Relationship Banker
$25 - $26.77 per hourBank of America
Bank of America is seeking a Customer Engagement Associate to support clients in the lobby by providing education on mobile, online, and ATM banking, and by handling cash transactions. Responsibilities Engage clients to discuss their financial needs and goals. Educate clients on how to conduct simple banking transactions through self‑service technologies such as ATM, online and mobile banking. Accurately and efficiently process cash transactions for clients as needed. Execute the bank's risk culture and strive for operational excellence. Build and nurture relationships with clients to meet their financial needs. Follow established processes and guidelines to do what is right for clients and the bank, adhering to all applicable laws and regulations. Grow business knowledge and network by partnering with experts in small business, lending, and investments. Manage financial center traffic, appointments, and outbound calls effectively. Drive the client experience and maintain a high level of service. Manage cash responsibilities. Required Qualifications Enthusiastic, self‑starter with a strong work ethic and focus on results. Strong client focus and ability to build and nurture relationships. Capability to identify solutions for new and existing clients based on their needs. Excellent communication skills, comfortable engaging all clients. Ability to learn and adapt to new information and technology platforms. Educate clients on simple banking transactions via self‑service technologies. Strong critical thinking and problem‑solving skills. Follow established processes and guidelines, adhering to all applicable laws and regulations. Efficient time and capacity management. Results‑oriented, acting in the best interest of the client. Must be able to work weekends and/or extended hours; may be scheduled at any financial center location within a reasonable distance. Desired Qualifications Experience in financial services and knowledge of industry products and solutions. One year of successful sales experience in a salary plus incentive environment with individual sales goals. Six months of cash handling experience. Bachelor's Degree or business‑relevant Associate’s Degree such as business management, business administration or finance. Skills Adaptability Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement High School Diploma / GED / Secondary School or equivalent. Shift and Hours Shift: 1st shift (United States of America). Hours per week: 40. Pay & Benefits Pay range: $25.00 - $26.77 hourly, based on experience, education and skill set. Role is compensated with a base salary and is not incentive eligible. Benefits: industry‑leading benefits, paid time off, resources and support to employees. Pay Transparency details: US - CT - Wallingford - 938 N Colony Rd - Wallingford North Colony (CT2360). Privacy Statement: #J-18808-Ljbffr Bank of America
- ...meet the financial goals. Responsibilities: * Executes the bank's risk culture and strives for operational excellence * Builds relationships with clients to meet financial needs * Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goal Relationship Banker, Banking, Relationship, Banker, Operations, Customer Service...Suggested
- ...financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes and guidelines in daily activities to do what is right for...SuggestedWork at officeShift workWeekend workDay shift
$20.67 - $31.25 per hour
...East Haven, Connecticut 06512 *This is a hire‑ahead personal banker role and will require flexibility to work at any area branch including... ...to Key and work with existing clients to develop and expand relationships based on their unique financial goals, leading to client...SuggestedHourly payWork experience placementDay shift- ...KeyCorp seeks a Personal Banker to engage clients in meaningful conversations, uncover needs, and guide financial wellness both in... ...and via proactive calls. You’ll attract new clients and deepen relationships across branch teams and partners. The role requires a client‑first...Suggested
$25 - $38.46 per hour
...Private Client Banker Location: 2856 Whitney Avenue - Hamden, Connecticut 06518 Job Summary: Be a problem solver, trusted advisor... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Hourly payWork experience placementDay shift- ...partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and...Flexible hoursDay shift
- ...Private Client Banker Location: 1248 Dixwell Avenue - Hamden, Connecticut 06514 Job Summary Be a problem solver, trusted advisor... ...Private Client Program and will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you...Day shift
- ...At Ion Bank, we pride ourselves on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their financial goals. We are passionate about our Service Standards and live by them every day. As a result...Work at office
$18.32 - $27.48 per hour
...responsible for helping establish and attain sales and service goals and to promote membership growth through the expansion of member relationships under the supervision of the Assistant Branch Manager. A New Account Representative must provide outstanding service to all...Hourly payPermanent employmentFull timeTemporary workWork experience placementNight shift- ...on providing exemplary customer service and building lifetime relationships by partnering with our customers to identify and achieve their... ...safe and secure. Perform additionally assigned duties. As a Banker you are responsible for: Provide superior customer...Hourly payFull timeWork at office
$39.7k - $54.55k
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also ...16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaMonday to FridayFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$100k - $110k
...Advisor to the team who will support the firm’s lead advisor. The Wealth Advisor is responsible for the retention of existing client relationships as well as the development of new client connections. The Wealth Advisor role is a full-time, salaried position with a...Full time- Northwestern Mutual seeks College Financial Representatives for its internship program in New Haven, CT. Interns will build an integrated financial planning practice while receiving guidance and support from experienced professionals. Responsibilities include networking...Full timeInternshipFlexible hours
$80k - $95k
...Preferred 5+ years financial services experience Series 7, 63 and 65 (or 66) completed Related Skills Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes...Work experience placement- ...goals were met or exceeded. Sets and accomplishes goals, achieving whatever you put your mind to. Builds and nurtures strong relationships. Collaborates effectively with others to get things done. Communicates effectively and confidently and is comfortable engaging...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$61k - $119k
...financial plans tailored to every client’s unique needs Manage your client’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been...Work at office$70k - $110k
Tradewinds Wealth Management, LLC, is a relationship-based financial services firm striving to provide quality advice, effective implementation, and superior service to our individual and corporate clients. Dedicated to the highest ethical standards, Tradewinds Wealth...Full timeWork experience placementWork at office- ...obtaining required industry licenses Must be self-disciplined in managing time and capacity Experience in cultivating client relationships, assessing needs and recommending solutions Success creating strong peer relationships through effective communication and...Temporary workWork at officeFlexible hoursShift workDay shift
$80k - $90k
...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are...Interim roleWork at officeLocal areaImmediate startShift workDay shift$84.61k - $141.02k
...develop qualified Retirement plans to corporations and cultivate individual wealth management opportunities Develop and manage relationships with plan sponsors and their employees, delivering ongoing retirement plan support and guidance Conduct regular plan reviews,...Interim roleWork at office- ...Wengzn District of Northwestern Mutual! Leverage Your Healthcare Background for a Rewarding Career: Build Direct Client Relationships: Professionals from healthcare, whether it's pharma, medical, or clinical roles, are drawn to financial services because it...Work at officeWork from homeVisa sponsorshipFlexible hours
- ...benefiting from our resources, investment solutions, and operational support while maintaining autonomy in managing your client relationships. Key Responsibilities • Manage and grow your own book of business under the Centurion Wealth Management umbrella, delivering...
- ...with. We take an uncommon approach to financial services, focusing on long‐term results and leveraging technology, exceptional relationship management and customized strategies for consumers and businesses. You are… · A self‐motivated individual with a dynamic, confident...
$55k - $130k
...meaningful businesses while making a lasting impact on the clients and communities they serve. Our approach is rooted in authentic relationships, customized business support, and a commitment to "redefining possible" for our advisors. Build What's Next-On Your Terms We'...Full timeFlexible hours$60k
...future. We are looking for competitive individuals who thrive in a fast pace and entrepreneurial environment. Someone who builds relationships centered on trust, open communication, and transparency. Someone that will commit to ongoing learning, training, and current...Full timeWork at officeRemote work- ...base. This is an exceptional opportunity for an advisor with approximately 3+ years of experience who is looking to deepen client relationships, expand their planning expertise, and build a successful long-term career within an established practice. Unlike many advisor...For contractors
- Join a winning team of innovative thinkers, seasoned mortgage professionals, and financial experts. Build your career at Planet—recognized as a Top Mortgage Employer by National Mortgage Professional. Job Summary The Investor Accountant serves as the direct contact...Full timeTemporary workWork experience placementWork at office
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