14 financial relationship banker jobs found in Charlotte

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Financial Relationship Banker, you play a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a...

Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals.  Our branch colleagues have an opportunity to share ideas and voice opinions that directly impact our customers, our bank, and our communities for the better.  As a Customer Experience Banker Non NMLS, you are a Financial Concierge for our walk-in customers.  You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs, recommending appropriate deposit, and other banking products and services. Processes customer transactions accurately and efficiently and balances daily while providing exemplary customer service. Duties & Responsibilities: Providing excellent customer service and effectively resolving customer issues. Being proficient in...

WHO WE ARE Relation Insurance is a leading, innovative company with a strong commitment to excellence and a passion for delivering cutting-edge solutions to our clients. As a key player in the insurance market, we pride ourselves on our dynamic culture, collaborative environment, and continuous drive for success. With a rich history and a bright future ahead, we are looking for exceptional individuals to join our team and contribute to our ongoing growth and success.   WHAT WE'RE LOOKING FOR The Risk Placement Specialist supports the sales process in an effort to retain and grow the business by providing marketing support that is dependable, accurate, accessible and motivated to succeed. They are responsible for assisting Sales Producers in renewing and writing new business by providing front end underwriting, submitting comprehensive data and information to various markets and communicating with the carriers on accounts in order to negotiate the most competitive pricing....

Job Description: Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead – our policyholders count on us to be there when it matters most. It’s a big ask, but it’s one that we have the power to deliver when we work together. We collaborate and innovate – pushing one another to transform not just Pacific Life, but the entire industry for the better. Why? Because it’s the right thing to do. Pacific Life is more than a job, it’s a career with purpose. It’s a career where you have the support, balance, and resources to make a positive impact on the future – including your own. We’re actively seeking a talented Facilities & Workplace Services Coordinator to join our Global Workplace Services (GWS) Team in Charlotte, NC. As a Facilities & Workplace Services Coordinator you’ll move Pacific Life, and your career, forward by supporting the stand up and day to day operations of our new office location in Charlotte, NC. How you'll...

Position Title Relationship Manager (VP) - Technology, Media and Communications   Location Charlotte, NC 28202   Job Summary This position is within the Technology, Media and Communications Specialized Industry Corporate Banking coverage vertical. The Relationship Manager (VP level) will assist senior coverage bankers in the delivery and execution of the full spectrum of capital markets, advisory and corporate banking products/services to clients and prospects in one of our dedicated industry coverage groups. The primary role will be that of managing the execution of client marketing efforts, deal engagements and group projects, including analysis and reporting. The position will require effective partnership with teams across the Flagstar platform, including product specialists, portfolio managers (credit, underwriting and ongoing client management) and operational support specialists. Pay Range: $140,622 - $186,324 - $232,026   Job Responsibilities: Providing...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Charlotte, NC office is seeking Interns to join us for our Summer 2026 Wholesale Risk Management and Insurance Intern Program. This is a special opportunity to learn more about the whole insurance industry from both our contract binding and national brokerage teams. The internship program provides students with a dynamic opportunity to work on challenging and meaningful material, the opportunity to apply education to real world experience, in a fast-paced environment and help you become familiar with our business and culture. Our goal is to identify candidates who possess the skills necessary to succeed and may eventually qualify for full-time opportunities within our organization.   This is a paid position, with expectation of an 8 week/40-hour work week over the summer where you will spend 4 weeks with our Hull & Company team...

Built on meritocracy, our unique company culture rewards self-starters and those who are committed to doing what is best for our customers. Our Charlotte, NC office is seeking Interns to join us for our Summer 2026 Wholesale Risk Management and Insurance Intern Program. This is a special opportunity to learn more about the whole insurance industry from both our contract binding and national brokerage teams. The internship program provides students with a dynamic opportunity to work on challenging and meaningful material, the opportunity to apply education to real world experience, in a fast-paced environment and help you become familiar with our business and culture. Our goal is to identify candidates who possess the skills necessary to succeed and may eventually qualify for full-time opportunities within our organization.   This is a paid position, with expectation of an 8 week/40-hour work week over the summer where you will spend 4 weeks with our Hull & Company team...

Description Huntington Bank’s Senior Commercial Relationship Manager will be responsible for building and servicing a sound and profitable portfolio of commercial business relationships and loans, and satisfying and exceeding customer needs and expectations, as well as credit and regulatory requirements, for originating and structuring Commercial loans. Our new colleague will originate, monitor and renew loan relationships consistent with the bank’s policies and procedures and serve as the point person in determining the customer's needs and meeting them through the seamless delivery of the bank’s services, and associated resources targeting businesses with revenue of $100MM and greater, working with the most sophisticated customers and on the most complex deal structures in Charlotte, North Carolina. Duties & Responsibilities: Originate, analyze, structure and close profitable loan transactions and stay...

Who Are We? Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 170 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it. Job Category Legal Compensation Overview The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees...

As a leading provider of insurance and reinsurance with worldwide operations and employees in Bermuda, U.S., U.K., Continental Europe and Asia, we recognize that our success is derived directly from those who matter the most: our people . At Sompo International, our values of integrity, collaboration, agility, execution and excellence underpin our culture and our commitment to providing an employee experience that attracts and engages the best talent in the industry. As we continue to grow, we strive to find diverse, innovative and driven professionals to join our teams and offer a broad range of career and development opportunities at all levels, in multiple business areas, in each of our locations throughout the world.  Our compensation and benefits programs are market driven and competitive, with excellent family friendly policies and flexible working provisions. Job Description Are you looking for your next opportunity?     Sompo has a unique...

Join us at Towne Insurance! Your Career. Your Future. Your Towne.  Towne Insurance is hiring a Commercial Lines Risk Advisor to join our Charlotte, NC team. This is a sales-oriented position, requiring advanced communication skills, a thorough knowledge of the insurance products available through this agency, and proven ability to pursue and close sales developed though leads provided by bank personnel and through own relationships. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and education. We hire motivated, self-directed professionals who desire to give back to their communities. About the Role...

Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Group's member companies are subsidiaries of American Financial Group. We combine a "small company" culture where your ideas will be heard with "big company" expertise to help you succeed. With over 30 specialty and property and casualty operations, there are always opportunities here to learn and grow. At Great American, we value diversity and recognize the benefits gained when people from different cultures, backgrounds and experiences work collaboratively to achieve business results. We are intentionally focused on fostering an inclusive culture and know valuing diversity is an essential leadership quality. Our goal is to create a workplace where all employees feel included, empowered and enabled to perform at their best. Great American Professional Risk Insurance Services (GAPRIS) provides specialized umbrella and excess liability coverages for...

Join us at Towne Insurance! Your Career. Your Future. Your Towne. Towne Insurance is hiring a Private Client Risk Advisor to join our Charlotte team. This position requires a sales and relationship-oriented individual with advanced communication skills and knowledge of private client personal products and coverages to work within Towne Insurance Private Client Group, an independent agency. The position is responsible for providing personalized insurance solutions to high net-worth clients, ensuring their unique needs are met with the utmost care and attention. About Us Towne Insurance is a nationally recognized top insurance and risk management firm specializing in customized insurance solutions for all segments of business clients, families, and individuals. At Towne Insurance, we take pride in serving others, enriching lives, and providing our members exquisite service. Our employees are our most valuable asset, and we take time to invest in their health, happiness, and...