Client-Centric Banking Advisor
Sacbar
Bank of America in Milpitas is seeking a front-line client advisor to engage customers in the lobby and guide them through self-service banking options. You will accurately process cash transactions and deepen conversations to uncover financial priorities, then connect clients to suitable solutions. The role emphasizes relationship building, client experience, and adherence to laws while supporting business goals and delivering exceptional service. #J-18808-Ljbffr Sacbar
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Client-Centric Banking Advisor in Brooklyn, NY vacancy
- First Financial Bank in Kentucky is seeking a Consumer Banker to deepen client relationships by booking business directly and by referring to Mortgage, Wealth, Small Business Banker Commercial, and Treasury Management. You will open accounts, perform maintenance, and support...Suggested
- ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building... ...support to our Private Client Advisors. Your role will encompass the efficient management... ...OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT...Suggested
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: Auburn, WAtime type: Full timeposted on:... ...Job Summary** Be a problem solver, trusted advisor, and partner to the people and businesses... ...Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank...SuggestedHourly payWork experience placementDay shiftKeyCorp
Brooklyn, NY1 day ago- ...build and retain consumer and business relationships by offering deposit, loan, and other solutions, while guiding clients on using online and mobile banking tools. Ideal candidates have strong customer service, sales aptitude, and knowledge of banking products. This on-...Suggested
- KeyCorp in Auburn, WA seeks a Private Client Banker to manage client relationships with a plan-based approach, delivering financial wellness... ...solutions across investment, insurance, mortgage, and business banking as appropriate. The role focuses on developing new client...Suggested
- NBH Bank seeks a Relationship Banker II to grow client relationships and provide tailored financial solutions. You will introduce clients to mortgage, business and installment loan options, while leveraging digital banking tools to enhance service and efficiency. Training...
- United Bank is seeking a customer-focused professional in Virginia to manage relationships, process transactions, and drive business... ...accuracy, attention to detail, and a strong service mindset to foster client trust and growth. The candidate should have at least a high...
- Private Client Banker - Triple Crown - Union, KY Join to apply for the Private Client Banker... .... As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Full timePart timeWork at officeImmediate startAfternoon shift
- First Bank in Ellisville, MO is seeking a Relationship Banker to build client relationships, assess financial needs, and promote banking solutions while delivering a high‑quality client experience in a branch setting. The role involves opening accounts, cross‑selling products...
- ...in Albuquerque, NM is hiring a Personal Banker I for our Express Bank. You’ll join a 9-week Banking Navigator training program... ...equip you with the skills, knowledge, and confidence to excel in client service and everyday banking. Through hands-on guidance, virtual...
- ...Relationship Banker in Elmhurst, New York, who will provide exceptional client service and build meaningful relationships. This role involves... ...financial needs, and leveraging technology to enhance banking solutions. The ideal candidate will have at least 1 year of sales...
- ...Banker in Ashland, OH, to retain and grow consumer and business client relationships. You will drive opportunities through a... ...proactive outreach, while educating customers on online and mobile banking tools and bank products. The role emphasizes strong customer service...
- KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance across in-person and proactive calling... ..., familiarity with consumer credit, and proficiency in digital banking platforms, with a focus on delivering exceptional #J-18808-...
- ...Banker in Sudbury, MA, to serve as a trusted advisor, understand customers' financial goals, and provide tailored banking, lending, and investment solutions with strong... ...maintaining regulatory compliance and a customer-centric culture. #J-18808-Ljbffr Banco Santander SA
- ...Corporation is seeking a Personal Banker Team Lead to elevate client experience and drive growth across branches. You will guide teams... ...-in-class service. The role includes a comprehensive 9-week Banking Navigator training program with hands-on guidance from a success...Permanent employment
- A leading financial services firm seeks a Private Client Banker to manage relationships for affluent clients in Union City, NJ. You will... ...services. Ideal candidates will have at least one year of banking or financial services experience, strong relationship management...
$111.1k - $130.7k
...Manager - Energy Industries - Denver or Dallas - Institutional Client GroupApplylocations: Denver, CO: Dallas, TXtime type: Full timeposted... ...(15 days left to apply)job requisition id: 2026-0023984At U.S. Bank, we’re on a journey to do our best. Helping the customers and...Temporary workWork experience placementWork at officeLocal area3 days per week- First Financial Bank is seeking a Consumer Banker II in Westmont, IL. You will open accounts, perform maintenance, and engage clients through proactive conversations, referrals, and partnerships with Mortgage, Wealth, Small Business Banking and Treasury Management to deepen...
- JPMorganChase is seeking a Private Client Banker in Union City, NJ to manage key banking relationships with affluent clients. Your role involves proactively nurturing these relationships, providing tailored financial advice, and ensuring clients receive the best products...
$16.5 - $21 per hour
Relationship Banker / Client Relationship Specialist - Ellisville, MO #3512 About this Role The Relationship Banker is responsible... ...client relationships, identifying financial needs, recommending banking solutions, and supporting branch growth through proactive service...Hourly payFor contractorsWork at officeRemote workFlexible hours- ...focus to the business*Simmons Bank is a dynamic regional community... ...associates to be a trusted advisor while providing them with the... ...expanding, and retaining existing client relationships while providing... ...refer customers to a partner centric team that works with small business...Night shift
Simmons Bank
Brooklyn, NY4 days ago $275k
...journey and together, we are driving a customer-centric transformation that values bold thinking,... ...support for the full range of Global Banking activities. We provide global support for corporate and institutional clients, delivering tailored services, products and...Hourly payFull timeContract workWork experience placementWork at officeShift workSantander Holdings USA Inc
Staten Island, NY4 days ago- ...Are you ready to help shape the future of private banking for advisors at the world's premier global financial... ...products and services—delivering seamless, user-centric solutions that empower advisors to serve clients efficiently, manage portfolios, and navigate complex...
hackajob
Jersey City, NJ21 hours ago - First Western Trust is seeking a Wealth Advisor Associate to support comprehensive wealth management for prospective and existing clients. You will prepare proposals, respond to fiduciary... ...in Wealth Management, a strong client-centric mindset, and proficiency with planning...
- Huntington is seeking a Financial Relationship Banker in Ypsilanti, MI to grow and retain consumer and business banking relationships. You will identify financial goals, recommend deposit and loan products, and deliver exceptional service in a hybrid office setting. Responsibilities...Work at office
- ...functionality: Support and promote digital banking with knowledge of all online and app-... ...any time with or without notice. Customer Centric Focus Diversity and Inclusion Act with... ...the ability to build rapport and engage clients effectively. Technologically savvy with...Hourly payFull timeMonday to FridayFlexible hoursWeekend workAfternoon shift
- First Commonwealth Bank in Pittsburgh is seeking a part-time Relationship Banker to help customers achieve financial confidence. You will engage clients, assess needs, and guide them to suitable personal and business solutions while upholding the bank's service standards...Part time
- Vision Bank is seeking a Personal Banker I to provide outstanding service to customers in a friendly, professional manner, develop product expertise, and process transactions accurately while complying with policies. This role offers a dynamic, fast-paced environment with...
- First Financial Bank in Kentucky is looking for a Consumer Banker to manage accounts and enhance client relationships. The role requires 3-4 years of retail experience and strong compliance knowledge. You will support client engagement through direct interactions and follow...
- Simmons Bank is hiring a Relationship Banker to grow and retain client relationships, offering financial solutions and exceptional service. You will engage customers with outbound calls, in-branch interactions, and networking to meet personal and branch goals. You will...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Banking Advisor. Be the first to apply!
Related searches
- community service representative Brooklyn, NY
- client service representative Brooklyn, NY
- career services representative Brooklyn, NY
- bilingual customer service representative spanish english Brooklyn, NY
- customer experience agent Brooklyn, NY
- customer account representative Brooklyn, NY
- client solutions specialist Brooklyn, NY
- customer experience associate Brooklyn, NY
- entry level customer support representative Brooklyn, NY
- part time customer representative Brooklyn, NY