Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

People-First Banking Advisor: Build Financial Futures

Citizens Bank

Citizens Bank is seeking a friendly, people-oriented candidate to serve as a Citizens Banker. You will help customers with financial decisions, build lasting relationships, and guide them to digital banking tools.

The role involves in-person and phone interactions, promoting appropriate products while ensuring compliance with policies. You’ll collaborate with partners across Wealth Management and Mortgage to meet complex needs, and you may work varied hours including weekends and evenings.

#J-18808-Ljbffr
Vacancy posted 11 hours ago
Similar jobs that could be interesting for youBased on the People-First Banking Advisor: Build Financial Futures in Needham Heights, MA vacancy
  •  ...valued, and understood. We build lasting relationships by...  ..., using the latest banking solutions and cutting-edge financial technology combined with...  ...responsibilities Put clients first and exceed their...  ...We recognize that our people are our strength and the... 
    Suggested
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Walpole, MA
    1 day ago
  • $140k - $215k

     ...be a technical advisor by architecting...  ...power the largest financial services firms....  ...most creative people in the tech...  ...including core banking systems, CRM, data...  ...and the First-Friend program...  ...help employees build stronger internal...  ...and financial future. Benefits may include... 
    Suggested
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Appian

    Boston, MA
    5 days ago
  •  ...Personal & Commercial Banking Job Description...  ...support long term financial goals. This role...  ...client's needs to build and maintain...  ...Acts as a trusted first point of contact in...  ...being performed by people assigned to this job...  ...to help you unlock future opportunities. If... 
    Suggested
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Sudbury, MA
    1 day ago
  •  ...full-service commercial bank and financial services company...  ...where individuals can build meaningful, long-term...  ...colleagues are critical to our future, and we will invest in...  ...finding the right people is just the beginning....  ...What You'll Do:Make the first impression to our... 
    Suggested
    Traineeship
    Live in
    Work at office
    Local area
    Immediate start
    Flexible hours

    Rockland Trust

    Brookline, MA
    2 days ago
  •  ...welcomed, valued, and understood. We build lasting relationships by doing the...  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and...  ...branch.Job responsibilitiesPut clients first and exceed their expectations -... 
    Suggested
    Afternoon shift

    Chase

    Walpole, MA
    2 days ago
  • Citizens Bank is seeking a friendly, outgoing Bank Associate to serve as the face of the branch. You will build trusting relationships with customers, offering sound financial advice and tailored solutions for spending, saving, borrowing and investing. You’ll promote digital... 

    Citizens Bank

    Watertown, MA
    1 day ago
  • $49.5k - $82.5k

     ...Overview**At PNC, our people are our greatest differentiator...  ...within PNC's retail banking organization you will...  ...the customer's financial wellbeing. Collaborates...  ...reputation and to continue building upon that we expect...  ...needs now and in the future. Depending on your... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Dedham, MA
    3 days ago
  • $23.25 - $30.75 per hour

     ...Personal & Commercial Banking Job Description...  ...support long term financial goals. This role...  ...client's needs to build and maintain deeper...  ...Acts as a trusted first point of contact...  ...being performed by people assigned to this job...  ...help you unlock future opportunities. If... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group (TD)

    Sudbury, MA
    17 hours ago
  •  ...represent our brand in the Newton branch, delivering welcoming, knowledgeable service and building lasting client relationships. You will use banking solutions and technology to address financial needs, while upholding compliance and risk controls. The role requires sales... 
    Weekend work
    Afternoon shift

    Testing Site - JPMC

    Newtonville, MA
    2 days ago
  •  ...welcomed and valued by building lasting relationships,...  ...opportunity to help people experience our Customer...  ...tailored to suit their financial needs. As a Private...  ...Client Banker in Branch Banking, you are the main...  ...Specialists (Private Client Advisors, Mortgage Bankers and... 
    Immediate start
    Afternoon shift

    J.P. Morgan

    Burlington, MA
    3 days ago
  •  ...welcomed, valued, and understood. We build lasting relationships by doing the...  ...hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and...  ...Job responsibilities Put clients first and exceed their expectations - deliver... 
    Afternoon shift

    Chase

    Walpole, MA
    2 days ago
  • $22.5 - $24 per hour

     ...brand and a new name Arise Financial (formerly known as...  ...with a bold vision for the future—one built on innovation,...  ...a commitment to helping people live more and worry less...  ..., we've believed that banking is about putting people first. We're building on that legacy while embracing... 
    Hourly pay
    Full time
    H1b
    Work at office
    3 days per week

    Arise Financial

    Canton, MA
    7 hours ago
  • $20 - $22 per hour

     ...brand and a new name Arise Financial (formerly known as...  ...with a bold vision for the future—one built on innovation,...  ...a commitment to helping people live more and worry less...  ..., we've believed that banking is about putting people first. We're building on that legacy while embracing... 
    Hourly pay
    Full time
    H1b
    Work at office
    Work from home
    3 days per week

    ADP

    Canton, MA
    3 days ago
  • $32.7 - $34.65 per hour

     ...brand and a new name Arise Financial (formerly known as...  ...with a bold vision for the future—one built on innovation,...  ...a commitment to helping people live more and worry less...  ...century, we've believed that banking is about putting people first. We're building on that legacy while... 
    H1b
    Work at office
    Work from home
    3 days per week

    Arise Financial

    Canton, MA
    2 days ago
  • $80k - $90k

     ...Merrill Wealth Management Financial AdvisorMerrill Wealth...  ....Merrill's Financial Advisors and Wealth Management Client...  ...coupled with the banking convenience of Bank of...  ...Financial Advisor Teams to build upon your experience to...  ...resources (time, people, budget) to run a productive... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Boston, MA
    4 days ago
  • $85.1k - $161.7k

     ...empowering our clients and people to realize their full...  ...strategic planning, financial planning and analysis...  ...company valuations, building detailed operating and...  ...capital or investment banking. High upside candidates...  ...propose strategies based on future risk trends, market... 
    Full time
    Work experience placement
    Internship
    Work at office
    Local area

    RSM International

    Boston, MA
    1 day ago
  • $22.5 - $25 per hour

     ...brand and a new name Arise Financial (formerly known as...  ...with a bold vision for the future—one built on innovation,...  ...a commitment to helping people live more and worry less...  ...century, we've believed that banking is about putting people first. We're building on that legacy while... 
    Hourly pay
    Full time
    H1b
    Work at office
    Work from home
    3 days per week

    Rfcu

    Canton, MA
    3 days ago
  •  ...you are tasked with building and fostering...  ...deliver an energetic banking experience for both...  ...by identifying financial needs, efficiently...  ...You are the trusted advisor of our customers and...  ...critical to our future, and we will invest...  ...finding the right people is just the... 
    Live in
    Work at office
    Flexible hours

    Rockland Trust

    Marlborough, MA
    4 days ago
  •  ...Banking ProfessionalThis role is a banking professional...  ...achieve their financial goals by delivering personalized...  ...and outbound outreach, building meaningful connections...  ...that reflect a client-first approachEngages clients...  ...work being performed by people assigned to this job. They... 
    Work at office

    TD Bank

    Lexington, MA
    1 day ago
  • $38.25k - $61k

     ...and innovator in the financial services industry...  ...organization. Our people are at the heart of...  ...serve as a trusted advisor to customers, focusing on building strong, long-lasting...  ...tailored solutions for banking, lending and...  ..., now and into the future.Risk Culture:We embrace... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Santander

    Boston, MA
    8 hours ago
  • $30k - $47k

     ...leader and innovator in the financial services industry and is evolving...  ...-driven organization. Our people are at the heart of this journey...  ...and assisting with their banking needs. Process transactions...  ...well-being, now and into the future. Santander Benefits - 2026 Santander... 
    Full time
    Contract work
    Part time
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Banco Santander SA

    Needham Heights, MA
    5 days ago
  • Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since...  ...here, it’s a foundation for building a meaningful, long‑term...  ...plan that includes: Savings/banking Investments/wealth...  ...workshops to help prepare you for future leadership opportunities.... 
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Burlington, MA
    1 day ago
  • $97.3k - $178.3k

     ...in to shape your future with confidence. We...  ...Join EY and help to build a better working...  ...serving the global financial services...  ...new entrants across Banking and Capital Markets...  ...reputation as trusted advisors.Skills and attributes...  ...is for most people in external, client... 
    Summer holiday
    Flexible hours
    3 days per week

    EY

    Boston, MA
    1 day ago
  • $225k - $337.5k

     ...President, Head of Non-Financial Risk Management...  ...as a trusted advisor and strategic...  ...to the First Line of Defense...  ...-informed lens.People LeadershipLead,...  ...priorities while building organizational...  ...investment servicing, banking, or corporate...  ...in shaping the future.As an Equal... 
    Full time
    Temporary work
    Flexible hours

    State Street Bank

    Boston, MA
    3 days ago
  • $67.5k

     ...innovator in the financial services...  ...organization. Our people are at the heart...  ...ambition and become future leaders through...  ...Commercial and build the knowledge...  ...Commercial Banking Commercial Real...  ...thoughtful strategic advisor. You will learn...  ...client needs first while... 
    Hourly pay
    Rotational program
    Full time
    Contract work
    Summer work
    Shift work

    Banco Santander

    Boston, MA
    17 days ago
  •  ...motivated to provide a first‑class experience to clients...  ...Morgan’s U.S. Private Bank. If you have an...  ...for advising families on building, preserving and managing...  ...knowledge of investments, financial planning, credit and...  ...We recognize that our people are our strength and the... 
    Temporary work
    Work experience placement
    Local area

    Aumni

    Boston, MA
    4 days ago
  • $54.38k

     ...and innovator in the financial services industry and...  ...driven organization. Our people are at the heart of...  ...consumer and business banking products. You deliver...  ...goals today and in the future. Recommend and deliver...  ...~ Proven relationship-building skills and a customer-... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Santander Consumer USA

    Acton, MA
    2 days ago
  •  ...Banking Professional This role is a banking professional...  ...achieve their financial goals by delivering personalized...  ...and outbound outreach, building meaningful connections...  ...that reflect a client-first approach Engages...  ...work being performed by people assigned to this job. They... 
    Work at office

    TD Bank

    Tewksbury, MA
    5 days ago
  • $140k - $215k

     ...be a technical advisor by architecting...  ...power the largest financial services firms....  ...most creative people in the tech...  ...including core banking systems CRM data...  ...mentorship and the First-Friend program...  ...help employees build stronger...  ...and financial future. Benefits may include... 
    Contract work
    Work experience placement
    Local area
    Remote work
    Flexible hours

    Appian

    Boston, MA
    9 days ago
  • $26.4 - $28.5 per hour

     ...brand and a new name Arise Financial (formerly known as...  ...with a bold vision for the future—one built on innovation,...  ...a commitment to helping people live more and worry less...  ..., we've believed that banking is about putting people first. We're building on that legacy while embracing... 
    Hourly pay
    H1b
    Work at office

    Arise Financial

    Canton, MA
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to People-First Banking Advisor: Build Financial Futures. Be the first to apply!