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Personal banker jobs in Winston-Salem, NC

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  • Private Client Banker - (New Build) Asheboro - Asheboro, NC

    JPMC

    Personal banker job in Asheboro, NC

    You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion. Here at Chase, you will have the opportunity to help people experience our Customer Promise -- helping people make the most of their money so they can make the most of their lives by 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 group of Chase's affluent clients as well as other customers in the Branch. You will manage their complete banking relationship across the company, utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by actively soliciting referrals and developing internal and external sources. Job responsibilities Shares the value of Chase Private Client with clients that may be eligible Actively manages their banking relationship through an advice-based approach, ensuring each client receives the best products and services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs Makes lives of clients more convenient by sharing and setting up self-service options to access their accounts 24 hours a day/ 7 days a week Adheres to policies, procedures, and regulatory banking requirements Required qualifications, capabilities, and skills Demonstrated success using a value-added, relationship-oriented approach to acquire and deepen client relationships 1+ year Branch Banking Banker or equivalent experience in financial services, with verifiable success in new client acquisition, cultivating, and maintaining customer relationships and revenue generation Beginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED, or foreign equivalent Adherence to policies, procedures, and regulatory banking requirements Ability to work branch hours, including weekends and some evenings Preferred qualifications, capabilities, and skills Excellent communication skills College degree or military equivalent Experience cultivating relationships with affluent clients Strong team orientation with a commitment of long-term career with the firm Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************************
    $40k-86k yearly est. Auto-Apply 60d+ ago
  • Business Banker

    First National Trust Company

    Personal banker job in Winston-Salem, NC

    Primary Office Location:161 S. Stratford Road. Winston Salem, North Carolina. 27104.Join our team. Make a difference - for us and for your future. Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $43k-78k yearly est. Auto-Apply 60d+ ago
  • Universal Banker

    Dogwood State Bank

    Personal banker job in Winston-Salem, NC

    About Us Join Dogwood, a North Carolina state-chartered community bank named as a Best Employer in North Carolina for multiple consecutive years! Dogwood has had immense success in recent years with a passion for serving our customers and communities. As a vital asset to Dogwood, our team members play a crucial role in delivering exceptional financial services through our branches and online offerings across the Carolinas and Tennessee. With deep roots in the communities we serve, we pride ourselves on being an employer of destination. At Dogwood, our core values of love and respect shine through in every aspect of our work. We are a dedicated team, committed to making a meaningful impact on the lives of our customers and communities. Position Summary The Universal Banker is responsible for providing excellent service to customers through performing teller activities, which include receiving and paying out money and keeping records of money and negotiable instruments involved in a bank's various transactions. The role is also responsible for the sales and servicing of all bank products and services. Maintains current knowledge of competitor products, services, and current promotions. Is responsible for providing transactional support and exceptional customer service while maintaining essential controls and safeguards. Key Responsibilities Banking services: Handles deposits and withdrawals, opens new accounts, and processes loan applications, receives and counts daily inventories of cash. Customer service: Provides a positive customer experience by building relationships, addressing queries, and ensuring customer satisfaction. Investment advice: Helps customers select investment options that match their financial goals and risk tolerance. Digital banking: Assists customers with digital banking platforms and troubleshoots issues. Regulatory compliance: Ensures that transactions and interactions comply with banking regulations and standards. Risk management: Performs due diligence on transactions, identifies suspicious activity, and reports potential fraud. Sales: Cross-sells products and generates referrals to enhance customer engagement. Balances currency, coin, and checks in cash drawers. Prepares and verifies cashier's checks. Performs other duties as assigned. Requirements General Qualifications Must be a high school graduate or equivalent. A minimum of 1 years' Teller experience or 1-2 years' experience with a focus in branch banking and account opening. Knowledge of Jack Henry or other similar experience will be beneficial. Must have a thorough knowledge of the Bank's products and services as well as the requirements for customer qualification, knowledge of effective sales techniques. Proficient computer skills; including a working knowledge of Microsoft Office Suite and HRIS. Strong administrative and organizational skills are essential. Must be detail-oriented and able to manage confidential information. Decision-making and problem-solving skills are essential. Must be able to analyze situations and come to logical conclusions. Excellent communications skills and customer service skills are essential. Physical & Mental Demands Vision, hearing, speech, movements requiring the use of wrists, hands and/or fingers. Must be able to sit, stand, stoop, bend and lift up to 50 pounds. Must have the ability to work the days and hours required to fulfill the essential functions of the position. Quick thinking, adaptability and exercise discretion when necessary.
    $30k-40k yearly est. 60d+ ago
  • Client Experience Banker Float

    Southern First Bank 3.5company rating

    Personal banker job in Greensboro, NC

    At Southern First, we believe banking is about people, and we're making a difference one client and one banker at a time. Rooted in service and family, our core values make up the foundation of our company and the way we do business. Every day, our team proudly carries out our mission of impacting lives in the communities we serve. Headquartered in beautiful Greenville, SC, Southern First is locally owned and led with $4 billion in assets and over 300 associates across growing Southeastern markets in three states. Our relationship-first approach to banking is backed by our commitment to investing in easy-to-use technology, giving our clients all of the tools they need to easily manage their finances whenever, wherever. If you are passionate about impacting lives in our community and building long-lasting client relationships, we'd love for you to join our team. Our purpose is to enable dreams, earn trust, and exceed expectations. POSITION SUMMARY Serves, as needed, in both the Client Services Specialist and Teller role. This position will support all office locations. Client Services Specialist Summary: Client Services Specialist Summary: Responsible for being the primary support for the Client Officer by assisting with servicing, maintenance and all other retail deposit needs. Responsible for representing the Bank in a courteous, professional manner including assisting client in a timely manner and/or successfully transition the client to the appropriate team member. Provides prompt, efficient and accurate service via telephone, email, and in person. Teller Summary: Responsible for operating a teller window while providing prompt, efficient and accurate client service, representing the Bank in a courteous, professional manner, able to uncover client needs beyond the immediate transaction and successfully transition the client to the appropriate team member to address that need. ESSENTIAL RESPONSIBILITIES Answer and direct incoming client phone calls by discerning the levels of priority as well as determining what can or cannot be handled at the level confined to the receptionist desk. Assist in the support of Client Officers by assisting in the daily maintenance of existing relationships. This includes support for Electronic Banking, Mobile Banking, BillPay, EVue, Horizon, Remote Deposit Capture, Electronic Funds Transfers etc. Work closely with the Client Officer/Relationship Team to handle any client retail deposit needs in the absence of Client Officer. Research and answer client inquiries; discuss products and rates. Cross-sell the bank's services and products by developing and maintaining a strong working knowledge of all relevant Bank products and services. Safe deposit box services. Research and verify account information, and resolve problems for clients as necessary. Adhere to high ethical standards and comply with all policies/procedures/regulations/applicable laws Accept deposits, verifying cash and endorsements, and issues receipts. Cash checks Process credit card advances. Process night deposit bags. Redeem U.S. Savings Bonds. Issue, log in, and sign cashier's checks and signs loan proceeds checks. Accept loan payments and safe deposit box rental payments. Answer client inquiries and gives balances. Balance transactions at end of day and verifies cash totals. Assure full compliance with BSA and Reg CC. Complete other duties as assigned. ADDITIONAL RESPONSIBILITIES OR DETAILS Perform backup functions such as account and debit card file maintenance, process check orders, etc. May assist Teller Manager in training, vault maintenance, scheduling, opening and closing. ESSENTIAL SKILLS, EDUCATION AND EXPERIENCE High school diploma or equivalent preferred. Banking Experience preferable, ideally in both the teller and client services specialist position. Cash handling accuracy. Interpersonal skills to represent the Bank in a positive way in dealing with the general public, clients and other team members. Ability to effectively communicate while displaying the professional demeanor which is identified with Southern First Bank. Ability to adjust to change and a willingness to be a team player. Outgoing personality and a genuine desire to meet the public. Maintain regular consistent and professional attendance, punctuality and personal appearance. Ability to operate computer and other standard office equipment such as a typewriter, 10 key calculator/adding machine, copier, and fax machine. Ability to multi-task while maintaining a rapid response rate for acknowledging clients in person as well as incoming calls. Working knowledge of Microsoft Word and Excel. Knowledge of retail banking rules, regulations, policies and procedures Successful completion of all training deemed necessary by the Bank. WORK CONDITIONS This position must be able to sit for long periods of time as position involves majority of time spent at desk and computer. Repeat travel required This description is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate. This document does not represent an expressed or implied contract of employment nor does it alter your at-will employment, and the Company reserves the right to change this job description and/or assign tasks for the employee to perform, as the Company may deem appropriate.
    $45k-72k yearly est. 60d+ ago
  • Universal Banker - Jamestown

    Truist Bank 4.5company rating

    Personal banker job in Jamestown, NC

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling of all monies assigned. Deliver superior quality service, identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and supporting Integrated Relationship Management (IRM) activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Provide a distinctive client experience to ensure a consistent service level by engaging clients with smiling, facilitating courteous conversation, conducting both complex and standardized transactions while uncovering needs. Performs more complex transactions with assistance as necessary. 2. Educate clients on digital, self-service solutions including ATMs, Online and Mobile banking to make banking easier and enhance their service experience. 3. Support team sales process by participating in client outreach through outbound calls, checking for client offers, and identifying client needs or opportunities by fulfilling the need or referring the client to the appropriate branch team members or specialist. 4. Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients' unique needs. 5. Participate fully in all components of the established Truist Retail Community Bank Leadership Routines. 6. Commit to advancing individual and product knowledge to better serve consumer and business clients by attending sales, service and product knowledge meetings and all applicable training classes and web-based learning. 7. Adhere to internal controls, operational procedures and risk management policies. Stays informed of all changes in policies and procedures to ensure compliance with current guidelines. 8. Serve as secondary contact for new account openings and problem resolution, offering applicable products and services to clients and prospects. Handles proportionate volume of work based on branch demands. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. High school diploma or equivalent education 2. Two years of teller or cash handling or client service experience 3. Six months of client relationship building or sales experience 4. Excellent interpersonal and communication skills, including 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 to multi-task under time constraints 7. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products 8. Ability to travel to accommodate temporary staffing needs as required to include temporary assignment or locale changes 9. Ability to work weekends and/or extended hours with occasional travel and overnights may be included Preferred Qualifications: 1. One year of client relationship building or sales experience 2. Knowledge of advanced or complex branch transactions, risk management and loss prevention 3. Experience with sourcing and prospecting for new clients and client relationship building 4. General understanding of bank operations, policies and procedures General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work
    $32k-39k yearly est. Auto-Apply 60d ago
  • Financial Services Representative State Farm Agent Team Member

    Zach Barnes-State Farm Agent

    Personal banker job in Winston-Salem, NC

    Job DescriptionROLE DESCRIPTION: As a Financial Services Representative with State Farm Agent Zach Barnes, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Must be able to obtain relevant financial service licenses. Proven experience working as a financial services representative. Sound knowledge of financial legislation. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas preferred BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Profit sharing Growth potential/Opportunity for advancement within my office This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.
    $30k-50k yearly est. 10d ago
  • Private Banking Specialist

    Allegacy Federal Credit Union 3.7company rating

    Personal banker job in Winston-Salem, NC

    At Allegacy, there's a common thread that runs through all of us. It's our commitment to doing right and our promise to members to always do the right thing for their wellbeing. Every employee in our organization is accountable to living out our brand in meaningful ways as our promise motivates our beliefs, our behaviors, and the benefits we share together. Nature and Scope This position will be a team member of Private Banking whose responsibility is to identity and develop, manage and retain full service consumer banking relationships of qualified members. Consult and recommend solutions to help members attain financial goals, acting as a liaison to other lines of business, to deepen the member relationship (Business Services, Mortgage Lending, Allegacy Investment Group, Business Development, Digital and Retail). Position takes a public role in developing and maintaining relationships of Allegacy Federal Credit Union to its local community as well as other communities it serves. This position is responsible for meeting the annual Private Banking portfolio goals. Internally, this position is responsible for collaboration with all lines of business and back office teammates to ensure the best member experience and cross collaboration efforts to deepen the member relationship. Externally, this position involves managing their members' daily financial servicing needs, providing concierge level service. Specific Accountabilities Deep financial product and process knowledge (of needs and services for high net worth members and business owners) with a commitment to deliver superior member service with professionalism, sense of urgency and accuracy. Provide superior service to existing clients and build a network of prospective business, centers of influence and community awareness for Private Banking and Allegacy. Ability to work independently, to manage multiple priorities, act with confidentiality and apply interpersonal skills to retain and build member relationships. Demonstrate enthusiastic support of corporate mission, core values and long-term objectives. Performs job duties within our bylaws, regulations, Board of Directors policies, established internal and external service standards and our work procedures. Professional business writing and excellent verbal communication skills. Requirements Education/Experience Bachelor's degree in economics or finance preferred Two to five years' experience in financial services (banking and/or financial advising) NMLS very strongly preferred; pursuit and attainment expected with first year if not already licensed. Working knowledge and experience with financial statements, trust accounts (including how they are structured (Revocable, Irrevocable, Grantors, Trustee, Beneficiaries, EIN vs. SSN), business accounts, wire transfers, IRA accounts. Working knowledge and successful of loan production history Proficient in Microsoft Excel, Word, and PowerPoint, Docusign
    $42k-52k yearly est. 60d+ ago
  • Experienced Financial Services/ Insurance Professional/ Registered Representative

    New York Life 4.5company rating

    Personal banker job in Greensboro, NC

    Job DescriptionJoin our dependable team. Do you enjoy helping clients identify and achieve their financial goals? Through New York Life, Eagle Strategies, and NYLIFE Securities, our Financial Professionals offer an array of financial products and services as well as exceptional service. Financial strategies may include but are not limited to retirement planning, education funding, business planning, employee benefits, specials needs planning, legacy, and estate planning. We are dedicated to your success. At New York Life, we offer a comprehensive three-year training program, marketing support, and prospecting and technical assistance. Our programs give you the opportunity to work with highly successful, established agents and managers who assist you in developing a clientele. We also provide the resources and stability you would expect from a Fortune 100 company. What makes a good fit? We look for motivated, entrepreneurial individuals who are willing to invest their time and energy into creating profitable and rewarding careers. Do you possess uncompromising integrity and ability to communicate complex ideas? Do you have the ability to successfully network and prospect for new clients? If so, we hope you will join us. Run your own practice with the support of New York Life New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U. S. life insurer by each of the four major rating companies: A. M. Best (A++), Standard & Poor's (AA+), Moody's Investors Service (Aaa), and Fitch (AAA). For 65 Consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world. New York Life has been recognized as one of the “World's Most Admired Companies” by Fortune Magazine for 2019. Mission statement and values: Our Mission is to provide financial security and peace of mind through our insurance, annuity and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another. Grounded in both confidence and humility, we serve as stewards for the long term. We are here for good, reflecting both the permanence of New York Life and our commitment to do the right thing in business and society. Everything we do has one overriding purpose: to be there when our policy owners need us. About New York Life As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with our clients' interests and priorities. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the Fortune 500 list in 2019. New York Life is the Largest Mutual Insurer in the U. S. We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We've seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we'll always be there for our policy owners and for future generations. New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/General Identity. SMRU 1827566 7/1/2020
    $39k-48k yearly est. 25d ago
  • Personal Banker I

    First Bank 4.6company rating

    Personal banker job in Winston-Salem, NC

    The position of Personal Banker I is responsible for ensuring the customer's needs are achieved by conducting a thorough financial needs assessment and recommending the most appropriate products and services that fulfills the customer's immediate and future financial needs. Under direct supervision, the Personal Banker I will generate leads, build new and maintain existing customer relationships, resulting in outcomes that define great customer experience. The Personal Banker I is accountable for delivering clarity to customers through simplicity, guidance, and know-how and does this both at the service window, as well as through needs assessment and sales. This level is based on 1 to 3 years of banking experience or previous Teller or experience in a customer contact/sales position or equivalent. ESSENTIAL FUNCTIONS: Coordinates both the Personal Banker and Service Representative functions in the delivery of efficient, accurate and professional service that defines great customer experience. Provides transactional support to the Service Area (Tellers) as well as dual control functionality as applicable (75%). Opens all types of personal and business accounts and prepare related documentation (25%). Inputs and closes personal loan applications including DDA lines of credit and credit card applications. Assists customers with requests, complaints, research and follows-up on details to resolve matters to the customer's satisfaction as it may relate to: Deposit accounts Debit and Credit cards Safe deposit boxes Official checks Any other bank product or service Processes non-post report, wire transfers, credit card orders, address changes, check and deposit slip orders, endorsement stamp orders and any other related branch reporting or process. Be familiar with all security procedures of Branch, including opening & closing, personnel safety, and Bank procedures. Interfaces with customers via telephone or in person. Must be able to support multiple branch locations as needed. Exhibits effective communication Generates and maintains profitable customer relationships while satisfying and exceeding customer financial needs and expectations, thereby defining great customer experience. Achieves activity and growth goals as well as customer satisfaction objectives. Engages in outbound calling and needs assessment as assigned by the Bank Manager to generate qualified referrals for alternative products, channels and other lines of business to meet goals. Meets or exceeds all established activity goals (face to face appointments, voice to voice calls, etc.) to drive sales and referral results. Have an understanding and apply basic sales skills and product knowledge including deposit and loan products. Adherence to all operational, regulatory and security requirements, directives and procedures while minimizing losses. Adheres to regulatory and compliance criteria in regard to opening deposit accounts, adhering to operational and screening processes. Inputs and follows through with loan applications following operational and regulatory requirements. 100% adherence to branch's internal policies and procedures to ensure 100% pass rates of internal audits. Completes annual compliance courses. Adheres specifically to all corporate policies and procedures. Also adheres to Federal and State regulations and laws; including, the Bank Secrecy Act and the Anti-Money Laundering Act. Adheres to all levels of our Service Excellence standards. Performs other duties as required. GENERAL QUALIFICATIONS: Knowledge & Experience: These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. Individual abilities may result in some deviation from these guidelines. High school diploma or general education degree (GED); or the equivalent combination of education and experience. Work related experience could consist of reception or secretarial duties in a business environment. Educational experience, through in-house training sessions, formal school or financial industry related curriculum, should be business or financial industry related. Intermediate knowledge of Bank operations, products and services; related state and federal laws and regulations, and other Bank operational policies and procedures. Excellent organizational and time management skills - ability to work with minimal supervision. Intermediate skills in computer terminal and personal computer operation; mainframe computer system; word processing, spreadsheet and specialty software programs. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions and instruct personnel. Physical Demands/Work Environment: Vision, hearing, speech, dexterity, visual concentration. A valid driver's license is required. Must have the ability to stand, walk, sit and use hands and fingers. Must have the ability to work the hours and days required to complete the essential functions of the position, as scheduled. The environment is a professional office with standard office equipment. Cognitive Requirements: Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations' environment. Must be able to pay close attention to detail and be able to work as a member of a team. Must have the ability to interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations' situations. Must have the ability to exercise discretion as well as appropriate judgments when necessary. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
    $30k-36k yearly est. Auto-Apply 60d+ ago
  • Business Banker

    First Citizens Bank 4.8company rating

    Personal banker job in Winston-Salem, NC

    Forever Strong. What sets First Citizens apart? Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Business Banker at First Citizens Bank you will carry on our tradition of developing and expanding relationships with business owners in your community to help them meet their financial goals. Business Bankers develop and maintain an active prospect list, customer outreach plan and quality referral sources for companies, on average, between $1-$10MM in annual revenues. They are the primary contact for borrowing needs and provide subject matter expertise for deposit and cash flow management. Business Bankers work with various internal partners to build and manage full banking relationships. Responsibilities In this role you will get to: * Make an impact by contributing to the growth of the bank through business loans, deposits and fee income. * Leverage your network to engage with local business owners and companies to develop business lending opportunities. * Represent the bank in the community by attending and participating in civic, community and networking events. * Engage in an efficient loan approval process with open communication and exposure to credit partners. * Be part of a collaborative team with various bank partners to support and deepen the full client relationship. Qualifications Bachelor's degree with a minimum of 4 years experience in business lending, credit or business development. * Or- High school diploma or GED with a minimum of 8 years experience in business lending, credit or business development. Additional Requirements: Business development experience Preferred Qualifications: Established COI's and referral sources Financial analysis and credit underwriting skills Knowledge of business lending, deposit and cash management solutions Ability to provide financial guidance and expertise Sales planning and forecasting experience Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at **************************************** #LI-AM3
    $36k-72k yearly est. 24d ago
  • Preferred Banker

    Huntington National Bank 4.4company rating

    Personal banker job in Winston-Salem, NC

    As a Preferred Banker , you are responsible for managing an assigned portfolio of high value consumer and business customers across multiple bank branches. Your success is driven by your high degree of proficiency in consumer and business deposit products, consumer/home lending, business lending, investments and credit management so that you may build consumer and business relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: + Proactively identifies opportunities to grow customer relationships through assigned customer portfolio, pre-set appointments, outside calling, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners + Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) + Maintaining knowledge of all products, services, technology and policies to provide the best service to customers. + Demonstrating acumen in sales, customer service, relationship management, banking, investments, consumer lending, business banking, business lending, communication and presentation. + Adhering to all operational, security, risk and regulatory policies and procedures. + Other duties as assigned. Basic Qualifications: + High School Diploma or GED and minimum of 2 years customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience. + FINRA Licenses (required): Candidate must have 3 of the following 5 licenses in an active status: Series 6 or 7; Series 63 or 66; State Life and Health Insurance License; SIE - Securities Industry Essentials. If the candidate does not already have the required 5 licenses, but at least 3 of them, the candidate must acquire the remaining 2 within 120 days of hire date. Failure to acquire required licensure within the designated time period, will result in the colleague being ineligible to continue in the position. Preferred Qualifications: + Bachelor's Degree and 2 years or more in customer service and sales in banking, financial services or goal driven retail sales with an emphasis on investment or business lending and business sales experience. + Ability to drive sales and manage a book of business. + Ability to build, deepen and retain relationships. + Demonstrates acumen in banking, investments, consumer lending, business banking, business lending, sales, customer service, and presentation skills. + Excellent verbal and written communication skills. + Comfort with technology such as mobile services and online banking services. + Knowledge of consumer and business deposit products. Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay) No Workplace Type: Office Our Approach to Office Workplace Type Certain positions outside our branch network may be eligible for a flexible work arrangement. We're combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. Huntington will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 students, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the United States on a full-time basis. Huntington is an Equal Opportunity Employer. Tobacco-Free Hiring Practice: Visit Huntington's Career Web Site for more details. Note to Agency Recruiters: Huntington will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington colleagues, directly or indirectly, will be considered Huntington property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
    $39k-49k yearly est. 60d+ ago
  • Personal Banker Bilingual High Point North

    W.F. Young 3.5company rating

    Personal banker job in High Point, NC

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) for our National Branch Network as part of the Consumer, Small & Business Banking division. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role you will: Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications Receive direction from managers and exercise judgement within defined policies and procedures Develop understanding of bank products and services to connect to customers' needs Interact with customers to demonstrate care and build relationships Provide appropriate options for bank products and services to customer Refer customers' financial needs to other bankers and partners as needed This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and listening proficiency in Spanish/English Desired Qualifications: Customer service focus with experience handling complex transactions across multiple systems Experience proactively engaging with customers through outreach via phone or email Ability to educate and connect customer to technology and share the value of mobile banking options Ability to help customers succeed financially by offering introductions to additional team members as appropriate Experience working with others on a team to meet customer needs Experience fostering and developing strong customer relationships Ability to build strong relationships with internal partners Ability to follow policies, procedures, and regulations Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss Ability to interact with integrity and professionalism with customers and team members Relevant military experience including working with military protocol and instructions, enlisted evaluations, officer/leadership reporting Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources or military recruiting Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues Support customers and employees in resolving or escalating concerns or complaints Job Expectations: Ability to work a schedule that may include most Saturdays Must take and pass required language assessment Maintains cash drawer, cash handling and balancing and spends time completing service-related tasks as needed This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary This position is not eligible for Visa sponsorship Posting Location(s): 1700 N Main St HIGH POINT, NC 27262-2646 United States of America Posting End Date: 20 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $30k-36k yearly est. Auto-Apply 3d ago
  • Community Banker, Interactive Services

    Bank of Oak Ridge

    Personal banker job in Oak Ridge, NC

    Customer Service: Provide clients with prompt, accurate and courteous service via our call center to both internal and external clients including inbound call center support, online chat, and website inquiries. Assist with a variety of inquiries and requests regarding debit/credit cards, account transactions, online/mobile banking, opening new accounts, etc. Process teller transactions through the Bank's interactive teller channel to include check cashing, deposits, fund transfers, withdrawals, etc. Financial Services Sales: Build and maintain strong relationships with Bank of Oak Ridge clients. Expand client relationships by identifying client needs and developing solutions to their financial goals. Promote, refer, and cross sell clients to the Bank's other lines of business. Compliance: Comply with Bank Secrecy Act and Anti-Money Laundering federal regulations and guidelines, internal bank policies, and complete annual training requirements. Requirements Minimum education level of HS diploma or equivalent. At least two (2) years of customer service experience relative to the job. Two (2) years of financial services industry experience preferred. Excellent written and verbal communication skills. Comfortable communicating with clients primarily over the phone or video. Proficient in Microsoft Office Suite (Word, Excel, Outlook, Teams). Detail oriented with ability to work in a fast-paced environment managing multiple priorities. Team player with positive, professional attitude.
    $28k-34k yearly est. 60d+ ago
  • Business Banker

    First National Bank (FNB Corp 3.7company rating

    Personal banker job in Winston-Salem, NC

    Primary Office Location: 161 S. Stratford Road. Winston Salem, North Carolina. 27104. Join our team. Make a difference - for us and for your future. Business Banker 2 Business Unit: Commercial Banking Reports To: Commercial Banking Team Leader Position Overview: This position is primarily responsible for developing, managing and maintaining business relationships, developing and administering a portfolio of loans, analyzing credit worthiness, monitoring loan performance and promoting the Bank's image in order to develop new and expand existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. The incumbent provides the highest quality of service to every customer. Primary Responsibilities: Develops, manages and maintains business relationships by profiling and maintaining relationships, determining banking needs, selling products and services to meet needs, resolving poor performance and other problems in a professional manner to develop new and expend existing loan deposit and overall business relationships and contribute to the Bank's profit and growth objectives. Develops and administers a portfolio of loans by making sound credit analysis of customer's financial condition and ability to repay according to established policies, procedures and objectives such as portfolio yield, loss ratio and delinquency while providing excellent customer service contributing to the Bank's profit and growth objectives. Analyzes credit worthiness by determining the soundness of the loan, understanding the customer's financial condition, collateral position and the ability to repay in accordance with the Bank's credit quality, profitability and growth objectives and established policies and procedures and government regulations to create a portfolio of quality loans that meet or exceed the standards of the Bank. Monitors loan performance by maintaining contact with borrowers, understanding their financial condition and resolving problems in accordance with established policies and procedures and in an accurate and timely manner in order to reduce risk from collateral deterioration or the borrower's inability to pay. Promotes the Bank's image by participating in community development activities and service organizations without jeopardizing other responsibilities and in compliance with the Community Reinvestment Act requirements in order to present a favorable image in the community and establish contacts that could generate new business. Develops and maintains a personal program for maintaining an adequate level of knowledge in business development, lending and other banking matters and demonstrates personal and interpersonal behavior, attitude, judgment, communication and initiative with customers and employees in order to ensure an acceptable degree of performance. Performs other related duties and projects as assigned. All employees have the responsibility and the accountability to serve as risk managers for their businesses by understanding, reporting, responding to, managing and monitoring the risk they encounter daily as required by F.N.B. Corporation's risk management program. F.N.B. Corporation is committed to achieving superior levels of compliance by adhering to regulatory laws and guidelines. Compliance with regulatory laws and company procedures is a required component of all position descriptions. Minimum Education: BA or BS Minimum Years Experience: 3 Special Skills: Excellent project management skills Excellent communication skills, both written and verbal Excellent customer service skills Excellent organizational, analytical and interpersonal skills Ability to use a personal computer and job-related software MS Word - Basic Level MS Excel - Intermediate Level MS PowerPoint - Basic Level Experience in commercial or business banking. General knowledge of lending laws and regulations. Experience in successful business development and community and civic activities preferred. Special Licenses and Certificates: N/A Physical Requirements: N/A Equal Employment Opportunity (EEO): It is the policy of F.N.B. Corporation (FNB) and its affiliates not to discriminate against any employee or applicant for employment because of age, race, color, religion, sex, national origin, disability, veteran status or any other category protected by law. It is also the policy of FNB and its affiliates to employ and advance in employment all persons regardless of their status as individuals with disabilities or veterans, and to base all employment decisions only on valid job requirements. FNB provides all applicants and employees a discrimination and harassment free workplace.
    $35k-39k yearly est. Auto-Apply 60d+ ago
  • Relationship Banker - Greensboro - Greensboro, NC

    Jpmorgan Chase 4.8company rating

    Personal banker job in Greensboro, NC

    At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful relationships with clients, using your financial knowledge to offer thoughtful solutions to help address their financial needs and make their lives easier, contributing to the success of the branch. **Job responsibilities** + Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. + Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand financial needs, and tailor product and service recommendations. + Engage in clear, polite, consultative communication to understand and help clients, building trust - ask questions and listen to understand, anticipate their needs. + Educate and connect clients to technology solutions such as leveraging the Chase Mobile App, Chase.com, and ATMs to help them with their banking needs whenever, wherever, and however they want. + Learn products, services, and procedures quickly and accurately to effectively consult with clients about banking solutions, as well as collaborate with and connect them to our team of experts to help with specialized financial needs. + Adhere to policies, procedures, and regulatory banking requirements. **Required qualifications, capabilities, and skills** + 1+ year of sales experience in Retail Banking, Financial Services, or other related industries with proven success in establishing new clients, deepening relationships, and delivering results. + Ability to create memorable experiences for our clients - elevate the client experience. + Excellent communication skills, both in person and over the phone, with proven ability to tailor features and benefits of products and services to clients with differing needs. + Ability to quickly and effectively resolve client issues with attention to detail - providing consistent client experience. + Operate within established risk parameters/tolerances and meet internal/external risk and compliance obligations, including completion of required training. + High school degree, GED, or foreign equivalent. + The Securities Industry Essential (SIE) exam, FINRA Series 6, state registration (including 63 if required), and Life licenses are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC's licensing program within 180 days of hire, study materials and support provided. + Ability to work branch hours including weekends and some evenings. **Preferred qualifications, capabilities, and skills** + College degree or military equivalent. + Experience adhering to banking policies, procedures, and regulatory requirements. **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorganChase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorganChase. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorganChase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: **************************************************************** Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
    $35k-45k yearly est. 2d ago
  • Branch Small Business Banker (SAFE)

    Wells Fargo 4.6company rating

    Personal banker job in Greensboro, NC

    Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Branch Small Business Banker (SAFE) in Consumer and Small Business Banking. As a Branch Small Business Banker (SAFE) you will be responsible for building, maintaining, and growing relationships with small business banking clients in the branches. Individuals have frequent interactions with clients to understand and meet their needs. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: * Participate in selling products to business customers including business deposit accounts, business credit products, and working with partners including, but not limited to merchant services and ADP payroll services. * Service business customers with their business needs in a branch environment * Carry out business banking focused functions over the phone * Present recommendations for resolving more complex situations * Provide information to colleagues, internal partners, and stakeholders, including customers * Act as the primary relationship manager for a portfolio of small business customers with annual gross sales between $500k and $2MM in an assigned territory using customer relationship management tools and systems and coordinate efforts with partners across the bank * Work proactively to build and grow relationships with new customers and engage with existing customers by asking questions to learn about their financial needs, understanding their goals, and sharing how Wells Fargo can help them through proactive outreach, phone or in-person visits, plan and execute appointments * Participate in community organizations and build relationships with centers of influence * Create relationships with branch employees by making introductions to appropriate partners to help meet customers' broader financial needs, complete service requests, and resolve customer concerns by following resolution protocol * Engage with customers in all phases of the business life cycle while following policies and leveraging product knowledge, conduct needs based conversations identifying credit, deposit and servicing processing needs of customers, explain, and demonstrate self-service mobile options to customers * Serve as a leader in managing risk; understand and manage risks in the business, adhere to policies, procedures & controls and ensure compliance with applicable laws, rules & regulations * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the S.A.F.E. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below. Required Qualifications: * 2+ years of branch small business banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education. Desired Qualifications: * 1+ year of experience managing a dedicated book of small business customers across assigned territory * Knowledge and understanding of book of business * Experience using strong business acumen to provide financial services consultation to small business customers * Extensive knowledge and understanding of bank lending programs, credit policies, and specialty products * Customer service focus with experience handling complex transactions across multiple systems * Experience building and maintaining effective relationships with customers and internal partners * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Knowledge and understanding of retail compliance controls, risk management, and loss prevention * Ability to educate and connect customer to technology and share the value of mobile banking options * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others * Ability to manage expectations and conduct follow-ups with customers and Wells Fargo partners Job Expectations: * This position is not eligible for Visa sponsorship. * This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position. Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary. Location: Friendly Center-625 Green Valley Rd, GREENSBORO, NC 27408 Location disclaimer: Banker placements may occur within a 10-mile radius of the branch to which the candidate applies. Posting End Date: 21 Dec 2025 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
    $37k-72k yearly est. 2d ago
  • Retail Bank Assoc/CCA

    Piedmont Federal Savings Bank 3.3company rating

    Personal banker job in Winston-Salem, NC

    Job Details Peace Haven Branch - Winston Salem, NC Full TimeDescription The primary purpose of this position is to fully prepare qualified candidates to fill various management positions throughout the bank. All candidates will receive training in all facets of Retail Banking to evaluate the best utilization of the trainee's talent. IV. PRIMARY ACCOUNTABILITIES High Essential Provide exceptional customer service both internally and externally. Acquire and maintain knowledge of the Bank's products and services. Acquire and maintain a high level of knowledge of the Bank's loan products and be able to fully utilize the OSI and Meridian Link systems. Support the frontline as needed during staff absences. Observe, absorb and demonstrate key management skill sets including, but not limited to; developing and executing a team strategy for meeting and exceeding sales goals, facilitative coaching, branch operations and compliance, networking and the development of Centers Of Influence, conducting both personal and business advisory discussions. Regularly attend work at Piedmont's place of business during regular business hours. Low Essential Assist in originating and closing loans. Provide exceptional customer service and serve as a role model to staff in routine customer interaction. Assist with all deposit account needs, including cross-selling products and services, as needed. Support and assist the branch manager as they manage the branch and teammates to success. Non Essential Serve as a back up vault custodian, responsible for managing branch cash supply and replenishing staff cash supply when needed. Other duties, as assigned Cross train and back-up others, as assigned V. EDUCATION 4 yr. College degree or equivalent work experience. Major or focus of study: Business, Accounting, or Finance VI. RELATED EXPERIENCE Not required. Qualifications VII. QUALIFICATIONS: GENERAL KNOWLEDGE, SKILLS, AND ABILITIES Must be able to the following principles and processes to day-to-day functions: Accuracy/Attention to detail Collaboration/Teamwork Communication including verbal, written, listening, face to face, telephone, or email Conflict management Interpersonal skills Leadership presence/demonstrated management potential Microsoft Excel Office machine operation Prioritizing, multi-tasking, meeting deadlines, and working independently on multiple projects Must be aware of the following general principles and operations; not expected to fully function in the area: Community involvement VIII: QUALIFICATIONS: PIEDMONT KNOWLEDGE, SKILLS, AND ABILITIES Not applicable IX: QUALIFICATIONS: TECHNICAL KNOWLEDGE, SKILLS, AND ABILITIES Not applicable X. CONTACTS Direct customer contact/service Financial institutions Government agencies XI. WORKING CONDITIONS/PHYSICAL REQUIREMENTS This job is conducted in an office work environment, and is generally sedentary but may require walking at times. Most of this position's duties require use of a computer. Some travel via car or air, and evening/weekend work may be required.Some travel and evening/weekend work may be required. Incumbent must meet the following physical requirements with or without reasonable accommodation: a. Use hands to manipulate, handle, feel, and control items or equipment; b. Walk, bend, kneel, and reach; c. Lift up to 10 pounds, using all safety precautions; d. Stand and/or sit for long periods of time; e. Talk, hear, and communicate with clients and coworkers in English; f. See and be able to read, write, and interpret documents written in English. Disclaimer: The above information on this description has been designed to indicate the general nature and level of work performance by employees within this classification. It is not designed to contain or be interpreted as comprehensive inventory of all duties, responsibilities and qualifications required of employees assigned to this job. Piedmont Federal Savings Bank is an Equal Opportunity Employer Minorities/Women/Veterans/Disabled.
    $30k-36k yearly est. 60d+ ago
  • Universal Banker (Green Valley)

    Atlantic Union Bank Careers 4.3company rating

    Personal banker job in Greensboro, NC

    The position is an all-encompassing role which requires the teammate to deliver best in class customer experience, sales/service solutions, as well as handle teller transactions. The Universal Banker creates a positive customer relationship by effectively communicating a clear understanding of the benefits of Atlantic Union Bank's products and services. Position Accountabilities Create customer loyalty through needs based conversations in order to deliver a differentiated customer experience Develop and maintain knowledge of bank products, services, including other lines of business Proficiency in digital channel technology and ability to educate customers (e.g., Zoom, Appointment Scheduler Tool, Docu Sign, GRO, Online Banking, Mobile Banking, ATM Banking) Drive proactive sales conversations through internal and external interactions including outbound calling, service to sales, teller interactions and appointment setting Acquire new customers through prospecting efforts while maintaining and deepening existing customer relationships Strong individual sales/referral skills to identify and close sales opportunities to contribute to personal and branch sales goals Promote the branch's overall growth through the development and retention of new and existing customers Partner with other lines of business in order to identify/refer customer needs (e.g., Mortgage, Investments, Business Banking, Commercial Banking, Merchant Services, Treasury Management) Uncover and provide solutions for lending needs Serve as a contact for customer problem resolution regarding deposit, credit, and other products and services Review individual performance via scorecard and other resources and make necessary adjustments to meet sales performance goals Perform teller functions and cash transactions Balance cash each day Adhere to all applicable laws and regulations governing bank operations, including compliance with Atlantic Union Bankshares' BSA/AML Policy and Procedures. Manage risk through adherence to all policies and procedures, demonstrating sound judgement within established limits Perform complex branch operational duties as assigned Ensure that all required training is successfully completed Other duties as assigned Organizational Relationship This position reports to the assigned leader of the branch. Position Qualifications Education & Experience Possess or be able to obtain an NMLS registration High school diploma or equivalent required, associate's degree preferred Minimum of 1 year experience in banking or financial services preferred Minimum of 1 year developing customer relationships, achieving sales/production goals, and building referral sources preferred Previous cash handling experience preferred Teller experience strongly preferred Customer service experience required Lending experience preferred Knowledge & Skills Excellent customer service skills Excellent oral and written communication skills Ability to exercise sound business judgment Proficient computer skills Ability to handle multiple tasks with attention to details Flexible, able to adapt to change Shifts may vary for each position offering, depending on business need Able to stand for extended periods of time and lift objects up to 30 pounds Salary offered will be based on several factors including but not limited to education, work experience, certifications, etc. This position is also eligible to participate in either an applicable incentive compensation plan for the position or a discretionary profit sharing bonus program. General information on our comprehensive benefits package can be found by visiting https://www.atlanticunionbank.com/about/careers/benefits. We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.
    $31k-39k yearly est. 60d+ ago
  • Relationship Banker I

    Fidelity Bank of North Carolina 4.1company rating

    Personal banker job in Greensboro, NC

    The Relationship Banker I is responsible for conducting teller transactions and cash vault transactions in an accurate and timely manner. The incumbent is also responsible for providing exceptional customer service while following Bank policies and procedures, maintaining essential controls and mitigating risk. The incumbent is responsible for helping customers achieve their financial goals through the sales and servicing of bank products and services. The incumbent works with the branch team to achieve their team scorecard goals and is responsible for achieving their own individual scorecard goals. PRINCIPAL ACCOUNTABILITIES: Time: Description: 40% Responsible for handling customer transactions and helping with account related inquiries. Responsible for accurately maintaining and balancing cash drawers and vault as well as reconciling any discrepancies. 15% Responsible for identifying the needs of new and existing customers and offering appropriate products and services. 10% Responsible for assisting with internal controls and daily report follow-up as well as handling night depository deposits and other operational duties as assigned. 10% Responsible for consistently demonstrating the Bank's Right by You quality standards by providing a superior level of customer service. 10% Mitigate losses through work accuracy and adherence with Bank policies and procedures, internal controls and regulatory guidelines more fully described within the Bank Operations and Procedures Manual. 10% Responsible for achieving individual and/or team financial, production and relationship results relative to the specific metrics and goals assigned. 5% Other duties as assigned. BASIC QUALIFICATIONS: High school diploma or GED with one year of cash handling and customer service experience or an equivalent combination of education and experience. ADDITIONAL QUALIFICATIONS: * Strong relationship skills. * Basic math and computer skills. * High level of accountability, efficiency, and accuracy. * Exceptional time management, communication, and customer service skills. * Must maintain a friendly, courteous, and professional demeanor. * Must complete teller training classes. * Ability to pass a background check. PREFERRED QUALIFICATIONS: Strong sales skills The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified. Affirmative Action/Equal Opportunity Employer
    $35k-41k yearly est. 23d ago
  • Universal Banker

    First Horizon Bank 3.9company rating

    Personal banker job in Mooresville, NC

    **Schedule:** Monday - Friday 9am - 5pm Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environment. Introduce bank products and services through outreach to prospects and provide tailored recommendations to existing clients to deepen relationships. Perform related duties i.e. outbound sales calls as required to achieve banking center goals (meet/exceed sales goals/referral goals), and provide support to banking center management. **ESSENTIAL DUTIES AND RESPONSIBILITIES** Sales and service + Provide both teller and platform support as needed to keep client wait times to a minimum and to provide quality customer service. Teller support includes performing daily processing of financial transactions, i.e. deposits, handling currency, coin, and cashing checks. Platform support includes opening checking accounts, savings accounts, and provide all other deposit product services. + Identify client needs through consultative conversations and recommend appropriate products and services to meet those needs. + Open and process new demand and time deposit accounts including savings accounts, IRAs, certificates of deposit, and money market accounts. + Cross-sell and make referrals to bank partners to generate new business and deepen existing client relationships. + Conduct regular outbound calls to clients and prospects, including participating in client/prospect calling activities during special deposit/loan campaigns. + Assist client with loan application for personal/retail consumer needs and "handing off" the processing of these applications to the appropriate associate. Client experience + Research and resolve problems and respond to client inquiries on account status. + Deliver excellent client experiences consistently and promptly resolve client issues effectively. + Enhance individual knowledge to better serve clients by attending relevant sales, service, and product knowledge meetings, training classes, and web-based learning. Compliance and risk management + Expected compliance with bank regulations, policies, procedures, risk management, internal controls, and the First Horizon code of ethics. Operational efficiency + Assist banking center associates with all aspects of daily operations as needed, including audit controls. + Assist banking center management with "on the job training" of new associates. + Stay informed of all operational updates and changes to ensure compliance with all current guidelines. Perform all other job related duties as assigned. **QUALIFICATIONS** To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The qualifications listed below are representative of the knowledge, skill, and/or ability required and may be substituted with an equivalent combination of education and experience. + High school diploma or general education degree (GED) and 1 year of experience as a Teller preferred. **COMPUTER AND OFFICES EQUIPMENT SKILLS** Microsoft Office Suite In addition, 10-key calculator; coin counter **As part of the employment process for this position, you will have to meet the requirements of a background credit check. This position requires compliance with the S.A.F.E Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements.** **DeGarmo Behavioral Assessment Requirement** + All candidates must complete the DeGarmo Retail Behavioral Assessment to be considered for this position + The assessment takes approximately 12-15 minutes to complete + Assessment results must be submitted prior to having your application evaluated by Talent Acquisition **About Us** First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **Benefit Highlights** - Medical with wellness incentives, dental, and vision - HSA with company match - Maternity and parental leave - Tuition reimbursement - Mentor program - 401(k) with 6% match - More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits **Follow Us** Facebook (****************************************** X formerly Twitter LinkedIn (*************************************************** Instagram YouTube (********************************************************** **Qualifications** **Behaviors** **Preferred** + **Enthusiastic:** Shows intense and eager enjoyment and interest **Motivations** **Preferred** + **Growth Opportunities:** Inspired to perform well by the chance to take on more responsibility Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
    $32k-38k yearly est. 11d ago

Learn more about personal banker jobs

How much does a personal banker earn in Winston-Salem, NC?

The average personal banker in Winston-Salem, NC earns between $27,000 and $47,000 annually. This compares to the national average personal banker range of $29,000 to $48,000.

Average personal banker salary in Winston-Salem, NC

$36,000

What are the biggest employers of Personal Bankers in Winston-Salem, NC?

The biggest employers of Personal Bankers in Winston-Salem, NC are:
  1. First Bancorp
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