- Fifth Third Bank, NA (Charlotte, NC)
- … Bank . GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program ... necessary to successfully perform a role within the Retail Personal Banker job family. The Personal...limited to lobby leadership (Financial Centers) or aisle time ( Bank Marts) and tele-consulting. This role is responsible for… more
- Fifth Third Bank, NA (Charlotte, NC)
- … Bank . GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program ... necessary to successfully perform a role within the Retail Personal Banker job family. The Retail ...providing specialized care and service to existing and prospective bank customers. Utilize and promote the consultative sales and… more
- Wells Fargo (Charlotte, NC)
- …your career" in the US **About this role:** Wells Fargo is seeking an Associate Personal Banker Bilingual Spanish (SAFE) for our National Branch Network as part ... within defined policies and procedures + Develop understanding of bank products and services to connect to customers' needs...care and build relationships + Provide appropriate options for bank products and services to customer + Refer customers'… more
- JPMorgan Chase (Charlotte, NC)
- …education, and advice tailored to suit their financial needs. As an Associate Banker in Branch Banking, you will contribute significantly to the success of the ... such as the cash vault, ATM, or others while adhering to all bank policies and procedures **Required qualifications, capabilities, and skills** + 6+ months of… more
- JPMorgan Chase (Mint Hill, NC)
- …enthusiastic as the face of Chase to our retail branch customers. From a personal standpoint, you will have the opportunity to take 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 delivering an outstanding… more
- Truist (Charlotte, NC)
- …affluent market segment within the Truist footprint. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen ... of client financial needs and conditions based upon sound profiling and personal financial planning analysis. Proactively work with the financial advisor on assigned… more
- Truist (Matthews, NC)
- …Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to ... a desire to interact with clients and prospects 5. Ability to master personal computer (PC) keyboard and software skills necessary for branch automation 6. Ability… more
- Huntington National Bank (Charlotte, NC)
- Description Summary:The Private Bank Area Service Manager, as part of Huntington Bank 's Private Client Group, is responsible for management of a Private Bank ... ensures timeliness and accuracy of servicing requests for Private Bank clients and advisors. + Provides first line sales...procedures to make the area more efficient. + Takes personal ownership of complex client issues; confers with Senior… more
- Truist (Charlotte, NC)
- …as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to ... Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver… more
- Truist (Charlotte, NC)
- …as appropriate to create the optimal client experience. Refer business and personal financial needs of assigned clients through the appropriate channel according to ... Relationship Management (IRM) principles. Include the identification of all business and personal financial needs and bring in the appropriate partners to deliver… 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 ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… 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 ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… more
- City National Bank (Charlotte, NC)
- …offered. What you will do * Services the mortgage needs of Core and Personal and Business Banking clients whose lending needs can result in moderate transactions. ... relationships. * May identify business opportunities and solicit referrals of other Bank products or services from existing clients, referral sources and other… more
- City National Bank (Charlotte, NC)
- …exceed their signing authority, as well as, providing oversight to the Personal and Business Banking and Small Business Consumer Division. Responsibilities include ... compliance with all regulatory and credit policies of the Bank , providing assistance to lending officers in managing credit...NATIONAL We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Bank of America (Charlotte, NC)
- …Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe ... insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to...clients. **Responsibilities:** + Provides excellent Client Service to the bank 's clients through educating them on all of the… more
- City National Bank (Charlotte, NC)
- …supervising auditors assigned to the audit in one of the following areas:The bank 's financial and operational audits to assess the adequacy of the banks accounting ... management and fiduciary audits in corporate, employee benefit, and personal trust relationships, propriety mutual funds, investment management, broker/dealer and… more
- City National Bank (Charlotte, NC)
- …related to BSA, AML, OFAC and the USA PATRIOT Act components of the Bank 's BSA Program while utilizing sound and current compliance industry standards and practices. ... to BSA, AML, OFAC and the USA PATRIOT Act Bank wide. Plays a key role as a liaison...NATIONAL We start with a basic premise: Business is personal . Since day one we've always gone further than… more
- Bank of America (Charlotte, NC)
- …Market Charlotte, North Carolina;Huntersville, North Carolina **Job Description:** **Job Description** At Bank of America, we're guided by a common purpose to help ... counts by joining our industry-leading wealth management team at Bank of America and Merrill. We're looking for the...be equipped with the expertise to support them with personal investing tools and resources. During this stage of… 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 ... to life, and each person is unique in their potential. A career with US Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive… 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...processes and identify gaps easily. In addition, a "can-do" personal style/attitude, strong work ethic and attention to detail… more