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
- ...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
- ...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
- ...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
$100k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...they envision through a personal relationship with their advisory... ...to their needs. We believe trust comes from transparency. Our... ...Understands client solutions that are best suited for their...SuggestedHourly payWork at officeShift workDay shift- Bank of America is looking for an Advisor Development Program Financial Solutions Advisor (ADPFSAI) in Town of Dover. As an ADPFSAI, you will obtain industry licenses and develop essential skills to manage and build client relationships. This role offers training and opportunity...SuggestedTraineeship
- ...retirement, education, legacy, and other life goals through investment advice and guidance. Responsibilities As an Advisor Development Program Financial Solutions Advisor Stage‑I (ADPFSAI), you will begin by obtaining Securities Industry licenses. You receive dedicated...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
$77k - $202k
...consulting services related to financial management and strategy.... ...client needs, develop financial solutions, and offer guidance and support... ..., you are growing your personal brand, deepening technical expertise... ...to establish a secure and trusted workplace for all. Applications...Full timeH1b$99k - $232k
...clients optimise and align financial planning, consolidation, reporting... ...performance management solutions that help clients modernize... ...relationships and serve as a trusted advisor across finance transformation... ...01k, holiday pay, vacation, personal and family sick leave, and...Full timeH1b- Quality Talent Group is seeking bankers for a full-time or part-time role in Florham Park, New Jersey. This position involves building strong customer relationships, assisting with account openings, and educating clients on digital banking tools. Ideal candidates should...Full timePart time
- Quality Talent Group is seeking bankers in Chester, NJ, for their Consumer, Small, and Business Banking division. This role involves building strong customer relationships, assisting with account openings, and educating clients on digital banking tools. Ideal candidates...
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in New Hanover Township, New Jersey. The role focuses on building strong customer relationships and assisting with account management. Candidates should have a minimum of...
- Quality Talent Group is seeking bankers in New Jersey for their Consumer, Small, and Business Banking division. Join a recognized leader in financial services that emphasizes talent development and career growth. Key responsibilities include building strong customer relationships...
- Provident Bank is seeking a Personal Banker in Sparta Township, New Jersey, to establish and nurture customer relationships while meeting their financial needs. The role includes processing transactions, such as account openings, check cashing, and handling inquiries. To...
$21.23 - $26.51 per hour
...to join one of the most highly regarded financial institutions in New Jersey with deep... ...OVERVIEW: At Provident Bank, the Senior Personal Banker plays a key role in the Branch sales... ...support from lending, investment, trust specialists, treasury management and other...Full timeWork at officeLocal areaFlexible hours$54.38k
...leader and innovator in the financial services industry and is evolving... ...As a Senior Relationship Banker, you are responsible for... ...Recommend and deliver needs-based solutions while also identifying and... ...experience, delivering personalized, seamless, and attentive service...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$85k - $145k
...Wealth Advisor (Morristown, NJ) Morristown, New... ...amplify and simplify their financial lives by integrating... ...as the primary trusted advisor to a book of 1... ...Financial Consultant (ChFC), Personal Financial Specialist (... ...and proposes solutions Firm-building - Represents...Temporary workWork at officeLocal areaMonday to FridayFlexible hours$200k
...Company: Simon Quick Advisors Position: Financial Advisor Location: Morristown, NJ Compensation... ...offers holistic financial planning solutions for affluent families, business... ...of mind in knowing that they have a trusted partner in Simon Quick. This allows...Work at officeLocal area- ...Financial Advisor Associate Training, Mentorship & Licensing Support Provided Remote / Hybrid Opportunities Available Launch a Business... ...sales position. This is an opportunity to become a trusted professional who helps individuals, families, and business owners...Work at officeImmediate startRemote work
$130k - $160k
...Senior Financial Advisor Wiss Family Office currently advises on over... ...deep client relationships, trusted professional networks, and an... ...coordinated, best-in-class client solutions. Engage directly with... ...emotional intelligence, and high personal integrity. Collaborative,...Work at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor... ...Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern... ...great client experience Build personalized, holistic financial plans...Full timeContract workFor contractorsWork at office$77k - $202k
...client needs, implement software solutions, and provide training and... ...complex situations, growing your personal brand and deepening your... ...using and managing the Oracle Financials software, an integrated financial... ...to establish a secure and trusted workplace for all....Full timeH1b- 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...
- ...Provides advice-based approach to financial solutions for an assigned book of... .... Works with Investment Advisors, Fiduciary Advisors, Community... ...as primary PIC (Supervisor/Person-in-Charge) to lead and manage... ...insurance solutions, including trust/fiduciary experience...Work experience placementBank staffWork 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...$77k - $214k
...our State and Local Tax Financial Services practice,... ...burden and recommend solutions that support their overall... ...self awareness, personal strengths and address... ...technology-enabled tax advisors who provide significance... ...establish a secure and trusted workplace for all....Full timeH1bLocal area$80k - $90k
Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will be... ...executing highly customized solutions to meet client needs... ...administrative compliance, and personal growth and development... ...ability to quickly build trust and credibility Proven ability...Interim roleImmediate startShift workDay shift- ...Our client, a global trailblazer in financial services, is not just a trusted name—they’ve earned the top spot on... ...development, they are now hiring bankers to join their Consumer, Small, and... ...proactive outreach and tailored financial solutions. Assist customers with opening new...Full timePart timeImmediate startShift workDay shift
$23.75 - $31 per hour
...Line of Business: Personal & Commercial Banking... ...Customers achieve their financial goals. Depth &... ...expect: (1) building trust with educational content... ...additional needs and offer a solution or partner referral... ...times to meet with a Banker by scheduling, rescheduling...Work at officeLocal areaWork from homeFlexible hoursAfternoon shift$24.75 - $34 per hour
...Retail Banker II Work location: East Hanover, New... ...role. Line of business: Personal & Commercial Banking Job... ...promise by utilizing financial expertise and... ...customers regarding banking solutions/needs. This role contributes... ...expect: (1) building trust with educational...Work at office- ...About Us At WealthBridge Financial Group, we help individuals,... ...protect, and grow wealth through personalized, forward-thinking financial... ...long-term impact and trusted client relationships. Position... ...to deliver holistic solutions Build and grow your own book...Flexible hours
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