Relationship Banker-Charlotte

About the role

This position 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 ATMs. The role includes accurately and efficiently processing cash transactions for clients as needed, having deep conversations to understand clients’ financial and life priorities, and connecting them to solutions that meet their financial goals.

Responsibilities

• Executes the bank’s risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
• Grows business knowledge and network by partnering with experts in small business, lending, and investments.
• Manages financial‑center traffic, appointments, and outbound calls effectively.
• Drives the client experience.
• Manages cash responsibilities.
• Educates and assists clients with self‑service technologies (e.g., ATM, online banking, mobile banking).
• Processes cash transactions accurately and efficiently.
• Conducts in‑depth conversations to understand clients’ financial and life priorities and connects them to appropriate solutions.

Required Qualifications

• Must be a current Year Up Intern.
• Enthusiastic, highly 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; comfortable engaging all clients.
• Ability 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.
• Applies strong critical thinking and problem‑solving skills to meet clients’ needs.
• Will follow established processes and guidelines in daily activities 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 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.

Schedule

• Shift: 1st shift (United States of America)
• Hours per week: 40