Relationship Manager Salary at Equitel BETA

Location: On site as described in posting. Summary As a Private Bankers (PB), you are responsible for business development of professional associations with target High Net Worth Clients The PB Relationship Manager will provide business depository, treasury management, and business lending solutions to those individuals. In addition, you are responsible for advising your clients on building, preserving, and managing their wealth. You will utilize our financial planning strategy to advise prospects on all aspects of their balance sheet to generate new client acquisition. You will be part of a local team and supported by a platform that has the resources, specialists, and intellectual capital to help you advise clients on achieving their desired goals. 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. Mee

Relationship Banker - Parkside Commons Financial Center Cary, North Carolina **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of Ameri

Interviews applicants and requests appropriate credit documentation and specified information for loan application. Analyzes applicant's financial status, credit and proposed property transaction to determine feasibility of granting loan. Compiles upfront compliance information and assures timeline requirements are met. Answers applicant questions Corresponds with applicant to resolve questions regarding application information. Matches applicant's needs and qualifications with potential loan programs. Ensures loan meets selected program guidelines. Submits loan package to Processor for processing in a timely manner. Works closely with loan processor to assure loan is handled in a timely and efficient manner in accordance with company policies and guidelines. Inform applicants of loan approval, denial or outstanding conditions. Handles correspondence with applicant in regards to locking of loan and handles actual locking process in accordance with current company procedures and require

Location: On site at location listed in job posting. Schedule: Monday through Friday 8:30AM to 5:15PM The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations to understand their financial goals and align on solutions that meet their needs. In this role, you will drive growth by actively promoting and selling the bank's products and services. This role emphasizes deepening client relationships through excellent service, personalized advice, and proactive sales while supporting the banking center's overall sales goals. This role performs moderately complex to complex tasks. ESSENTIAL DUTIES AND RESPONSIBILITIES Sales and Business Development Proactive Sales Engagement: Engage clients in consultative conversations to understand financial priorities and recommend personalized banking solutions, with an emphasis on deposit accounts, loans and lines of credit, and referrals to other lines of business within the Bank. Growth Focus: Actively i

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 p Relationship Banker, Relationship, Banker, Customer Service, Operations, Banking

Responsible for providing an industry leading client service experience both in person and on the phone through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consu Relationship Banker, Relationship, Banker, Client Service, Client Relations, Sales, Banking, Business Services

Job Details Job Location Garner NC NC308 - Garner, NC Position Type Full Time Description Position Summary: Our Loan Originators are responsible for generating and developing business from loan applicants with a variety of financial needs. This position requires strong communication and negotiating skills along with a willingness to provide exceptional customer service in a fast-paced, team environment. This position is paid minimum wage draw against commission. Essential Job Functions: Specific tasks will include, but are not limited to, the following: Maintain an active Mortgage Loan Originator License. Production at or above minimum level of: o Full-time Loan Originator- $1,750,000 in closed loan volume OR 9 or more closed loan transactions in a three-month period (Quarterly). Input and submission of quality files to include complete 1003 and supporting documentation (i.e. income, assets, liabilities and credit), along with proper expectations of processing flow. Maintain sales cont

WHO We Are: Self-Help started in 1980 with a focus on economic inequality especially in communities that have faced systemic barriers to building wealth. At the core of what Self-Help does is a drive to create and protect ownership and economic opportunity. In other words, we're committed to economic justice! Economic Justice means that all communities have the basic infrastructure they need to thrive, from high-quality schools to grocery stores selling fresh food resources that support opportunity at a neighborhood level regardless of demographics, income, or wealth. Since our founding, we've constantly sought new ways to pursue greater economic justice: from providing fair and affordable loans to working with partners to demand that lawmakers change unjust policies. We are seeking a Branch Manager to join our Raleigh, NC team! WHAT You'll Do: Leading branch outreach and business development efforts and assisting/coaching other branch staff to contribute effectively. Achieving branch