Client-First Banking Advisor
Key Bank
KeyBank in Harleysville, PA seeks a Personal Banker to engage clients, uncover financial needs, and guide them to suitable banking solutions. You’ll drive relationships, open accounts, and collaborate with partners while maintaining high service standards. The role emphasizes a client-first, sales-driven approach, with Saturday work as needed and a focus on understanding consumer credit, digital platforms, and compliant operations. Bachelor’s degree is preferred; notary license is a plus. #J-18808-Ljbffr Key Bank
$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. Personal Bankers engage clients in deeper conversations to... ...Personal Banker is a client first, sales-driven, self-motivated,... ...and making them feel that no bank will fight harder for them....SuggestedHourly payFull timeWork experience placementFlexible hoursDay shift- ...Private Client Banker Location: 1804 North Broad Street - Lansdale, Pennsylvania 19446 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private...SuggestedImmediate startDay shift
- ...Personal Banker to be a trusted advisor, helping individuals and small... ...goals. You will engage clients, uncover needs, and open accounts... ...The role emphasizes customer-first service, strong communication,... ...commitment to compliant, high-quality banking. #J-18808-Ljbffr KeyCorpSuggested
- TD Bank à Harleysville, en Pennsylvanie, recherche une personne dynamique pour gérer les transactions bancaires et fournir un service client exceptionnel. Le candidat idéal aura un diplôme d'études secondaires et une expérience en service à la clientèle, avec une forte...Suggested
- United States Digital Space LLC is seeking a customer-focused banking associate to engage clients in the lobby, educate them on self-service options, and handle cash transactions accurately. You will build relationships to meet financial needs and contribute to a smooth...SuggestedWeekend work
$25 per hour
...bring High school diploma or equivalent Experience in retail sales, banking, or a customer-facing environment Strong communication,... ...and vision coverage for individuals and families, beginning the first of the month after your start date Retirement plan: Participation...Temporary workWork at office- ...Summary: Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs... .... The Personal Banker is a client first, sales-driven, self-motivated, and competitive...Day shift
- 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 accurately. The role focuses on deep conversations to understand clients’ financial priorities and connect them with...
- ...Credit Union seeks a customer-facing professional to determine clients' financial needs and provide tailored account services. You will... ...goals and collaborate with partners across departments to deliver exceptional banking #J-18808-Ljbffr Citadel Federal Credit Union
- ...Description: At First Resource Bank, we believe strong risk leadership is about more than controls and complianceits about judgment, trust... ...a key member of the executive management team and a trusted advisor to the Board of Directors, with direct access to the Board...Contract workWork experience placementFor subcontractorBank staff
$72.28k - $108.16k
...TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a... ...the unique and complex needs of TD Wealth clients by reviewing financial goals and making investment... ...of the client’s relationships with TD Bank and refers to Retail and Wealth partners...Work at officeLocal areaWork from homeFlexible hours$25 per hour
...and understanding of Univest Products and Services Leverage bank promotions Adhere to outlined sales flow Learn and become... ...Medical, dental and vision coverage (single or family; begins the first of the month following start date) Retirement Plan: Participation...Temporary work$24.5 per hour
...like planning for the future, buying a home or opening a new credit card. You’ll introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate with partners in Wealth Management, Mortgage and...Local areaAfternoon shift$70k
...analyze financial information, build strong client relationships, and ensure compliance with... ...approval of loan coding. Partner with Bank Counsel in preparation for loan closings.... ...vision coverage (single or family; begins the first of the month following start date) Retirement...Temporary workWork at office- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending... ...Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver... ...and proven sales experience in retail banking Knowledge of real estate market in...Work experience placementLocal areaImmediate startRelocation
- ...problem-solving skills. Candidates should have 2 years of sales experience, a high school degree, and be able to work flexible hours including weekends. The position offers meaningful work, career opportunities, and comprehensive benefits. #J-18808-Ljbffr Citizens BankFlexible hours
- Chase is seeking a Business Relationship Manager Senior in our Business Banking division to develop and manage a portfolio of large business clients with revenues over $3M. You will focus on relationship-building, financial advisory, and risk management while acquiring...
- Citadel Federal Credit Union seeks a customer-focused associate to determine account types and services to meet financial needs, and to drive sales through superior service. You will handle routine and complex transactions, including opening accounts, deposits, withdrawals...
- KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance for their financial wellness. You... ...products, assist with transactions, and ensure compliance with bank policies. This role emphasizes customer service, teamwork, and proactive...
- ...will establish a solid foundation of trust with each and every customer thereby positioning Citadel as the best choice for all their banking needs. Duties and Responsibilities Demonstrate a high level of courtesy and efficiency with customers, continuously exceeding...Work at officeLocal area
$20.43 - $32.31 per hour
...processing. Incumbents will focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Responsible for sales...Hourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Advisory Group LLC, is a Registered Investment Advisor, with offices in Perkasie, Huntingdon... ...company. We are looking for a Client Associate who is a responsible, positive,... ...relevant internship experience in financial, banking, and/or insurance environment preferred...InternshipWork at office
- ...Match ~ Profit Sharing ~ Paid Time Off ~11 Holidays ~ Tuition Reimbursement ~ Free Parking throughout Tompkins Community Bank ~ Employee Referrals EEO Statement Tompkins is committed to a policy of Equal Employment Opportunity ("EEO") with respect...Local area
- A financial institution is seeking a Private Client Banker responsible for managing client relationships and offering customized financial solutions. Candidates should possess strong interpersonal skills and experience in sales. Key responsibilities include building a...
$25 per hour
...and proactive outreach, while collaborating with a supportive team. The ideal candidate will have a high school diploma, retail or banking experience, and strong communication skills. Competitive pay starts at $25/hr, with comprehensive benefits including health insurance...Local area- Fulton Bank in Montgomeryville, PA (North Wales area) seeks a Relationship Banker to deliver an exceptional customer experience at our financial center. You will handle service and sales needs, promote banking solutions, open accounts, assist with lending, and drive relationship...
$40k - $55k
...and management of the Insite Product. Responsibilities Work with National Account Manager to setup the Insite system for all of the client’s sites, to include: establishing KPI’s for the sites and Scorecards for the entire portfolio; setting goals for critical metrics;...Immediate start- Citadel Wealth Management is seeking a Senior Financial Advisor to design holistic wealth strategies and deepen client relationships in a dynamic advisory practice. You... ...solutions. This role emphasizes fiduciary client-first service, complex planning, and a meaningful impact...
$105k - $250k
...Citizens employs a group of experienced advisors that help individuals and families attain... ...conduct thorough discoveries to understand a client’s short- and long-term goals, then... ...Proven experience in a team-oriented consumer bank setting. Familiarity with servicing high...Temporary workLocal areaFlexible hours$100k
...Administration (SBA) lending programs. Our attorneys are trusted advisors to banks and non-bank lenders, combining technical regulatory... ...memoranda, and litigation-related filings Communicate with lender clients, borrowers’ counsel, and internal stakeholders Practice...Temporary workWork at officeRemote work
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