Personal Banking Advisor: Consultative Solutions
TD
TD is looking for a Retail Banker I in Farmingville, New York, who will assist customers in achieving their financial goals while providing exceptional service. The ideal candidate will possess strong problem-solving and communication skills, with a focus on customer engagement. Candidates with a high school diploma and over a year of customer service experience are encouraged to apply. This role entails financial advising, relationship management, and requires an NMLS registration. Join us to contribute positively to our customers' banking experiences. #J-18808-Ljbffr TD
- .... You will process financial transactions and provide tailored solutions to meet members' financial needs. The ideal candidate requires... ...least two years of customer service experience and knowledge of banking products. This position offers a competitive compensation package...Personal
- Valley Bank is seeking a Banking Service Professional in Town of Islip, New York. The role focuses on providing quality customer service... ...in community events. A preferred qualification includes knowledge of Integrated Banking Solutions (FIS/IBS). #J-18808-Ljbffr Valley BankPersonal
- ...and professional service. Knowledge of all Bank products and services and ability to... ...customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements... ...related field is preferred. Preferred Experience: FIS/IBS (Integrated Banking Solutions)....Personal
$72.28k - $108.16k
...Description The Financial Advisor (FA) role is a three‑... ...investment management solutions. A FA will need to... ...relationships with TD Bank and refers to Retail and... ...banking clients. Consultative sales experience required... ...overall professional and personal growth. Equal...PersonalWork at officeLocal areaFlexible hours$80k - $90k
.... Merrill's Financial Advisors and Wealth Management... ...they envision through a personal relationship with... ...Merrill coupled with the banking convenience of Bank of... ...executing highly customized solutions to meet client needs... ...by using a defined consultative approach to systematically...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...financial services company in Selden, NY is seeking an advisor to provide comprehensive financial advice and solutions for clients. The role involves meeting clients to review their financial goals, recommending banking and investment strategies, and requires specific...
$65k - $80k
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities... ..., including stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment...Temporary workMonday to FridayShift workDay shift$24 - $26.5 per hour
...remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time... ...online, the mobile app, and ATMs in person and virtually. The Financial Services Representative... ...financial goals and recommend tailored solutions to meet their needs. Education And/or...PersonalFull timePart timeWork experience placementImmediate start$24.5 - $28 per hour
...being both a Best Place to Bank and a Best Place to Work... ...with Teachers in person and virtually. The key functions... ..., presentation of solutions and interpretation of numbers... ...ago Senior Home Lending Advisor - Kings Park, NY RIA Regional Consultant - New Jersey & Eastern...PersonalFull timePart timeWork experience placementWork at officeLocal areaImmediate start- ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...and proactively meet with them, both in person and over the phone, to build lasting relationships... .... Engage in clear, polite, consultative communication to understand and help...PersonalImmediate startAfternoon shift
- ...role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National... ...relationships with customers by supporting everyday banking needs through in‑branch interactions,... ...banking products, services, and solutions Drive branch growth by identifying opportunities...PersonalFull timeWork experience placementFlexible hours
$140k - $165k
...targets. Qualifications 2-4 years of experience in investing, consulting, banking, or corporate development. Interest in transportation,... ...fundamental principle at First Eagle, where employment is based upon personal capabilities and qualifications without regard to race,...PersonalWork at officeLocal areaRemote workFlexible hours- RadNet, Inc. is seeking a Banking Service Professional in Holbrook, NY to provide excellent customer service and banking solutions. The role involves engaging with clients, assessing their financial needs, and recommending appropriate bank products. Ideal candidates will...PersonalFull time
$66.56k - $99.32k
...Description: The Financial Advisor Associate (FAA) works... ..., and recommend personalized/tailored investment... ...by providing on-going consultation, advice, planning and... ...most appropriate Wealth solutions Identifies opportunities... ...and adhering to TD Bank & TD Wealth Policies...Temporary workTraineeshipWork experience placementWork at officeLocal areaWork from homeFlexible hours- ...Personal Banker I - Teller At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness... ..., retention, and cross-sell strategies within retail banking. Personal Bankers will also identify referrals for services such...PersonalLocal areaFlexible hoursNight shift
$17.74 - $29.57 per hour
Expected Work Hours 40 Job Description As a Banking Service Professional, the Personal Banker will provide effective support of sales and service activities... ...service standards. Provides a variety of banking solutions by analyzing needs, recommending solutions and selling...PersonalFull timePart timeWork at office- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...Temporary workMonday to FridayShift workDay shift
$24 - $26.5 per hour
Job Category Retail Banking Employee Type Regular Full Time Required Degree High school... ...banking online, the mobile app, and ATMs in person and virtually. The Financial Services... ...financial goals and recommends tailored solutions to meet their needs. Education and/or Experience...PersonalFull timeWork experience placementImmediate start- ...services firm, is seeking a Private Banker to join their Sales Team in the Private Banking Group. The role involves partnering with Financial Advisors to provide cash management and lending solutions, requiring a minimum of 7 years in lending business development and strong...
- Suffolk Federal Credit Union is hiring a Personal Banker I in Miller Place, New York. This position is responsible for delivering exceptional... ...and have 1-2 years of customer service experience, ideally in banking. Cash handling and strong communication skills are essential....PersonalFlexible hours
$25 - $27.88 per hour
Bank of America is seeking a motivated individual for a client-facing role in Shirley, NY. The position involves engaging clients in... ..., excellent communication skills, and the ability to identify solutions based on client needs. This role offers competitive hourly pay...Hourly pay$72k
...global financial services firm providing a wide range of investment banking, securities, investment management and wealth management... ...people to learn, to achieve and grow. A philosophy that balances personal lifestyles, perspectives and needs is an important part of our...PersonalTemporary workWork experience placementInternshipWorldwide- Suffolk Credit Union in Sayville, NY is seeking a Personal Banker I (Teller) to deliver exceptional service to members. This role involves... ...relationships through effective communication and support for banking services. Candidates should have a high school diploma and...Personal
- Suffolk Credit Union is seeking a Personal Banker I to provide exceptional service to members and enhance relationships through retail banking strategies. The role includes processing transactions, supporting member onboarding, and participating in community events. Candidates...PersonalFlexible hours
- ...Role Overview: As a Financial Services Representative III (Personal Banker) at Suffolk Credit Union, your primary responsibility is... ...acquisition, retention, and cross-selling strategies within the retail banking environment. In addition to identifying referral...PersonalLocal areaFlexible hoursNight shift
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Ridge, New York. This role involves building customer relationships, assisting with account openings, and educating customers on banking tools. The ideal candidate should...
$100k
...Description We are seeking an experienced financial advisor to assist clients in designing and implementing... ...: Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Experience with computer programs...PersonalPermanent employment$51.54k - $54.6k
...Welcome to the future of banking. At Capital One, we believe... ...financial lives. The First-Line Consultant You aren't just answering... ...actively listening, you'll uncover personal or business goals and pair... ...digital tools or banking solutions to help them succeed. The...PersonalPermanent employmentFull timePart timeLocal areaRemote workFlexible hoursShift workNight shift$24.25 - $32.5 per hour
...Details $24.25 - $32.50 USD Line Of Business Personal & Commercial Banking Job Description The Retail Banker I is a... ...by utilizing financial expertise and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement...PersonalWork at officeLocal area$74.91k - $88.9k
...remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time... ...planning and execution of virtual and in-person events Maintains and executes content... ...with external vendors, agencies, and consultants as directed to support credit union communications...PersonalFull timePart time
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