969 relationship jobs at 470 companies in Charlotte, NC
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Relationship Manager
Pennsylvania or Charlotte or Dresher or Charleston
RemoteFull Time
5+ YOE5+ years in retirement services, strong Microsoft Office skills including Excel, client relationship management, issue resolution, and ability to meet deadlines in a fast-paced environment.
Microsoft Office, Microsoft Excel, DST
1mo
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Sr Relationship Manager
Pittsburgh or Charlotte
OnsiteFull Time
7+ YOE7+ years in relationship/account/client success in B2B SaaS, fintech, or financial services; familiarity with IRA products and custodial/trust operations; proven C-suite relationship management; CRM (Salesforce) experience; strong strategic, communication, mentoring, and analytics skills; Bachelor's degree.
Salesforce
2mo
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Relationship Manager I
Charlotte, North Carolina, United States
$64k-$75k/yr HybridFull Time
Experience with wealth management service models, client relationship management, leadership/mentoring, strong communication and problem-solving, and proficiency with CRM and workflow tools.
2w
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Relationship Manager II
Redwood City or Boston or Charlotte
$126k-$176k/yr OnsiteFull Time
5+ YOE5+ years charitable gift planning experience, university degree preferred, strong written/verbal communication, public speaking, content creation, and client relationship skills.
1w
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Relationship Banker Charlotte
Charlotte or Wesley Chapel
OnsiteFull Time
2+ YOERequires 2+ years customer service experience, 1+ year assessing customer needs and resolving issues, and 1+ year building relationships. FINRA, SAFE, and state insurance licensing required.
6d
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Relationship Banker or Senior Relationship Banker - Hilltop Plaza
Monroe, North Carolina, United States
OnsiteFull Time
2+ YOEHigh school diploma or equivalent, 2 years of client sales and service experience, prospecting and relationship-building experience, Microsoft Office proficiency, and SAFE compliance within 30 days.
Microsoft Office
1mo
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Sr. Relationship Manager (US)
Charlotte or Greenville
$149k-$223k/yr OnsiteFull Time
10+ YOEUndergraduate degree, 10+ years relevant experience in commercial banking, strong credit and financial analysis, business development track record, negotiation and client relationship skills.
2w
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Relationship Manager- Wealth Management
Dallas or Scottsdale or Charlotte or Malvern
HybridFull Time
3+ YOE3+ years managing a financial services book of business, with high-net-worth client relationship experience preferred; requires regulatory licensing or registration and a bachelor's degree or equivalent experience.
ETFs
2w
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Institutional Sales & Relationship Manager
Charlotte, North Carolina, United States
$118k-$144k/yr HybridFull Time
10+ YOEBachelor's or equivalent, 10+ years institutional sales/relationship experience, FINRA Series 6/7 and 63 (or testing within 120 days), knowledge of North Carolina local governments preferred.
1w
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Relationship Banker
Statesville or Statesville
FieldFull Time
0+ YOEHigh school diploma or GED; excellent customer service, communication, organizational, analytical, interpersonal, and sales skills; computer proficiency; MS Word, Excel, and PowerPoint skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint
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Specialist - Relationship
Harrisburg, South Carolina, United States
OnsiteFull Time
1+ YOEHigh school diploma, customer-service experience, ability to process teller transactions, open and service accounts, cross-sell products, troubleshoot basic digital banking, and work Saturdays; 1+ year experience preferred.
ten key calculator
1w
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Relationship Banker - Charlotte Central Market
Charlotte or Charlotte or Charlotte or Charlotte or Charlotte
OnsiteFull Time
Engage clients, process cash transactions, educate on self-service banking, build relationships, follow risk and compliance processes, and meet sales goals.
ATM, mobile banking, online banking
1mo
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Consumer Banking Relationship Specialist (Relationship Banker)
Gastonia, North Carolina, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, 1+ year customer-facing experience, knowledge of bank products and online/mobile banking, strong communication and critical thinking, Microsoft Office proficiency, ability to travel to other locations.
Microsoft Office
1mo
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Consumer Banking Relationship Specialist (Relationship Banker)
Gastonia, North Carolina, United States
OnsiteFull Time
1+ YOEHigh school diploma required (bachelor's preferred), 1+ year customer-facing experience, basic personal finance knowledge, ability to explain bank products, NMLS preferred for lending, strong communication and critical thinking.
Microsoft Office
1w
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Relationship Banker - Charlotte Central Market
Charlotte, North Carolina, United States
OnsiteFull Time
1+ YOEEngage clients in branch, educate on self-service channels, process cash transactions, build relationships, and connect clients to financial solutions; weekend and extended hours availability required.
ATM
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Senior Relationship Manager - Alternative Finance
Charlotte, North Carolina, United States
$54k/yr OnsiteFull Time
2+ YOE2+ years in alternative business finance; knowledge of MCA, term loans, SBA, lines of credit, equipment financing; strong communication and client relationship skills; experience managing renewals and growth.
Salesforce
1mo
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Relationship Manager III - C&IB
Charlotte, North Carolina, United States
OnsiteFull Time
8+ YOERequires strong client relationship, credit and financial analysis skills; typically 8+ years industry experience and a bachelor's degree; ability to originate and manage complex credit requests and drive revenue.
4d
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Relationship Banker II - Cornelius Branch
Cornelius or Charlotte
$48k-$58k/yr OnsiteFull Time
1+ YOEHigh school diploma/GED; Saturday availability; cash-handling ability; strong communication, customer service, relationship-building, computer, and multitasking skills. NMLS registration required; insurance license and experience preferred.
ATM
1mo
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Senior Customer Relationship Manager
Allen or Birmingham or Cedar Falls or Charlotte or Louisville or Lenexa or Springfield or Monett
$75k-$95k/yr RemoteFull Time
6+ YOE6+ years back-office banking or customer relationship experience in banking; ability to travel up to 25%; experience with Silverlake, CIF 20/20, or Core Director preferred; strong communication and judgment.
Silverlake, CIF 20/20, Core Director
2w
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WM Client Relationship Consultant
Dallas or Charlotte or Frisco
$71k-$81k/yr HybridFull Time
2+ YOE2+ years experience; obtain FINRA registrations (Series 7/63/65/66) and resident life & health insurance license within 120 days; university degree preferred; strong client relationship and advisory support skills.
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