Customer-Centric Banking Advisor
1ST Summit Bank
1ST SUMMIT BANK in Westmont, PA is seeking an energetic banking professional to attract, advise, and serve customers, using the CARE model to promote financial wellness. This role emphasizes exceptional service, a robust referral pipeline, and accurate processing of transactions. Responsibilities include opening accounts, processing transactions, and maintaining knowledge of wealth management and electronic banking options. #J-18808-Ljbffr
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...external stakeholders.Ensures alignment between stakeholders.Bridges banking, trust and investment disciplines together for client... ...and compliance processes and policies to ensure we safeguard our customers’ assets, maintain their privacy, act in their best interests, and...CustomerFull timeContract workPart timeLocal area$102k - $190k
...delivering a comprehensive wealth management experience that integrates banking solutions, investment strategies, and holistic financial... .... It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating...CustomerFull timeContract workPart timeLocal areaShift work$80k - $90k
...Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider... ...insights of Merrill coupled with the banking convenience of Bank of America.Merrill... ..., capitalizing on referrals, assessing customer needs, referring customers to the appropriate...CustomerInterim roleWork at officeLocal areaImmediate startDay shift$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ..., capitalizing on referrals, assessing customer needs, referring customers to the...CustomerInterim roleWork at officeLocal areaImmediate startShift workDay shift$80k - $90k
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill... ..., capitalizing on referrals, assessing customer needs, referring customers to...CustomerTemporary workInterim roleWork at officeLocal areaImmediate startShift workDay shift$75k
...in delivering the best experience for our customers. We work together each day to foster an... ...to the company's success. As a Financial Advisor within PNC's Wealth Management organization... ...Financial Advisors are based within a bank branch and work within a highly collaborative...CustomerFull timeTemporary workPart timeWork experience placementWork at office$125k - $170k
...commercial channels. Your goal is to shift the customer conversation from individual products to... ..., and service teams to enable customer‑centric, value‑based engagement with hospitals... ...process, nor will we ask for banking details or personal financial information...CustomerFull timeRemote workWorldwideShift work- ...Corporation is seeking a full-time Relationship Banker in Chicago's Bank. The role focuses on building client relationships, assessing... ...and digital services. The ideal candidate has 1–3 years in customer service or financial services, a High School diploma or GED, and...CustomerFull time
$70k - $80k
...This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments...CustomerTemporary workShift workDay shift$45.38k - $75.63k
...serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace... ...be successful in this position. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX) Customer Service...CustomerFull timeTemporary workWork experience placementWork at office- ...brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with... ...mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses...CustomerImmediate startAfternoon shift
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$41.71k - $69k
...9/2026 Address: 17 W 695 Roosevelt Road Job Family Group: Retail Banking Sales & Service Bilingual, English and Spanish preferred Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding...CustomerContract workPart timeLocal areaImmediate startDay shift- ...Relationship ExecutiveYou are customer focused, enjoy building relationships and providing... ...with product partners, Corporate Client Banking, Global Corporate Banking, and Core,... ...a culture of innovation and a customer centric mindsetStay up-to-date with industry trends...CustomerFlexible hours
$21 - $28 per hour
Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and... ...within culture. What you’ll do: Build lasting relationships with customers, discovering their financial needs and tailoring product and...CustomerHourly payFull timeTemporary workFlexible hoursShift work$65k
...value proposition centers around providing the best available banking and accounting talent. Many of our recruiters are former bankers... ...Banker in Oak Brook, IL. The successful candidate will handle customer service functions while maintaining positive relationships with...CustomerWork at office- BMO Financial Group is seeking a customer-focused professional to engage with existing customers and prospects, assess needs, and tailor financial solutions across everyday banking, retail investments, lending, and home financing. You will guide clients to digital options...Customer
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...all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace... ...to contribute to the company’s success. As a Product Advisor II within PNC's Small Business Banking organization, you will be based in Cleveland, OH,...CustomerFull timeTemporary workPart timeWork experience placementWork at office- ...Senior Associate Chase is a leader in banking, credit cards, and wealth management,... ...deliver community programming—connecting customers and neighbors to financial education, resources... ...work. You will maintain a participant-centric feedback loop—capturing barriers,...CustomerWork at officeLocal area
$28.85 - $33.65 per hour
Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...financial center, you’ll interact with banking customers, small business owners and higher net...CustomerHourly payFull timeWork at officeImmediate startMonday to FridayDay shift$169.38k - $207.02k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life...CustomerFull timeLocal area- ...-day operational support to members and customers. Manages the detailed customer experience... ...providing the highest level of customer-centric affordable access through a digital... ...Enrolls accurately all members/customers banking information when establishing and maintaining...CustomerWork experience placementWork at officeFlexible hours
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...across a diverse portfolio of payment, treasury, and commercial banking products and services. The role is responsible for partnering... ...life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating...CustomerFull timeContract workPart timeLocal area$183k - $205k
...risk in real time across card payments, peer-to-peer payments, bank transfers, and other money movement surfaces. The team partners... ...policy behavior, experiment design, and platform capabilitiesStrong customer empathy and a track record of turning user insights into product...CustomerFull timeWork at officeLocal areaRemote work$88.8k - $165.6k
...lending decisions and processes for new and existing Commercial banking loans and credit solutions in an assigned portfolio of clients.... .... It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating...CustomerFull timeContract workPart timeWork experience placementWork at officeLocal area- ...Investment Executive Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the... ...fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and...Customer
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