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

Client-Centric Banking Advisor

Bank of America ATM

Bank of America is seeking a motivated individual for a role focused on personal banking needs in New York. This position involves serving as the first point of contact for clients, offering tailored financial solutions, and providing exceptional customer service. The ideal candidate will have sales experience and the ability to manage client relationships effectively. This role requires strong communication and problem-solving skills, with a commitment to enhancing clients’ financial lives. Benefits and industry-leading support are provided. #J-18808-Ljbffr

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Client-Centric Banking Advisor in New York, NY vacancy
  •  ...Client Associate The Client Service team wants you as a Client Associate! By joining...  ...obsessed behaviors when assisting J.P.Morgan Advisors' clients, and Middle Office partners....  ...and today we are a leader in investment banking, consumer and small business banking, commercial... 
    Suggested
    Work at office

    JPMorgan Chase

    New York, NY
    2 days ago
  •  ...role. JOB DESCRIPTION As a Private Client Investment Associate Program Manager...  ...and lead the strategic direction for our Advisor Support team, focusing on key areas such...  ...preferably in Wealth Management or Consumer Banking. ABOUT US Chase is a leading financial... 
    Suggested

    J.P. Morgan

    New York, NY
    5 days ago
  •  ...Koitecc Solutions is looking for a Relationship Banker in New York to enhance client experiences and build strong relationships. You will leverage financial technology and banking solutions to meet clients' needs effectively and contribute to the branch's success. The... 
    Suggested

    Koitecc Solutions

    New York, NY
    2 days ago
  •  ...ICM Corporate Banking & Markets Relationship Executive Help shape how strategic asset management and insurance clients engage with JPMorganChasebringing together corporate finance, lending, markets and payments capabilities to deliver integrated solutions across the... 
    Suggested
    Work at office

    JPMorgan Chase

    New York, NY
    4 days ago
  • $175k

     ...and together, we are driving a customer-centric transformation that values bold thinking,...  ...term projects for corporate and government clients. Projects can include energy exploration,...  ...1-3+ years of experience in commercial banking or finance industry with strong credit analysis... 
    Suggested
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander US

    New York, NY
    2 days ago
  •  ...Chase, we have an enthusiasm for helping our clients, taking care of our employees, building...  ...support to Private Client Advisors within Wealth Management. Job responsibilities...  ...OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT... 
    Full time

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  •  ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of...  ...their needs * Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to... 
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    New York, NY
    21 hours ago
  •  ...Title: Associate, Investment Banking, Leveraged Finance / Non-Investment Grade Finance -...  ...Scotiabank’s strong U.S. presence provides our clients an important bridge to this key global...  .... What You’ll Do Champion a client centric focused culture to deepen client relationships... 
    Work experience placement
    Local area
    Flexible hours

    Scotiabank

    New York, NY
    1 day ago
  • $165k - $225k

     ...and together, we are driving a customer-centric transformation that values bold...  ...assets under management and 314,000 private banking customers in 2025. For our Private Bankers...  ...region, you will serve as a trusted advisor to clients and families, helping them preserve,... 
    Hourly pay
    Full time
    Contract work
    Local area
    Shift work

    Santander US

    New York, NY
    7 days ago
  • $145.54k - $181.93k

     ...combining global corporate cards and banking with intuitive spend...  ...Brex for life'. As strategic advisors, we build trust, drive solutions...  ...management planning to guide clients on their communication...  ...record of building customer-centric processes and a strong sense... 
    Work at office
    Remote work
    Work from home
    Shift work

    Brex

    New York, NY
    4 days ago
  • $25 per hour

     ...Citizens in New York is seeking customer-oriented Bankers to foster client relationships and assist in financial decisions. This role emphasizes strong communication skills and a passion for helping others, guiding clients in savings, investments, and other financial... 

    Citizens

    New York, NY
    21 hours ago
  • $96.5k - $207.5k

     ...Make banking a Fifth Third better® We connect great people to great opportunities. Are you...  ...Fifth Third Bank. GENERAL FUNCTION The Trust Advisor will provide fiduciary expertise and deliver high-quality fiduciary solutions to clients. This role involves managing personal... 
    Work at office

    Dormont Manufacturing Company

    New York, NY
    21 hours ago
  • $145k

     ...this journey and together, we are driving a customer-centric transformation that values bold thinking, innovation...  ...transactions for Corporate and Investment Banking clients of Santander US. Act as advisor, consultant, and first point of contact for clients... 
    Hourly pay
    Full time
    Contract work
    Work experience placement
    Work at office
    Shift work

    Santander US

    New York, NY
    4 days ago
  •  ...The Relationship Banker is a trusted advisor who engages clients in meaningful, consultative conversations...  ...by actively promoting and selling the bank’s products and services. This role...  ...and taking loan applications. Client-Centric Financial Advice: Through a consultative... 
    Temporary work
    Work at office
    Monday to Friday

    First Horizon

    New York, NY
    1 day ago
  •  ...an opportunity to contribute to the company’s success. As a Banking Advisor III within the PNC Private Bank, you will be based in Houston...  ...management solutions for current and prospective high-net worth clients as part of a broader Private Banking team. Meets with... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Dormont Manufacturing Company

    New York, NY
    4 days ago
  • $98.18k - $115.5k

     ...Portfolio Manager The Portfolio Manager partners with Relationship Manager(s) to successfully manage a portfolio of Corporate Banking credit relationships. Grows revenue as directed by senior management by successfully closing new business relationships and retaining... 
    Temporary work
    Work experience placement

    U.S. Bancorp

    New York, NY
    4 days ago
  •  ...Investment Banking-Strategic Financing Solutions-Associate New York, NY, United States We are seeking a dynamic Associate to join...  ...the best fit or where there is a developing theme. The team is client centric, severing as complementary professionals to Trading, Banking... 
    Work experience placement

    TwinThread LLC

    New York, NY
    16 hours ago
  •  ...Job Description J.P. Morgan Advisors, the ultra-high net worth division of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of...  ...Based planning, liabilities planning, banking & lending solutions, mortgages and digital... 
    Local area

    JPMorgan Chase & Co.

    New York, NY
    8 days ago
  • $231.66k - $289.58k

     ...By combining global corporate cards and banking with intuitive spend management, bill pay...  ...Credit Policy to deliver scalable, customer-centric credit decisions Lead, coach, and...  ...portfolio Lead high stakes conversations with client (CFO teams), partners, regulators and... 
    Full time
    Work at office
    Remote work
    Work from home

    Brex

    New York, NY
    4 days ago
  •  ...Tech Risk & Controls Director within the Consumer & Community Banking Technology - Tech & Risk Controls you will lead the strategic development...  ...applications, digital experiences and next generation banking technology solutions to better serve our clients and customers.... 

    J.P. Morgan

    New York, NY
    13 days ago
  •  ...cash and settlement oversight, investor/client reporting, and query management. You will...  ...talent: build a high-performing, client-centric culture; coach managers, manage...  ...and today we are a leader in investment banking, consumer and small business banking, commercial... 
    Full time

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  • $70.35k - $205.8k

     ...reinvention, then look no further. We work at the heart of our clients' organizations so that no matter how complex the situation, no...  ...world works and lives. Key responsibilities of the Investment Banking Management Consulting Consultant may include: Assist and... 
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    New York, NY
    3 days ago
  • $189.29k - $331.2k

     ...management, asset servicing, asset management and banking services. Responsibilities Develop a...  ...and financial wealth profile on the client and the client’s family, including identification...  ...with the client’s professional advisors and Northern partners, a wealth plan integrating... 
    Visa sponsorship
    Work visa

    001 The Northern Trust Company

    New York, NY
    15 hours ago
  • $225k - $250k

     ...Overview The Legal Wealth Advisor 3 is responsible for origination and on-going management...  ...development and retention of long term, profitable client relationships. The Legal Specialty Group...  ...the comprehensive resources of the bank. Coordinate and lead the WRAP process for... 
    Private practice
    Work at office
    Local area

    Justia

    New York, NY
    1 day ago
  •  ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles...  ...18 years of age. Acknowledge ( Bank of America employees are required to meet...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they... 
    Work at office
    Shift work
    Day shift

    Bank of America

    New York, NY
    21 hours ago
  • $66.56k - $99.32k

     ...Business TD Wealth Job Description The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their...  ...Responsible for understanding and adhering to TD Bank & TD Wealth policies and procedures Responsible for... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Flexible hours

    Dormont Manufacturing Company

    New York, NY
    3 days ago
  • $190k - $217.5k

     ...in the public finance market. The position offers significant client contact, meaningful responsibility, and the opportunity to work...  ...of financial and transactional concepts Prior experience in banking, lending, or consumer finance is a plus Admission in the state... 
    Work at office
    Local area
    Flexible hours
    2 days per week
    3 days per week

    Oak Ridge Legal Search LLC

    New York, NY
    21 hours ago
  •  ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood...  ...and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with... 
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    New York, NY
    7 days ago
  • $66.56k - $99.32k

     ...TD Wealth Job Description: The Financial Advisor Associate (FAA) works with TD Wealth prospects and clients to attract and retain clients by addressing their...  ...Responsible for understanding and adhering to TD Bank & TD Wealth Policies and Procedures Responsible... 
    Temporary work
    Traineeship
    Work experience placement
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    New York, NY
    2 days ago
  • $130k - $150k

     ...dedicated planning and investments resource within our Private Banking division. This individual will work in close partnership with Private...  ...analysis and investment advisory support for HNW and UHNW clients. Spanish language proficiency is highly desirable. Key... 
    Work at office
    Local area

    IDBNY

    New York, NY
    4 days ago

Do you want to receive more vacancies?

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