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
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Relationship Banker & Financial Wellness Advisor in Fishkill, NY vacancy
$18.5 - $23.42 per hour
...Relationship Banker Pay Range: $18.50 - $23.42 The role of the Relationship Banker is to deliver... ...-changing environment Ability to work well with people as a team Proficient... ...NBT has built a reputation as a stable financial institution by growing our people and our...FinancialFull timeTemporary workPart timeBank staffFlexible hoursNBT Bank
Fishkill, NY3 days ago$25 - $27.88 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...their physical, emotional, and financial well-being. Bank of America believes both in... ...strives for operational excellence • Builds relationships with clients to meet financial needs •...FinancialHourly payFull timeFlexible hoursShift workWeekend workDay 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
$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$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$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$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$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- Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we’re a global trailblazer committed to driving innovation... ...this role: Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch...FinancialTemporary workWork experience placementImmediate start
Wells Fargo & Company
Newburgh, NY2 hours ago - 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
$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$120k
A leading insurance and financial services company in New Windsor, NY is seeking driven financial service professionals to join their team. This role offers a comprehensive three-year training program and the chance to work closely with established agents. Ideal candidates...FinancialFull time- A financial services company is seeking a Personal Financial Counselor in Newburgh, NY, to provide comprehensive financial counseling to military service members and their families. The ideal candidate must hold a bachelor’s degree and possess at least 3 years of related...Financial
$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. #LI-Onsite Qualifications Are you...FinancialFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Poughkeepsie, NY1 day ago$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....FinancialHourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Beacon, NY29 days ago- ...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 Bank of China Limited, New York BranchFinancial
- ...Lines in Beacon, NY is hiring an Accounts Receivable Specialist responsible for managing customer invoices and payments to ensure the financial health of the organization. You'll collaborate with teams to resolve billing issues and assist in account reconciliations. The...FinancialWork at office
$20 - $23 per hour
A leading financial institution in Newburgh, NY is seeking a Financial Partner to provide exceptional service and guidance to members, helping them achieve financial goals. This role involves relationship building, processing transactions, and promoting products and services...FinancialHourly pay$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... .... This position may be eligible for short-term incentives as well as a comprehensive benefits package. Magellan offers a broad...FinancialContract workTemporary workWork experience placementWork at office- ...between Finance and Construction Operations, this position ensures financial results accurately reflect field performance. With high... ...interpersonal skills, with the ability to build cross-functional relationships and clearly communicate financial information. 7. Proven...FinancialContract workFor subcontractorWork at office
Peckham Industries
Fishkill, NY3 days ago - ...development Tuition assistance Vision insurance Wellness resources Description Our mission is to provide financial security and peace of mind through our... ...communicate complex programs and ideas is required. Relationship management skills are required. #J-18808-...FinancialFull timePart timeImmediate startFlexible hours
$22.5 - $29 per hour
...Job Description: The Retail Banker I is a customer liaison that... ...s Brand promise by utilizing financial expertise and consultative advice... ...goals and optimize their relationship with TD. Depth & Scope: *... ...the impact of decisions on the well-being of TD, its Customers...FinancialWork at officeLocal areaWork from homeFlexible hoursTD Bank
Poughkeepsie, NY4 days ago$23 - $29 per hour
...accounts in a timely manner Enter daily financial transactions into the accounting system... ...Strong attention to detail and accuracy Well-organized and able to prioritize tasks High... ...values trust, teamwork, and long-term relationships Opportunity to learn and grow within the...FinancialWork at office- ...processes Preferred Qualifications Prior experience in financial, compliance, or operational auditing Experience with dealership... ...Strong interpersonal skills with the ability to build relationships across dealership networks Adaptability in a dynamic and fast...FinancialWork at officeRemote work
Premier Staffing Solution
Fishkill, NY1 day ago - ...Service Platform Representative for their Fishkill Branch. This role involves assisting members with account management, promoting financial products, performing loan originations, and maintaining compliance with industry regulations. The ideal candidate will have strong...FinancialRotating shift
$20 - $23 per hour
Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence... ...responsible for promoting the financial well‑being of both existing and new members by building, maintaining, and deepening relationships through exceptional customer service and...FinancialHourly payWork at officeRemote work$17.25 - $20.7 per hour
...comprehensive benefits package designed to support your health, well-being and future both on and off the job. When you grow, we... ...your lifestyle.* ~401(k) Retirement Savings Plan: Build your financial future with a company match (available to team members 18 and older...FinancialWeekly payPart timeFlexible hours$20 - $23 per hour
Join us as a Financial Partner and be the trusted guide for our members' financial journeys... ...smart solutions, and build lasting relationships, all while helping members achieve their... ...responsible for promoting the financial well-being of both existing and new members by...FinancialHourly payWork at officeRemote workFlexible hours$57k - $90k
A leading financial services company is seeking a Senior Account Manager in Fishkill, NY. This full-time position involves managing... ...accounts, ensuring effective communication, and maintaining relationships with clients and carriers. The ideal candidate should have a...FinancialFull time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Financial Wellness Advisor. Be the first to apply!
Related searches
- jde finance consultant Fishkill, NY
- financial advisor Fishkill, NY
- financial planner Fishkill, NY
- financial planning assistant Fishkill, NY
- financial advisor associate Fishkill, NY
- financial counselor Fishkill, NY
- financial planning associate Fishkill, NY
- finance associate Fishkill, NY
- estate planning consultant Fishkill, NY
- financial planning administrator Fishkill, NY