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
$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$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$60k - $150k
...make a lasting impact on the financial well-being of individuals, families... ...years to come. You will grow personally and professionally along with... ...with clients, ensuring trust and transparency. • Collaborate... ...is yes, consider becoming an advisor to drive positive impact in...Financial$105k - $250k
...employs a group of experienced advisors that help individuals and families attain their financial goals. Our Wealth Advisors conduct... ...Citizens Wealth Advisor is a branch-based advisorwho excels in a... ...client interests, as well as the personal and professional growth of team...FinancialTemporary workLocal areaFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Investment & Advisory Services · Trust Services · Retirement Solutions ·... ...providing a great client experience Build personalized, holistic financial plans tailored to...FinancialFull timeContract workFor contractorsWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions •... ...providing a great client experience Build personalized, holistic financial plans tailored to...FinancialWork at office$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- ...inclusion. As an Associate Banker within Chase, you will... ...and cutting-edge financial technology combined... ...significantly contribute to the branch's success by... ...experiences. You will build trusted relationships with... ...services, including personal banking, credit cards,...FinancialPart time
$65k - $70k
Citizens Bank is looking for talented Virtual Wealth Advisors in Fishkill, NY, to provide personalized financial strategies and grow client assets. This role requires proactive engagement with clients through virtual means, analyzing investment needs, and achieving sales...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- ...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 startWork from homeFlexible hours
- ...team as a Senior Home Lending Advisor in Chase Home Lending and put... ...marketing and promoting the financial products offered by Chase. You... ...Coach and mentor the branch team by providing training on... ...products and services. Work with bankers, meet with customers, and introduce...FinancialWork experience placementLocal areaRelocation
- ...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
- Dormont Manufacturing Co in La Grange is seeking a Financial Solutions Advisor Stage I to embark on a career with dedicated training for Securities licenses. You will build relationships with clients while delivering core banking and investment solutions to help them achieve...Financial
- Hudson Valley Credit Union is seeking a Relationship Advisor to provide exceptional member service, efficiently process transactions, and enhance relationships. The role includes educating members on services, handling cash transactions, and promoting HVCU's products. Candidates...Financial
- ...Associate Relationship Banker At Chase, we are passionate... ...Banker in a Chase Branch, you will represent our... ...and cutting-edge financial technology combined with... ...help clients, building trust ask questions and listen... ...assigned clients, both in person and over the phone, to...FinancialAfternoon shift
- ...volume of applicants. Join a financial services firm where your... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...a fulfilling career , the Branch Office Administrator (BOA) role... ...yourself… Delivering exceptional personalized service to ensure clients...FinancialFull timeTemporary workWork at officeHome officeFlexible hours
- ...Associate Relationship Banker At Chase, we are passionate... ...Banker in a Chase Branch, you will represent our... ...and cutting-edge financial technology combined with... ...help clients, building trust ask questions and listen... ...assigned clients, both in person and over the phone, to...FinancialImmediate startAfternoon shift
$28.85 - $33.65 per hour
...businesses based on role‑specific considerations. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series...FinancialHourly payWork at officeImmediate startMonday to FridayShift workDay shift- Job Overview Join a financial services firm where your contributions... ...and 20,000 financial advisors across the U.S. and Canada,... ...career. Role Summary As a Branch Office Administrator (BOA),... ...Responsibilities Deliver exceptional personalized service to ensure clients...FinancialFull timeTemporary workWork at officeHome officeFlexible 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- ...and inclusion. As a Branch Operations Lead in a Chase... ...that our clients' financial transactions are handled... ...scheduling meetings to build trusted relationships.... ...6+ months of Associate Banker (Teller) experience.... ...travel as required for in-person training and meetings....FinancialNight shiftAfternoon shift
- Quality Talent Group, representing a leading financial services employer, is hiring for banker positions in New York City. The role offers robust support with comprehensive benefits such as health coverage, 401(k), and opportunities for career advancement. Ideal candidates...Financial
$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- JPMorganChase is looking for a Senior Home Lending Advisor in Newburgh to leverage your knowledge of home lending products. You'll serve... ...mortgage loan originations, provide consultative support, and promote financial products effectively. #J-18808-Ljbffr JPMorganChaseFinancial
- Edward Jones in the City of Newburgh is seeking a Branch Office Administrator to provide vital support to our clients and financial advisors. In this dynamic role, you will ensure a positive client experience and handle various administrative and operational responsibilities...FinancialWork at office
- Wyatt Savage - State Farm Agent in Newburgh, NY, is seeking an outgoing and customer-focused individual to join their team. The role involves establishing customer relationships and educating clients on insurance options, with a strong emphasis on communication and problem...FinancialFor contractorsFlexible hours
- ...Summary: Be a problem solver, trusted advisor, and partner to the people... ...Key Bank communities. The Branch Manager builds, coaches,... ...clients' needs, and recommending financial solutions that help Key... ...direction and guidance to in-person branch team on operational/...FinancialWork experience placementLocal areaNight shiftDay shift
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