Financial Wellness Advisor — Personal Banking
$20.67 - $31.25 per hourKeybank, National Association
KeyBank in White Plains, NY seeks a Personal Banker to engage with clients and support their financial wellness through tailored banking solutions. This role emphasizes developing client relationships and achieving sales goals while providing excellent customer service. Ideal candidates should have strong communication skills and at least one year of relevant experience. The position offers competitive compensation with a base pay range of $20.67 to $31.25 per hour, based on skills and experience. #J-18808-Ljbffr KeyBank
$80k - $90k
...Merrill Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading... ...they envision through a personal relationship with their... ...Merrill coupled with the banking convenience of Bank of America... ..., and preferences as well as servicing client accounts...PersonalInterim roleWork at officeLocal areaImmediate startShift workDay shift$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...in our KeyBank communities. Personal Bankers engage clients in deeper... ...to assist in client financial wellness both in person and through proactive... ...making them feel that no bank will fight harder for them....PersonalHourly payWork experience placementDay shift$25 - $38.46 per hour
...problem solver, trusted advisor, and partner to the... ...plan-based approach to financial advice. As a PCB, you... ...confidence in their financial wellness by assessing their... ...Services, Private Bank, Mortgage or Business... ...can have on their day, personally, professionally, and financially...PersonalHourly payWork experience placementFlexible hoursDay shift$200k
...which have significant financial implications. Serve as a trusted advisor to clients who frequently... ...connections to the Citi Private Bank. Effectively manage... ...place team goals above personal achievement.... ...disability insurance; and wellness programs. Citi also offers...PersonalFull time- ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...proactively meet with them, both in person and over the phone, to build... ...clients about banking solutions, as well as collaborate with and connect them...PersonalFull timeImmediate startAfternoon shift
$58k - $115k
...specialist. In this role, you will provide unparalleled support to Financial Advisors and Private Bankers with in-depth knowledge of SBL products... ...possess a BA/BS degree and at least 2 years of relevant banking/finance experience. Expected pay ranges from $58,000 to $115...- ...branch operational activities and financial services; handles all teller... ...services; cross-selling the Bank's products and services; opening... ...ethical judgement regarding personal behavior, conduct and business... ...Must be a team player and work well with co-workers and management...PersonalBank staffWork at officeNight shift
$23 - $31 per hour
...Roving Associate Personal Banker (SAFE) Wells Fargo is seeking a Roving Associate Personal Banker (SAFE... ...customers by supporting everyday banking needs through in?branch interactions... ...offers meaningful exposure to a large financial institution and serves as a...PersonalWork experience placementFlexible hours$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join... ...with customers by supporting everyday banking needs through in-branch interactions... ...growth. As a member of a leading financial institution, this role provides a strong...PersonalWork experience placementFlexible hours$27.59 - $45.98 per hour
...customers' needs through the bank’s retail sales process to provide... ...'s sales process to achieve personal sales and/or referral goals. Play... ...changes/enhancements, as well as demonstrate good risk management... ...skills Demonstrated financial services product knowledge Ability...PersonalHourly payFull timeLocal area- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume... ...environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...Personal
$23 - $29.5 per hour
...TD Bank is hiring a Teller I for their White Plains location. This part-time role focuses on providing exceptional customer service while accurately processing banking transactions. The ideal candidate should have strong communication skills and a high school diploma...Hourly payPart time- ...Quality Talent Group is seeking bankers for a leading financial services employer in New York. Join a team recognized as one of the top... ...relationships, assisting with account management, and promoting digital banking tools. Applicants should have relevant customer experience and...
- ...Group is seeking bankers to join the Consumer, Small, and Business Banking division in Purchase, New York. The role offers diverse... ...flexible hours, including possible Saturdays. Join a top-rated financial services employer committed to fostering inclusivity and growth...Flexible hours
- ...is seeking bankers to join their Consumer, Small, and Business Banking division. Candidates must have customer interaction experience... ...focuses on relationship building and assisting customers with financial solutions. The position offers a comprehensive benefits package...
$28.85 - $33.65 per hour
Financial Solutions Advisor - Stage I At Bank of America, the Financial Solutions Advisor Stage I (FSA I) begins by obtaining Securities Industry licenses... ...support to promote physical, emotional, and financial well‑being. Privacy Statement: #J-18808-Ljbffr Bank of AmericaHourly payMonday to Friday$57k - $115k
...Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment... ...grow. A philosophy that balances personal lifestyles, perspectives and... ...supports the Firm's Financial Advisors by managing the field sales support...PersonalTemporary workWorldwide$67k - $80k
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year... ...diverse range of financial services, including banking, leasing, securities, credit cards, and... ...or financial institution. Able to work well autonomously and be a complete self-...Local areaWork from homeWorldwide$28.85 - $33.65 per hour
Bank of America is seeking a Financial Solutions Advisor Stage I in Mount Vernon, NY. The role involves obtaining licenses and building relationships with clients... ...ranges from $28.85 to $33.65, with benefits that support overall well-being. #J-18808-Ljbffr Bank of AmericaHourly pay$65k - $80k
Overview At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....Temporary workWork at officeMonday to Friday$52k - $64k
Join to apply for the Financial Consultant (Remote Eligible) role at... ...recognize the importance of purpose, well-being, and work-life balance.... ...Consultant delivers personalized consultations detailing solutions... ...ago Director, Investment Banking - Renewables Hartsdale, NY $5...PersonalRemote job16 hoursFull timeTemporary workWork experience placementCasual workWork at officeLocal areaWork from homeWork visaFlexible hours- ...Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume... ...environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...Personal
- ...represent the brand while managing client relationships and offering financial solutions. The position requires over 1 year of sales... ...certain licensing exams after hire. The role involves adhering to banking policies and providing exceptional service to clients. #J-18808...
- ...to enhance client experiences and deliver exceptional service. The role involves managing relationships, addressing financial needs, and promoting banking solutions effectively. The ideal candidate will have sales experience in Retail Banking and superb communication...
- ...Group is hiring for bankers in their Consumer, Small, and Business Banking division in Valhalla, NY. This full-time/part-time position... ...opening accounts, processing requests, and providing tailored financial solutions. The role offers a comprehensive benefits package including...Full timePart time
- KeyCorp is looking for a Personal Banker in White Plains, New York, to serve as a trusted advisor to clients, helping them achieve financial wellness through tailored guidance. The ideal candidate will excel at building lasting relationships, achieving sales goals, and...Personal
$112k - $210k
...Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and... ...acting as the primary client advisor developing and... ...in their existing book as well as collaborating with internal...PersonalTemporary workWork experience placementWork at officeLocal areaNight shift$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...a great client experience Build personalized, holistic financial plans tailored to every... ...Advisory Services), a federal savings bank. NM and its subsidiaries are in...Full timeContract workFor contractorsWork at office- Orange Bank & Trust Company seeks a Cash Management Sales Manager in Chester, NY. The role involves developing client relationships, identifying business opportunities, and executing cash management strategies. Candidates need a Bachelor’s degree, with a preference for...
- Orange-Bank- is looking for a Business Banker / Teller - Floater in White Plains, NY. This role involves assisting customers with transactions, managing accounts, and cross-selling services while ensuring customer satisfaction through exceptional service. The ideal candidate...
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