that can help you grow your practice through relationships with local financial institutions and professional firms * State...Full timeLocal areaFlexible hours
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
- Job Description Job Description About the Role: The Financial Counselor at Southern Oncology Specialists PLLC plays a critical role in supporting patients through the financial aspects of their oncology care. This position is responsible for guiding patients and...
$20 - $24.5 per hour
...Overview United Community is seeking a highly skilled Universal Banker II .As a Universal Banker, you will have the opportunity to... ...services Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing...Full timeLocal areaRemote work- ...personalized banking services to our clients and prospects that may represent significant and sensitive high net worth banking relationships. Private banking clients have unique banking needs and the Private Banking Officer coordinates service so that the client receives...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Charlotte North Market. Be the first to apply!


