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Investment banker Jobs in Durham, NC

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Investment banker • durham nc

Last updated: 12 hours ago
Relationship Banker

Relationship Banker

First Horizon BankDurham, North Carolina, US
Full-time
Location : On site at location listed in job posting.Schedule : Monday through Friday 9 : 00AM to 5 : 00PM, Some Saturdays 9 : 00AM to 1 : 00PM The Relationship Banker is a trusted advisor who engages client...Show moreLast updated: 8 days ago
Personal Banker

Personal Banker

PNCDurham , NC
Full-time +1
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: 11 days ago
Sales Executive - Insurance Investment Accounting Solutions

Sales Executive - Insurance Investment Accounting Solutions

SS&C TechnologiesNC, US
Full-time
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries.Some 20,000 financia...Show moreLast updated: 30+ days ago
  • Promoted
Business Banker - Greater Triangle

Business Banker - Greater Triangle

First Citizens BankDurham, NC, US
Full-time
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 tradit...Show moreLast updated: 23 days ago
Investment Operations Analyst

Investment Operations Analyst

Duke HealthDurham, NC, US
Full-time
Work Arrangement : Requisition Number : 258806 Regular or Temporary : Regular Location : .Personnel Area : CENTRAL ADMIN MANAGEMENT CTR Date : Jun 26, 2025. Are you an accountant looking for an exciting op...Show moreLast updated: 21 days ago
  • Promoted
Relationship Banker

Relationship Banker

First HorizonDurham, NC, US
Full-time
On site at location listed in job posting.Monday through Friday 9 : 00AM to 5 : 00PM, Some Saturdays 9 : 00AM to 1 : 00PM. The Relationship Banker is a trusted advisor who engages clients in meaningful, con...Show moreLast updated: 4 days ago
Senior Investment Accountant

Senior Investment Accountant

Aspida Financial Services LlcDurham, North Carolina, United States
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: 8 days ago
Private Client Banker - Carraway Village (New Build) - Chapel Hill, NC

Private Client Banker - Carraway Village (New Build) - Chapel Hill, NC

JPMorgan Chase & Co.Chapel Hill, NC, United States
Full-time
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 havin...Show moreLast updated: 30+ days ago
  • New!
Private Client Banker - (New Build)Carraway Village - Chapel Hill, NC

Private Client Banker - (New Build)Carraway Village - Chapel Hill, NC

JPMorgan Chase Bank, N.A.Durham, US
Full-time
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 havin...Show moreLast updated: 12 hours ago
Personal Banker Associate I- Chapel Hill and Surrounding Areas

Personal Banker Associate I- Chapel Hill and Surrounding Areas

Fifth Third BankChapel Hill, United States
Full-time +1
Personal Banker Associate I- Chapel Hill and Surrounding Areas.Make banking a Fifth Third better®.We connect great people to great opportunities. Are you ready to take the next step? Discover a care...Show moreLast updated: 7 days ago
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The cities near Durham, NC that boast the highest number of investment banker jobs are:
Relationship Banker

Relationship Banker

First Horizon BankDurham, North Carolina, US
8 days ago
Job type
  • Full-time
Job description

Location : On site at location listed in job posting. Schedule : Monday through Friday 9 : 00AM to 5 : 00PM, Some Saturdays 9 : 00AM to 1 : 00PM 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 identify and fulfill client deposit and borrowing needs, guiding clients through deposit and loan options, opening deposit accounts, and taking loan applications. Client-Centric Financial Advice : Through a consultative approach, provide personalized financial advice that aligns with clients' short-and-long term goals. Utilize a deep understanding of the bank's products and services while sharing comprehensive, tailored advice that enhance client satisfaction and loyalty. Referrals : Recognize opportunities to deepen relationships with additional products and services and make referrals to bank partners, including but not limited to mortgage, wealth, private client, and business banking. Proactive Client Outreach : Conduct regular calls to clients and prospects to offer tailored financial solutions. Sales Leadership : Support a high-performing culture by coaching associates on sales, referrals, products and services as needed. Client experience Responsible for supporting the teller line to keep the customer wait time to a minimum (performs processing of financial transactions as needed). 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 in conducting and / or participating in meetings to promote sales, product knowledge and customer service. Assist banking center management with "on the job training" of new associates. Assist with dual control vault responsibilities and audit controls. 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. High school diploma or general education degree (GED) 2 - 5 years of experience as a Universal Banker or Teller COMPUTER AND OFFICE EQUIPMENT SKILLS Microsoft Office Suite, Salesforce 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 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 www.FirstHorizon.com . 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
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