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

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

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the In-Person Personal Banking Advisor & Cross-Sell Expert in Weymouth, MA vacancy
  • 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

    South Shore Bank

    Weymouth, MA
    5 days ago
  • $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... 
    Personal
    Hourly pay
    Contract work
    Bank staff
    Work at office
    Local area
    Flexible hours

    South Shore Bank

    Weymouth, MA
    5 days ago
  •  ...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... 
    Personal
    Work at office
    Local area

    North Easton Savings Bank

    Quincy, MA
    2 days ago
  • $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... 
    Personal
    Hourly pay
    Full time
    Temporary work
    Part time
    Flexible hours
    Day shift

    Needham Bank

    Boston, MA
    4 days ago
  •  ...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... 
    Personal
    Part time
    Live in
    Work at office
    Local area
    Flexible hours

    Rockland Trust

    East Boston, MA
    4 days ago
  •  ...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

    Rockland Trust

    Brockton, MA
    3 days ago
  • $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... 
    Personal
    Full time
    Remote work
    Worldwide
    Shift work

    LivaNova

    Boston, MA
    12 hours ago
  •  ...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

    Confidential

    Boston, MA
    2 days ago
  • $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... 
    Personal
    Full time
    Work experience placement
    Second job

    Wells Fargo

    Boston, MA
    2 days ago
  • $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... 
    Personal
    Full time
    Work experience placement
    Local area
    Flexible hours

    HarborOne Bank

    Canton, MA
    10 days ago
  •  ...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

    Goldman Sachs

    Boston, MA
    4 days ago
  •  ...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,... 
    Personal
    Work experience placement
    Local area

    Rockland Trust

    Rockland, MA
    5 hours ago
  • $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-Ljbffr
    Personal
    Hourly pay
    Weekend work
    Afternoon shift

    TD Bank Group (TD)

    Chelsea, MA
    3 days ago
  •  ...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... 
    Personal
    Work experience placement
    Work at office

    Beacon Bank

    Boston, MA
    4 days ago
  •  ...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... 
    Personal
    Early shift

    Mascoma Bank

    Boston, MA
    18 hours ago
  • $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... 
    Personal
    Full time
    H1b

    PwC

    Boston, MA
    2 days ago
  • 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... 
    Personal
    Local area

    Rockland Trust

    Brockton, MA
    1 day ago
  • 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... 

    TruNorth Bank

    Braintree, MA
    2 days ago
  •  ...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

    Confidential

    Boston, MA
    5 days ago
  •  ...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 office
    Remote work

    Hingham Institution for Savings

    Hingham, MA
    3 days ago
  •  ...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... 
    Personal
    Work experience placement
    Work at office
    Work from home
    Flexible hours
    Shift work
    Day shift

    Bank of America Corporation

    Boston, MA
    more than 2 months ago
  • $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... 
    Personal
    Full time
    Work at office
    Local area
    3 days per week

    Brown Brothers Harriman

    Boston, MA
    3 days ago
  • $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 time
    Work at office
    Overseas

    Citigroup

    Boston, MA
    4 days ago
  • $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 time
    Work experience placement
    Internship
    Local area

    RSM

    Boston, MA
    3 days ago
  •  ...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 time
    Work experience placement
    Live in
    Work at office
    Local area

    Accenture

    Boston, MA
    4 days ago
  •  ...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 office
    Local area
    2 days per week

    Liberty Mutual

    Boston, MA
    1 day ago
  •  ...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 office
    Overseas

    Citigroup

    Boston, MA
    4 days ago
  •  ...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... 
    Personal
    Full time
    Contract work
    Work at office
    Local area
    Remote work

    The Baldwin Group

    Boston, MA
    4 days ago
  •  ...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,... 
    Personal
    Work experience placement
    Local area
    Immediate start
    Relocation

    JP Morgan Chase

    Boston, MA
    1 day ago
  •  ...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 time
    Live in
    Work at office
    Local area

    Accenture

    Boston, MA
    3 days ago

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!