Inbound Banking Solutions Advisor
Battle Tested
Battle Tested is seeking customer-focused professionals to support clients in an inbound banking call center environment. You will speak directly with customers, answer questions, resolve concerns, and help them find the right banking products or services based on their needs. This role is ideal for someone who enjoys helping people, communicates clearly over the phone, and can balance customer service with solution-based conversations. #J-18808-Ljbffr Battle Tested
- ...National Financial Solutions Advisor I (Series 7 Required) Riverside, Rhode Island;Lincoln, Rhode Island To proceed with your application... ..., you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...SuggestedWork at officeShift workDay shift
- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
- Bank of America in the United States seeks a financial professional to advise clients on financial goals, build plans with brokerage... ...with clients to deliver tailored investment and banking solutions. Applicants should hold Series 7 and 66 (or equivalents), with...SuggestedMonday to Friday
- TD Bank is hiring a Retail Banker I in Pawtucket, RI. This role acts as a customer liaison to deliver the TD Brand promise using financial... .... The position involves building relationships, identifying TD solutions to help customers meet their financial goals, and guiding them...Suggested
$25 per hour
Citizens Bank is seeking enthusiastic Citizens Bankers to join their team in Rhode Island. This role involves guiding customers through their financial decisions and building lasting relationships. With a competitive starting salary of $25 per hour, you'll be the face...SuggestedHourly pay$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Hourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift- ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...identifying broader product and service solutions that meet their investment and saving needs... ...servicing and trading needs through inbound and outbound phone interactions. The Investment...Work at officeFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America in Warwick, RI seeks a financial services professional to advise clients and tailor solutions to achieve their financial goals. You will triage leads, refer to partners based on client needs, and review goals with clients to recommend suitable banking and...
$65k - $85k
Job Description At Bank of America, we are guided by a common purpose to help make financial... ...clients achieve their financial goals; solutions include investment, banking, and lending.... .... As a National Financial Solutions Advisor (NFSA I) , your journey begins with being...Work at officeShift workDay shift- Bank of America is seeking a skilled financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals. The role includes triaging leads, partnering with business units, meeting with clients, and building...
- ...Role Specifics As a Merrill Advisor Development Program - Financial... ...executing highly customized solutions to meet client needs Recommending... ...Build a successful career at Bank of America through world‑... .... Responsibilities Handle inbound inquiries from leads regarding...Interim roleLocal areaImmediate startShift workDay shift
- ...is seeking a Relationship Banker to serve as a trusted advisor, building long‑lasting relationships by understanding... ...financial needs and goals. You will provide tailored banking, lending, and investment solutions while delivering outstanding service. The role emphasizes...
- TD Bank in Warwick, Rhode Island, is seeking a Retail Banker I to serve customers with financial solutions and consultative advice, helping them meet their banking goals and strengthen their relationship with TD. This role handles routine transactions, educates customers...
- ...sales, service, and transaction activities. You will identify customer needs, deepen relationships, and recommend appropriate banking solutions while maintaining a high standard of customer experience. This role requires strong digital banking knowledge, attention to compliance...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...assets. By developing a relationship with the client, Financial Solutions Advisors can engage clients in goals-based conversations that provide...Temporary workWork experience placementWork at officeShift workDay shift
$25 - $27 per hour
...clients to specialists across the bank. Job expectations include... ...a combination of taking inbound calls, pre‑filling and processing... ...beneficiaries, executors, attorneys, advisors, or state officials. Your... ...Qualifications Delivers solutions and experiences that improve...Hourly payWork at officeShift workDay shift- United States Digital Space LLC in Attleboro, MA seeks a financial advisor to help clients achieve their financial goals through brokerage products and banking solutions. The role includes triaging leads, referring to partners, meeting clients to review goals, and pursuing...Work at office
$105k - $175k
Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty...Full timeWork at officeFlexible hoursDay shift$48k - $100k
...investment advice and guidance. Our Financial Advisors and Wealth Management Client Associates... ...insights of Merrill coupled with the banking convenience of Bank of America. At... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of America...Shift workDay shift- ...Description: Position Summary The Business Banking Officer is responsible for driving business banking growth within an assigned... ...by providing lending, deposit and treasury management solutions. The Business Banking Officer partners with internal teams to deliver...Work experience placementWork at office
- ...Description: Here at North Easton Savings Bank, we exist to invest our time and... ...operations. You will not only be a trusted advisor to customers but also an essential part of... ...through financial education and personalized solutions. This is the perfect opportunity for...Work at officeLocal area
- ...application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting... ...of the financial and life priorities and connecting clients to solutions that meet the financial goals. **Responsibilities:** + Executes...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Description: Here at North Easton Savings Bank, we exist to invest our time and resources locally and to improve the quality... ...customer service and sales goals while recommending appropriate solutions and referring to product specialists when necessary. Completing...Part timeWork at officeLocal area
$24 - $26.27 per hour
...Bank Of America JobAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of... ...of the financial and life priorities and connecting clients to solutions that meet the financial goals.Responsibilities:Executes the bank...Hourly payFlexible hoursWeekend workDay shift- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$105k - $175k
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...with teammates to deliver the bank's full array of integrated solutions, such as equities, fixed income, alternative investments, and Specialty...Work experience placementWork at officeFlexible hoursShift workDay shift$22.5 - $29 per hour
...details for this role. Line Of Business Personal & Commercial Banking Job Description The Retail Banker I is a customer liaison that... ...and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business objectives...Work at officeLocal areaWork from homeFlexible hours$22.5 - $29 per hour
...$22.50 - $29.00 USD Line of Business: Personal & Commercial Banking Job Description: The Retail Banker I is a customer liaison that... ...and consultative advice to assist Customers with their banking solutions/needs. This role contributes to the achievement of business...Work at office
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