Personal Banking Advisor: Guide Clients to Financial Goals
Citizens
Citizens Bankers in Windham, NH is seeking a friendly, outgoing individual to help customers with everyday banking needs. You’ll use your communication and problem-solving skills to offer sound financial advice and tailor solutions across spending, saving, borrowing and investing. You’ll introduce digital banking, work with partners across Wealth Management, Mortgage and Business Banking, and participate in outreach to welcome new customers while following all bank policies and cash-handling #J-18808-Ljbffr Citizens
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Personal Banking Advisor: Guide Clients to Financial Goals in Windham, NH vacancy
- Rockland Trust, a full-service commercial bank, is hiring a Banker for its Retail Branch network in Massachusetts... ...exceptional customer service, apply broad financial knowledge, and help clients meet short- and long-term goals. This role emphasizes relationship building,...FinancialTemporary work
- ...Business Banking Officer Rockland... ...commercial bank and financial services... ...their financial goals. Founded in 190... ...strong emphasis on personal relationships,... ...Relationship Matters®—guides how we work... ...with business clients to understand... ...Act as a trusted advisor to clients,...PersonalFinancialWork at officeLocal area
Rockland Trust
Lowell, MA2 days ago - ...needs directly and through other Financial Service Representatives;... ...electronic funds transfer, home banking, and lending etc.; explains... ...Strategies. Meet annual sales goals and maintain absolute... ...Interpersonal SkillsWork involves much personal contact with others inside...PersonalFinancial
Triangle Credit Union
Derry, NH4 days ago - TD in Methuen is seeking a banking professional who builds trusted relationships and delivers personalized solutions to help clients meet their financial goals. You will engage clients through walk-ins, lead management, and outreach, aligning TD's products with their priorities...Financial
- Bank of America in Salem, New Hampshire seeks a friendly, customer-focused lobby associate to greet clients and guide them through transactions using self-service tools. The role requires... ...communication, and a consultative approach to financial needs. You will collaborate with...FinancialWork at office
- ...Commercial Financial Consultant Rockland Trust... ...commercial bank and financial services... ...reach their financial goals. Founded in 1907... ...emphasis on personal relationships, local... ...brand, deepening client relationships, and... ...prospects, and trusted advisors. Working...PersonalFinancialLocal area
- ...details for this role.Line of Business:Personal & Commercial BankingJob Description:This role is a banking professional who plays a vital... ...to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions...PersonalFinancialWork at officeLocal areaWork from homeFlexible hours
- ...location listed*****At Bank of America, we are guided by a common... ...to help make financial lives better through... ...for our clients, teammates, communities... ...Solutions Advisor Stage I (FSA I),... ...receive dedicated and personalized classes for your... ...their financial goals and life...FinancialFull timeWork at officeImmediate startShift workDay shift
- ...Responsibilities Engaging clients in the lobby to educate and assist... ...resources, such as mobile banking, online banking, or ATM. Accurately... ...in‑depth knowledge of the financial and life priorities and... ...solutions that meet the financial goals. Requirements Experience in...Financial
Jobtailor
Methuen, MA2 days ago - ...Job Opportunity At Bank Of AmericaAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of... ...and how we deliver for our clients, teammates, communities, and... ...solutions that meet the financial goals.Responsibilities:Executes...FinancialFlexible hoursWeekend workDay shift
Bank of America
Nashua, NH2 days ago - ...Job Opportunity At Bank Of AmericaAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of... ...and how we deliver for our clients, teammates, communities and... ...solutions that meet the financial goals.Responsibilities:Executes...FinancialFlexible hoursWeekend workDay shift
Bank of America
Methuen, MA4 days ago - ...Job Duties Engaging clients in the lobby to educate and assist with... ...resources, such as mobile banking, online banking, or ATM Accurately... ...gain in-depth knowledge of financial and life priorities... ...solutions that meet their financial goals Executes the bank's risk culture...FinancialWeekend work
Jobtailor
Nashua, NH1 day ago $85k - $100k
...5,000–$100,000 per year Join a Community Bank That Values Relationships We’re seeking an... ...for a banking professional who enjoys financial analysis, commercial lending, and credit... ...working closely with lenders and business clients. If you’re analytical, detail-oriented, and...FinancialFull timeWork at officeImmediate startBank-of-New-England-1
Salem, NH1 day ago- ...Bank of America Financial Center Representative At Bank of America, we are guided by a common purpose to help make financial lives better... ...Growth and delivering for our clients, teammates, communities and... ...solutions that meet the financial goals. Responsibilities:...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Lawrence, MA1 day ago - ...New Hampshire is seeking a friendly, outgoing Banking Associate to greet customers and provide trusted financial guidance. You’ll help with everyday banking needs... ..., and collaborate with specialists to meet client goals. The role offers competitive pay, benefits, and...Financial
- At Salem Co-operative Bank, we're more than a financial institution - we are the building blocks of our community... ...who wants to be part of something personal, not just professional. If you're... ...are followed Meet branch goals for customer retention and deposit relationship...PersonalFinancialBank staffCurrently hiringWork at officeLocal areaShift work
Salem Co-operative Bank
Salem, NH2 days ago $25 per hour
...advice? If you’re a “people person” who enjoys building positive... ...along with your broad range of financial knowledge — you’ll provide... ...customers’ personal financial goals and recommend tailored solutions... ...mobile-first ways to handle banking transactions, like on our app...PersonalFinancialHourly payLocal areaFlexible hoursAfternoon shiftCitizens Bank
Windham, NH5 days ago- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities and shareholders... ...that meet the financial goals. Responsibilities:...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...is a full-service commercial bank and financial services company committed... ...neighbors reach their financial goals. Founded in 1907 and... ...England with a strong emphasis on personal relationships, local... ...Each Relationship Matters®—guides how we work with our customers...PersonalFinancialLive inWork at officeLocal areaFlexible hours
Rockland Trust
Salem, NH4 days ago - ...is a full-service commercial bank and financial services company committed... ...neighbors reach their financial goals. Founded in 1907 and... ...England with a strong emphasis on personal relationships, local... ...branch, warmly greeting them and guiding them to the colleague who can...PersonalFinancialTraineeshipLive inWork at officeLocal areaImmediate startFlexible hours
$23 - $27.75 per hour
...Banking Associate Work Location: Nashua, New Hampshire, United... ...role. Line of Business: Personal & Commercial Banking Job... ...help Customers achieve their financial goals. Depth & Scope: Performs... ..., rescheduling or canceling client meetings Engages in lobby...PersonalFinancialWork at officeAfternoon shift$1,000 per month
...Overview College Financial Representatives in the internship... ...your business and client base Develop and execute... ...their financial goals Prepare plans and offer... ...ensure that you experience personal and professional growth... ...Representative or Advisor role upon graduation....PersonalFinancialFull timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Derry, NH3 days ago- ...processing transactions with accuracy and balance according to the Bank’s standards, procedures and policies. Broaden customer... ...essential duties. Essential Duties & Responsibilities Perform all Personal Banker I duties: Demonstrate awareness, commitment and dedication...PersonalFull timeTemporary workPart timeWork at officeFlexible hoursDay shift
Needham Bank
Salem, NH4 days ago - ...exceptional customer service and expert financial guidance in a Retail Branch setting. You... ...approach and invest in training to grow your banking and customer service skills. This role... ...and a path to developing lasting client relationships. #J-18808-Ljbffr Rockland...Financial
- ...exceptional service and offer smart financial solutions to our members. If... ...achieve their financial goals while advancing your career... ...or related lender or relevant banking experience is required. Must... ...requires a significant amount of personal contact with others inside...PersonalFinancialImmediate start
Jeanne D'Arc
Nashua, NH2 days ago $22 - $26 per hour
...exceptional service and meeting all financial needs of each member through... ...member service and sales goals. Acquires and maintains all... ...limited to, account opening, personal, automobile, and equity loan... ...maintaining debit cards, and routine banking transactions. (deposits,...PersonalFinancialHourly payMonday to FridayGreyMatter IT
Lowell, MA1 day ago- ...join our Retail Branch network in the Windham NH area. You will deliver exceptional customer service and financial guidance, helping clients meet their banking goals while representing the bank in the community. This floating role supports multiple branches with a...FinancialFlexible hours
$61.88k
...and innovator in the financial services industry... ...Associate Financial Advisor is responsible for helping clients identify financial... ...client engagement goals as defined by management... ...through in‑person, virtual, and telephone... ...with all applicable bank, broker/dealer,...FinancialHourly payFull timeContract workWork experience placementWork at officeShift work- ...investor communications, and financial services. You'll work closely... ...while developing expertise in client service, investor relations,... ...customers, members, investors, advisors, or other external... ...capital, wealth management, banking, consulting, or related industries...FinancialWork at officeImmediate startFlexible hours
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities and shareholders... ...that meet the financial goals. Responsibilities:...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banking Advisor: Guide Clients to Financial Goals. Be the first to apply!
