Client Banking & Financial Wellness Advisor
KeyCorp
KeyBank is seeking a Personal Banker to engage clients, uncover needs, and guide them toward suitable financial solutions. You will open accounts, attract new clients, and deepen relationships with existing customers in Niagara Falls, NY. This role requires strong communication, integrity, and a passion for helping clients achieve financial wellness. You will participate in morning huddles, work Saturdays as needed, and use digital tools to educate customers about online banking and products. #J-18808-Ljbffr KeyCorp
$25 - $38.46 per hour
...Private Client Banker page is loaded## Private Client... ...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you will... ...confidence in their financial wellness by assessing their... ...Services, Private Bank, Mortgage or Business Banking...SuggestedHourly payWork experience placementDay shift$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part of... ...plan-based approach to financial advice. As a PCB, you will... ...in their financial wellness by assessing their financial... ...Services, Private Bank, Mortgage or Business Banking...SuggestedHourly payFull timeWork experience placementFlexible hoursDay shift$300k - $325k
...Mizuho's Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and... ...solutions and loan capital markets/syndicate to Mizuho's client base of leading international corporations, financial institutions and public sector entities in the US...SuggestedWork experience placementWork at office$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...communities. Personal Bankers engage clients in deeper conversations to... ...to assist in client's financial wellness both in person and through proactive... ...making them feel that no bank will fight harder for them....SuggestedHourly payFull timeWork experience placementFlexible hoursDay shift$260k
...commercial intelligence to grow, transform, protect, and defend our clients' businesses, across every critical moment. We operate in the... ...an opening for a Debt Finance Associate attorney in the Firm's Banking & Finance Group. Admission to the New York bar is required....SuggestedFull timeWork at officeLocal area$175k - $225k
...Finance Americas Project Finance provides clients with a broad range of financial advisory and debt structuring and... ...team works closely with Investment Banking across all sectors and Mizuho's... ...comprised of advising and lending as well as obtain mandates and/or execute non...Full timeWork experience placementH1b$20.55 - $34.25 per hour
...customers' needs through the bank’s retail sales process to provide... ...ways to add value to clients banking relationship and transition... ...needs to based discussion on financial goals Identify financial needs... ...system changes/enhancements, as well as demonstrate good risk management...Hourly pay$88k - $110k
Summary: Support the management with financial accounting operations for Mizuho Bank (MHBK) New York and MHBK Grand... ...staff regarding the operation as well as accounting standards and internal... ...comprehensive financial services to clients in 35 countries and 800 offices...Local areaRemote workWorldwide$110k - $130k
Job Overview Investment & Corporate Banking Analysts are directly involved in the design... ...and execution of mergers & acquisitions, financial advisory, global capital markets,... ...and services for existing and prospective clients. An Analyst is expected to understand the...Full timeH1bWork at office- Mizuho Financial Group Inc. in New York seeks an Analyst to provide analytical, strategic... ...content development support to the Head of Banking and the Banking COO team. The role... ...leadership, and support growth initiatives, client strategy, and market analyses while #J-...
- M&T Bank Niagara Falls branch seeks a skilled relationship manager to identify customer needs using our retail sales approach. You will engage in proactive outreach, assess profiles, and propose suitable banking solutions while coordinating with internal partners. You...
$260k
A leading global law firm in Niagara Falls is seeking a Debt Finance Associate Attorney to join their Banking & Finance Group. The ideal candidate will hold a Juris Doctor (J.D.) degree, have a strong academic background, and experience with sponsor-side representation....$175k - $225k
...Mizuho’s Banking Division provides corporate and investment banking coverage, sponsor coverage, advisory and... ...solutions and loan capital markets/syndicate to Mizuho’s client base of leading international corporations, financial institutions and public sector entities in the US...Full timeH1b$80k - $95k
U.S. Investment & Corporate Banking Portfolio Management is directly involved in the design... ..., structuring and execution of financial advisory, global capital markets, financial... ...and services for existing and prospective clients. Staff are expected to assist in understanding...Full timeH1b$95k - $110k
...content development support to the Head of Banking and the Banking COO team. The role... ...growth initiatives, including coverage and client strategy, market and competitive landscape... ...and strategic priorities Develop financial models and presentations used to evaluate...Full timeH1bWork at officeWeekend work$15.5 - $17.05 per hour
...seeking a Teller in North Tonawanda, NY to welcome customers, efficiently process transactions, resolve issues, and educate clients about bank products and digital offerings. You will balance cash drawers, participate in meetings, support security procedures, and contribute...Hourly pay$87k - $140k
...acquisition, and structured financing—across an IG, HY, and Financial Sponsor client base as well as trade‑management solutions for existing and... ...responsiveness and productivity. Responsibilities Work closely with Banking Americas Originations and Product Partners to identify...Full timeH1b- ...lending and wealth management, process transactions, and support branches while maintaining accuracy and confidentiality. A strong customer service background and banking knowledge are essential. The role may require occasional travel and flexible hours. #J-18808-Ljbffr...Flexible hours
$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the... ...you provide excellent client service in-person by welcoming... ...clients to the Bank and assisting them with... ...clients, listen to uncover financial needs and transition clients... ...a deeper financial wellness conversation. At KeyBank...Hourly payWork experience placementDay shift$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the... ...you provide excellent client service in-person by welcoming... ...clients to the Bank and assisting them with... ...clients, listen to uncover financial needs and transition clients... ...a deeper financial wellness conversation. At KeyBank...Hourly payWork experience placementShift workDay shift$96k - $181k
...strong working knowledge of investment banking principles. They are responsible for performing... ...mechanics. Actively participate in client planning sessions. Research and analyze... ...tasks encompassing comprehensive financial modeling and valuation analyses. Possess...Work experience placementWork at office- ...municipal and infrastructure debt deals, with emphasis on financial modeling and client-focused presentations. You will support deal teams and analysts... ...1.5 years. Ideal candidates have 1+ years in investment banking, a Bachelor's degree or equivalent, and strong Excel/...
- Holiday Financial Services Corporation in Niagara Falls is seeking a skilled Wealth Manager to provide personalized financial services. The role requires a strong background in client relationship development and business development, with a minimum of 5 years' experience...
- ...providers, support onboarding of funds to global providers, and investigate operational queries while engaging with financial advisors to ensure smooth client experiences. The role requires strong communication, teamwork, and detail orientation, with proficiency in Excel...
- KeyBank is seeking a Private Client Banker in Tonawanda, New York, to enhance client relationships and provide tailored financial solutions. This role focuses on engaging with clients... ...them toward achieving their financial wellness goals. The position requires a strong sales...
$18.5 - $20 per hour
...Associate is responsible for supporting the financial operations of the organization by... ...carryover, and transfer to Long Term Sick bank is also available at calendar year-end of... ...holiday and 13 recognized Agency holidays ~1 Wellness Day yearly ~ Wage/Longevity Bonuses...Full timeTemporary workFlexible hours- Lee, Nolan & Koroghlian, LLC in Niagara Falls, New York, is seeking a Financial Services Advisor. In this role, you will work closely with clients to assist them in achieving financial freedom while building a business that makes a positive impact on their lives. Ideal...
$61k - $250k
Northwestern Mutual in Niagara Falls is seeking a Financial Advisor to start a business focused on helping clients achieve their financial goals. You'll build personalized financial plans and manage client relationships while enjoying the benefits of extensive training...- ...applicants Direct message the job poster from Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for an experienced... ...is interested in working with an existing book of clients. We want to help you grow your business and be a...Full time
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Banking & Financial Wellness Advisor. Be the first to apply!
- customer relations specialist Niagara Falls, NY
- customer service associate Niagara Falls, NY
- e-commerce customer service representative Niagara Falls, NY
- client service representative Niagara Falls, NY
- full time customer service associate Niagara Falls, NY
- customer service expert Niagara Falls, NY
- customer service administrator Niagara Falls, NY
- service representative Niagara Falls, NY
- customer support agent Niagara Falls, NY
- customer service representative (remote from home) Niagara Falls, NY



