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

Client-Centric Banking & Financial Wellness Advisor

KeyCorp

KeyCorp in Lansdale, PA is seeking a Personal Banker to engage clients, uncover financial needs, and offer tailored solutions to improve financial wellness. You will attract new clients and deepen relationships with existing customers, working with branches and partners to meet sales and service goals. The role emphasizes client-focused sales, strong teamwork, and professional communication, with occasional Saturday shifts and adherence to KeyBank policies and risk controls. #J-18808-Ljbffr KeyCorp

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client-Centric Banking & Financial Wellness Advisor in Lansdale, PA vacancy
  • KeyCorp in Skippack, PA is seeking a Hybrid Financial Wellness Advisor to support clients with banking needs and proactive outreach. The role balances client servicing and transaction support, with emphasis on understanding client needs and offering suitable financial... 
    Suggested
    Work at office
    Weekend work

    KeyCorp

    Skippack, PA
    1 day ago
  •  ...problem solver, trusted advisor, and partner to the people...  ...and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of...  ...a plan-based approach to financial advice. As a PCB, you will...  ...confidence in their financial wellness by assessing their... 
    Suggested
    Immediate start
    Day shift

    Key Bank

    Lansdale, PA
    1 day ago
  • $25 - $38.46 per hour

     ...Private Client Banker Location: 1804 North Broad...  ...problem solver, trusted advisor, and partner to the people...  ...plan-based approach to financial advice. As a PCB, you...  ...confidence in their financial wellness by assessing their...  ...Services, Private Bank, Mortgage or Business Banking... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    KeyCorp

    Lansdale, PA
    5 hours ago
  •  ...seeking a full-time Teller to deliver exceptional in-person client service, process account transactions, and resolve servicing issues relevant to daily banking. The role emphasizes listening for financial wellness opportunities, coordinating with bankers, adhering to... 
    Suggested
    Daily paid
    Full time

    KeyCorp

    Horsham, PA
    2 days ago
  •  ...States Digital Space LLC is seeking a customer-focused banking associate to engage clients in the lobby, educate them on self-service options, and...  ...transactions accurately. You will build relationships to meet financial needs and contribute to a smooth client experience. The... 
    Suggested
    Weekend work

    United States Digital Space LLC

    Collegeville, PA
    14 hours ago
  • $20.43 - $32.31 per hour

     ...Retail/Branch Banking - Pennsylvania Position...  ...our Montgomeryville financial center in North Wales,...  ...will focus on customer-centric conversations to deepen...  ...relationships and become a trusted advisor. Actively promote a...  ...in the lobby as well as during transaction processing... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Local area
    Work visa
    Flexible hours

    Fulton Bank, N.A.

    North Wales, PA
    3 days ago
  • $80k - $200k

     ...Financial Advisor Vista Wealth Solutions | MassMutual Multiple Locations: Greater Philadelphia...  ..., and professionals. · Meet with clients to understand their financial goals ,...  ...Experience in financial services, insurance, banking, investments, sales, business... 
    Full time
    Work at office

    Vista Wealth Solutions

    Horsham, PA
    a month ago
  • $18.75 per hour

     ...Join our dynamic team at Harleysville Bank where you can showcase your exceptional customer...  ...to help individuals with various financial transactions. At Harleysville Bank, we are...  ...customers. As a Teller, you will engage with clients courteously, handling a diverse range of... 
    Part time
    Flexible hours

    Harleysville National

    Hatfield, PA
    1 day ago
  • $23.25 - $30.75 per hour

     ...Banking Professional Work Location: Hatfield, Pennsylvania, United States of America...  ...experience to life by cultivating and sustaining client relationships through delivering...  ...banking solutions that support long term financial goals. This role is accountable for... 
    Full time
    Work at office

    Td Waterhouse

    Hatfield, PA
    3 days ago
  • A leading financial institution is looking for Citizens Bankers to assist customers with financial decisions and build lasting relationships...  ...weekends. The position offers meaningful work, career opportunities, and comprehensive benefits. #J-18808-Ljbffr Citizens Bank
    Flexible hours

    Citizens Bank

    Chalfont, PA
    14 hours ago
  •  ...advice tailored to suit their financial needs.  As a Private Client Banker in Branch Banking, you are the main point of contact...  ...of Chase’s affluent clients as well as other customers in the...  ...with Specialists (Private Client Advisors, Mortgage Bankers and Business... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Doylestown, PA
    7 days ago
  •  ...sets us apart from other banks is our unwavering...  ...committed to being the only financial institution that our...  ...seeking a Senior Wealth Advisor to serve as a trusted advisor...  ..., you’ll develop new client relationships, provide...  ...- You should possess well-developed abilities and... 
    Full time
    Local area
    Flexible hours

    Citizens & Northern Bank

    Doylestown, PA
    1 day ago
  • $19.23 - $28.37 per hour

     ...Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support...  ...solutions to assist in client's financial wellness, both in person and through... 
    Hourly pay
    Work experience placement
    Work at office
    Flexible hours
    Day shift

    KeyCorp

    Skippack, PA
    14 hours ago
  • $22.16 - $36.92 per hour

     ...Financial Center Relationship Specialist This...  ...as versatile banking professionals, responsible...  ...small business clients. Incumbents will...  ...focusing on customer-centric conversations to...  ...their trusted advisor. Manage risk by...  ...and procedures, as well as ensure that all... 
    Hourly pay
    Full time
    Temporary work
    Work experience placement
    Work visa
    Flexible hours

    Fulton Bank

    Plymouth Meeting, PA
    4 days ago
  •  ...WA Private Mortgage Banker (SAFE) Wells Fargo is seeking an CA-WA Private Mortgage...  ...borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non...  ...mortgage loan products based on client needs Review and analyze low to moderately... 
    Work experience placement
    Work at office
    Local area
    Immediate start
    Night shift
    Weekend work

    Wells Fargo

    Plymouth Meeting, PA
    4 days ago
  • $22.61 - $37.67 per hour

     ...customers' needs through the bank's retail sales process to provide...  ...ways to add value to clients banking relationship and transition...  ...needs to based discussion on financial goals Identify financial needs...  ...system changes/enhancements, as well as demonstrate good risk... 
    Hourly pay

    M&T Bank

    Norristown, PA
    1 day ago
  • TD Bank in Jenkintown, PA is seeking a Retail Banker I to assist customers with banking solutions and consultative advice, helping customers achieve their financial goals while growing relationships. You will educate customers on TD products, build trust, and guide them... 

    TD Bank

    Jenkintown, PA
    3 days ago
  •  ...opportunities to improve the customer's financial wellbeing. Collaborates with...  ..., ultimately elevating client loyalty. Delivers a full PNC...  ...Leverages ecosystem partnerships as well as community Centers of...  ...Preferred Skills Accountability, Banking, Client Loyalty, Customer... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group

    Conshohocken, PA
    20 hours ago
  •  ...represent its brand with hospitality and proactive client service. This role focuses on welcoming clients, delivering banking solutions, and building trusted relationships...  ...collaborate with the team to meet clients’ financial goals while ensuring compliance and seamless... 

    Next Frontier Capital

    Abington, PA
    2 days ago
  • $80k - $150k

     ...Plymouth Meeting PennsylvaniaJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized...  ...brokerage investment advisory services and products as well as knowledge of competitors and competitive products... 
    Full time
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Plymouth Meeting, PA
    4 days ago
  •  ..., is a Registered Investment Advisor, with offices in Perkasie, Huntingdon...  ...and Dublin, PA, offering financial advisory services, insurance...  .... We are looking for a Client Associate who is a responsible...  ...experience in financial, banking, and/or insurance environment... 
    Internship
    Work at office

    SUMMIT FINANCIAL GROUP INC

    Dublin, PA
    13 days ago
  •  ...wallet for Consumer and Business Banking opportunities under 2MM in...  ...branch. Delivers a differentiated client experience from acquisition...  ...conversation skills. Delivers client well-being through tailored...  ...clients on options for managing financial transactions by leveraging... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Willow Grove, PA
    1 day ago
  • $105k - $250k

     ...group of experienced advisors that help...  ...families attain their financial goals. Our Wealth...  ...discoveries to understand a client’s short- and long-...  ...interests, as well as the personal...  ...oriented consumer bank setting. Familiarity...  ...find a customer-centric culture built... 
    Temporary work
    Local area
    Flexible hours

    Citizens

    Chalfont, PA
    1 day ago
  •  ...succeed in their role. Key Responsibilities Client Communication: Act as the main liaison,...  ...-ready" by reviewing their initial financial situation Additional responsibilities: Available...  ...). Previous experience in mortgage, banking, or customer service. NMLS licensure... 
    Full time
    Work at office

    Success Mortgage Partners

    Horsham, PA
    4 days ago
  • $81.9k - $139.7k

     ...confidence in a world of change, empowering our clients and people to realize their full...  ...that enhance operational efficiency and financial performance. Essential Duties Define and...  ...Cash (O2C) and Procure-to-Pay (P2P) Cycle, Banking & Settlement, Adaptive Ability to... 
    Full time
    Work experience placement
    Internship
    Local area

    RSM International

    Blue Bell, PA
    2 days ago
  •  ...creating memorable experiences for our clients and employees, making them feel...  ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly...  ...clients about banking solutions, as well as collaborate with and connect... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Doylestown, PA
    2 days ago
  •  ...s Brand promise by utilizing financial expertise and consultative advice...  ...assist Customers with their banking solutions/needs. This role...  ...the impact of decisions on the well-being of TD, its Customers...  ...transaction needs and educates clients on self-service channels... 
    Full time
    Work at office

    TD Bank

    Jenkintown, PA
    3 days ago
  • $22.5 - $29 per hour

     ...Banking Professional Work Location: Harleysville, Pennsylvania, United...  ...experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized...  ...that support overall financial well-being. This role is accountable... 
    Work at office

    TD Bank

    Harleysville, PA
    2 days ago
  • Bank of America is hiring to engage clients in the lobby, educate them on self-service options (mobile/online banking or ATM), and process cash transactions...  ...focuses on deep conversations to understand clients’ financial priorities and connect them with suitable solutions... 

    Bank of America

    Harleysville, PA
    2 days ago
  • $18 - $20 per hour

     ...experience About First Farmers Bank & Trust First Farmers Bank &...  ...Illinois, offering a full range of financial services—from personal and...  ...understanding all aspects of a client’s banking needs. They are...  ...understanding branch operations as well as educating clients,... 
    Temporary work
    Work at office
    Local area
    Night shift

    First-Farmers-Bank-

    Lafayette Hill, PA
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Centric Banking & Financial Wellness Advisor. Be the first to apply!