Relationship Banker - Woodcroft Financial Center
Bank of America ATM
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
- ...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...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...clients to gain in-depth knowledge of the financial and life priorities and connecting... ...strives for operational excellence Builds relationships with clients to meet financial needs... ...lending, and investments Manages financial center traffic, appointments, and outbound...FinancialShift workWeekend workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ...first point of contact for financial center clients, helping to uncover personal banking... ...include deepening client relationships through platform services, supporting clients...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...position to engage clients and educate them on financial services. Responsibilities include processing transactions and building relationships to meet clients’ financial needs. The... ...managing cash and effectively handling financial center traffic. #J-18808-Ljbffr...Financial
- ...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
- ...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
- ...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
- ...Personal Banker Associate I Make banking a Fifth Third better We connect great... ...job 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
- A financial services institution in Durham, NC is seeking a Floating Relationship Banker to enhance customer engagement and drive sales. This role involves greeting customers, identifying needs, promoting banking products, and ensuring compliance with policies. Candidates...FinancialFull time
- ...Chapel Hill, NC is seeking an entry-level Personal Banker Associate I to begin with a 4-8 week onboarding program... ...transactions, nurture new and existing customer relationships, and participate in community financial literacy events and outreach as part of a dynamic retail...Financial
- Duke Health's PRMO seeks a Financial Care Counselor to enhance the patient revenue cycle. You will complete patient accounts, verify insurance requirements, and arrange payment options while ensuring financial clearances prior to services. The role involves collaborating...Financial
- Duke University Health System is seeking a Financial Care Counselor for the Patient Revenue Management Office (PRMO) in Raleigh. The role focuses on ensuring accurate pre-admission, registration, and billing processes, while coordinating with insurance and financial services...FinancialWork at office
- ...guided by a common purpose to help make financial lives better through the power of every... ...clients through referrals or financial center clientele. Provides coaching and... ...your mind to. Builds and nurtures strong relationships. Collaborates effectively with others...FinancialTemporary workMonday to FridayShift workDay shift
- ...guided by a common purpose to help make financial lives better through the power of every... ..., building and managing client relationships to considering a client’s complex financial... ...you will begin working in a financial center where you will help to deliver Bank of...FinancialWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...met prior to patients\' arrival and inform patients of their financial liability prior to arrival for services. Arrange payment options... ...to develop and maintain professional, service-oriented relationships with patients, physicians, co-workers and supervisors. Ability...FinancialWork at officeMonday to Friday
- ...households. Responsible for managing and growing Business Banking relationships under 2MM in sales revenue. Develop ecosystem leadership... ...to additional background checks as required by Consumer Financial Protection Bureau regulations. Benefits PNC offers a comprehensive...FinancialWork experience placementWork at office
$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- ...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
- ...Associate Banker At Chase, we are passionate about creating... ...understood. We build lasting relationships by doing the right thing, exceeding... ...solutions and cutting-edge financial technology combined with... ...on-site health and wellness centers, a retirement savings plan,...FinancialPart time
- ...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
- Truist in Chapel Hill, North Carolina, is hiring for a client management role focused on sales and service. Candidates should have a high school diploma, 2 years of relevant experience, and excellent interpersonal skills. Responsibilities include client support, sales processes...Weekend work
- ...Humanity Of Durham in Chapel Hill, North Carolina, is seeking a dedicated professional for a role focused on client service and relationship management. Ideal candidates will have a high school diploma, 2 years of client sales experience, and strong communication skills...
- ...Duke Fertility Center is seeking a Financial Care Counselor to support patient revenue management on site. The role involves analyzing insurance coverage, determining liability, and assisting patients with payment options. You will work within the Duke Health system to...Financial
$74.25k - $139.22k
...Arrangement: Hybrid (On‑Site and Remote mix) Requisition Number: 265782 Regular or Temporary: Regular Financial Management Analyst III — Associate Director, Area Management Center (Working Title) As the Financial Management Analyst III, you’ll be a vital part of a...FinancialTemporary workWork at officeRemote work2 days per week3 days per week$92k - $140k
...JustinBradley’s client, a national wealth management firm, is adding a Financial Advisor to their team. The firm's financial planning... ...and recommendations. Build and maintain strong client relationships through regular communication and follow-up. Stay informed about...FinancialFull time- ...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 and help clients make the most informed decisions related...Financial
$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid... ...is required. If you're motivated, relationship-oriented, and eager to learn, we'll provide... ...Is Different This isn't a call center role. This isn't a transactional sales...FinancialImmediate startRemote work$70k - $85k
...for a skilled Paralegal or Legal Assistant possessing strong financial acumen who is ready to transition into full‑charge legal administration... ...support team of five, maintaining a professional environment centered on hard work and accountability. Client Service: Provide a...FinancialFull timeWork at office$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is... ...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- ...communities we serve from when we were founded in 1883. Owning our own financial services brokerage firm, MWA Financial Service Inc., allows... ...from a platform designed to support long term client relationships and sustainable growth. About the Role As an Associate Financial...FinancialLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker - Woodcroft Financial Center. Be the first to apply!

