Personal Banker
Suffolkcu
Suffolk Credit Union in New York State is seeking a Personal Banker II to deliver exceptional service to members and to grow relationships through acquisition, retention, and cross-selling. You will identify opportunities for referrals to lending and wealth management, process transactions, and support branches while maintaining accuracy and confidentiality. A strong customer service background and banking knowledge are essential. The role may require occasional travel and flexible hours. #J-18808-Ljbffr
$20.67 - $31.25 per hour
...4214 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...SuggestedHourly payFull timeWork experience placementDay shift$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client’s financial wellness...SuggestedHourly payWork experience placementDay shift$69k - $105k
...Values and abide by Key’s Code of Conduct.Physical DemandsGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer...SuggestedWork at officeRemote workWork from homeFlexible hours2 days per week- ...Relationship Banker Buffalo, New York;Buffalo, New York; West Seneca, New York; Buffalo, New York; Buffalo, New York; Buffalo, New York; Buffalo, New York; Depew, New York; Hamburg, New York; Niagara Falls, New York; Depew, New York **To proceed with your application,...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$16 - $22 per hour
...Northwest Bank in Buffalo, NY seeks a Financial Center Banker to provide consultative financial options and grow banking relationships through opening accounts and identifying customer needs. The role emphasizes exceptional service, adherence to regulatory requirements...SuggestedHourly pay$25 - $38.46 per hour
...Private Client Banker page is loaded## Private Client Bankerlocations: Tonawanda, NYtime type: Full timeposted on: Posted 2 Days Agotime... ...teammate and realizing the impact we can have on their day, personally, professionally, and financially.* Listen for clues for financial...Hourly payWork experience placementDay shift$25 - $26.77 per hour
Job Description Bank of America is looking for a Front‑Line Teller to engage clients in the lobby, educate them on self‑service banking options, and process cash transactions efficiently while ensuring compliance with all laws and regulations. Responsibilities Execute ...Hourly payShift workWeekend workDay shift$25 - $38.46 per hour
...Private Client Banker Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.... ...and teammate and realizing the impact we can have on their day, personally, professionally, and financially. Listen for clues for financial...Hourly payWork experience placementDay shift- Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies...
- ...maintenance and assisting as requested by management. Provides personalized customer service by learning about customer needs and... ...the organization and be flexible in time required as Personal Banker. This may include working extra hours in order to properly support...Work at officeLocal areaFlexible hours
$68k - $91k
Wealthspire in Niagara Falls is seeking a dedicated Financial Advisor Support to assist clients across their financial journey. Applicants should have 1-4 years of experience and be pursuing or have completed certifications such as CFP or CFA, demonstrating a commitment...- Job Overview A law firm seeks a Public Finance Associate in Buffalo, NY. The ideal candidate will have 2 to 5 years of experience in public finance law, supporting various transactions and managing multiple clients in a dynamic environment. Duties Assist with public finance...Local areaFlexible hours
$17.89 - $24.73 per hour
Job Overview This position is responsible for performing any of the various tasks listed, as assigned. Tasks include additional bill letters, application 74 bill adjustments, cf 6084 bill processing, cn processing, customs statements assembly and submission, duplicate ...Work at officeMonday to FridayShift work- ...discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation ~ Desire to provide an outstanding investor experience in additional to furthering your own professional...Part timeImmediate start
$175k - $225k
...region with an extensive range of capital markets and lending capabilities and an integrated team of coverage, advisory and product bankers responsible for client relationship management and strategic transaction development to execute banking and securities mandates and...Full timeH1b- About Us At Lee, Nolan, and Koroghlian we have a strong intrinsic need for safety and security. It could be said that at some level our happiness depends on it. We believe that financial peace of mind forms the fabric of strong families and even stronger communities. If...
$26 - $43.34 per hour
Financial Consultant page is loaded## Financial Consultantremote type: Onsite Positionlocations: Buffalo, NYtime type: Full timeposted on: Posted Todayjob requisition id: R85862# **Overview:**Conducts a needs analysis of current and potential customers under guidance and...Hourly payWork experience placementWork at office- Job Description: Summary: The Finance Data Management Team is responsible for supporting the Finance division in several main capacities: management of the Workday Foundation Data Model and Workday Finance Business Processes, administration and development of Workday Accounting...Work at officeRemote workShift work
$127.5k - $150k
Experience: 2 to 5 years in public finance law. Qualifications: Experience supporting public finance transactions, including tax-exempt and taxable bond offerings, Industrial Development Agency (IDA) financings, and other governmental financings. Experience...Local areaFlexible hours- ...Bankers Life Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Work at officeShift workDay shift
- ...A financial services company seeks a Private Client Banker in Tonawanda, NY, to assist clients in achieving their financial wellness through tailored advice and solutions. This role involves developing strong client relationships, promoting investment and insurance products...Hourly pay
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to...Immediate start
- Northwestern Mutual is offering an internship program for College Financial Representatives in Niagara Falls, NY. Interns will learn to build a financial planning practice while gaining valuable experience through networking and expert coaching. Responsibilities include...Full timeInternship
$70k - $125k
Allied Financial Partners (AFP) is excited to be adding another Financial Advisor to our team. At Allied Financial Partners, our Financial Advisors enjoy the benefits of a strong, reliable, values-driven organization and can focus on growing their business and mastering...Work at officeLocal area- TPG is seeking a Senior Associate in Wealth Investor Services in the New York area. You will oversee daily operations of transfer agents and service providers, support onboarding of funds to global providers, and investigate operational queries while engaging with financial...
$1,000 per month
...collaborate with experts in our business. In fact, you’ll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full‑time Financial...Full timeInternshipLocal areaFlexible hours- Capital District Physicians Health Plan Inc. is seeking a Finance Data Consultant to maintain and administer finance-related applications, data and processes across the Finance division. The role collaborates with stakeholders to ensure timely, accurate financial transactions...
$24 per hour
...Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early‑career advisor to grow within the Western NY market,... ...a vision for pairing state‑of‑the‑art technology with a truly personal approach to eye care. At LensCrafters, we want… Job Type: Full‑...Hourly payFull timePart timeCasual workRemote workWork from home
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