Relationship Banker & Financial Wellness Advisor
Keybank, National Association
A leading financial institution in New York seeks a Personal Banker to engage clients and assist in their financial wellness journey. The ideal candidate should have at least 1 year of experience in customer relationships and sales, strong communication skills, and the ability to provide tailored financial advice. Responsibilities include opening accounts and collaborating with branch teams. This retail banking role offers a competitive hourly rate based on experience and a commitment to client-first service. #J-18808-Ljbffr KeyBank
$18.5 - $23.42 per hour
...Range: $18.50 - $23.42The role of the Relationship Banker is to deliver high quality customer service... ...-changing environment Ability to work well with people as a teamProficient... ...StabilityNBT has built a reputation as a stable financial institution by growing our people and...FinancialFull timeTemporary workPart timeBank staffWork visaFlexible hours- KeyCorp in Fishkill, NY, is hiring a Financial Wellness Associate responsible for serving clients and providing financial wellness guidance... ...will have a high school diploma, experience in client relationships, and strong sales skills. The position offers a competitive...FinancialHourly pay
$65k - $85k
...experienced Licensed Premier Relationship Banker (PRB) to join our team. In... ...connect customers with the right financial solutions. Key... ...Direct clients to Financial Advisors or Mortgage Loan Partners as... ...vision coverage to ensure your well-being. Tuition Reimbursement...FinancialLocal area$20.67 - $31.25 per hour
...a problem solver, trusted advisor, and partner to the people... ...KeyBank communities. Personal Bankers engage clients in deeper... ...solutions to assist in client's financial wellness both in person and through... ...to develop and expand relationships based on their unique financial...FinancialHourly payWork experience placementDay shift- A leading financial institution in Village of Fishkill seeks a Personal Banker to offer tailored financial solutions and engage clients in their financial wellness journey. The role involves building relationships with clients, opening accounts, and ensuring compliance...FinancialHourly pay
- A financial services institution in New York seeks a Personal Banker to engage clients in financial wellness. This role requires building strong client relationships, meeting sales goals, and ensuring compliance with banking procedures. Ideal candidates should possess a...Financial
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Chelsea, New York. This role offers a comprehensive benefits package including health coverage, 401(k), tuition reimbursement, and career advancement opportunities within...Flexible hours
$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors... ...importance of client interests, as well as the personal and... ...strategy. Enhance and preserve relationships with key partners to boost client...FinancialTemporary workLocal areaFlexible hours$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors... ...importance of client interests, as well as the personal and... ...strategy. Enhance and preserve relationships with key partners to boost client...FinancialTemporary workLocal areaFlexible hours$105k - $250k
Citizens is looking for a Wealth Advisor in the Town of Fishkill, New York. This role... ...wealth management strategies and enhancing relationships with key partners. Candidates should... ...a minimum of 2 years of experience in financial advising and relevant licenses (Series...Financial$65k - $70k
Citizens Bank is looking for talented Virtual Wealth Advisors in Fishkill, NY, to provide personalized financial strategies and grow client assets. This role requires proactive engagement with clients through virtual means, analyzing investment needs, and achieving sales...Financial$105k - $250k
Citizens Bank seeks a Wealth Advisor in Town of Fishkill to develop personalized wealth... ...candidate has a minimum of 2 years in financial advisory with Series 7, 63, and 65 licenses... ...include enhancing client relationships, outreach for client engagement, and overseeing...FinancialFlexible hours$19.23 - $28.37 per hour
## Financial Wellness AssociateApplylocations: Fishkill, NYtime type: Full... ...a problem solver, trusted advisor, and partner to the people... ...deepen and expand the client relationship.* Acts as a resource to... ...either individually or to a Banker; Provides effective and customized...FinancialHourly payWork experience placementWork at officeDay shift$65k - $70k
...hiring talented Virtual Wealth Advisors who proactively identify and... ...for delivering personalized financial strategies to mass affluent clientele... ...policies and procedures, as well as, regulatory and legal... ...developing strong working relationships with branch personnel. Primary...FinancialCurrently hiringWork at officeLocal areaFlexible hours$65k - $70k
Citizens is hiring a Virtual Wealth Advisor in Fishkill, NY. The role focuses on delivering personalized financial strategies to clients through virtual interactions. Candidates should have active Series 7 and 66 licenses, a proven sales record, and experience with virtual...FinancialRemote jobFlexible hours$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of finance experts, and as the team grows, so will your opportunities. In...FinancialHourly payContract workWork experience placementRemote workFlexible hours- ...Tuition assistance ~ Vision insurance ~ Wellness resources About the Role: Join... ...- Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding... .... Build and maintain strong client relationships through excellent service and follow-...FinancialWork at officeImmediate startWork from homeFlexible hours
- ...expanding and currently seeking an energetic Financial Representative to continue our ambitious... ...you will build long-lasting relationships, offer guidance while providing solutions... ...develop lasting, meaningful relationships as well as influence others Preferred Qualifications...FinancialContract workWork at office
$61k - $250k
...Northwestern Mutual is seeking a Financial Advisor in Poughkeepsie, NY, where you will help clients achieve their financial goals. As a... ...will include client acquisition, personalized planning, and relationship management. The position offers performance-based earnings...Financial- ...Job Description Job Description Banker Job Type: Full-time, Part-time Shift... ...Our client, a global trailblazer in financial services, is not just a trusted name-they... ...follow procedures ~ Experience building relationships and identifying customer needs ~...FinancialFull timePart timeImmediate startShift workDay shift
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework... ...to interview for a full‑time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this internship...FinancialFull timeInternshipLocal areaFlexible hours$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...FinancialHourly payContract workFor contractorsWork experience placementRemote work$42k - $150k
...our clients with a stable and reliable financial partner, whether in Corporate or Personal... ...expectations. Business Development & Customer Relationship Maintain regular contact with customers... ...ownership of work product and has a well-reasoned view. Absorbs multiple data...FinancialWork experience placement$50 - $60 per hour
...finance professionals with advanced degrees (MBA+) and professional experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might: Review and improve AI Assistant answers to questions about macro...FinancialHourly payContract workFor contractorsWork experience placementRemote work- A regional financial institution is seeking a Licensed Relationship Manager in Hopewell Junction, NY. The role focuses on delivering exceptional member service and promoting financial products to new and existing members. Responsibilities include handling transactions,...Financial
- ...through the application process from inquiry to closing. Build relationships and provide exceptional customer service throughout the loan... ...industry guidelines. Help seniors and homeowners identify financial solutions that meet their needs. What Were Looking For:...FinancialImmediate startRemote work
$65k - $80k
...Financial Planner | Poughkeepsie, NY A highly regarded wealth management firm with over... ...client information, and support advisors by developing financial plans and providing... ...developments Build and maintain strong relationships with advisors to ensure client...FinancialLocal area- ...finance or a related field, possess 1–5 years of experience in the industry, and be bilingual in English and Mandarin. The role involves conducting financial analyses, managing relationships with borrowers, and ensuring compliance with bank policies. #J-18808-Ljbffr...Financial
$52k - $210k
...makes appropriate referrals to branch or to others on regional Financial Group market team. Monitors client investment performance and... ...recommendations. 10% Cultivates and fosters proactive relationships with staff of assigned branches with regular meetings to discuss...FinancialBase plus commissionFull timePart timeLocal areaFlexible hours$58.44k
...specifically stated otherwise, this role is "On-Site" at the location detailed in the job post. This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling...FinancialContract workWork experience placementWork at office
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