Relationship Banking

Relationship Banking Finance Jobs

5 jobs found

Senior Branch Premier Banker - Commerce Square

Wells Fargo Philadelphia, PA

1mo ago

Full time Senior Affluent Affluent Banking

Senior Affluent Affluent Banking

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Job Description

Overview

Wells Fargo is a leading financial services company dedicated to innovation, community empowerment, and helping customers achieve success. A meaningful career here includes robust benefits, competitive compensation, and programs designed to support work-life balance and well-being. The organization has been recognized for career growth, ranking among the top three and as the #1 financial services employer in the United States on the 2025 LinkedIn Top Companies list. This opportunity is based in Philadelphia, PA.

About this role

We are seeking a Senior Branch Premier Banker (SAFE) within Consumer and Small Business Banking as part of Branch Banking. Upon completing required licensing and SAFE registration, the incumbent will transition to the Senior Branch Premier Banker (SAFE) role. The profile below provides a general sense of responsibilities; daily duties will vary by branch and by banker depending on factors such as experience, client mix, available banking services, and client needs.

What you will do

Proactively acquire new affluent consumer and small business customers, and deepen existing relationships through outreach and planned appointments.
Review and analyze moderately complex customer concerns for possible resolution using discretionary application of applicable resolution protocols.
Escalate banking related issues or business risks that require an in-depth evaluation.
Advise customers on various aspects of recommended and available financial options and services.
Maintain deep knowledge and understanding of Wells Fargo’s banking, credit, and investment financial solutions and services.
Identify client needs and goals for business, mortgage, retirement, and investment services, then partner with peers in Business Banking Advisory Services, Mortgage, and Wealth and Investment Management to best meet the identified needs and goals, aligned with clients’ overall financial circumstances and objectives.
Understand and manage risks by adhering to policies, procedures, controls, and ensuring compliance with applicable laws and regulations.
Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo options and services that will best meet customers’ financial needs and goals.
Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to help customers succeed financially.
Exercise independent judgment and discretion in managing client relationships through regular meetings to review financial condition and goals, and provide advice on banking services and options to changing circumstances.
Be an active member of the branch team, including guiding other branch employees on developing relationships and managing moderately complex to complex client needs.
This SAFE position involves customer contact and duties that may include offering or negotiating terms and/or taking an application for a dwelling secured transaction. Compliance with the SAFE Mortgage Licensing Act of 2008 and all related regulations is required. Ongoing employment depends on meeting these requirements, including acceptable background investigations. Individuals in a SAFE role must also meet Loan Originator requirements under Regulation Z (LO) as described below.

Required Qualifications

4+ years of customer service experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
3+ years of experience building and maintaining effective relationships with customers and partners.
3+ years of experience recommending products and services.

Desired Qualifications

Financial services industry experience in corporate, consumer, mortgage, investments, brokerage, or private banking.
Experience recommending financial services products and services; successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration.
State Insurance license(s).
3+ years of experience in a licensed financial services position.
Customer service focus with experience handling complex transactions across multiple systems.
Proficient in proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.
Excellent verbal, written, and interpersonal communication skills.
Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business.
Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention.
Ability to follow policies, procedures, and regulations.
Ability to educate and connect customers to technology and share the value of self-service digital banking options.
Experience using strong business acumen to provide financial services consultation to small business customers.
Knowledge and understanding of financial services consumer lending products.
Ability to interact with integrity and professionalism with customers and employees.
High motivation with the ability to successfully meet team objectives while maintaining individual performance.
Experience mentoring and peer-coaching others.

Job Expectations

Ability to work a schedule that may include most Saturdays.
Adherence to Wells Fargo sales practices risk management culture.
Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required.
For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment.
State Insurance licenses are required for this role and must be completed within a specified period.
Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance.
Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) licenses is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fi

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Financial Services Representative

First Citizens Bank Hartsville, SC

1mo ago

Full time Branch Banking Community Engagement Consumer Lending

Branch Banking Community Engagement Consumer Lending

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Job Description

Overview

Open the door to client service and growth as a Financial Services Representative in our Hartsville branch. You will support both sales and service delivery, strengthening banking relationships through proactive outreach and timely service requests. The role involves opening deposit accounts and related banking services, handling lending activities (including consumer real estate secured loans), and identifying as well as referring sales opportunities to the appropriate bank partner. Location: Hartsville, SC 29550.

Qualities of a Successful Candidate

Self-motivated with disciplined daily outreach to meet targets
Excellent interpersonal communication; confident in initiating conversations
Strong customer service mindset; able to build trust with clients
Adaptable and quick to learn new information and technologies
Collaborative team player who fosters cross-functional relationships
Ability to establish rapport across diverse personalities to drive outcomes
Agile in processing information and resolving issues promptly

Responsibilities

Meet individual and/or team financial, production, and relationship targets aligned with defined metrics and community needs, supporting the bank’s commitment to diverse lending
Proactively engage customers, prospects, and referral sources to generate opportunities
Represent the Bank in the community when appropriate, attending civic and community events to foster business development and identify potential CRA opportunities
Conduct sales activities that deliver value for both customers and the bank
Collaborate, plan, and prepare to ensure conversations provide the relevant financial guidance needed for informed decisions

Service Standards

Foster collaborative partnerships that create value for customers, prospects, and colleagues
Initiate conversations to uncover sales or referral opportunities
Listen attentively, ask insightful questions to understand customer needs, and act promptly to address them
Seek coaching and support bank initiatives; leverage tools to enhance performance

Operations and Administration

Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal aspects of personal interactions and transactions
Complete required training by set deadlines
Perform general office duties as assigned to ensure operational efficiency
Alumni in deposit-taking roles are accountable for transaction accuracy and operational efficiency within that function
Results may reflect both individual contributions and team performance

Qualifications

Bachelor's Degree with 1 year of experience in sales, customer service, or lending; or 6 months of experience in a First Citizens Bank customer support role; or participation in a First Citizens career development program; OR
High School Diploma or GED with 5 years of experience in sales, customer service, or lending; or 6 months of experience in a First Citizens Bank customer support role; or participation in a First Citizens career development program

Preferred Area of Experience

Financial services sales; telephone sales

License or Certification Type

If licensing is required, complete the bank‑sponsored licensing program within 12 months of starting the role.

Skill(s)

Application of a structured sales process
Providing financial guidance and expertise
Strong financial literacy
Knowledge of retail banking products and services

Benefits

Benefit

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Senior Sales & Service Representative - Southpoint (Universal Banker)

First Citizens Bank Durham, NC

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

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Job Description

Overview

Are you a people-person? Be a First Citizens person. Join our branch team and make a difference. In this Senior Sales & Service Representative role, you will support sales and service delivery within the branch. You will build and expand banking relationships through proactive customer outreach and handling service requests. You’ll fulfill deposit accounts, payment solutions and digital access products, and identify and refer sales opportunities to the appropriate bank partner. You adapt to the branch's needs, delivering customer service in both transaction processing and sales capacities.

Demonstrated strengths

Influence: Capable of building rapport with different personalities to drive positive results.
Sales Outreach: Self-starter disciplined to manage daily calling activity to achieve required results.
Communication (Interpersonal): Comfortable and confident with proactively engaging in conversation.
Customer Service: Demonstrates professionalism and empathy in customer interactions.
Adaptability: Learns quickly and adapts to new information and technology.
Teamwork: Builds strong working relationships with team members and cross-functional colleagues.
Flexibility: Handles multiple demands and shifts priorities to ensure efficient work.
Agility: Processes information effectively and moves quickly through problem resolution.

Responsibilities

Sales: Achieve individual and/or team financial, production and relationship results relative to assigned metrics and goals. Ensure alignment with community needs and support the organization's commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community by attending and participating in civic and community events to generate additional business and identify potential CRA opportunities. Practice sales methods that create value for both customer and bank. Plan and prepare to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards: Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversations to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs. Proactively seek coaching, support Bank initiatives and leverage tools to enhance activities to optimize performance.
Operations and Administration: Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include accountability for individual contribution as well as team performance.

Qualifications

High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, th

Location

7101 Fayetteville Road, Durham, NC 27713

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VP Business Banking Relationship Manager

Bank OZK McDonough, GA

1mo ago

Full time Manager Banking Business

Manager Banking Business

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Job Description

Overview

Bank OZK draws on a legacy spanning over 120 years in the banking sector and remains a nationally recognized leader in financial services. We combine exceptional client service with innovative technologies to deliver smart solutions for clients nationwide. Our focus is on supporting small businesses, boosting local economies, and contributing to growth in major markets across the country. Here, roles are built to advance careers, not merely fill positions. Our comprehensive benefits package supports your physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, medical, dental, and vision insurance, pet insurance, and a variety of perks and discounts. Location: McDonough, GA 30253.

Job Purpose & Scope

This role drives new loan production and deposit growth, facilitates client development, and establishes new client relationships. It involves mentoring junior staff and partnering with leadership to optimize processes and implement competitive strategies. The position also fosters collaboration aligned with the OZK Way and the Commercial Bank Vision Statement.

Essential Job Functions

Develop and manage business relationships, understand client needs, and deliver appropriate financial solutions to address unique situations and resolve issues.
Drive loan production and deposit growth by proactively identifying opportunities and cross-selling Bank products and services.
Identify, pursue, and close sales opportunities for a broad range of financial products and services.
Collaborate with internal teams to ensure smooth transaction processing and high client satisfaction.
Represent the Bank in the community through active participation in professional organizations and events.
Mentor team members, offering guidance on relationship development and credit fundamentals.
Collaborate with Business Banking leadership to contribute to market strategy, portfolio performance, and competitive positioning.
Engage in continuous portfolio optimization by regularly reviewing client performance, credit quality, and market conditions, while proactively managing risk exposure to ensure balanced growth, profitability, and regulatory compliance.
Other duties as assigned.

Knowledge, Skills & Abilities

Advanced knowledge of the business banking market, including customer needs, competitive landscape, and regulatory environment.
Comprehensive knowledge of the Bank’s products and services.
General knowledge of financial products and services for business clients.
Effective verbal and written communication skills, including the ability to present financial information accurately.
Ability to exercise discretion and sound judgment in decision-making.
Capability to build strong relationships and influence internal and external stakeholders at all levels.
Demonstrates initiative to meet sales goals and drive growth and innovation.
Ability to work collaboratively and independently with all levels of management.
Strong strategic, critical thinking, and problem-solving abilities.
Analytical skills to assess loan risks and make sound financial decisions.
High integrity and commitment to uphold the Bank's values, culture, and reputation.
Ability to prioritize and manage multiple projects with demanding deadlines and shifting priorities.
Willingness to travel overnight as needed.
Proficiency with banking systems and software.
Proficiency with computer and Microsoft Office, including Word, PowerPoint, and Excel.

Basic Qualifications

Bachelor's degree in business, finance, or a related field, or commensurate work experience, required.
5+ years of experience in b

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Business Banker

First Citizens Bank Knoxville, TN

1mo ago

Full time Banker Banking Business

Banker Banking Business

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Job Description

Overview

First Citizens Bank is seeking a dedicated Business Banker to deepen relationships with local business owners in Knoxville, Tennessee 37934. Our institution stands apart through strong leadership, enduring values, and a steadfast commitment to helping people and businesses thrive. In this role, you will continue the tradition of connecting with business owners to support their financial goals, maintaining an active prospect list, a targeted outreach plan, and quality referral sources. You will serve as the primary contact for borrowing needs, typically up to $2 million, coordinating with bank partners to offer a full suite of deposit and related business services. Larger relationships may be managed with manager approval and appropriate partner support.

Responsibilities

Sales: Achieve individual and/or team financial, production, and relationship targets aligned with community needs and the bank’s diversity-focused lending objectives. Proactively engage with customers, prospects, and referral sources.
Community engagement: When appropriate, represent the Bank at civic and community events to generate additional business and identify potential CRA opportunities for the Bank.
Sales execution: Employ sales practices that create value for both the customer and the bank; coordinate with partners to provide relevant financial guidance and drive informed decisions.
Planning and preparation: Conduct appropriate planning and preparation to ensure conversations deliver the needed financial guidance.
Service Standards: Build collaborative partnerships that deliver value for customers, prospects, and colleagues; initiate conversations to uncover sales or referral opportunities; listen attentively and ask insightful questions to understand needs and preferences; take prompt actions to address immediate needs.
Performance optimization: Seek coaching, support bank initiatives, and leverage tools to enhance activities and optimize performance.
Operations and Administration: Comply with regulations, bank policies, procedures, and delegated authorities to manage risk related to credit, operations, reputation, regulatory, and legal aspects of interactions, transactions, and exposures. Complete required training by deadlines. Perform general office management duties as assigned to ensure operational efficiency. If responsibilities include deposit activities, maintain transaction accuracy and operational efficiency. Roles may contribute to both individual and team performance accountability.

Qualifications

Bachelor’s Degree with 2 years of experience in Commercial or business lending, credit, or business development, OR
High School Diploma or GED with 6 years of experience in Commercial or business lending, credit, or business development.

Licensing and Requirements

Must possess a valid driver’s license. The role requires frequent travel to other offices and to bank customers; a bank-provided car is not provided.

Required Skills

Structured sales process application
Providing financial guidance and expertise
Sales planning and forecasting
Financial analysis
Credit underwriting
Knowledge of business lending, deposit, and cash management solutions
Knowledge of retail and wealth solutions as appropriate
Business development
Networking and building centers of influence

Benefits

Benefits are a core part of the total rewards package at First Citizens Bank. We are committed to offering a competitive, thoughtfully designed benefits program to meet the needs of our associates. More information is available at https://jobs.firstcitizens.com/benefits.

Location: Knoxville, Tennessee 37934.

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Relationship Banking Finance Jobs

Senior Branch Premier Banker - Commerce Square

Financial Services Representative

Senior Sales & Service Representative - Southpoint (Universal Banker)

VP Business Banking Relationship Manager

Business Banker

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