Branch Personal Banker & Trusted Financial Advisor
Keybank, National Association
A leading financial institution in Village of Fishkill seeks a Personal Banker to offer tailored financial solutions and engage clients in their financial wellness journey. The role involves building relationships with clients, opening accounts, and ensuring compliance with operational procedures. Ideal candidates have at least one year in sales or customer relationship management, strong communication skills, and are self-motivated individuals focused on client success. This position offers a competitive hourly rate and potential incentives. #J-18808-Ljbffr KeyBank
$65k - $70k
...hiring talented Virtual Wealth Advisors who proactively identify... ...responsible for delivering personalized financial strategies to mass‑affluent... ...primary objective of this trusted advisor is to grow client assets... ...work with a set circuit of branches and engage with customers...FinancialCurrently hiringWork at officeLocal areaFlexible hours$20.67 - $31.25 per hour
...Summary: Be a problem solver, trusted advisor, and partner to the people... ...our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...to assist in client's financial wellness both in person and... ...efforts. As part of the branch team, the Personal Banker...FinancialHourly payWork experience placementDay shift- A leading financial institution in New York seeks a Personal Banker to engage clients and assist in their financial wellness journey. The ideal candidate should... ...Responsibilities include opening accounts and collaborating with branch teams. This retail banking role offers a...FinancialHourly pay
$105k - $250k
Citizens is looking for a Wealth Advisor in the Town of Fishkill, New York. This role involves developing personalized wealth management strategies and enhancing relationships... ...have a minimum of 2 years of experience in financial advising and relevant licenses (Series 7, 6...Financial$105k - $250k
Citizens Bank seeks a Wealth Advisor in Town of Fishkill to develop personalized wealth management strategies for clients. The ideal candidate has a minimum of 2 years in financial advisory with Series 7, 63, and 65 licenses. Responsibilities include enhancing client relationships...FinancialFlexible hours$65k - $70k
Citizens is hiring a Virtual Wealth Advisor in Fishkill, NY. The role focuses on delivering personalized financial strategies to clients through virtual interactions. Candidates should have active Series 7 and 66 licenses, a proven sales record, and experience with virtual...FinancialRemote jobFlexible hours$20 - $23 per hour
...Financial Partner Join us as a Financial Partner and be the trusted guide for our members' financial journeys. You'll deliver exceptional... ...; Create Positive Moments; Personally Acknowledge Service:... ...by accurately processing all branch transactions following proper...FinancialHourly payWork at officeRemote workRelocation packageFlexible hours$18.5 - $23.42 per hour
...Relationship Banker Pay Range: $18.50 - $23.42 The role of... .... This interaction may be in person or over the telephone. Education... ...and completion of the branch audit. Will adhere to security... ...built a reputation as a stable financial institution by growing our...FinancialFull timeTemporary workPart timeBank staffFlexible hours- ...insurance Wellness resources Description Our mission is to provide financial security and peace of mind through our insurance, annuity, and... ..., pursue, and secure new clients who can benefit from having a trusted financial service professional. Collect and organize each...FinancialFull timePart timeImmediate startFlexible hours
$20 - $23 per hour
Join a Purpose-Driven Team at Heritage Financial Credit Union Where Integrity, Excellence... ...member service by accurately processing all branch transactions following proper procedures... ...development, actively engaging in personal growth by utilizing available tools and...FinancialHourly payWork at officeRemote work$120k
A leading insurance and financial services company in New Windsor, NY is seeking driven financial service professionals to join their team. This role offers a comprehensive three-year training program and the chance to work closely with established agents. Ideal candidates...FinancialFull time$20 - $23 per hour
A leading financial institution in Newburgh, NY is seeking a Financial Partner to provide exceptional service and guidance to members, helping them achieve financial goals. This role involves relationship building, processing transactions, and promoting products and services...FinancialHourly pay- ...Insurance - Hudson Valley as an Entry Level Financial Advisor, where you will embark on a rewarding... ...Insurance - Hudson Valley has been a trusted provider of financial services for over... ...work environment that fosters personal and professional growth. Our mission...FinancialWork at officeImmediate startFlexible hours
$22.5 - $29 per hour
...Line of Business: Personal & Commercial Banking... ...Description: The Retail Banker I is a customer liaison... ...promise by utilizing financial expertise and consultative... ...expect: (1) building trust with educational... ...bank in North America by branches/stores. Every day, we...FinancialWork at officeLocal areaWork from homeFlexible hours$120.56k
Broughton Group is seeking an insurance agent to help clients navigate financial challenges such as retirement and education savings. This role offers personal and professional growth while making a positive impact on clients' lives. The ideal candidate will exhibit leadership...FinancialRemote job- Hudson Valley Credit Union seeks a Relationship Advisor in Hopewell Junction, NY. The role requires excellent customer service and sales... ...have a high school diploma, customer service experience in financial settings, and be able to obtain necessary certifications. This...Financial
- A financial services institution in New York seeks a Personal Banker to engage clients in financial wellness. This role requires building strong client relationships, meeting sales goals, and ensuring compliance with banking procedures. Ideal candidates should possess...Financial
- ...programs that best meet the customer’s financial needs and objectives, and... ...Technical SkillsGeneral knowledge of personal computers and software programs... ...capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12...FinancialPermanent employmentWork experience placementWork at officeLocal areaWork from home
- M&T Bank Corporation seeks a Mortgage Originator for a hybrid role in Fishkill, NY. The position involves working closely with customers to determine their mortgage needs, advising on various loan products, and ensuring compliance with lending regulations. Candidates must...
- ...Member Service Platform Representative to work in our Fishkill Branch location. The individual chosen must be willing to contribute to... ...Actively selling and promoting the credit union's full line of financial products and services in a helpful, friendly manner to meet...FinancialRemote workRotating shift
$42k - $150k
...breadth provide our clients with a stable and reliable financial partner, whether in Corporate or Personal Banking or our Trade Services, Commodities,... ...other qualifications. USD $42,000.00 - USD $150,000.00 /Yr. #J-18808-Ljbffr Bank of China Limited, New York BranchFinancialWork experience placement$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...FinancialFull timeInternshipLocal areaFlexible hours$22.5 - $29 per hour
...Retail Banker I Work Location: Newburgh, New York, United States... ...role. Line of Business: Personal & Commercial Banking Job Description... ...s Brand promise by utilizing financial expertise and consultative... ...they expect: (1) building trust with educational content &...FinancialWork at office- Bank of China Limited, New York Branch is hiring a CRE Associate to support the Commercial Real Estate Team with responsibilities including... ...in English and Mandarin. The role involves conducting financial analyses, managing relationships with borrowers, and ensuring compliance...Financial
$58.44k
This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth... ...counseling session. Works closely with the installation and military branch Points of Contact (POC) to assure that the program is...FinancialContract workTemporary workWork experience placementWork at office- ...Federal Credit Union is hiring a Member Service Platform Representative for their Fishkill Branch. This role involves assisting members with account management, promoting financial products, performing loan originations, and maintaining compliance with industry...FinancialRotating shift
- ...The Associate/Service Advisor reports to the Lead Advisor and serves as the primary... ...requires a strong understanding of the financial services industry and products, and is critical... ...credibility and rapport both in person and via phone/video meetings Clearly...FinancialFull time
- ...management and demand generation ~3x of signing targets. Be a trusted advisor to our clients, Lead Client Partner to drive AWS migration... ...Establish client value propositions connecting strategic, financial, and operational metrics to near- and long-term business improvements...FinancialWork at officeWork from homeWorldwide
$75k - $95k
Rhinebeck Bank is looking for a Branch Manager to lead branch operations, support business growth, and create an exceptional customer... ...Rhinebeck Bank Rhinebeck Bank is committed to delivering exceptional financial services while creating a workplace where employees can grow,...FinancialLocal area- A leading mortgage provider is looking for passionate Mortgage Advisors/Loan Officers to join their team in the United States. This position offers 100% commission-based compensation along with tools and support to help you succeed. Ideal candidates will have an active...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Branch Personal Banker & Trusted Financial Advisor. Be the first to apply!


