Personal Financial Advisor
KeyCorp
KeyBank in Hudson, NY is seeking a Personal Banker to be a trusted advisor to individuals and businesses, driving client-focused conversations to understand financial needs and deliver guidance that supports financial wellness. You will attract new clients and deepen relationships with existing ones, across branch activities and proactive outreach. As part of the branch team you will open accounts, partner with specialists, ensure compliance, and participate in daily huddles. #J-18808-Ljbffr
- ...service. Maintain strong knowledge of all bank products and services, effectively educating customers and cross‑selling to meet their financial needs. Present a confident and professional demeanor to establish trust, access customer needs, and recommend appropriate...Suggested
$20.67 - $31.25 per hour
...4 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...and solutions to assist in client’s financial wellness both in person and through proactive...SuggestedHourly payWork experience placementDay shift$49.5k - $82.5k
...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$49.5k - $82.5k
...the customer experience and identifying opportunities to improve financial wellbeing. Drives proactive sales conversations using outbound... ...(EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...SuggestedTemporary workWork experience placementWork at office- ...KeyBank in Hudson, New York, is seeking a Personal Banker who will be a problem solver and trusted advisor to clients in their financial journey. This role involves customer engagement to uncover financial needs, guide clients, and help with banking transactions. The...SuggestedHourly pay
- ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements....
$25 - $38.46 per hour
...Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... ...relationship with a plan-based approach to financial advice. As a PCB, you will deliver and... ...the impact we can have on their day, personally, professionally, and financially.* Listen...Hourly payWork experience placementDay shift$46.8k - $74.75k
## Personal BankerApplylocations: NJ - Nutleytime type: Full timeposted on: Posted Todayjob requisition id: R224309# **Position Overview... ...by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer...Full timeTemporary workPart timeWork experience placementWork at officeShift work$25.07 - $41.79 per hour
...profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion on financial goals * Identify financial needs of customers and present all appropriate product and service options by working cooperatively...Hourly pay$20.43 - $32.31 per hour
...per week) based out of our Union Avenue financial center in Rutherford, NJ financial center... ...relationships and become a trusted advisor. Actively promote a variety of banking solutions... ...to meet or exceed sales goals. Advance personal knowledge of sales techniques and...Hourly payFull timeTemporary workWork experience placementWork visaFlexible hoursWeekend workWeekday work- ...appropriate products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank... ..., issues and unusual customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements. Maintains...
- ...As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities within the banking... ...products and services. Meets with customers to analyze financial needs and maximize sales opportunities. Offers all bank products...Work at office
$49.5k - $82.5k
...experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow... ...Opportunity (EEO) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...learning mindset?* Do you revel at the opportunity to provide personalized service that creates customer loyalty?* Are you addicted to a... ...role.**We Offer:*** An award-winning culture where faith, financial well-being, personal development, and wellness are our foundation...Temporary workShift work
- ...of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and...
- ...Our goal is to hire and retain talented people with engaging personalities and exceptional work ethics. We believe in recognizing and rewarding... ...to the other lines of business to meet the customer’s financial needs. The Personal Banker will work with the branch team and...Temporary work
- ...applying for any new position.** Acknowledge ( **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 Responsible Growth and delivering for our clients,...Work at officeShift 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...
$40k - $50k
...today to make an impact in the local community! About Your Role Accurately process routine financial transactions for banking customers with an emphasis on personalized quality service. Contribute to the growth, profitability, and customer retention of the Branch...Work at officeLocal areaFlexible hoursNight shift$25 per hour
...starts at $25/hr Chase is a leading financial services firm, helping nearly half of America... ...to our retail branch customers. From a personal standpoint, you'll also have the... ...Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship...Afternoon shift$23.17 - $26 per hour
...always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration...Flexible hoursWeekend work$21 - $25 per hour
...Personal Banker - PART TIME Job Locations US-NJ-North Arlington Job ID 2026-3179 # of Openings 1... ...relationships by understanding client needs and introducing relevant financial solutions. Actively participate in ongoing training and...Full timePart timeWork at officeAfternoon shift- JOB SUMMARY The Finance Associate is responsible for general duties in support of the OpCo (operating company) operations and works in collaboration with SBS (Sysco Business Services) to assist in resolving exceptions and issues. Specific duties will include handling of...Local area
- Duration: 6 Months Contract with possible extension Job Description: The Operations Intermediate Specialist – MFS Account Opening performs high level specialized operational fund account opening activities in support of the firm’s business lines. S/he is a subject matter...Contract workWork experience placement
- ...Overview Financial Gym Advisors empowers people to take control of their money and build the life they truly want. Our mission is to make... ...their goals, habits, challenges, and dreams—to create clear, personalized plans that bring clarity to their finances and move their...Permanent employmentWork at office
- ...PERSONAL BANKER - ST. ALBANS, QUEENS Corporate Title: Personal Banker Department: Retail Banking Division Reports to: Branch... ...-American communities that had been excluded from mainstream financial services. More than 65 years later, we remain dedicated to...3 days per week1 day per week
- ...Description The Personal Banker II is a financial liaison to customers while maintaining excellent customer service. The primary responsibility is acquiring, managing, and retaining meaningful relationships with customers using their financial knowledge to offer, explain...
$25 - $32.69 per hour
...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern... ...our culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to... ...network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique...Full timeContract workFor contractorsWork at office
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