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Investment banker Jobs in Durham, NC

Last updated: 1 day ago
  • Promoted
Personal Banker

Personal Banker

PNC Financial Services GroupChapel Hill, NC, United States
Full-time +1
At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.We are all united in delivering the best experience for our customers.We work together each day ...Show moreLast updated: 6 days ago
Commercial Banker

Commercial Banker

TruistDurham, NC
Full-time
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 acti...Show moreLast updated: 30+ days ago
  • Promoted
Universal Banker

Universal Banker

First HorizonChapel Hill, NC, United States
Full-time
On site at location listed in job posting.Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a retail banking environ...Show moreLast updated: 6 days ago
  • Promoted
Personal Banker I

Personal Banker I

Fifth Third BankDurham, NC, United States
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 18 days ago
  • Promoted
Personal Banker - Governors Village

Personal Banker - Governors Village

PNC Bank Corp.Chapel Hill, NC, United States
Full-time
Acquires and deepens the branch customer base through a variety of proactive sales and service activities.Manages the customer experience by identifying opportunities to improve the customer's fina...Show moreLast updated: 4 days ago
  • Promoted
Client Service Manager

Client Service Manager

Hamilton Point Investment Advisorschapel hill, NC, United States
Full-time
Location : Chapel Hill, NC (in office position).Schedule : Monday – Friday, 8 : 30 AM – 5 : 30 PM.Hamilton Point is looking for a dedicated Client Service Manager to join our team who embodies our values...Show moreLast updated: 1 day ago
  • Promoted
Sr. Analyst, CLO Investment Services

Sr. Analyst, CLO Investment Services

Fidelity InvestmentsDurham, NC, United States
$81,000.00–$137,000.00 yearly
Full-time
Analyst, CLO Investment Services.Grand Harbour CLO business into Fidelity's broader CLO operating infrastructure.Specifically, the Senior Analyst will be assigned to a minimum of three live CLOs an...Show moreLast updated: 2 days ago
Regulatory GAAP and Statutory Investment Reporting Analyst

Regulatory GAAP and Statutory Investment Reporting Analyst

Lincoln Financial GroupDurham, NC (North Carolina)
$67,000.00–$120,700.00 yearly
You will provide timely and proper investment reporting of General Account Invested Assets under applicable Statutory, GAAP, Management and Tax basis. You will specifically be responsible for the in...Show moreLast updated: 30+ days ago
  • Promoted
Investment Leader

Investment Leader

Aspida Financial Services LLCDurham, NC, US
Full-time
Aspida is a tech-driven, nimble insurance carrier.Backed by Ares Management Corporation, a leading global alternative asset manager, we offer simple and secure retirement solutions and annuity prod...Show moreLast updated: 28 days ago
  • Promoted
Universal Banker- Float

Universal Banker- Float

First Horizon National CorporationDurham, NC, United States
Full-time
Location : On site at location listed in job posting.SUMMARY Provide quality, accurate and timely customer service involving daily processing of financial transactions and opening accounts in a reta...Show moreLast updated: 2 days ago
Relationship Banker - Northgate

Relationship Banker - Northgate

Bank of AmericaDurham
Full-time
This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.Key respo...Show moreLast updated: 30+ days ago
Senior Associate, Investment Analytics and Data (DevOps)

Senior Associate, Investment Analytics and Data (DevOps)

Dimensional Fund AdvisorsNorth Carolina,Remote
Remote
Full-time
The Research Department at Dimensional is integral both in the successful day-to-day functioning of the firm and in developing Dimensional’s long-term strategy. The team produces high-quality, thoug...Show moreLast updated: 30+ days ago
Financial Advisory Services (FAS) Specialist I - Investment Focused

Financial Advisory Services (FAS) Specialist I - Investment Focused

State Employees' Credit UnionCharlotte-University City Blvd
Full-time
If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!.These FAS Specialists are responsible for delivering advisory and planning solutions to me...Show moreLast updated: 19 days ago
Senior Float Sales & Service Representative - North Triangle Cluster (Float Universal Banker)

Senior Float Sales & Service Representative - North Triangle Cluster (Float Universal Banker)

First Citizens BankDurham, North Carolina, US
Overview Are you a people person? Be a First Citizens person.Join our branch team and make a difference.As a Senior Sales & Service Representative at First Citizens Bank, you will support sales and...Show moreLast updated: 30+ days ago
  • Promoted
Retail Personal Banker Associate I

Retail Personal Banker Associate I

Fifth ThirdDurham, NC, United States
Full-time
Make banking a Fifth Third better.We connect great people to great opportunities.Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. Selected candidates are intend...Show moreLast updated: 13 days ago
Personal Banker

Personal Banker

PNC Financial Services GroupChapel Hill, NC, United States
6 days ago
Job type
  • Full-time
  • Part-time
Job description

Position Overview

At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Branch Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. This position, within PNC's Retail Branch Banking Network, is based in Chapel Hill at the Willow Drive branch.

Job Description

  • Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.
  • Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.
  • Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.
  • Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.
  • Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.

PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be :

  • Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
  • Managing Risk - Assessing and effectively managing all of the risks associated with their business objectives and activities to ensure they adhere to and support PNC's Enterprise Risk Management Framework.
  • To learn more about this opportunity, please watch this video.

    Qualifications

    Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role. Listed below are skills, competencies, work experience, education, and required certifications / licensures needed to be successful in this position.

    Preferred Skills

    Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service, Identifying Opportunities, Leveraging Technology, Proactive Sales

    Competencies

    Banking Products, Digital Awareness, Effective Communications, Managing Multiple Priorities, Matrix Management, Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs

    Work Experience

    Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties. Typically requires 3+ years experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.

    Education

    No Degree

    Certifications

    No Required Certification(s)

    Licenses

    Candidates being considered for this position will be subject to additional background checks as required by Consumer Financial Protection Bureau regulations.

    Benefits

    PNC offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include : medical / prescription drug coverage (with a Health Savings Account feature), dental and vision options; employee and spouse / child life insurance; short and long-term disability protection; 401(k) with PNC match, pension and stock purchase plans; dependent care reimbursement account; back-up child / elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.

    In addition, PNC generally provides the following paid time off, depending on your eligibility : maternity and / or parental leave; up to 11 paid holidays each year; 8 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.

    To learn more about these and other programs, including benefits for full time and part-time employees, visit Your PNC Total Rewards.

    Disability Accommodations Statement

    If an accommodation is required to participate in the application process, please contact us via email at [email protected]. Please include "accommodation request" in the subject line title and be sure to include your name, the job ID, and your preferred method of contact in the body of the email. Emails not related to accommodation requests will not receive responses. Applicants may also call 877-968-7762 and say "Workday" for accommodation assistance. All information provided will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.

    At PNC we foster an inclusive and accessible workplace. We provide reasonable accommodations to employment applicants and qualified individuals with a disability who need an accommodation to perform the essential functions of their positions.

    Equal Employment Opportunity (EEO)

    PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

    California Residents

    Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.