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Client relationship manager • charleston sc

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Relationship Banker

Relationship Banker

First HorizonMount Pleasant, SC, US
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Requisition Number : RELAT012946.Location : On site at Mount Pleasant, 651 Johnnie Dodds Blvd, Mt Pleasant, SC 29464, USA. Location : On site at location listed in job posting.Schedule : Monday through ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Relationship Banker

Relationship Banker

First National Bank of PennsylvaniaMount Pleasant, SC, United States
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Mount Pleasant, South Carolina.Make a difference - for us and for your future.This position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Service Associate

Client Service Associate

Apollon Wealth ManagementMt. Pleasant, SC, US
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Client Service Associate Reports to : .Client Services Manager Status : Exempt We are seeking a dedicated and proactive Client Service Associate to join our esteemed wealth management team.The ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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DB Relationship Manager

DB Relationship Manager

VirtualVocationsCharleston, South Carolina, United States
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A company is looking for a DB Relationship Manager on a remote basis.Key Responsibilities Serve as the primary point of contact for an assigned portfolio of clients, ensuring client satisfaction ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Water / Wastewater - Client Services Manager

Water / Wastewater - Client Services Manager

Ardurra Group, Inc.North Charleston, SC, US
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WK Dickson (an Ardurra Company) is looking to hire an experienced.Water / Wastewater Client Services Manager.Our innovative water and wastewater engineers collaborate closely with clients to plan, d...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Service Associate

Client Service Associate

Jackson HewittCharleston, SC, US
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We are looking for someone who thrives in a welcoming, customer service-oriented environment with excellent communication skills. If you enjoy building strong relationships with clients, then look n...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Work From Home - Client Support Manager

Work From Home - Client Support Manager

AO Garcia AgencyNorth Charleston, South Carolina, United States, 29405
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Experience in our industry is not required as we have industry-leading training and support to provide you the tools to be successful and achieve your professional and personal goals.In 2020, we tr...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Senior Regional Banking Relationship Manager - Hybrid, Greater Charleston, SC

Senior Regional Banking Relationship Manager - Hybrid, Greater Charleston, SC

Huntington National BankKing Street Charleston Sc
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This Regional Banking Relationship Manager Sr.The Regional Banking Relationship Manager Sr.Huntington as well as maintaining and deepening business relationships with existing customers.This is don...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Service Manager

Client Service Manager

AscensusCharleston, SC, US
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Builds and maintains the relationships of qualified defined contribution retirement plans utilizing our Recordkeeping platform. Acts as a point of contact for assigned relationships, resolves team e...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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client service coordinator

client service coordinator

Banfield Pet HospitalMount Pleasant, SC, US
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The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team (in terms of numbers of clients and pets),...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Client Relationship Leader (Retirement & Benefits)

Client Relationship Leader (Retirement & Benefits)

LifeWorksCharleston, South Carolina, USA
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TELUS Health is empowering every person to live their healthiest life.Guided by our vision, we are leveraging the power of our leading edge technology and focusing on the uniqueness of each individ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Commercial Lines Client Service Manager

Commercial Lines Client Service Manager

Correll Insurance GroupNorth Charleston, SC, US
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Pickney Carter, a Member of Correll Insurance Group, has an immediate need for a Commercial Lines Client Service Rep at our North Charleston location in South Carolina. A Commercial Lines Client Ser...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Water / Wastewater - Client Services Manager

Water / Wastewater - Client Services Manager

ArdurraNorth Charleston, SC, US
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WK Dickson (an Ardurra Company) is looking to hire an experienced Water / Wastewater Client Services Manager to join our team in one of our South Carolina offices. Our innovative water and wastewater...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Services Manager - Assistant Manager - Lease Up Community - Aventon Noelle

Client Services Manager - Assistant Manager - Lease Up Community - Aventon Noelle

Pegasus ResidentialCharleston, SC, US
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Client Services Manager - Assistant Manager - Lease Up Community.Your practical and compassionate nature is critical to effectively balance between leasing apartments, managing resident retention, ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Client Services Associate

Client Services Associate

SouthState BankNorth Charleston, SC, US
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The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
SMALL BUSINESS BANKING RELATIONSHIP MANAGER

SMALL BUSINESS BANKING RELATIONSHIP MANAGER

Fifth Third BankCharleston, SC, United States
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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. Not available for immigration ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Relationship Banker - Mount Pleasant, SC Area

Relationship Banker - Mount Pleasant, SC Area

Bank of AmericaMount Pleasant, SC, US
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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 clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Client Specialist

Client Specialist

Barry'sCharleston, SC, US
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Client Specialists are the first line of contact at all Barry's studios.They are well-versed in all aspects of our business complying with company policies, procedures, and directives.Client Specia...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Client Service Associate

Client Service Associate

GrahamNorth Charleston, SC
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REMOTE - Client Service Associate.Contract Position, 5 days per week, from 9am-6pm EDT with one-hour lunch.Client Service Associate opportunity with the possibility of becoming a permanent position...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Virtual Customer Relationship Associate

Virtual Customer Relationship Associate

AO Globe LifeCharleston, SC, US
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Virtual Customer Relationship Associate Remote Account Sales Representative Full-Time | Remote | U.Based AO Globe Life is seeking motivated, people-oriented professionals to join our fully remote t...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Relationship Banker

Relationship Banker

First HorizonMount Pleasant, SC, US
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Relationship Banker

Job Category : Banking

Supervisor : ANTHONY LASTORIA

Requisition Number : RELAT012946

Posted : May 23, 2025

Full-Time

Location : On site at Mount Pleasant, 651 Johnnie Dodds Blvd, Mt Pleasant, SC 29464, USA

Job Details

Description

Location : On site at location listed in job posting.

Schedule : Monday through Friday 8 : 30AM to 5 : 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.

    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

    More FirstHorizon.com / First-Horizon-National-Corporation / Careers / Our-Benefits

    Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.