In-Person Personal Banking Advisor & Cross-Sell Expert
South Shore Bank
South Shore Bank is seeking a Personal Banking Advisor to perform a wide range of in-branch duties in person, educating clients and cross-selling bank products while adhering to regulatory and security guidelines. The position emphasizes customer service, cash handling, account maintenance, and collaboration with branch operations, including deposits, wires, safety procedures, and daily financial tasks. #J-18808-Ljbffr South Shore Bank
$20 - $22 per hour
...Personal Banking Advisor The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security guidelines. Generates new business through educating and cross selling products and services. This is an in-person role. Essential...PersonalHourly payContract workBank staffWork at officeLocal areaFlexible hours- South Shore Bank in Weymouth, MA, is seeking a Personal Banking Advisor for an in-person role at Shaw's Plaza. You will assist clients with new accounts, cross-sell bank products, and handle routine branch duties while educating customers on technology and available services...Personal
- ...Description: Here at North Easton Savings Bank, we exist to invest our time and... ...easily engages with people. Proven cross-selling experience. You make relevant product recommendations... ...to drive continuous improvement in both personal and team performance. The pay range...PersonalPart timeWork at officeLocal area
$46.95k - $61.05k
...processing transactions with accuracy and balance according to the Bank’s standards, procedures and policies. Broaden customer... ...community. ESSENTIAL DUTIES & RESPONSIBILITIES Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication...PersonalHourly payFull timeTemporary workPart timeFlexible hoursDay shift- ...is a full-service commercial bank and financial services company... ...with a strong emphasis on personal relationships, local decision... ...conversations. You are the trusted advisor of our customers and a... ...branch staff. Proactively cross-sell bank deposit and loan products...PersonalLive inWork at officeLocal areaFlexible hours
$125k - $170k
...account and IDN engagements by enabling cross‑product discussions and longer‑term planning... ..., and integrated product positioning.Personally provide marketing management for all... ...application process, nor will we ask for banking details or personal financial information...PersonalFull timeRemote workWorldwideShift work$160k - $200k
...Sydney, we’re the go-to advisor for founder-led and... ...professionals and genuine sector experts. Key Responsibilities:... ...analyses across sell-side and buy-side mandates... ...a reputable investment banking practice with a core... ...bonus scheme, based on personal and team performance, and...Personal- Rockland Trust, a full-service commercial bank, seeks a helpfully proactive professional to support customer... ...and handle day-to-day transactions for both personal and business clients. You will proactively cross-sell products, handle account openings, and guide customers...Personal
- ...About the Company Globally-recognized banking group Industry Banking Type Public... ...Ferrari Finance Leadership Personal Finance Spain Spain Politics Specialties... ..., and regulatory capital usage. Strong cross-functional expertise, solid knowledge of...Personal
- ...Description Job Description Job Title: Personal Financial Advisor (Private Wealth) Job Type:... ...management. Act as a subject matter expert to ensure AI outputs reflect high-quality... ...Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private...PersonalRemote jobFor contractorsImmediate start
$80k - $90k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team... ...investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift- ...Associate to join its Technology Finance team within the Commercial Bank’s Sponsor Credit group, an industry leader in delivering... ...Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide...PersonalFull timeWork experience placement
- ...global reach. Our Private Wealth Advisors (PWAs) deliver an... ...philanthropic planning and private banking and lending services. As client... ...and external subject matter experts to develop bespoke, tailored... ...opportunities to grow professionally and personally, from our training and...Personal
$77k - $202k
...and mentor others, navigate complex situations, and grow your personal brand while maintaining professional and technical standards.In... ...least Prior professional industry or sector experience (i.e., Banking & Capital Markets, Industrials, or Consumer Packaged Goods) is...PersonalFull timeH1b- Rockland Trust is a full‑service commercial bank and financial services company committed to helping our neighbors reach their financial... ...and businesses throughout New England with a strong emphasis on personal relationships, local decision‑making, and community impact.With...PersonalLocal area
$164.6k - $288k
...servicing, asset management and banking services, Northern Trust (... ...At Northern Trust, the Banking Advisor is responsible for developing... ...activities that are large in scope, cross-functional, and technically... ...concepts to identify cross-selling opportunities.• Strong negotiation...Full timeH1bWorldwideFlexible hours$123.88k - $201.29k
...and may act as a subject matter expert in own area of expertise.... ...operational results and professional/personal development objectives are... ...global business lines Strategic advisor to audit executives of the... ...and is the fifth largest bank in North America by branches/stores...PersonalFull timeLocal areaWork from homeFlexible hours- ...34, Hingham Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage and relationship banking... ...of their deposit banking needs, coordinate service requests and cross sell new products by partnering with our Business Client Services...Remote work
$142.6k - $261.5k
...institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...billing. Our ambition is to be the C-suite advisor for insurance technology-enabled... ...client serving roles to work together in person 60% of the time over the course of an engagement...PersonalWork experience placementSummer holidayFlexible hours$125.74k
...build a better working world. Assurance Advisor (Financial Services Office) (Manager) (... ...and/or public company clients. • Banking/capital markets industry, including retail... ...client serving roles to work together in person 40-60% of the time over the course of an...PersonalFull timeWork experience placementSummer holidayWork at officeImmediate startMonday to Friday- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...decisions and maximize the value of their personal and professional opportunities. The... ...executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist...PersonalWork experience placementWork at officeWork from homeFlexible hoursShift workDay shift
$150k - $190k
...supporting your professional and personal goals is the best way to help... ...a Corporate Advisory & Banking Relationship Manager in our Boston... ...in order to become a trusted advisor to these private business... ...deliver exceptional service and expert advice—creating success that...PersonalFull timeWork at officeLocal area3 days per week$114.98k - $139.98k
...prospects in our Private Bank Offices. In this role you are the deposit expert and key service partner... ...client relationships by selling and servicing the full range... ...management experts (and cross-selling where needed)... ...via telephone and in person. Must be able to travel...Hourly payFull timeWork at officeLocal areaMonday to FridayFlexible hours- ...a Senior Home Lending Advisor in Chase Home Lending... ...media advertisements, cross-sell efforts, relocation programs... ...and external mortgage expert and maintains good... ...experience in retail banking ~ Knowledge of real... ...financial services, including personal banking, credit cards,...PersonalWork experience placementLocal areaImmediate startRelocation
- ...Consulting means becoming an expert at making the New happen Now.... ...responsibilities of the Investment Banking Management Consulting... ...strategy development.Support sell-side clients in developing high... ...a business imperative, every person at Accenture has the responsibility...Full timeWork experience placementLive inWork at officeLocal area
- ...capability to support our Asset Owner and Asset Manager clients. Lead a cross-functional pod comprised of partners across business,... ...tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member...PersonalWorldwideFlexible hours
$146k - $255k
...relationship managers and cross-functional internal... ...management with financial advisor professionals for the Americas... ...assist you balance your personal priorities Coaching and support from experts in your team What we’... ...links to view Deutsche Bank’s Equal Opportunity...PersonalFull timeWork at officeLocal areaRemote workWork from homeFlexible hours- ...entrepreneur-led and inspired insurance brokerage firm delivering expertly crafted Commercial and Personal Lines Insurance and Risk Management, Private Insurance... ...insurance solutions? We're looking for an Insurance Advisor who is driven to grow a book of business, deliver...PersonalFull timeContract workWork at officeLocal areaRemote work
- ...strategic priorities, business needs, and control requirements.Lead a cross-functional pod comprised of partners across business,... ...tools for your life’s journey. Focus on your health, foster your personal resilience, and reach your financial goals as a valued member of...PersonalWork experience placementWorldwideFlexible hours
- ...a Senior Home Lending Advisor in Chase Home Lending... ...media advertisements, cross-sell efforts, relocation programs... ...and external mortgage expert and maintains good... ...experience in retail banking Knowledge of real estate... ...services, including personal banking, credit cards,...PersonalWork experience placementLocal areaImmediate startRelocation
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