Client-Focused Relationship Banker
Bank of America
Bank of America is seeking a client services professional to engage clients in the lobby, educate them on self-service banking, and process cash transactions with accuracy. You will build relationships to meet financial needs while supporting the bank's risk culture and operational excellence. The role requires strong communication, adaptability, and problem-solving skills, with a flexible schedule including weekends and extended hours as needed. #J-18808-Ljbffr
- ...comprehensive, personalized strategies that help clients align their financial plans with their... ...to develop comprehensive, client-focused strategies. Candidates should possess solid... ...possess excellent communication and relationship-building skills to explain complex concepts...SuggestedFull time
$37.62k
...career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and... ...section of the system. Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience...SuggestedFull timeFlexible hours- ...the personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-... ...the unexpected. You will engage with the community to bring new clients to First Command, with the support of your local district team and...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...for operational excellence Builds relationships with clients to meet financial needs... ...starter with a strong work ethic and intense focus on results, acting in the best interest...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a... ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a...SuggestedImmediate startAfternoon shift
- ...Summerville, South Carolina. 29483. Join our team. Make a difference - for us and for your future. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based on Assignment Position Overview: This position is expected to...Work at office
$50k
...can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client relationships. It's our sole profit center. And as an Edward Jones advisor, you're at the helm. That's why we provide every possible...Work at officeWork from homeHome officeFlexible hours- ...services to REV members in North Carolina. This role focuses on building and deepening long‑term advisory relationships, delivering personalized investment and planning... ...‑oriented with the ability to manage multiple client relationships. Strong consultative, analytical, and...For contractors
$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...you start as a financial representative focused on client‑building and obtaining licenses... ...plans to help them achieve their goals Grow relationships with clients to support them through...Work at office$15 per hour
...executed effectively. The Risk Manager acts as a liaison between clients, security personnel, emergency services, and venue operations to... ...Responsibilities Actively monitor all event activity with a focus on safety and risk mitigation Monitor radio communications for Police...Hourly payPart timeFor contractorsWork at officeImmediate startShift workNight shift- ...selling opportunities. Seek to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of... ..., expanding, and retaining high-value consumer and business client relationships. Proactively communicate with current and...Work experience placementWork at officeFlexible hours
- ...Representative is to meet the needs of middle-income clients by educating them on risk protection,... ...solutions in an ethical and client-focused manner, always selling the right way and... ...level. Proactively develops community relationships to cultivate and travels within the...Work at officeLocal area
- ...financial futures while building lasting relationships and making an impact in our local... ...dedicated to people. Since 1883, we've been focused on securing futures with financial guidance... ...representative You'll meet with clients to map their financial futures by providing...Work at officeLocal areaFlexible hoursNight shift
$24k
...Group (RBG) Financial Professional. Primary focus: providing financial products and... ...to develop markets and sustain long-term relationships Advantages of working with us We offer a... ...customized financial strategies to our clients. Regulatory and Equal Opportunity Retirement...Temporary workRemote work$61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...you start as a financial representative focused on client-building and obtaining licenses... ...to help them achieve their goals Grow relationships with clients to support them through every...Full timeContract workFor contractorsWork at office- ...Wealth Advisors by delivering white-glove client service, supporting financial planning... ...experience as a second chair on client relationships. The ideal candidate is someone who is currently... ...in firm initiatives and projects focused on improving operational efficiency and...Work at office
- ...lives and meet local needs. Our programs build and strengthen relationships, allowing for membership growth and greater community impact.... ...and character. Demonstrate leadership skills. Team-oriented. Focus on results/success driven. Can or have overcome adversity. Grow...Local area
$80 - $110 per hour
...Wealth) $80 - $110/hour Required Skills Financial planning Investment management Retirement planning Tax-aware strategies Client relationship management Communication Regulatory compliance High-net-worth client advising Judgment and decision-making Certified...Remote jobFor contractorsImmediate start$65k
...purpose: ensuring a brighter future for every client. Role Overview: As a Benefits... ...and most updated advice. Foster relationships and ensure our clients always have... ...trajectory for a Benefits Representative? Our focus is on continuous learning and...Full timeFlexible hours- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...acquiring, building and managing client relationships to considering a client’s complex... ...Client Management Customer and Client Focus Portfolio Management Prospecting...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their... ...that is culture driven, resilient, results focused and effective. The Advisor Development...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...and businesses prosper. As a Business Banker at First Citizens Bank you will carry on... ...tradition of developing and expanding relationships with business owners in your community to... ...partners to support and deepen the full client relationship. Qualifications...Local area
- ...financial services provider is looking for passionate individuals to conduct virtual consultations with clients, assessing their needs and building strong relationships. This position offers flexibility with the option to work from home and provides complete training and...Remote workWork from home
$1,000 - $2,000 per month
...potential to earn an additional $1,000-$2,000 per month. Candidates will engage with clients virtually, providing personalized financial strategies and managing client relationships. Comprehensive training is provided, and the position allows for a great work-life balance...Weekly payPart timeRemote work- ...Employee Stock Ownership Plan is the largest shareholder.We focus on building relationships and discovering opportunities to better serve our... ...largest employee-owned banks in the country! Our Retail Bankers are the face of our organization and are critical in caring...Full timeLocal area
- ...financial planning and investment management services, helping clients achieve their financial goals. The ideal candidate will have a... ...communication skills, and the ability to build lasting relationships with clients. Join a supportive environment that values diversity...
$1,000 per month
...mimics our full‑time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals...Full timeInternshipLocal area$1,000 per month
...mimics our full‑time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals...Full timeInternshipLocal areaFlexible hours- ...The Financial Planner interacts with clients daily to gather information, analyze information, develop recommendations, implement recommendations... ...to best serve the client Manages accuracy of internal Client Relationship Management (CRM) software Implements Financial Planning...
- ...motivated employees who share our commitment to superior service and relationship banking. We offer an excellent benefits package that... ...8:00 - 4:30 * Hours could vary. Must be flexible. Personal Bankers will assist existing and future customers with banking needs:...Monday to FridayFlexible hours
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