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

Personal Banking Advisor: Build Lasting Financial Plans

Citizens

Citizens Bank is seeking a Branch Banker to help customers with financial decisions and build lasting relationships. The role focuses on providing trusted advice, guiding customers through spending, saving, borrowing and investing needs. You will introduce digital banking options and collaborate with Wealth Management, Mortgage and Business Banking teams to address complex financial needs. The position requires strong communication and problem-solving abilities and may involve weekends and #J-18808-Ljbffr Citizens

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Personal Banking Advisor: Build Lasting Financial Plans in Havertown, PA vacancy
  •  ...Consumer and Business Banking opportunities...  ...options for managing financial transactions by...  ...reputation and to continue building upon that we...  ...stock purchase plans; dependent care reimbursement...  ...to qualified persons regardless of race...  ...we are making a lasting difference for... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Bryn Mawr, PA
    4 days ago
  • $22.5 - $29 per hour

     .... Line Of Business Personal & Commercial Banking Job Description This...  ...achieve their financial goals by delivering...  ...outbound outreach, building meaningful connections...  ...participation in an incentive plan) and several other...  ...and building deep, lasting relationships, TD... 
    Personal
    Full time
    Work at office
    Local area
    Work from home
    Flexible hours

    TD

    Havertown, PA
    4 days ago
  • Citizens Wealth Advisors are branch-based professionals who deliver personalized wealth management plans by conducting thorough client discoveries and collaborating with partners...  ...book, and cross-functional teamwork across banking partners. The position targets development... 
    Personal

    Citizens

    Newtown Square, PA
    4 days ago
  •  ...needed to meet their individual financial needs. Incumbent will drive...  ...proactively seeking ways to build and expand customer relationships...  ...best choice for all their banking needs. Duties and...  ...including, but not limited to: In-Person, Outbound Calling Campaigns,... 
    Personal
    Work at office
    Local area

    The Citadel

    Springfield, PA
    3 days ago
  •  ...Senior Financial Advisor Be a strategist. Be a guide...  .... Money is personal. At its best, financial...  ...and communities build generational...  ...excels in building lasting relationships,...  ...delivering sophisticated planning, and creating...  ...and business banking to deliver full-picture... 
    Personal

    Citadel

    Philadelphia, PA
    1 day ago
  •  ...Consumer and Business Banking opportunities under 2MM...  ...and to continue building upon that we expect our...  ...required by Consumer Financial Protection Bureau regulations...  ...and stock purchase plans; dependent care reimbursement...  ...to qualified persons regardless of race, color... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Lower Merion, PA
    3 days ago
  • $37.44k - $52.8k

     ...needs. About the Role WSFS Bank's Personal Bankers will be responsible...  ...educate them regarding their financial needs, and recommend the appropriate...  ...service, and relationship building. Minimum Qualifications High...  ...vision coverage; a 401(k) plan; life, accident, and... 
    Personal
    Full time
    H1b
    Visa sponsorship
    Monday to Friday
    Flexible hours

    WSFS Bank

    Havertown, PA
    1 day ago
  •  ...company’s success. As a Personal Banker within PNC'...  ...the customer's financial wellbeing....  ...reputation and to continue building upon that we...  ...Skills Accountability, Banking, Client Loyalty,...  ...stock purchase plans dependent care reimbursement...  ...we are making a lasting difference for... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC Financial Services Group, Inc.

    King of Prussia, PA
    3 days ago
  • Overview:Personal Wealth is transforming how...  ...access personalized financial advice. Vanguard's...  ...and financial planning to comprehensive wealth...  ...of investing, banking, payments, fraud prevention...  .... As a trusted advisor to business...  ...like - and how to build it.Demonstrated people... 
    Personal
    Full time
    Work at office

    Vanguard

    Malvern, PA
    17 hours ago
  • $107k - $178k

     ...consultant to join our Commercial Financial Services Advisory practice....  ...client engagements within banking, insurance, capital markets,...  ...and client-focused solutions.Build and maintain strong client relationships...  ...Reimbursement, Personal Development & Learning OpportunitiesSkills... 
    Personal
    Full time
    Flexible hours

    Guidehouse

    Philadelphia, PA
    17 hours ago
  •  ...investment success. We're seeking Financial Sales Consultants to build meaningful relationships...  ...Consultants do not provide personalized financial advice or create financial plans. Instead, they serve as...  ...management, wealth management, banking, or consulting.Experience managing... 
    Personal
    Full time
    Work at office

    Vanguard

    Malvern, PA
    9 hours ago
  •  ...world to reach their financial goals. Our advisor-led wealth management...  ...businesses provide financial planning, investment management, banking and comprehensive...  ...background and experiences to build a business within...  ...professionally and personally, from our training and... 
    Personal

    Goldman Sachs

    Philadelphia, PA
    4 days ago
  • $15.93 - $23.9 per hour

     ...Associate Member Advisor Associate Member...  ..., we believe banking is personal. Every conversation...  ...opportunity to build trust and help someone...  ...reach their financial goals. If you'...  ...insurance, retirement plans, paid time off...  ...and building lasting Member relationships... 
    Personal
    Hourly pay
    Work at office

    Hoosier Hills Credit Union

    Paoli, PA
    2 days ago
  •  ...Vice President, Financial Consultant About the...  ...brokerage & banking services Industry...  ...Online Trading Personal Finance Retirement...  ...portfolio management advisor services retirement plan services...  ...business. Relationship building is key, and the role... 
    Personal

    Confidential

    Philadelphia, PA
    3 days ago
  • $80k - $150k

     ...PennsylvaniaJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and...  ...promise by managing and building client relationships...  ...’s goals in a financial plan.Develops and maintains an... 
    Personal
    Full time
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Plymouth Meeting, PA
    3 days ago
  • $37.44k - $52.8k

     ...Description At WSFS Bank, we empower our Associates...  ...to secure their financial futures, and actively support...  .... WSFS Bank's Personal Bankers will be responsible...  ...service, and relationship building. You will also be...  ...vision coverage; a 401(k) plan; life, accident, and disability... 
    Personal
    Full time
    H1b
    Visa sponsorship
    Monday to Friday
    Flexible hours

    Wilmington Savings Fund Society

    Philadelphia, PA
    4 days ago
  •  ...Senior Consultant - Financial Services - Insurance and...  ...go. Join EY and help to build a better working world....  ...dynamic new entrants across Banking and Capital Markets,...  ...starting to build your personal brand as a leader in...  ...coverage, pension and 401(k) plans, and a wide range of... 
    Personal
    Summer holiday
    Flexible hours
    Shift work

    EY

    Philadelphia, PA
    1 day ago
  • PNC is seeking a Personal Banker to join the Retail team at the King of Prussia...  .... This in-office role emphasizes building relationships, delivering financial solutions, and providing excellent...  ..., and a strong knowledge of banking products. #J-18808-Ljbffr PNC
    Personal
    Work at office

    PNC

    King of Prussia, PA
    4 days ago
  • WSFS Bank is seeking a Personal Banker in Havertown, Delaware, to enhance customer relationships by providing banking products and services. Responsibilities include account management, resolving issues, and assisting in transactions. The ideal candidate will have a high... 
    Personal
    Flexible hours

    WSFS Bank

    Havertown, PA
    1 day ago
  • WSFS Bank is seeking a Personal Banker to build customer relationships by understanding financial needs and recommending appropriate products during in-person and outbound interactions. The role includes opening accounts, processing loans, and promoting digital banking... 
    Personal

    WSFS Bank

    King of Prussia, PA
    4 days ago
  • WSFS Bank is seeking a Personal Banker to build strong customer relationships, open new accounts, and guide customers in utilizing our digital banking tools. You will handle teller transactions and support loan applications, delivering proactive service with enthusiasm... 
    Personal

    WSFS Bank

    Berwyn, PA
    3 days ago
  •  ...company’s success. As a Business Banking Specialist within PNC’s...  ...clients on options for managing financial transactions by leveraging...  ..., pension and stock purchase plans; dependent care reimbursement...  ...employment opportunity to qualified persons regardless of race, color,... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Bryn Mawr, PA
    8 hours ago
  • $37.44k - $52.8k

     ...Job Description At WSFS Bank, we empower our...  ...customers to secure their financial futures, and actively support...  .... WSFS Bank's Personal Bankers will be responsible...  ..., and relationship building. You will also be trained...  ...vision coverage; a 401(k) plan; life, accident, and... 
    Personal
    Full time
    H1b
    Work at office
    Visa sponsorship
    Monday to Friday
    Flexible hours

    WSFS Bank

    Philadelphia, PA
    3 days ago
  •  ...Fargo, we're more than a financial services leader – we’...  ...contact for everyday banking needs, products and...  ...financial goals through planning, digital engagement, and...  ...Bankers will build credibility and loyalty...  ...expectations, and taking personal ownership to convert qualified... 
    Personal
    Full time
    Temporary work
    Work experience placement
    Immediate start

    Wells Fargo

    Philadelphia, PA
    4 days ago
  •  ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate...  ...Consumer, Small & Business Banking division. We believe that a...  ...exceptional customer experience by building relationships through...  ...solutions to help customers succeed financially Assist customers with... 
    Personal
    Work experience placement
    Work at office
    Immediate start

    Wells Fargo

    Conshohocken, PA
    3 days ago
  •  ...Personal Banker Position At PNC, our people are our...  ...the customer's financial wellbeing. Collaborate...  ...reputation and to continue building upon that we expect...  ...Skills Accountability, Banking, Client Loyalty,...  ...pension and stock purchase plans; dependent care... 
    Personal
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    PNC

    Philadelphia, PA
    2 days ago
  • $22.5 - $27 per hour

     ...Savings is a proud community bank that has been serving the Central...  ...big bank technology with a personal touch. As a locally focused...  ...toward achieving their financial dreams. We operate five branch...  ...with excellent relationship-building skills. Strong verbal and written... 
    Personal
    Hourly pay
    Work at office
    Immediate start
    Flexible hours
    Night shift

    Seneca Savings Bank N.A.

    Village Green, PA
    17 hours ago
  • $18 - $20 per hour

    Description Personal Banker Lafayette, IN $18-$20/hr -...  ...experience About First Farmers Bank & Trust First Farmers...  ...businesses since 1885, building relationships rooted in...  ...a full range of financial services—from personal...  ...High Deductible Health Plan (HDHP) and Co-Pay Plan... 
    Personal
    Temporary work
    Work at office
    Local area
    Night shift

    First-Farmers-Bank-

    Lafayette Hill, PA
    3 days ago
  • TD Bank Group is seeking a Banking Associate in Broomall, PA to handle everyday banking transactions and advise customers on TD products...  ...openings and educate customers on digital tools, aiming to build trust and deepen relationships. Strong communication and customer... 
    Personal
    Weekend work
    Afternoon shift

    TD Bank Group

    Broomall, PA
    1 day ago
  •  ...Wealth Management Advisor Serve as primary relationship advisor for high net worth...  .... Utilize objective and sound personal financial planning and financial advisory concepts to provide...  ...challenging, sensitive and complex banking relationships. Focuses on targeted... 
    Personal
    Work at office
    Local area

    SunTrust Investment Services, Inc.

    Philadelphia, PA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banking Advisor: Build Lasting Financial Plans. Be the first to apply!