Private Banker
CFBank
Job Location: Northeast Region FA – Fairlawn, OH44333. Position Type: Full Time. About CFBank CFBank is an award‑winning, fast‑growing organization that thrives on winning. For over 130years we have served our communities and have become a top performer in the past decade, attracting some of the best talent. We are a commercial bank offering a boutique banking experience for personal clients, with direct access to decision‑makers, strong technology, and competitive products that enable our teams to win business. About the role Unlike traditional retail banks, our boutique banking model emphasizes relationship‑building over transactional sales. Your success is measured by growing your own book of business and partnering across the organization to support CFBank’s growth. You are the face of the Bank and a valuable contributor to our success. What you’ll do Drive business growth by identifying, developing, and expanding client relationships through proactive outreach and consultative selling. Serve as a strategic connector across business lines to deliver seamless cross‑sell opportunities and a boutique client experience for new and existing customers. Champion outstanding customer service by managing the client journey end‑to‑end and collaborating with internal teams to ensure timely solutions to client needs. Act as a trusted advisor for colleagues and clients, leveraging deep expertise in banking best practices, CFBank’s suite of solutions, and up‑to‑date compliance standards. Execute a comprehensive range of customer transactions, including deposits, withdrawals, loan servicing, account openings/closings, and specialized transactions such as IRAs and HSAs, using digital tools and adhering to operational and compliance protocols. Support a culture of compliance and operational excellence by participating in audits, risk assessments, and continuous improvement initiatives. Uphold the highest standards for data privacy and security, strictly following internal protocols to safeguard client information at all times. Desired Qualifications Consistently polished, positive, and professional presence that represents the Boutique Banking promise. Exceptional interpersonal and communication skills, with the ability to build strong internal and external relationships that add value to our culture. Demonstrated success in product expertise and cross‑selling, with a proven ability to recommend tailored solutions that drive business results. Strong digital proficiency and quick learning ability across a variety of banking software platforms and technology tools. Superior organizational skills with the ability to manage multiple priorities in a fast‑paced environment. What We Offer Career advancement and skill enhancement through growth‑focused collaboration and a flat organizational chart that provides visibility to the Executive team. Excellent benefits package, including dependent coverage, generous PTO, Federal Holidays, and paid parental leave for qualified candidates. Accelerated 401(k) plan with a 50% employee match on the first 8% deferred, available from the first full month of employment with a 3‑year vesting schedule. Employee banking products and services with direct deposit of payroll to a CFBank account (over 90% of employees bank with us). Employee Assistance Program with a wide range of free resources such as estate planning and wellness resources. A collaborative environment with a team of hard‑working professionals who invest in shared success. CFBank, National Association is an Equal Opportunity Employer, including disability and protected veteran status. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or veteran status. #J-18808-Ljbffr CFBank
$41.5k - $65.5k
Application Deadline: 10/13/2026 Address: 2700 S Oneida Street Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions...SuggestedContract workPart timeLocal areaImmediate startDay shift- ...Personal Banker IAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our core values drive everything we do, and we are committed to serving our customers with...SuggestedTemporary workWork at officeLocal area
$17 - $28.96 per hour
...Relationship Banker At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported...SuggestedHourly payImmediate start$27 - $33 per hour
Job Title Client Relationship Consultant Job Description At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. ...SuggestedTemporary workRelocation package$50k
...where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for...SuggestedWork at officeWork from homeHome officeFlexible hours- WealthBridge Financial Group is seeking a Financial Consultant to work closely with clients to understand their financial objectives and provide tailored advice aligned with their goals. You will leverage analytics to assess needs and develop effective action plans, collaborating...
$118.17k - $144.43k
...every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. Job Description Private Wealth Management (PWM) Private Wealth Advisor is responsible for building a team of trust, banking and investment professionals...Temporary workWork experience placementLocal area$61k - $119k
Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial ...Full timeContract workFor contractorsWork at office- Are you ready to take your financial services expertise to an environment where you’re valued and supported? Are you seeking a career where your potential is limitless? Whether you’re a seasoned professional or looking to launch your career in financial services, Lakeshore...Remote workFlexible hours
$1,000 per month
Northwestern Mutual College Financial Representative InternshipCollege Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up...Full timeContract workFor contractorsInternshipLocal areaFlexible hours- Magellan Health is seeking a dedicated Counselor to provide personal financial counseling services to military service members and their families. The role requires a bachelor's degree and 3+ years of relevant experience. Counselors will assist with financial management...
- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...
- Financial AdvisorAt Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with...Work at officeLocal area
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial...
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal area- At Nicolet National Bank, our culture is based on the principles of community banking, putting the needs of our customers at the forefront of our decision-making. Our Core Values drive everything we do, and we are committed to serving our customers with excellence. We ...Work at officeLocal area
$1,000 per month
Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours- ...Universal Banker# Universal BankerGreen Bay - Green Bay, WI 54304## OverviewPosition TypeFull Time## Description**Description**Join Fortifi Bank, where you can make a real impact as a **Universal Banker** and be part of our mission of "Growin' Wisconsin!" We value the...Local area
$141.89k - $243.24k
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported, then Associated Bank ...- ...commission processing, reconciliation, reporting, and operational integrity while partnering closely with Finance, Risk, Compliance, and Private Wealth. You'll serve as the Operations Principal and FINOP specialist, helping shape a scalable, best-in-class operating model...
- Description Join a team making a difference! Oral Health Partnership (OHP) is a nonprofit children’s dental organization that provides preventative, diagnostic, and restorative dental services to uninsured and underinsured children ages 0 to 19. We provide care at our dental...Full timeTemporary workWork at officeLocal area
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