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$18.75 - $25 per hour
KeyCorp is looking for a Lead Teller in Voorheesville, NY to enhance client services by resolving client issues... ...relationship skills and cash handling experience. The compensation ranges from $18... ...us to help clients achieve their financial goals in an inclusive work...FinancialHourly pay$18 - $23.08 per hour
...is looking for a Part-time Teller in Chagrin Falls, OH, who will... ...customer service and assist clients with their banking needs.... ...and educating clients about financial wellness. Candidates should hold a high... ...client service and cash handling experience. The role offers a flexible,...FinancialHourly payPart timeFlexible hours- ...the future of our customer experiences and directly influence product... ...team, you support our clients throughout their journeys with... ...coverage, on‑site health and wellness centers, a retirement savings... ...reimbursement, mental health support, financial coaching and more....Financial
- ...is seeking a Sales Ambassador to promote the brand's philosophy and provide a luxurious customer experience. You will be responsible for maximizing sales and fostering client relationships. The ideal candidate will possess a passion for luxury fashion, excellent...Suggested
- 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
- PNC Financial Services Group, Inc. is seeking a Part Time Teller in Sewell, New Jersey. This role emphasizes delivering unique customer experiences and financial well-being through effective banking solutions and technology use. Successful candidates will engage with customers...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
- 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
- TradeJobsWorkforce is seeking Bank Teller candidates in New York City.... ...positive relationships with clients and identifying referral... ...communicate effectively, execute financial transactions accurately, and... ...valued during their banking experience. This position offers...Financial
- ...leading complex projects and building strong client relationships. Ideal candidates will have over 10 years of experience in commercial construction project management... ...lifecycle management, team development, and ensuring financial success of projects. Join a dynamic team...Financial
- KeyBank is seeking a Lead Teller in Amsterdam, New York. In this role, you will be a trusted advisor, identifying client financial needs, resolving issues, and enhancing relationships... ...a high school diploma and extensive experience in cash handling and client service. Join...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
...Job Title: Wellness Advocate Department: Relay Division: Mental Hygiene Bureau:... ...integration of Relay. Use her/his lived experience with substance use to provide support... ...of a team Experience working with clients Commitment to racial and health equity...Full timeContract workLive inWork at officeImmediate startRemote workFlexible hours- ...Universal Banker I dedicated to providing financial peace of mind to customers.... ...and attracting, expanding, and retaining client relationships. This role requires teamwork... ...have at least 1 year of customer service experience and a high school diploma. #J-18808-Ljbffr...Financial
- Client Service Specialist Apply (opens in new window... ...a broad range of financial services and products... ...manage your financial well-being to help plan for... ...telehealth options, health advocates, confidential counseling... ...branch "Exceptional Experiences". Coordinate the application...FinancialFull time
- ...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
- ...Manager in New York to manage a portfolio of business clients and provide tailored financial solutions. This role requires strong communication skills... ...candidate will have at least one year of relevant experience, be proficient in MS Office, and possess the ability to...Financial
$20.98 - $26.23 per hour
...VNS Health Family Advocates embody our core values... ...This role draws on lived experience to guide others through... ...that help VNS Health clients live and heal at home... ...stages of life and mental well-being. We deliver care... ...funds Personal and financial wellness programs...FinancialTemporary workWork experience placementWork at officeFlexible hours- 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
$28 - $34 per hour
Claims Advocate page is loaded## Claims Advocatelocations... ...to offer multiple financial products and services... ...businesses and individual clients. We connect clients to... ...Maintain accurate and well-organized electronic... ...administrative experience required; insurance or...FinancialImmediate startFlexible hours- 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
- Bank of America is looking for a motivated team member to provide client service support to Financial Advisors in Kentucky. This role involves ensuring client satisfaction by educating clients on banking services, maintaining accurate client records, and supporting operational...FinancialWork at office
- ...Relationship Banker in New Jersey to create memorable experiences and build lasting client relationships. This role involves proactive client engagement... ...service, and the use of banking technology to address financial needs. The ideal candidate will have over a year of...Financial
$11 - $29 per hour
A financial services company in New York seeks a Senior Client Engagement Specialist. This role involves partnering with RIA-referred clients to deliver exceptional... ...training Tax Advisors. Candidates should have experience in financial services, a relevant degree, and...FinancialHourly pay- ...Relationship Banker to provide outstanding service in New York City. You will create memorable experiences by managing client relationships and utilizing technology to meet their financial needs. The ideal candidate has a strong background in sales and excellent communication...Financial
- 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
- A leading financial services firm is seeking a Relationship Banker to enhance client relationships at its branch in New York. This role involves delivering exceptional client experiences, educating clients on banking solutions, and managing client accounts with attention...Financial
- ...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 will...Financial
- A leading financial services firm is seeking a Relationship Banker in New York. This role focuses on creating client relationships through exemplary service and innovative banking solutions. Candidates must have sales experience and excellent communication skills, coupled...Financial
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