Banking Advisor: Customer Care and Financial Guidance
Carter Bankshares
Carter Bankshares in Boston is seeking a dynamic Financial Services Representative to act as a first point of contact for customers. This role involves guiding customers through banking needs with a proactive approach, delivering exceptional service, and generating referrals to enhance customer financial well-being. Applicants should have a high school diploma and relevant experience in customer service or banking. The position emphasizes relationship-building and achieving sales goals within a supportive team environment. #J-18808-Ljbffr Carter Bankshares
- ...Services (PCS) Senior Trust Advisor administers and... ...clients, determines their financial goals and objectives... ...clients concerning banking needs, estate planning... ...Estate or Probate; as such customers may be internal rather... ...training, advice and guidance to staff on complex...FinancialWork experience placementWork at officeLocal area
$96k - $133k
...subject matter expertise on SEC-related guidance on compliance requirements for 40 Act registered... ...experience in investment management or financial services. Demonstrated experience... ...0, and related SEC regulations; general banking knowledge including OCC regulations; and...FinancialFull timeWork at officeRemote work3 days per week$85.1k - $161.7k
...RSM. Job Responsibilities Executes financial analysis and modeling to support strategic... ..., and presentation materials under the guidance of engagement leadership. Utilizes analytical... ...stakeholders in a consulting, advisory, banking, or corporate environment....FinancialFull timeWork experience placementInternshipLocal area$114.5k - $194.7k
Banking Advisor page is loaded## Banking Advisorlocations: Boston, MAtime type: Full timeposted... ...a globally recognized, award-winning financial institution that has been in continuous... ...provide innovative financial services and guidance to the world’s most successful...FinancialFlexible hours- Description Join Mascoma Bank’s Retail Team as a... ...us improve our clients' financial being! At Mascoma Bank,... ...to provide exceptional customer service while enhancing... ...provides training and guidance, and advises subordinates... ...Community first minded. We care about our employees and...FinancialRemote workFlexible hours
$150k - $190k
...Corporate Advisory & Banking Relationship Manager... ...order to become a trusted advisor to these private... ...relationships with owners and financial staff of privately... ...community of smart and caring people to deliver exceptional... ...the time to provide guidance and mentoring to build...FinancialWork at officeLocal area3 days per week- The Opportunity As an Advisor Loan Consultant, you will work directly... .... This will include detailed financial assessments, loan structures... ...Management, Lending & Banking, Trust, Investments and Operations... ...each candidate. With general guidance responsible for the collection...FinancialImmediate startHome office
$230k - $300k
...Job Description Citizens Private Bank has accelerated its strategy to build out Wealth... ...services. Highly skilled in financial modeling and able to quickly structure credit... ...broader organization. Expected to provide guidance. Exhibits competency at independently...FinancialWork at officeLocal areaMonday to FridayFlexible hours- ...Massachusetts) Our client, a $5B regional bank, engaged us on a search for a VP/SVP... .... This position requires a high level of customer service interaction with large commercial... ...Request and review all pertinent credit and financial information. Determine the need for more...Financial
- ...Examinations Manager (260002AD) The Division of Banks is seeking an experienced professional... ...role in safeguarding the Commonwealth’s financial system by ensuring regulated depository... .... Provide leadership, technical guidance, and mentorship to examination staff throughout...FinancialFull timePart timeBank staffPlacement yearWork at officeRemote workFlexible hoursNight shift
$114k - $182k
...with our clients, and / or any associated financial organizations as required, to ensure any... ...and skills Extensive experience in the banking or financial services industry,... ...These benefits include comprehensive health care coverage, on-site health and wellness centers...FinancialWork at officeFlexible hours$80k - $90k
...goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ...on referrals, assessing customer needs, referring customers to the appropriate...FinancialInterim roleWork at officeLocal areaImmediate startShift workDay shift- Relationship Banker In Branch Banking You have a passion for helping customers, building relationships,... ...customers, using your financial knowledge to offer... ...Specialists (Financial Advisors, Mortgage Bankers, and Business... ...JPMorgan Chase. Please carefully review the information...FinancialImmediate startAfternoon shift
- ...Description East Cambridge Savings Bank’s Retail Department is... ...and provides information to customers in regards to non-deposit... ...Insurance licenses Certified Financial Planner designation preferred... ...performance evaluation, provides guidance, training and development as...FinancialWork at office
- A financial service provider in Norwood, Massachusetts, seeks a Banking Associate who will play a key role in delivering exceptional customer service and completing banking transactions. Candidates should have a high school diploma and experience in customer service. The...FinancialAfternoon shift
$102.35k - $204.06k
Bank Operational Risk Internal Audit Manager Joining our Consulting Financial Services practice is an opportunity to help make the world... ...workpapers and providing feedback and guidance to staff. Conducting... ...to uphold Crowe’s values of Care, Trust, Courage, and Stewardship...Financial- SUMMARY As a Financial Services Representative, you are stepping into a dynamic role that blends customer interaction and providing financial expertise. The FSR role allows you... ...customers where you’ll guide them through their banking needs with a proactive and personalized...FinancialContract work
- ...utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly... ...to NMLS by JPMorganChase. Please carefully review the information you provide... ...Banking division serves our Chase customers through a range of financial...FinancialImmediate startAfternoon shift
- ...Job Description: The Financial Advisor (FA) role is a three-year... ...financial planning guidance & selling investment management... ...a commitment to being customer-centric by delivering... ...relationships with TD Bank and refers to Retail... ...and a Culture of Care. No matter where you work...FinancialWork experience placementWork at officeLocal areaWork from homeFlexible hours
$200k - $230k
...25We’re building a relationship-oriented bank for the modern world. We need talented, passionate... ...investment team, business development/advisor teams, and UHNW clients/prospects (as... ...* **You have a strong understanding of financial markets**, asset classes, and investment...FinancialLocal areaRemote work$178k - $186k
...compliance framework for non-bank partners (fintechs) offering... ...partner policies, controls, and customer journeys to identify gaps and... ..., reputational, and financial risk. Ensure partner adherence... ...to bank policies, regulatory guidance, and payment network rules (e...FinancialLocal areaRemote workFlexible hours$23.84 - $39.74 per hour
Overview: Identifies customers' needs through the bank’s retail sales process to provide... ...to based discussion on financial goals Identify financial needs... ...affiliates offer advice, guidance, expertise and solutions... ...of a large bank with the care of a locally focused institution...FinancialHourly payFull timeLocal area$150 per hour
...We are seeking experienced Investment Banking / Private Equity professionals to support a cutting-edge AI training and financial modeling project. This is a remote, hourly contract role focused on replicating real-world financial workflows to help improve next-generation...FinancialHourly payContract workRemote work$102.5k - $187.9k
...leader in serving the global financial services marketplace and the... ...dynamic new entrants across Banking and Capital Markets, Wealth and... ...ambition is to be the C-suite advisor for insurance technology-... ...Summer breaks, Personal/Family Care, and other leaves of absence...FinancialWork experience placementSummer holidayFlexible hours$28.85 - $33.65 per hour
Bank of America is seeking a financial advisor in Boston to provide customized solutions and advice to clients. This role includes building financial plans, recommending banking strategies, and managing client referrals. Applicants should possess a high school diploma,...FinancialHourly pay- A prestigious investment banking organization is seeking entry-level financial support in Boston, MA. This role offers training and opportunities for growth within the Custodial Banking Operation. Responsibilities include assisting with mutual fund operations, monitoring...FinancialInternship
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...is ideal for early-career advisors or financial planning professionals who are ambitious... ...management, financial planning, private banking, or related fields, with a preference...Financial
$140k - $165k
...affordable real estate acquisitions and development. The role involves financial analysis, site acquisition, and community engagement. The ideal... ...will have a Bachelor’s degree and 3-5+ years of experience in banking or real estate. A strong background in financial modeling and...Financial$24 - $25.5 per hour
...generation Relationship Banker at East West Bank means you are part of a world-class team... ...banking experience across all customer touchpoints. As a Relationship Banker,... ...identifying and understanding customers' long-term financial needs and offering tailored product and...Financial$110.5k - $202.7k
...better working world. Senior Consultant – Financial Services – Insurance and Actuarial... ...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset Management... ..., Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed...FinancialSummer holidayWorldwideFlexible hoursShift work
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