In-Person Personal Banking Advisor & Cross-Sell Expert
South Shore Savings 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
- 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
$20 - $22 per hour
South Shore Bank - Weymouth (Shaw's Plaza), MA • Retail Banking The Personal Banking Advisor performs a variety of branch duties in accordance with regulatory and security... ...new business through educating and cross selling products and services. This is an in-person...PersonalHourly payContract workBank staffWork at officeLocal areaFlexible hours- ...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...PersonalWork at officeLocal area
$22.57 - $29.35 per hour
...processing transactions with accuracy and balance according to the Bank's standards, procedures and policies. Broaden customer... ...the 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...PersonalPart timeLive inWork at officeLocal areaFlexible hours
- ...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
$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- ...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
$100k - $163k
...Credit Execution Team within the Commercial Bank, focusing on the Middle Market segment.... ...relationships and collaborate with cross-functional teams. Ability to thrive in a... ...may apply regarding outside activities or personal investing; affected employees will be expected...PersonalFull timeWork experience placementSecond job$25.84 - $34 per hour
...: Thank you for visiting HarborOne Bank Careers. We are always looking for talented individuals... ...liaison for the banking center. This cross-functional team member is empowered to... ...package is designed to help you thrive personally and professionally. Depending on your...PersonalFull timeWork experience placementLocal areaFlexible hours- ...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
- ...is a full-service commercial bank and financial services company... ...England with a strong emphasis on personal relationships, local decision... ...Compliance.As a trusted advisor to business leaders, the Manager... ...PartnershipServe as a subject matter expert on risk management programs,...PersonalWork experience placementLocal area
$23.75 - $31 per hour
...TD Bank is seeking a Customer Service/Teller role in Chelsea, MA. You will handle daily transactions, greet clients, and connect customers... ...preferred. Pay ranges from $23.75 to $31.00 per hour, with growth opportunities within Personal & Commercial Banking. #J-18808-LjbffrPersonalHourly payWeekend workAfternoon shift- ...Senior Vice President Private Banking Officer Oversees the direction of all activities involved with the development of new commercial and personal private banking business and the promotion of private banking, commercial banking and wealth management services in the...PersonalWork experience placementWork at office
- ...Join Mascoma Bank’s Retail Team as a Relationship Banker I and help us improve our clients' financial being! At Mascoma Bank, we aim... ...professional development and community outreach activities, and offering personal growth workshops and team-building opportunities. By embracing...PersonalEarly shift
$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
- TruNorth Bank in Braintree, MA is seeking a Teller to provide high-level customer service while handling daily banking transactions... .... The Teller will identify customer needs and opportunities to cross-sell bank products, maintain knowledge of services, and support branch...
- ...Managing Director, Middle Market Investment Banking About the Company Globally-recognized financial institution Industry... ...Banks and Institutions Canada Online Banking Ontario Personal Banking Specialties retail banking business banking...Personal
- ...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...Work at officeRemote work
- ...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$123.36k - $185.04k
...and Business Sales, Professional, Banking & InternationalCompany: CitiThe Cash... ...clients in a rapid fashion.This person will be seen as a subject matter expert for full suite of Treasury Solutions... ...and revenue realization through cross-sell opportunitiesIdentify and coordinate...Full timeWork at officeOverseas$85.1k - $161.7k
...inspires and empowers you to thrive both personally and professionally. There’s no one like... ...activities and networking. Cross-Selling: Understand firm capabilities across lines... ...Construction, Manufacturing, Insurance and Banking Industry or professional focused certification...Full timeWork experience placementInternshipLocal area- ...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
- ...stakeholders at multiple levels. This person will serve as a trusted advisor to management and functional... ...with compliance, internal audit, and cross-functional business partners topromote... ...Experience in financial services, insurance, banking, or another highly regulated...Work at officeLocal area2 days per week
- ...clients in a rapid fashion. This person will be seen as a subject matter expert for full suite of Treasury... ...within the North American Commercial Bank and will be expected to attend pipeline... ...and revenue realization through cross-sell opportunities Identify and coordinate...Work at officeOverseas
- ...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
- ...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
- ...Consulting means becoming an expert at making the New happen Now.... ...responsibilities of the Investment Banking Consulting Manager may... ...requirements.Serve as a trusted advisor to sell-side clients, partnering with... ...a business imperative, every person at Accenture has the...Full timeLive inWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to In-Person Personal Banking Advisor & Cross-Sell Expert. Be the first to apply!
- college advisor Weymouth, MA
- innovation advisor Weymouth, MA
- advisor Weymouth, MA
- care advisor Weymouth, MA
- guest service support expert Weymouth, MA
- technology expert Weymouth, MA
- fulfillment expert Weymouth, MA
- personal training Weymouth, MA
- personal training part time Weymouth, MA
- entry level personal training Weymouth, MA




