Banker

• Complete a 4-8 week onboarding and education program with rotations in operations and Sales & Service
• Use the consultative sales process and Financial Needs Assessment to build customer profiles and identify financial needs
• Recommend appropriate Retail consumer and small business products and services
• Proactively contact customers and set appointments for periodic financial reviews using CAMP and approved marketing tools
• Cross-sell to existing customers and conduct directed outside sales activities
• Establish relationships with Mortgage, Small Business, Commercial and Investment business partners and refer customers when appropriate
• Meet or exceed customer experience and individual/team production goals and support revenue growth
• Provide guidance to CSRs on sales and referral processes
• Promote customer satisfaction and resolve customer issues
• Open and service Retail products while following policies and procedures
• Participate in consumer loan and bankcard processes from application through closing
• Participate in Financial Center or Bank Mart opening and closing processes
• Maintain confidentiality and mitigate fraud and risk
• Travel within the affiliate for training and attend classroom training outside the affiliate

Retail banker helping Fifth Third customers with financial products, sales, and banking transactions

Retail Personal Banker Associate I

Retail banker helping Fifth Third Bank customers identify financial needs, choose products, and complete transactions. Building relationships, cross-selling services, and processing loans in Huntersville and Cornelius.

• Build lasting customer relationships through proactive, meaningful conversations
• Understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support new account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Flex between cash handling and customer banking activities to support branch operations

Associate Personal Banker helping Wells Fargo customers with everyday banking and branch services

Personal Banker

Associate Personal Banker supporting Wells Fargo customers with account services, cash transactions, credit applications, and digital banking. Building relationships and driving branch growth across North Carolina locations.

• Utilize a sales-through-service approach, using probing questions and active listening to identify member needs
• Recommend solutions that benefit members and deepen their relationship with the Credit Union
• Provide superior banking experiences through virtual engagements
• Assist members in opening and managing financial accounts remotely
• Work with Business Partners to offer holistic member solutions
• Build and maintain a book of business of potential and existing members
• Understand company deposit products and consumer loans
• Create new memberships and activate available accounts
• Perform account maintenance and respond to member inquiries
• Exercise good judgment in decisions that benefit members and organizational goals
• Uphold credit union policies and procedures and champion organizational culture internally and externally

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members

Virtual Banker

Personal Banker providing virtual banking and financial solutions for Amplify Credit Union members. Opening accounts, serving members, and deepening relationships through consultative sales and service.

• Drive proactive needs-based sales conversations through service-to-sales interactions, teller interactions, and appointment setting
• Maintain comprehensive knowledge of retail banking products and services
• Enhance existing customer relationships and cultivate new relationships by understanding and addressing customer needs
• Deliver loan products while ensuring packages are correct and complete
• Refer customers to other areas of the bank for additional banking products and services
• Educate customers on transaction-management technology, tools, and resources
• Apply product and service knowledge to solve customer problems
• Process deposits, withdrawals, and other routine transactions accurately and confidentially
• Ensure adherence to banking regulations and internal policies

Universal Banker supporting customer transactions, financial wellness, and banking sales at United Community

Universal Banker

Universal Banker supporting customer transactions and financial wellness at United Community. Delivering banking products, needs-based sales, technology education, and compliant service in Charlotte.

• Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions, and appointment setting.
• Maintain a comprehensive understanding of retail banking products and services.
• Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers’ needs, while considering their unique perspectives and priorities.
• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions.
• Identify opportunities and make referrals to cross-sell banking products and services to other areas of the bank.
• Educate customers on options for managing transactions using technology and all other tools and resources available.
• Apply product and service knowledge to effectively solve customer problems.
• Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality.
• Ensure adherence to banking regulations and internal policies.

Universal Banker I assisting customers with banking solutions and financial wellness

Universal Banker I assisting customers with banking transactions and financial wellness. Delivering tailored solutions and ensuring compliance with regulations in a retail banking environment.

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease

Relationship Banker providing advisory services in consumer and business banking

Relationship Banker

Relationship Banker providing tailored banking solutions and managing customer relationships in financial services. Engaging with customers to meet their financial goals through personalized services and advice.

Universal Banker I delivering customer experiences in financial wellness

Universal Banker I delivering customer experiences while assisting with transactions and financial wellness. Engaging in conversations to identify tailored solutions for customers' needs in banking.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi-product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker managing affluent customer relationships at Wells Fargo

Senior Premier Banker

Senior Branch Premier Banker managing affluent customer relationships at Wells Fargo. Acquiring new customers and delivering comprehensive financial solutions across products and services.

• Proactively acquire new affluent consumer and business customers while deepening existing relationships through strategic outreach, referrals, and pre-planned customer appointments
• Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Serve as the primary financial partner delivering comprehensive, multi‑product guidance and ongoing reviews across life stages and evolving financial needs
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency
• Serve as an active member of the branch team by advising colleagues on relationship development and the management of complex client needs
• Demonstrate risk excellence through accurate documentation, sound judgment, timely issue escalation, and adherence to policies and regulations to support strong control outcomes

Senior Branch Premier Banker nurturing affluent customer relationships

Senior Branch Premier Banker growing and managing affluent customer relationships across banking products. Position focuses on tailored financial strategies and proactive customer engagement in financial services industry.

Senior Branch Premier Banker

Senior Branch Premier Banker managing affluent banking relationships at Wells Fargo. Acquiring new customers and delivering tailored financial strategies through proactive engagement and collaboration.

• Provide personalized banking support across multiple branch locations within an assigned geographic area, covering for banker and teller absences and temporarily filling open positions as needed
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality and adherence to bank standards
• Build lasting customer relationships through proactive, meaningful conversations that support financial well‑being and deepen engagement
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgment within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Roving Associate Personal Banker providing personalized banking support across multiple locations

Roving Personal Banker

Roving Associate Personal Banker providing personalized banking support and driving branch growth across Kannapolis, Concord, and Huntersville. Engaging with customers to understand their needs and promote relevant banking solutions.

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Adapt quickly to new branch environments, teams, and customer needs while maintaining consistent service quality
• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals
• Support everyday banking needs, including account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Demonstrate comfort using and adopting digital tools and technologies
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists

Roving Associate Personal Banker supporting North Carolina banking needs

Roving Associate Personal Banker at Wells Fargo providing banking support across North Carolina branches. Building customer relationships and ensuring high-quality service across multiple locations.

• Engage clients in the lobby to educate and assist with transactions • Accurately process cash transactions for clients • Have conversations with clients to understand their financial goals • Connect clients to solutions that meet their financial needs • Follow established processes and guidelines

Relationship Banker assisting clients with financial transactions

Relationship Banker – Triad Market

Relationship Banker engaging clients in the lobby and assisting with financial transactions at Bank of America. Focused on understanding clients’ financial goals and connecting them to services.

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Adapt quickly to new branch environments, teams, and customer needs
• Build lasting customer relationships through proactive, meaningful conversations
• Lead discovery driven conversations to understand customer needs
• Drive branch growth by identifying opportunities and promoting solutions
• Support everyday banking needs, including account openings and credit applications
• Perform cash handling and teller line activities
• Collaborate with branch teammates to coordinate seamless handoffs

Roving Personal Banker providing personalized banking support across multiple branch locations

Roving Personal Banker providing support across multiple branch locations. Building customer relationships and helping them manage their finances with confidence.

• Build lasting customer relationships through proactive, meaningful conversations that support financial well-being and deepen engagement
• Lead discovery-driven conversations to understand customer needs and connect them with relevant banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making appropriate referrals to meet customer and business goals
• Support everyday banking needs, including new account openings, service requests, and credit applications
• Perform cash handling and teller line activities, accurately processing transactions while maintaining compliance and operational standards
• Demonstrate comfort using and adopting digital tools and technologies to enhance the customer experience and support evolving banking needs
• Deliver accurate, compliant service while exercising sound judgement within defined risk controls
• Collaborate with branch teammates to coordinate seamless handoffs to licensed bankers or other specialists, ensuring customers are connected to the right expertise

Associate Personal Banker handling customer banking needs

Associate Personal Banker building customer relationships and supporting banking needs at Wells Fargo branches. Driving branch growth while delivering high-quality customer experience through various financial services.

• Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• Accurately and efficiently processing cash transactions for clients as needed
• Having deep conversations with clients to gain in-depth knowledge of the financial and life priorities
• Connecting clients to solutions that meet the financial goals

Relationship Banker engaging clients in banking transactions at Bank of America

Relationship Banker engaging clients in banking transactions at Bank of America. Assisting clients with mobile, online banking and ATM services, while providing excellent customer experience.

• engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM
• accurately and efficiently processing cash transactions for clients as needed
• 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

Relationship Banker engaging clients and assisting with financial transactions at Bank of America

Relationship Banker engaging clients at Bank of America to assist with financial transactions and educate on services. Understanding clients' needs and providing tailored solutions.

Senior Branch Premier Banker managing banking products for affluent customers. Building relationships and delivering tailored financial strategies while leveraging support from a collaborative branch team.

• Proactively acquire, manage, and grow a portfolio of consumer and business customer relationships
• Lead discovery-driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments
• Partner with a team of professionals across Wealth, Home Lending, and Business Banking to deliver integrated solutions by coordinating warm introductions, setting clear expectations, and taking personal ownership to convert qualified opportunities into closed outcomes
• Champion digital adoption by educating customers on self-service and mobile banking options to elevate satisfaction, engagement, and service efficiency.
• Resolve account inquiries and service requests within authorized limits, documenting actions and setting follow-up plans that reinforce trust and ease.

Relationship Banker serving customer banking needs at Wells Fargo

Relationship Banker serving customer banking needs through proactive outreach and tailored solutions. Building strong financial relationships and delivering exceptional customer service at Wells Fargo.

Universal Banker I delivering exceptional customer experiences in banking

Universal Banker I

Universal Banker I assisting customers with transactions and providing needs-based banking solutions. Engaging in proactive sales conversations and ensuring compliance with regulations while enhancing customer relationships.

Banker jobs in North Carolina

See all jobs on JobTailor

Retail Personal Banker Associate I

Personal Banker

Virtual Banker

Universal Banker

Universal Banker

Relationship Banker

Universal Banker

Senior Premier Banker

Senior Premier Banker

Senior Branch Premier Banker

Roving Personal Banker

Roving Personal Banker

Relationship Banker – Triad Market

Roving Personal Banker

Personal Banker

Relationship Banker

Relationship Banker

Senior Premier Banker

Relationship Banker

Universal Banker I