Senior Banker II - Independence Square East Financial Center
Charlotte, North Carolina, United States · On-site
Entry level$3.6B raised
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Skills: Active listening, Business acumen, Customer focus, Oral communications, Problem solving
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Skills: Data Strategy, Business Process Automation, Client Relationship Management, Solution Architecture, Project Management
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and cons…
Job Description: The Job/What You’ll Do: As Vice President, Corporate Counsel at AssetMark, you will join a highly collaborative legal team and serve as a trusted advisor to leaders across the organization. This is a bro…
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. We do this by driving Responsible Growth and delivering for our clients, t…
Charlotte, North Carolina, United States · On-site
$57k–$86k/yr
Mid level$500K raised
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Skills: Data validation, Data quality management, Analytical review, Property tax appeal processing, Data analysis
Charlotte, North Carolina, United States · On-site
Entry level
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. GENERAL FUNCTION: The Personal Banker I position w…
Charlotte, North Carolina, United States · On-site
Senior
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Charlotte, North Carolina, United States · On-site
Senior$12B raised
At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencie…
Skills: Calendar management, Communication, Meeting organization, Microsoft outlook, Microsoft powerpoint
Charlotte, North Carolina, United States · On-site
$98k–$130k/yr
Mid level
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place …
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. We do this by driving Responsible Growth and delivering for our clients, t…
Skills: Accounting, Finance, Business support, Business intelligence, Analytics
Charlotte, North Carolina, United States · On-site
Entry level
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Skills: Member service, Cash handling, Account maintenance, Communication skills, Problem-solving
Charlotte, North Carolina, United States · On-site
$65k–$130k/yr
Senior
About Carrier Carrier Global Corporation, global leader in intelligent climate and energy solutions, is committed to creating innovations that bring comfort, safety and sustainability to life. Through cutting-edge advanc…
Charlotte, North Carolina, United States · On-site
Mid level
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which w…
Skills: Internal auditing, Risk assessment, Data analytics, Process mapping, Flowcharts
As passionate about our people as we are about our mission. Why Join Q2? Q2 is a leading provider of digital banking and lending solutions to banks, credit unions, alternative finance companies, and fintechs in the U.S. …
Financial Solutions Advisor Registration Candidate Consumer Investments - South End Financial Center
Charlotte, North Carolina, United States · Hybrid
Entry level$3.6B raised
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The Trust Client Interactions Specialist works on a centralized team and is accountable for providing superior customer service to Trust clients and key partners in Wealth with specialized concierge for daily email reque…
College to Corporate IT Internship - Application Development (NC)
Charlotte, North Carolina, United States · Hybrid
Entry level
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Skills: Web development, Mobile development, Application development, Agile, LEAN methodologies
Senior Banker II - Independence Square East Financial Center
The Senior Banker is responsible for uncovering the financial needs of individual and small business clients to provide tailored banking solutions. They manage service requests, perform transactional activities, and proactively build relationships through consistent follow-up and expert guidance.
Requirements
Candidates must have at least one year of sales experience in a client-centric environment and possess strong communication and problem-solving skills. The role requires the ability to work weekends or extended hours and the willingness to obtain a notary commission.
Full job description
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
Job Description: This job is responsible for helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include balancing working service requests and other transactional activities such as in-person or inbound call delivery. Job expectations include proactively connecting with clients, conducting consistent follow-up routines, and handling complex and diverse client engagements.
Responsibilities:
Works with clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs
Responds to customer inquiries and concerns, creating customized solutions
Identifies client needs for licensed sales functions and refer to partners (Merrill, Lending, & Small Business)
Quotes rates, terms and programs for banking solutions
Manages risk in every business, product and service transaction leveraging available tools
Leverages expertise from prior role by interacting with clients with an increased complexity of financial needs
Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
Assists, educates, and trains clients on conducting simple transactions through self-service technologies
Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements
Required Qualifications:
Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment
Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
Collaborates effectively to get things done, building and nurturing strong relationships
Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
Confident in identifying solutions for helping new and existing clients based on their needs
Strong written and verbal communications skills
Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone)
Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances
Applies strong critical thinking and problem-solving skills to meet clients' needs
Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously
Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws)
Must be able to work weekends and/or extended hours, which may include being scheduled at any financial center location within a reasonable distance
Desired Qualifications:
Associate's Degree or Bachelor's Degree in business, finance or a related field
Experience working in a financial center where goals were met or exceeded
Retail and/or sales experience in a salary plus incentive environment
Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded
Experience with financial information, spreadsheets and financial skills
Knowledge of banking products and services
Strong computer skills including Microsoft applications and previous experience utilizing laptop technology
Skills:
Active Listening
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.
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Offices: 100 North Tryon Street, Charlotte, NC 28202, US · 16001 Dallas Pkwy, Addison, TX 75001, US · 3123 N Scottsdale Rd, Scottsdale, AZ 85251, US · 135 S La Salle St, Chicago, IL 60603, US · 500 W 7th St, Fort Worth, TX 76102, US
How many Finance & Accounting jobs are open in Charlotte, NC right now?
There are currently 2,179 open finance & accounting positions in Charlotte, NC listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Finance & Accounting roles in Charlotte, NC?
Companies currently hiring include Bank of America, Truist, Wells Fargo, SMBC Group, H&R Block, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Finance & Accounting jobs in Charlotte, NC?
Yes — 1050 of the 2179 open finance & accounting positions offer remote or hybrid work (178 remote, 872 hybrid).
How do I apply for Finance & Accounting jobs in Charlotte, NC?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.