Trusted Personal Banker & Financial Solutions Advisor
Valley National Bank
Valley National Bank in Dover, New Jersey is seeking a dedicated individual to provide outstanding customer service and support for various banking products. You will engage customers and assist them in analyzing their financial needs while promoting suitable bank services. The ideal candidate possesses a strong knowledge of bank products, can operate banking technology efficiently, and contributes to community initiatives. This position offers opportunities to help customers while adhering to compliance and regulatory standards. #J-18808-Ljbffr Valley National Bank
- Banco Santander SA is seeking a Relationship Banker for its Livingston-Eisenhower branch in New Jersey. This role involves serving as a trusted advisor to customers, providing tailored banking solutions, and achieving sales targets while delivering exceptional customer...Suggested
- ...professional demeanor to establish trust and gain knowledge from the... ...with customers to analyze financial needs and maximize sales... ...activity to Manager maintaining personal knowledge of compliance and regulatory... ...Experience: ~ FIS/IBS (Integrated Banking Solutions)....Suggested
- ...include educating clients about various banking products, ensuring compliance with operational procedures, and analyzing customer financial needs. The role offers opportunities to engage in community events and promote a strong banking relationship. The ideal candidate...Suggested
- ...Banking Service Professional, the Personal Banker will provide effective... ...professional demeanor to establish trust, analyze needs, and... ...Meet with customers to analyze financial needs and maximize sales... ...FIS/IBS (Integrated Banking Solutions) experience. Seniority Level...SuggestedFull timeWork at office
- ...Banking Service Professional, the Personal Banker will provide effective... ...providing a variety of banking solutions by analyzing needs,... ...professional demeanor to establish trust and gain knowledge from the... ...Meet with customers to analyze financial needs and maximize sales...SuggestedWork at office
$38.25k
...leader and innovator in the financial services industry and is... ...Make As a Relationship Banker you serve as a trusted advisor to customers, focusing... ...providing tailored solutions for banking, lending and... ...experience, delivering personalized, seamless, and attentive...Hourly payFull timeWork experience placementWork at officeShift workAfternoon shift- ...experience in branch banking, a strong understanding of retail banking, and excellent communication skills. You will analyze clients' financial needs, cross-sell banking products, and maintain operational compliance. Valley Bank fosters a community-focused environment where...Local area
$70k - $80k
Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...Temporary workMonday to FridayShift workDay shift$70k - $80k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayShift workDay shift$53.04k - $106.6k
...well-being through tailored solutions aligned with clients’ wholistic... ...Branch Manager and Business Banker to follow up on independent opportunities... ...on options for managing financial transactions by leveraging... ...opportunity to qualified persons regardless of race, color, sex...Full timeTemporary workPart timeWork experience placementWork at officeShift work- Peapack Private Bank & Trust is seeking a client-focused professional for their Morristown branch. The ideal candidate will manage client experiences and ensure exceptional service while identifying growth opportunities. Candidates should exhibit strong communication skills...
$23.75 - $31 per hour
TD is looking for a Banking Associate in Morristown, New Jersey. The role involves processing customer transactions, providing advice on services, and ensuring compliance with regulations. Candidates should have a high school diploma and some customer service experience...Hourly pay- ...comprehensive and innovative financial planning. We combine the... ...financial professionals with personalized digital experience and industry... ...and delivering financial solutions with help from our industry-... ...Investment & Advisory Services Trust Services Retirement...Work experience placement
$54.38k - $90k
...Banking, Senior Relationship Banker, Livingston, NJCountry:... ...leader and innovator in the financial services industry and is evolving... ...and deliver needs-based solutions while also identifying and introducing... ...experience, delivering personalized, seamless, and attentive...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- A leading financial institution is looking for a Banking Service Professional in Succasunna, NJ to provide exceptional customer service and support sales activities. This entry-level position requires strong communication and analytical skills, along with a willingness...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...a great client experience Build personalized, holistic financial plans...Full timeContract workFor contractorsWork at office$70k - $80k
A major financial institution in Morristown seeks a Financial Advisor to provide tailored financial strategies to clients. The role requires strong knowledge of investment products and services, with a focus on relationship management. Candidates should hold relevant licenses...$85k - $145k
For 40 years, Mercer Advisors has worked with families... ...and simplify their financial lives. By integrating... ...Function as the primary trusted advisor to a book of 1... ...opportunities and proposes solutions Represents the firm... ...match Pet insurance Personalized financial planning and...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- PNC in Rockaway, NJ is looking for candidates for a client-focused position in Consumer and Business Banking. As part of this role, you will acquire and expand share of wallet for opportunities under 2MM sales revenue while delivering a differentiated client experience....
- A leading credit union is seeking a Financial Service Representative in Livingston. The role involves opening and processing member accounts, conducting interviews to assess needs, and providing prompt customer service. The ideal candidate should possess strong communication...Hourly payFull time
$46.8k - $74.75k
...company’s success. As a FT Branch Banker within PNC's Northwest Region... ...to improve the customer's financial wellbeing. Collaborates with... ...of wallet. Positions PNC solutions to drive new revenue and customer... ...opportunity to qualified persons regardless of race, color, sex...Full timeTemporary workPart timeWork experience placementWork at officeShift work- ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...(Private Client Advisors, Mortgage Bankers and Business... ...cities grow, delivering solutions to solve all their financial... ...services, including personal banking, credit cards,...Full timeImmediate startAfternoon shift
$70k - $80k
Bank of America is seeking a Financial Advisor in Succasunna, NJ to provide customized solutions for clients. Responsibilities include building financial plans, triaging leads, and recommending banking and investment strategies. Candidates must hold Series 7 and 66 licenses...- ...especially regarding both personal banking and business... ...needs and offer a solution or partner referral* Utilizes... ..., but not limited to, Financial Education classes*... ...expect: (1) building trust with educational content... ...with partner bankers to make effective referrals...Work at office
$41.56k - $48k
...Description Peapack Private Bank & Trust is a well-recognized, high-... ...wealth, lending, and deposit solutions. We provide a broad range of... ...to be recognized by American Banker for the eighth consecutive... ...in meeting client needs for financial products. Identify clients with...Bank staffFlexible hours$24.25 - $32.5 per hour
...Description The Retail Banker I is a customer... ...Brand promise by using financial expertise and consultative... ...customers with their banking solutions and needs. The role... ...to‑end advice through trust, consultative support,... ..., turning it into a personalized interaction....Work at officeLocal areaFlexible hours$99k - $232k
...requirements, implementing software solutions, and offering training and... ...enable clients to optimize financial processes, improve financial... ...401k, holiday pay, vacation, personal and family sick leave, and... ...thoughtfully to establish a secure and trusted workplace for all....Full timeH1b$125k - $150k
...Position: Associate Wealth Advisor (AWA) Location: Madison, NJ... ...generational legacies through a highly personalized, white-glove approach.... ...families navigate important financial decisions with confidence.... ...You’ll Do · Serve as a trusted advisor and primary point of...Full timeSummer workWork at officeLocal areaWork from homeMonday to FridayFlexible hoursAfternoon shiftEarly shift$54.38k - $90k
Santander Consumer USA Inc. is seeking a Senior Relationship Banker in Livingston, NJ. The successful candidate will manage and grow... .... This role requires at least 5 years of sales experience in a financial services setting, a strong understanding of banking products, and...$18.41 - $23.03 per hour
Personal Banker - Morristown (Full-time) How would you like to join one of the most highly regarded financial institutions in New Jersey with deep roots in the community? Provident is a successful and highly regarded multi‑billion‑dollar bank that continues to grow with...Full timeWork at officeLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Trusted Personal Banker & Financial Solutions Advisor. Be the first to apply!
- personal training Dover, Morris County, NJ
- entry level personal training Dover, Morris County, NJ
- personal training part time Dover, Morris County, NJ
- financial banking Dover, Morris County, NJ
- private banker
- personal banker iii
- relationship banker iii
- private mortgage banker
- junior private banker
- personal banker


