Relationship Banker
Koitecc Solutions
Koitecc Solutions seeks an Associate Relationship Banker in Charleston, West Virginia, responsible for creating positive client experiences and addressing their banking needs. You will welcome clients, assist with banking products, and build lasting relationships through attentive service. The ideal candidate is required to have a high school diploma, experience in retail banking, and excellent communication skills. Engagement in client education and support of technology solutions to enhance their banking experience will be a crucial part of this role. #J-18808-Ljbffr
- ...is a financial concierge for our walk-in customers. You are responsible for retaining and growing consumer and business customer relationships by identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. You...SuggestedWork at officeLocal areaRemote workWork from homeFlexible hours
- ...Summary Our branch banking team welcomes Customer Experience Bankers who serve as financial concierges for walk‑in customers. The role... ...focuses on retaining and growing both consumer and business relationships by identifying financial goals and offering appropriate deposit...SuggestedFull timeWork at officeRemote workFlexible hours
- ...forward to new colleagues joining our community! The Personal Banker I provides customers with accurate information regarding the Bank... .... Duties and Responsibilities Establish and promote cordial relationships with customers, ensuring prompt attendance to their inquiries...SuggestedWork at office
- ...Huntington Bank is seeking a Customer Experience Banker based in Charleston, WV. In this full-time position, you will provide exceptional customer service while assisting with transactions and educating clients about banking products. The ideal candidate will have a high...SuggestedFull time
- ...future. Markets for the purposes of developing the Western & Southern Life brand at the local level. Proactively develops community relationships to cultivate and travels within the community to cultivate and strengthen presence in target market(s). Maintains personal...SuggestedWork at officeLocal area
$75k - $80k
Nelnet Business Services (NBS), a division of Nelnet, Inc., provides payment technology, education services, and learning management solutions to education and faith-based organizations, serving more than 1,300 higher education institutions, 11,500 K-12 schools, 3,500 ...Temporary workWork at officeLocal areaRemote work3 days per week$1,000 per month
Northwestern Mutual College Financial Representative Internship 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...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$50 - $60 per hour
A pioneering AI training firm in the United States is looking for a Wealth Manager to review and improve AI tools for finance professionals. The role offers both full-time and part-time remote options, with pay starting at USD $50–$60 per hour and additional bonuses. Candidates...Hourly payFull timePart timeRemote work$100k - $150k
...WEG channels (Marketing, CRP, etc.) Create opportunities within your network Drive referrals from existing clients Manage client relationships and client service as needed Assist the Financial Advisor during client meetings and with follow-up Take meeting notes and...Full timeTemporary workWork at officeFlexible hours- Northwestern Mutual offers a unique path to become a financial advisor, starting as a financial representative focused on client-building and obtaining required licenses. Our training programs equip you to build a holistic financial planning practice and become a business...Work at office
$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 area- ...Huntington Bank is seeking a Private Bank Wealth Advisor II to serve as the primary relationship manager for high-net-worth clients, developing, delivering, and managing Wealth Plans. You will build client relationships, coordinate specialists to fulfill wealth plans,...
$50k
...helping them achieve their long-term financial goals as you make a difference in your community. Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (e.g., residential, business, networking, introductions...Work at officeWork from homeHome officeFlexible hours- Financial Aid Representative WVJC is seeking a motivated professional to join the financial aid team as a Financial Aid Representative. You will provide customer service to prospective students during the interview & recruitment process, to currently enrolled students...Immediate startMonday to FridayDay shiftAfternoon shift
- ...planning and advice to clients. You will be responsible for delivering personalized investment solutions and developing client relationships while maintaining a strong commitment to diversity and inclusion. Qualified candidates must have at least 2 years of relevant experience...
$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...For contractorsWork at office- ...clients and Bank customers and builds stronger existing customer relationships by learning customers’ individual financial needs and... ...Regulatory Authority (FINRA) licensing.Reviews the work of licensed bankers for accuracy, completeness and compliance with government regulations...Work at office
$20.54 - $29.42 per hour
Herzing University is seeking a Financial Aid Advisor to assist a diverse student population by guiding them through the financial aid process and counseling them on funding options. This position requires excellent customer service, organizational, and critical thinking...Hourly payWork at officeRemote work- ...social, educational and volunteer activities that enrich members' lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact. We're proud of the impact fraternalism makes. It's what allows Modern...Local area
$61k - $119k
...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...Full timeContract workFor contractorsWork at office$20.54 - $29.42 per hour
Herzing University is seeking a Financial Aid Advisor to assist a diverse student population by guiding them through the financial aid process and counseling them on funding options. This position requires excellent customer service, organizational, and critical thinking...Remote jobHourly payWork at office- Overview Prudential Advisors is looking for an experienced financial professional in the Charleston area that is interested in working with Prudential existing client base. This exciting position will allow you to grow your career and business, helping the people and families...Full time
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong... ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select...Immediate startAfternoon shift
- ...Job Description Job Description Personal Banker at City National Bank (on-site) We are an EQUAL OPPORTUNITY EMPLOYER, INCLUDING... ...and existing customers. - Develop and maintain customer relationships; actively seek referral resources from existing customers. -...
- ...house Training Program within a reasonable timeframe required Ability to demonstrate in a professional manner, a sales-oriented and relationship building demeanor Excellent verbal and written communication skills in Spanish or additional language a plus. Ability to perform...Work experience placementWork at office
$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- Truist in Charleston, West Virginia, is seeking a dedicated Client Relationship Associate to enhance client experiences by efficiently handling transactions and educating them on banking solutions. The role requires proficiency in customer service, as well as the ability...
- Burke & Herbert Bank & Trust JOB DESCRIPTION Summary/Objective The Portfolio Manager will support Commercial Banking Executives in the origination of new loans and management of credit portfolio. This role will work closely with the origination team and credit risk management...Work at office
$97k - $192k
Job Description Job Description Benefits: ~401(k) ~401(k) matching ~ Company parties ~ Dental insurance ~ Flexible schedule ~ Health insurance ~ Opportunity for advancement ~ Training & development ~ Vision insurance The Slone Region of Modern...Work at officeLocal areaWork from homeFlexible hours- Burke & Herbert Bank & Trust seeks a Portfolio Manager to support Commercial Banking Executives in originating loans and managing the credit portfolio. You will analyze financial statements, perform due diligence, structure transactions, and prepare deal presentations ...
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