- Bank OZK (Charlotte, NC)
- …retail banking roles and locations, as necessary. + Model and champion the Bank 's standards for exceptional customer service. + Enthusiastically support the bank ... consistently good punctuality and attendance to work. + Adhere to all Bank policies, procedures, and guidelines. Knowledge, Skills & Abilities + Knowledge of… more
- Fifth Third Bank, NA (Charlotte, NC)
- …to take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker ... to successfully perform a role within the Retail Personal Banker job family. The Retail Personal Banker ...position with a primary focus on sales development and relationship building through the promotion of deposits, loans, fee-based… more
- Bank of America (Wesley Chapel, NC)
- …(RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for ... Senior Banker - Wesley Chapel Financial Center Wesley Chapel, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help… more
- TD Bank (Florence, SC)
- …role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Retail Banker I is a Customer liaison that is integral to delivering TD's Brand ... help Customers achieve their financial goals and optimize their relationship with TD. **Depth & Scope:** + Proficient in...transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them… more
- JPMorgan Chase (Charlotte, NC)
- …ownership of your career development through a variety of cross-training opportunities. As a Relationship Banker in Branch Banking, you will take a lead role in ... Works in partnership with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them… more
- Truist (Charlotte, NC)
- …Participates fully in all components of the established Truist Retail Community Bank Leadership Routines 5. Commits to advancing individual knowledge of sales ... 3. Experience with sourcing and prospecting for new clients and client relationship building 4. Excellent interpersonal and communication skills, including a desire… more
- Anywhere Real Estate (Charlotte, NC)
- **Summary:** As the **Senior Vice President (SVP) of Franchise Sales for Coldwell Banker Real Estate** you will develop, deliver and achieve the national brand ... sales priorities and accountabilities against the annual sales target for the Coldwell Banker National Franchise Sales Team. The position will report directly to the… more
- JPMorgan Chase (Waxhaw, NC)
- …providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select ... as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate… more
- Truist (Waxhaw, NC)
- …prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and ... focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is… more
- Truist (Charlotte, NC)
- …of America) **Please review the following job description:** Serve as primary relationship manager for a portfolio of financially complex client relationships within ... advice and solutions. ESSENTIAL DUTIES AND RESPONSIBILITIES 1. Serve as the primary relationship manager for a portfolio of mass affluent clients. Sell, deliver and… more
- Truist (Charlotte, NC)
- …maintain and update sales activity, pipeline, and other pertinent information using the Bank 's client relationship management (CRM) system. Execute on all risk, ... needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - III) should be differentiated based on… more
- Truist (Charlotte, NC)
- …needs of assigned clients through the appropriate channel according to Integrated Relationship Management (IRM). Levels (I - II) should be differentiated based on ... fully develop middle market banking relationships by executing on Integrated Relationship Management (IRM) principles. Include the identification of all business and… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Service Manager, as part of Huntington Private Bank , is responsible for the day-to-day activities and interaction between ... the client and Huntington Bank in terms of establishment of documentation, maintenance, and...of establishment of documentation, maintenance, and servicing of the relationship . Partners with one or more Wealth Advisors to… more
- City National Bank (Charlotte, NC)
- …relationships and grows revenue through cross selling all City National Bank (CNB) products. Collaborates with Relationship Managers, Commercial Underwriters, ... ** RELATIONSHIP MANAGER SENIOR-HEALTHCARE** **WHAT IS THE OPPORTUNITY?** The...prospects and clients consistent with the objectives of the Bank . Pro-actively works to ensure the credit quality standards… more
- Fifth Third Bank, NA (Charlotte, NC)
- …take the next step? Discover a career in banking at Fifth Third Bank . GENERAL FUNCTION: Responsible for business development, relationship management and client ... the ultimate goal of being clients' Lead or primary bank . + Responsible for planning and conducting relationship... bank . + Responsible for planning and conducting relationship strategy and relationship review meetings with… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** The relationship management team is responsible for increasing market share… more
- US Bank (Charlotte, NC)
- At US Bank , we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the ... is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities...you excel at-all from Day One. **Job Description** The relationship management team is responsible for increasing market share… more
- Bank of America (Charlotte, NC)
- Sr Relationship Manager II-Client Services Specialist-Global Market Operations Charlotte, North Carolina **Job Description:** At Bank of America, we are guided ... benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of...on the various roles in our organization. Working at Bank of America will give you a great career… more
- PNC (Charlotte, NC)
- …and have an opportunity to contribute to the company's success. As a Senior Relationship Strategist within PNC Private Bank organization, you will be based in ... and prospective clients. Responsible for the development and execution of a relationship management plan to acquire and retain clients. Is accountable for ongoing… more
- Huntington National Bank (Charlotte, NC)
- …operations and bringing up a new line of business. You must have strong cross- bank relationship building and operational risk management experience with deep and ... of the Corporate Mortgage Finance Group vertical for Huntington Bank and will serve as a key member of...party vendors; work collaboratively with the Head of CMF, Banker /RMs, Portfolio Managers, and other internal colleagues to support… more