Client Experience Teller & Financial Wellness Advocate
Role, Inc.
Role, Inc. is seeking a Teller to provide exceptional client service in-person at our New York branch. As a Teller, you will assist clients with their account transactions and help resolve any servicing issues. You will engage with clients to identify financial wellness opportunities and facilitate their financial needs. Required qualifications include a High School Diploma and experience in client service roles, particularly with cash handling. The role supports the client experience and fosters their financial journeys. #J-18808-Ljbffr Role, Inc.
$16.5 - $18.38 per hour
A nonprofit organization dedicated to financial wellness is seeking a Client Success Specialist to support clients in its Debt Management Program. This... ...full-time, remote role focuses on enhancing customer experience, requiring strong empathy and communication skills. Responsibilities...FinancialRemote jobHourly payFull time$18 - $23.08 per hour
...Kerhonkson, NY is seeking a Part-time Teller to provide excellent client service. You will assist clients... ...transactions, handle cash, and identify financial needs. This role requires strong... ...skills and previous cash handling experience. The ideal candidate will have a...FinancialHourly payPart time$18 - $23.08 per hour
KeyCorp is seeking a Part-time Teller for our Kisco, NY branch.... ...involves providing top-notch client service by assisting... ...identifying opportunities for financial wellness solutions. Applicants should... ...high school diploma or GED and experience in client service and cash handling...FinancialHourly payPart time$45k - $48k
...operating system for modern fitness and wellness. Our mission is to make wellness more accessible... ...can deliver a seamless, professional experience across every customer touchpoint. We’ve... ...we're looking for Lovers of fitness and advocates for wellness businesses wanted! Our...SuggestedShift work- PNC Financial Services Group, Inc. is seeking a Part-Time Teller in Palmetto, GA to provide exceptional customer experiences and manage banking transactions. The role emphasizes customer education... ...and a strong focus on financial well-being. PNC offers a supportive work...FinancialPart time
- Your role Deliver a best-in-class client experience. Elevate the team’s brand. Make the partners... ...partner leverage. You’ll ensure clients are well taken care of, the team brand is... ...operations experience in wealth management or financial services Strong written and verbal...FinancialFull timeWork at officeFlexible hours
$98.96k - $148.44k
...seamless and differentiated experience in partnership with sales teams... ...a pivotal role impacting the client experience. This role... ...in wealth management or other financial services roles. Strong analytical... ...and disability insurance; and wellness programs. Citi also offers paid...FinancialFull time- Wells Fargo is seeking a Teller for the Purchaser and Private Company Banking team. This... ...the community, providing financial assistance and fostering relationships with clients. Candidates should have a minimum... ...year of client engagement experience and possess cash handling...Financial
- Arketa is seeking a Customer Support Advocate in New York to enhance the Partner experience. You'll manage inbound inquiries via chat and email, addressing operational... ...satisfaction. Join us to help shape the future of wellness while growing your career. #J-18808-Ljbffr arketa
- 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... ...have a high school diploma and experience with client relationship management...Financial
$41.25k - $68.75k
The PNC bank is seeking a Lead Teller at the Cape May Court House branch. This role focuses on mentoring tellers and delivering a unique customer experience that enhances financial well-being. Candidates should possess strong engagement skills and preferred experience...Financial$19.91 - $24.89 per hour
Five Star Credit Union is seeking a Financial Advocate 2 for their Donalsonville Financial Center. This full-time position focuses on developing... ...union operations. Salary ranges from $19.91 to $24.89 hourly, depending on experience. #J-18808-Ljbffr Five Star Credit UnionFinancialHourly payFull time$70k - $72.3k
..., April 3, 2026 at 4:00 AM Job Title: Wellness Advocate Department: Relay Division: Mental Hygiene... ...integration of Relay. Use lived experience with substance use to provide support... ...part of a team. Experience working with clients. Commitment to racial and health equity...Full timeContract workLive inWork at officeImmediate startRemote workFlexible hours$50k - $54k
...Watches, Wine and Spirits and Design, as well as collectible cars and real estate... ...RM Sotheby’s and Concierge. Sotheby’s Financial Services is a leading art lender and provides... ...New York City. JOB DESCRIPTION ROLE: Client Experience Coordinator ABOUT SOTHEBY’S...FinancialTemporary workWork at officeLocal area3 days per week- ...York to act as the primary contact for clients, providing financial services promptly and professionally.... ...role combines Customer Service and Teller duties, focusing on building long-term... ...GED, and 1-2 years of retail banking experience. Strong communication skills and the...Financial
$120k - $135k
...Job Description Client Advocates provide strategic relationship management and lead teams... ...advantage of our specialized industry experience and unparalleled market know how, to craft... ...for all types of flexible working as well as location-based arrangements. Please...Contract workTemporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...PNC Financial Services Group, Inc. is seeking a Part Time Teller in Wayne, PA. This role aims to enhance customer financial well-being through outstanding service. The successful candidate will process transactions and provide education on banking products while identifying...FinancialPart timeWork at office
$62k - $65k
...Domestic Violence Advocate Northern Manhattan Improvement... ...crises resolved, clients move seamlessly to... ...relationships, healing and wellness. Assess and refer... ...benefits, employment, financial management, and... ...Counseling and advocacy experience preferred, especially...FinancialTemporary workWork at officeImmediate start3 days per week$18 - $23.08 per hour
...KeyBank communities. As a Teller, you provide excellent client service in-person by... ...clients, listen to uncover financial needs and transition clients... ...have a deeper financial wellness conversation. At KeyBank,... ...Embodies a strong client experience culture, being present with...FinancialHourly payPart timeWork experience placementShift workDay shift- Bank of America is seeking a qualified individual for a client service role within Merrill Wealth Management. This position involves supporting Financial Advisors and ensuring operational excellence while providing quality client service. Ideal candidates have industry...Financial
- Northwest Bank in New Jersey is seeking a Financial Center Banker to provide financial options to clients and enhance banking relationships. The role involves conducting... ...are preferred to have a high school diploma and experience in banking or retail, along with strong...Financial
$18 - $23.08 per hour
...KeyBank communities. As a Teller, you provide excellent client service in‑person by... ...clients, listen to uncover financial needs and transition clients... ...have a deeper financial wellness conversation. At KeyBank,... ...Embodies a strong client experience culture, being present with...FinancialHourly payPart timeWork experience placementShift workDay shift- JPMorganChase in New York is seeking a Relationship Banker to enhance client experiences and manage banking relationships. You will utilize banking... ...and technology to support clients in achieving their financial goals. This position requires a high school degree with 1+...Financial
- Bank of America is seeking a client service professional for their Merrill Wealth Management division in New York, NY. This role is pivotal in providing excellent support to Financial Advisors and enhancing client relationships through a thorough understanding of bank...Financial
$17 - $24.23 per hour
...Position Title Teller Location New York... ...provides excellent service to clients by assisting them with processing routine financial transactions on a day-... ...1-year previous teller experience Preferred... ...disability insurance, as well as a comprehensive leave...FinancialLocal areaNight shift- GTE Financial seeks a Member Experience Advocate I to join our Member Care Team in downtown Tampa. You will be a problem solver who is customer-focused, handling inbound calls and virtual teller sessions to resolve member inquiries about checking and savings accounts....FinancialRemote job
- Bank of America is hiring for a client-facing role in New York where you will engage clients and assist with banking transactions... ...to new technologies. A high school diploma is required, and experience in financial services is preferred. #J-18808-Ljbffr Bank of AmericaFinancial
- A leading global financial institution based in New York is seeking a Roadshow Specialist to coordinate investor client targeting and ensure a flawless experience during equity marketing roadshows. Candidates should have a Bachelor’s degree and proficiency in Microsoft...FinancialWork at office
$21 per hour
National Debt Relief, LLC is seeking a Client Success Agent II to provide exceptional support for clients in complex financial situations. This full-time remote position requires strong empathy, critical thinking, and organizational skills to navigate client inquiries effectively...FinancialRemote jobFull time- ## Teller PTApplylocations: PA - Wayne (19333)time... ...in delivering the best experience for our customers. We... ...at improving customer financial wellbeing and creating... ...Accountability, Banking, Client Loyalty, Customer... ...fully paid; a robust wellness program with financial...FinancialFull timePart timeWork experience placementWork at officeShift work
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