Financial Wellness Advisor: Grow Client Relationships
Keybank, National Association
KeyCorp is seeking a Financial Wellness Associate located in Wexford, Pennsylvania. This role entails problem-solving and advising clients on financial wellness by managing client servicing and transaction support. The associate will engage clients in conversations to understand and meet their financial needs. The ideal candidate must have a high school diploma and experience with client relationship management, cash handling, and digital platforms. This role offers a hybrid work model with competitive compensation. #J-18808-Ljbffr KeyCorp
- Financial Services Professional About Vista Wealth Solutions... ...in the lives of their clients. We provide the... ...and the depth of client relationships you cultivate. The... ...Professional, you'll build and grow a client base by... ...Quick learner who adapts well to new environments,...SuggestedPermanent employment
- A leading financial services firm in New York, NY is seeking innovative Financial Advisors to join their team. This role involves... ...investment-oriented clients while developing lasting relationships based on trust and... ...tools and support to grow successfully. A commitment...Suggested
- First Financial Bank in Kentucky is looking for a Consumer Banker to manage accounts and enhance client relationships. The role requires 3-4 years of retail experience and strong compliance knowledge. You will support client engagement through direct interactions and follow...Suggested
- Koitecc Solutions is looking for a Relationship Banker to represent the brand with outstanding hospitality. This role involves acquiring, managing, and retaining meaningful client relationships. The ideal candidate will have over a year of retail banking experience, excellent...Suggested
- Huntington Bank is seeking a Financial Relationship Banker in Middlefield, OH. The role involves providing excellent customer service, growing customer relationships, and utilizing banking technology effectively. Ideal candidates will have a High School Diploma or GED with...SuggestedFull timeWork at office
$21 - $25 per hour
...seeks a Personal Banker responsible for delivering exceptional service to clients. This role involves processing a variety of transactions and assisting in cultivating strong client relationships. The successful candidate will possess strong cash handling experience and...Hourly payFull timeWork at office- ...leading commercial bank is seeking a Banking Center Relationship Banker 2 in New York. This role focuses on providing... ...operations goals. Key responsibilities include processing financial transactions, evaluating client needs, and offering suitable financial products....
$250k
...have the opportunity to grow your career, give back... ...individual consumer clients. Responsibilities: Work... ...calls to acquire new relationships and deepen existing relationships... ...product offers/financial solutions Understand... ...insurance; and wellness programs. Citi also offers...Full time- ...Raymond James & Associates, Inc. seeks a Financial Advisor Trainee through its comprehensive... ...and mentoring. The Trainee will balance client development, sales activities, and compliance... .... The role demands strong skills in relationship management and an ability to identify...Traineeship
$45k - $100k
A leading financial services firm is seeking financial advisors to build client relationships and achieve financial goals. As an advisor, you will benefit from extensive training, develop your own practice, and enjoy a flexible working environment. The firm values inclusive...Flexible hours- A leading advisory firm in New York is seeking a Financial Advisor/Relationship Manager. This role involves comprehensive financial planning and investment management for clients, emphasizing relationship nurturing and proactive outreach. Candidates should possess at least...
$18 - $20.19 per hour
First Financial Bank is seeking a Consumer Banker to work in Kentucky. This role involves opening and maintaining customer accounts and actively engaging with clients to support their banking needs. The ideal candidate will have 3-4 years of experience in a retail banking...Hourly pay- 0101 The Huntington National Bank is looking for a Financial Relationship Banker in Kentucky. This role involves providing exceptional customer service and managing bank products to achieve financial goals. The ideal candidate will have a strong customer service background...Work at officeWork from homeFlexible hours
- ...identifying customer needs and providing solutions across various banking products. Key responsibilities include developing new relationships, evaluating financing requests, and ensuring compliance with industry standards. The ideal candidate will have a high school diploma...Hourly pay
- ...Georgia is seeking a dedicated customer service consultant to enhance customer relationships and drive financial growth. This role involves conducting financial profiles, identifying client needs, and supporting both Teller and Personal Banker functions. The ideal candidate...
$20 - $23 per hour
## Client Relationship Consultant 2 (Banker) - ID-Pinehurst (38hrs)Applylocations... ...to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it... ...California Fair Chance Act as well as the San Francisco Fair Chance...Temporary workLocal area- ...Banker in New York. This full-time position involves assisting in sales and customer relationship management, with a focus on building loyalty and increasing sales for individual clients. The ideal candidate will have up to 2 years of experience, preferably in banking or...Full time
- ...Chase is seeking a Client Service Representative in New York to create memorable experiences for clients through exceptional service. You will be responsible for managing client relationships, educating them on banking solutions, and ensuring compliance with regulations...
- ...seeking a Personal Banker for its New York office. This entry-level position focuses on building customer relationships and increasing sales to individual clients. Responsibilities include executing sales strategies, managing business credit requests under $250K, and providing...Work at office
- Citi is seeking a Wealth Solutions Advisor SAFE Act to guide clients through investment and banking services effectively. In this hybrid role, you will enhance client relationships, identify financial needs, and provide tailored solutions. Ideal candidates will have 2-5...
- Avior Executive Search is seeking a Senior Advisor/Banker located in New York City. This position entails managing relationships with UHNW and HNW clients, providing integrated financial services, and developing referral networks. Ideal candidates will have a Bachelor's...
- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and investment solutions. The role includes building strong relationships with clients and supporting their financial goals, from saving to significant wealth...
- ...division in West New York, NJ. Join a leading financial services team recognized for talent development... ...growth. This role focuses on building customer relationships, assisting with account services, and educating clients on digital banking tools. Comprehensive benefits...
$88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft...Full timeWork at office$66.56k - $99.32k
TD is seeking a Financial Advisor Associate in New York to build client relationships and provide personalized wealth management advice. The role involves analyzing financial situations, educating clients on investment strategies, and ensuring regulatory compliance. Candidates...- JPMorgan Chase & Co. is seeking a Relationship Banker in New York. This role involves representing our brand by delivering exceptional service, engaging with clients to understand their financial needs, and using financial technology to meet those needs. The ideal candidate...
- JPMorgan Chase in New York is seeking a Relationship Banker to create memorable experiences for clients by delivering exceptional service. You'll engage with clients... ...build lasting relationships and provide tailored financial solutions. The ideal candidate will have over 1...
- JPMorganChase seeks a Relationship Banker in New York who will deliver excellent client service and build lasting relationships. This role requires strong sales experience... ...and the ability to understand clients’ financial needs, providing tailored solutions. The ideal candidate...
- Bank of America seeks a motivated individual to engage with clients, assist with banking transactions, and connect them with appropriate financial solutions. This role requires effective relationship-building and adherence to banking processes. The ideal candidate is an...
- JPMorgan Chase in New York, NY, is looking for a Relationship Banker to enhance client experiences and contribute to the branch's success. In this role... ...build lasting relationships by understanding clients' financial needs and providing tailored solutions. The ideal...
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