Financial Wellness Advisor - Personal Banking
KeyCorp
KeyCorp's KeyBank branch in Lakewood, OH is seeking a Personal Banker to engage clients, uncover financial wellness needs, and guide solutions both in person and by phone. You will work to attract new clients and deepen relationships with existing customers, helping them achieve their financial goals in a fast-paced, sales-driven environment. The role emphasizes client-first service, strong teamwork, and accurate documentation while complying with risk and policy standards. #J-18808-Ljbffr KeyCorp
- ...Westlake, Ohio is seeking a dedicated Personal Banker who will serve as a trusted advisor to clients. In this role, you... ...conversations to identify their financial needs and recommend appropriate solutions... ...with maintaining compliance with banking operations. The ideal candidate...PersonalHourly pay
- ...Fifth Third Bank in Fairview Park, OH is recruiting for a Retail Personal Banker I program. Selected candidates will rotate through operations and Sales & Service... ...to the Retail Personal Banker I role within the Financial Center or Bank Mart, engaging in teller #J-18808-...Personal
- ...Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships by creating... ...demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a...PersonalPart time
- HFA Financial Advisor Senior - Branch page is loaded## HFA Financial Advisor... ...:*** Responsible for personal production goals and customer... ...business (Mortgage, Business Banking, Private Bank, etc.) to provide... ...of exceeding expectations as well as assigned goals and...PersonalTemporary workWork at officeRemote workWork from homeFlexible hours
- ...Personal Banker Associate IMake banking a Fifth Third better® We connect great people to great opportunities.... ...family. The Personal Banker I is a Financial Center position focused on using the... ...processing teller transactions as well as working as a member of the platform...PersonalWork experience placementWork at office
$20.67 - $31.25 per hour
...Personal BankerLocation: 1435 Warren Road - Lakewood, Ohio 44107... ...Be a problem solver, trusted advisor, and partner to the people and... ...to assist in client's financial wellness both in person and through proactive... ...making them feel that no bank will fight harder for them....PersonalHourly payDay shift$41.25k - $68.75k
...Personal BankerAt PNC, our people are our greatest differentiator... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of... ...Preferred SkillsAccountability, Banking, Client Loyalty, Customer...PersonalFull timeTemporary workPart timeWork experience placementWork at office$41.25k - $68.75k
...the company's success. As a(n) Personal Banker within PNC's Retail... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer...PersonalFull timeTemporary workWork experience placementWork at office- ...Make banking a Fifth Third better® We connect great people to... ...intended to become a Retail Personal Banker I after completing a 9... .... The Personal Banker I is a Financial Center position focused on using... ...teller transactions as well as working as a member of the...PersonalWork experience placementWork at office
- PNC's Personal Banker in Lakewood, OH is built to deepen customer relationships through proactive sales and exceptional service. Based... ...customer’s share of wallet and tailor PNC solutions to meet financial needs. In this role you will engage customers via a defined sales...PersonalWork at office
- ...Client Banker In Branch Banking You have a passion... ...to suit their financial needs. As a Private... ...s affluent clients as well as other customers in... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...financial services, including personal banking, credit cards,...PersonalImmediate startAfternoon shift
- ...needs includes, but is not limited to, financial planning, estate planning, investment management... ..., education planning, active trading, banking, insurance, and lending needs. What You... ...and within the team. Demonstrates personal resilience and a commitment to continual...PersonalFull timeWork at office
- ...U.S. Bank in Strongsville, OH seeks a Wealth Management Affluent Banker to deliver the full spectrum of bank products and services to... ...relationships and collaborating with mortgage, small business banking and personal trust teams. The role requires ongoing client engagement,...Personal
- ...Lakewood, OH- Part Time Make banking a Fifth Third better We... ...opinions, elevating concerns, and personally following policies and... ...seamlessly guide them to where their financial needs can be met Provide... ..., emotional and social well-being. You can learn more about...PersonalPart timeWork at office
$96k - $181k
...OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and... ...acting as the primary client advisor developing and... ...in their existing book as well as collaborating with internal...PersonalFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is... ...analytical and interpersonal skillsDetail-orientedAbility to use a personal computer and job-related softwareMS Word - Basic LevelMS Excel...PersonalWork at office
$80k - $150k
...Boulevard, Westlake OhioJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment... ...advisory services and products as well as knowledge of competitors and competitive...PersonalFull timeWork at officeLocal areaFlexible hoursNight shift$91.44k - $111.76k
...Wealth Management BankerAt U.S. Bank, we're on a journey to do our best. Helping the customers... ...we serve to make better and smarter financial decisions and enabling the communities we... ...our shared ambition to life, and each person is unique in their potential. A career with...Personal$25 per hour
...advice? If you’re a “people person” who enjoys building positive... ...along with your broad range of financial knowledge — you’ll provide... ...mobile-first ways to handle banking transactions, like on our app... ...arrangements, education reimbursement, wellness programs and more. Note,...PersonalHourly payLocal areaFlexible hoursAfternoon shift- Fifth Third in Cleveland is looking for a Personal Banker I to join their Financial Center team. The role involves utilizing a consultative sales approach... ...meet customer financial needs, while promoting various banking products and services. Successful candidates will...Personal
- Fifth Third Bank in Cleveland seeks a Personal Banker I to join a 9-week onboarding program, including rotations in operations and Sales & Service.... ...focuses on consultative sales to identify and meet customers' financial needs and to acquire new households or deepen...Personal
- PNC in Cleveland, OH is seeking a Personal Banker to deliver outstanding customer experiences... .... You’ll build relationships, identify financial needs, and position PNC solutions to grow... ...process, and manage risk by adhering to bank policies. Prior banking or retail financial...PersonalWork at office
- Fifth Third Bank in Cleveland, OH is seeking a Personal Banker I at Broadway Ave to begin with a 9-week onboarding program including rotations in operations... ...focused on consultative sales to meet customers' financial needs. Primary duties include acquiring new households...Personal
- U.S. Bank is seeking an experienced Wealth Management Banker for the affluent segment. This role focuses on delivering a full spectrum... ..., and coordinating across mortgage, small business banking, and personal trust services to meet client goals. The position requires NMLS...Personal
- ...primarily responsible for the execution of traditional consumer banking asks of retail banking customers. The incumbent is responsible... ...and interpersonal skills Detail-oriented Ability to use a personal computer and job-related software MS Word - Basic Level...PersonalWork at officeShift workNight shift
- ...Personal Banker Associate II Make banking a Fifth Third better We connect great people to great opportunities.... ...the consultative sales process and Financial Needs Assessment to build a thorough... ...within the affiliate for training as well as scheduling flexibility....PersonalWork experience placementWork at office
$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...confidence in their financial wellness by assessing their... ...Services, Private Bank, Mortgage or Business... ...can have on their day, personally, professionally, and financially...PersonalHourly payWork experience placementDay shift$116k - $216k
...Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment... ...as the primary client advisor, developing and... ...in their existing book as well as collaborating with internal...PersonalWork experience placementWork at officeLocal areaFlexible hoursNight shift$96k - $181k
Key Private Bank Relationship Manager page is loaded##... ...to serving our clients' financial needs through expert advice and personalized banking, borrowing and... ...acting as the primary client advisor developing and... ...their existing book as well as collaborating with internal...PersonalWork experience placementWork at officeLocal areaFlexible hoursNight shift$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving... ...teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits...Hourly payFull timeTemporary workWork at officeFlexible hoursDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor - Personal Banking. Be the first to apply!
- financial advisor Lakewood, OH
- financial associate Lakewood, OH
- estate planning consultant Lakewood, OH
- financial advisor associate Lakewood, OH
- financial planning associate Lakewood, OH
- financial planning assistant Lakewood, OH
- finance associate Lakewood, OH
- financial counselor Lakewood, OH
- financial planning administrator Lakewood, OH
- financial planner Lakewood, OH

