Client Banking Advisor - Personal & SME Solutions
Bank of America
Bank of America in Exton, PA is seeking a Personal Banker to welcome clients, assess personal banking needs, and connect customers with appropriate solutions. You will support daily branch operations, handling transactions and account requests while delivering friendly, trustworthy service. The role requires at least one year of sales experience in a client-focused environment, strong communication, and the ability to work weekends. Notary commission is a plus or you can obtain it after joining. #J-18808-Ljbffr Bank of America
$52k - $94.12k
...to premier real estate fund clients. Join this growing team that... ...passionate about building innovative solutions to revolutionize how State... ...calls, distributions and bank reconciliationsPreparing management... ..., gender identity and personality. Another fundamental value at...PersonalFlexible hours- ...Fulton Bank, N.A. is looking for a Relationship Banker in Exton, PA, responsible for delivering... ...sales conversations, leveraging digital solutions and maintaining compliance with banking... ...rewards package and a commitment to personal and professional growth. #J-18808-Ljbffr...Personal
$52k - $94.12k
...to premier real estate fund clients. Join this growing team that... ...passionate about building innovative solutions to revolutionize how State... ...calls, distributions and bank reconciliations Preparing... ...orientation, gender identity and personality. Another fundamental value at...PersonalFlexible hours- TD Bank in Exton, PA is seeking a Retail Banker I to greet customers and provide consultative advice on banking solutions. You will educate customers on TD products and services, identify opportunities, and grow customer relationships with proactive service. The role emphasizes...Personal
- KeyBank is seeking a Personal Banker in Exton, Pennsylvania. This role involves engaging clients to improve their financial wellness through personalized banking solutions. You will be responsible for establishing new client relationships, managing accounts, and meeting...Personal
- Overview:Personal Wealth is transforming how investors... ...and wealth management solutions—ranging from digital... ...Wealth combines Vanguard's client-first philosophy, low-... ...of investing, banking, payments, fraud prevention... .... As a trusted advisor to business leadership...PersonalFull timeWork at office
- ...Specialist – Comprehensive Role At Customers Bank, we believe in working hard, working... .... Everyone is encouraged to have personal development plans. By doing so, our team... ...and having fun while delivering innovative solutions and memorable experiences for our customers...PersonalWork at officeLocal areaRemote work
- ...Working as the trusted advisor, proactively manages... ...financial information to clients and identifying/... ...referring cross-organization solutions. Researches and fully... ...and analysis of personal and business financial... ...financial products and banking regulations. ~ Demonstrated...PersonalWork experience placementLocal area
$25 per hour
...offering sound advice? If you're a "people person" who enjoys building positive... ...recommendations and assist customers with financial solutions, supporting spending, saving, borrowing... ...digital and mobile-first ways to handle banking transactions, like on our app or through...PersonalLocal areaAfternoon shift- ...oriented team member who helps the Bank build an army of raving fans.... ...needs, offering educated solutions, and asking for online reviews... ...invitingly by phone, email, and in person Interact with people... ...communication Ability to educate clients on our products and services...Work at officeRemote workFlexible hours
$20.43 - $32.31 per hour
...County) | Category: Retail/Branch Banking - Pennsylvania | Position Type:... ...and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service... ...or exceed sales goals. Advance personal knowledge of sales techniques and...PersonalHourly payFull timeTemporary workWork experience placementBank staffWork visaFlexible hours$81.2k - $135.3k
...Job Title Commercial Banking Treasury Management Sales Representative... ...Banking and Middle Market clients with $5-100 million in annual... ...comprehensive treasury solutions to customers and prospects. Have... ...various channels, including personal visits, phone calls, virtual...PersonalTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Financial Sales & Service Specialist (Universal Banker) Mid Penn Bank is actively seeking a Financial Sales & Service Specialist (... ...offer a comprehensive range of flexible benefits to support your personal and financial well-being. Our inclusive culture encourages all employees...PersonalWork experience placementWork at officeWork visaFlexible hours
- ...Wilmington, Delaware: Brandywine Banking Center, Delaware Avenue,... ...share of wallet. Positions PNC solutions to drive new revenue and... ...engagement, ultimately elevating client loyalty. Delivers a full PNC... ...employment opportunity to qualified persons regardless of race, color,...PersonalFull timeTemporary workWork experience placementWork at officeShift work
- ...Access Team, focusing on advisor acquisition,... ...advisor allocations and client portfolios, including... ...RIA, Broker-Dealer or banking firm a plus ~ Highly... ...solving skills ~ Highly personable, with a genuine interest... ...investment operations solutions. Reflecting our experience...PersonalRemote workFlexible hours
- ..., 2026 Job Description: At Bank of America, we are guided by... ...Growth and delivering for our clients, teammates, communities and shareholders... ...clients, helping to uncover personal banking needs of both... ..., offering appropriate solutions, and connecting clients to specialists...PersonalWork at officeFlexible hoursWeekend work
- ...the company's success. As a(n) Personal Banker within PNC's Retail... ...share of wallet. Positions PNC solutions to drive new revenue and... ...engagement, ultimately elevating client loyalty. Delivers a full PNC... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer...PersonalFull timeTemporary workPart timeWork experience placementWork at office
$20.67 - $31.25 per hour
...a problem solver, trusted advisor, and partner to the people... ...our KeyBank communities. Personal Bankers engage clients in deeper conversations to... ...and provide guidance and solutions to assist in client's financial... ...making them feel that no bank will fight harder for them...PersonalHourly payWork experience placementDay shift- ...monthly sales goals, and deliver Citadel's Class Service principles in every interaction. You will work across channels including in-person, calls, and community events, using multiple systems to ensure accurate, timely service and confidential handling of member...Personal
- ...wallet for Consumer and Business Banking opportunities under 2MM in... .... Delivers a differentiated client experience from acquisition through... ...well-being through tailored solutions aligned with clients'... ...employment opportunity to qualified persons regardless of race, color,...PersonalFull timeTemporary workPart timeWork experience placementWork at officeShift work
$113.3k - $188.8k
...deposit relationships with small business clients. Solicit new business, manage risk and... ...and service existing clients through the bank’s relationship management program. Work with... ...5 plus years experience.Knowledge of personal computers and the software utilized by the...PersonalFull time$22.5 - $29 per hour
...for this role. Line of business: Personal & Commercial Banking Job description: The Retail Banker... ...assist customers with their banking solutions/needs. This role contributes to the achievement... ...transaction needs and educates clients on self-service channels including...PersonalFull timeWork at office$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part... ...appropriate financial solutions to KeyBank's client base... ...Services, Private Bank, Mortgage or Business... ...can have on their day, personally, professionally, and financially...PersonalHourly payDay shift- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...they envision through a personal relationship with their... ...Merrill coupled with the banking convenience of Bank of... ...executing highly customized solutions to meet client needs...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift
- FIRSTRUST BANK As one of the region’s foremost community banking institutions, we take... ...Banker and unlock endless opportunities for personal and professional growth. As a Universal... ...situations and offering personalized solutions including opening deposit products and selling...PersonalBank staffWork at officeLocal areaWeekend work
- ...for your future.Position Title: Mortgage Banking Consultant Business Unit: Mortgage... ...relationships, counseling mortgage customers around solutions to their lending needs, providing... ....) Responsible for meeting or exceeding personal production and strategic activity goals....PersonalFull timeWork at office
- ...and retain talented people with engaging personalities and exceptional work ethics. We believe... ...term and long term disability, and the Bank's 401k Plan. Position Summary The Personal... ..., the Personal Banker will provide solutions based on customer needs and how they like...PersonalTemporary work
- ...conversations supporting financial well-being and engagement Understand customer needs and connect them with relevant banking products, services, and solutions Identify opportunities, promote solutions, and make appropriate referrals to meet customer and business goals...PersonalWork experience placementFlexible hours
$25.75 - $38.5 per hour
...this role. Line Of Business Personal & Commercial Banking Job Description The... ...primary contact for a complex client portfolio of mass affluent... ...fluently explain banking solutions to a client and to act as... ...with the Wealth Financial Advisor including warm referrals and...PersonalBank staff- ...Manager, I within PNC's Business Banking organization, you will be... ...activities with new and/or existing clients in a book of business to grow... ...creating customized customer solutions.Managing Risk - Assessing and... ...opportunity to qualified persons regardless of race, color,...PersonalFull timeTemporary workPart timeWork experience placementWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Banking Advisor - Personal & SME Solutions. Be the first to apply!
- airport customer service agent Exton, PA
- customer service officer Exton, PA
- bilingual customer service representative spanish english Exton, PA
- part time customer service representative work from home Exton, PA
- customer associate Exton, PA
- customer service specialist Exton, PA
- customer support associate Exton, PA
- customer service representative data entry Exton, PA
- client service specialist Exton, PA
- customer service assistant Exton, PA

