Relationship Banker

About the Role:

We are seeking qualified contractors to fulfill the role of Relationship Banker in our in-market team. This role is committed to providing differentiated service and problem resolution experience to assigned clients via virtual delivery, such as telephone, email, chat, etc. The specialist will work in a complex, team-oriented, and fast-paced environment, acting as a liaison between clients, Wealth teams, and other internal partners to deliver a seamless and integrated servicing approach to high net-worth clients. This opportunity is open to individuals located in Charlotte, NC and surrounding areas.

Contractors will be engaged and paid for by a third-party payroll supplier, BCforward, which will serve as the employer of record for tax and compliance purposes.

Hours of Operations:

• Monday - Friday – 8:00 AM – 8:00 PM EST
• Sat – 9:00 AM – 5:00 PM EST (will work every six weeks)

Work Schedule:

• In Office during training (~90 days)
• Hybrid after completion of training
• 3 days in the office
• 2 days’ work from home
• Must reside in Charlotte, NC

Core Duties:

• Provide primary service and problem resolution support for Wealth clients and advisors via phone and electronic service requests.
• Gain proficient understanding of all banking products, processes, and programs, staying well-informed of any changes.
• Find specialized solutions for clients with more complex financial needs while remaining compliant with the existing branch operations manual, audit, and regulatory framework.
• Establish professional, ongoing working relationships with Wealth advisors and internal partners to meet the needs of clients.
• Execute day-to-day transactional needs of Wealth assigned clients with a focus on efficiency and accuracy, meeting specified service level agreements (e.g., transfers, overdrafts).
• Facilitate wire agreements and time-sensitive wire requests for Wealth clients, requiring the ability to execute a complex process with high attention to detail.
• Enter and maintain accurate, detailed documentation for each client interaction, including final resolution within CRM/SalesForce.com.
• Uphold required performance standards (e.g., quality, productivity, behaviors).
• Assist the Bank's Wealth division in reaching target Voice of Client (VOC) scores.

Deliverables or Project Scope:

• Efficient and accurate execution of transactional needs for Wealth clients.
• Detailed and accurate documentation of client interactions and resolutions.
• High-quality service and problem resolution support for Wealth clients and advisors.
• Compliance with branch operations manual, audit, and regulatory framework.

Collaboration Tools:

• CRM/SalesForce.com
• Microsoft Office software products

Basic Qualifications:

• Associate's degree in business, accounting, finance, banking, or equivalent education and related training.
• Four years of related client service experience (e.g., Retail Banking, Relationship Banking)
• SAFE (Mortgage Licensing Act) compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
• Excellent verbal and written communication skills.
• Organized and responsive with the ability to handle multiple tasks simultaneously.
• Empowered self-starter that takes ownership of their learning and has the ability to retain the information.
• Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible.
• Operates effectively in a team environment.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Banking and relationship banking experience is a must-have.

• This is a contractor role administered through a third-party payroll supplier. The supplier will determine compensation, benefits, and applicable employment policies. The contractor will not be eligible for employee benefits from Accenture.
• The supplier will ensure compliance with applicable federal and state laws including ADA, FMLA, and local ordinances.
• Contractors must have work authorization that does not now or in the future require sponsorship of a visa for work authorization in the United States.
• Individuals currently employed by a client of Accenture or an affiliated Accenture business may not be eligible for consideration.
• Contractor candidates will not be obligated to disclose sealed or expunged records of conviction or arrest. A criminal conviction history is not an absolute bar to engagement with Accenture.
• Accenture will not discriminate against individuals because they have inquired about, discussed, or disclosed their own pay or the pay of another individual. Those with access to compensation information as a part of their job functions may not disclose such information unless the disclosure is:

• In response to a formal complaint or charge,
• In furtherance of an investigation, proceeding, hearing, or action,
• Consistent with Accenture’s legal duty to furnish information

• California residents or those planning to work from Los Angeles County should review additional notifications here.
• Please read Accenture’s Recruiting and Hiring Statement for more information on how we process your data during the contractor engagement process.

• Compensation for contractor roles supporting Accenture is determined by the contractor’s employer BCforward, and varies depending on factors such as location, role, skill set, and experience.
• As required by law, below you’ll find the reasonable range of compensation BCforward expects to pay for this role if hired in California, Colorado, District of Columbia, Illinois, Maryland, Minnesota, New Jersey, New York or Washington as set forth below. We accept applications on an on-going basis and there is no fixed deadline for applying.
• To review benefit information offered by BCforward please click here