Personal Banking Advisor
Citizens Bank
Citizens Bank is seeking a people-oriented professional to help customers with financial decisions, from everyday banking to longer-term planning. You’ll advise on spending, saving, borrowing, and investing, while guiding clients to digital and mobile banking options. The role involves collaboration with Wealth Management, Mortgage, and Business Banking for more complex needs. You will also engage in outbound outreach, build lasting relationships, and support customers across various product #J-18808-Ljbffr
$112k - $210k
...Buffalo New YorkJob SummaryKey Private Bank (KPB) is dedicated to serving our clients... ...financial needs through expert advice and personalized banking, borrowing, and investment... ...client promise, acting as the primary client advisor, developing and implementing strategies...PersonalFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$18.5 - $23.42 per hour
...services that meet the customer's needs. This interaction may be in person or over the telephone. Education and Experience: High... ...Diploma or Equivalent Minimum one year experience in related banking positions preferred Previous customer service, sales and consumer...PersonalFull timeTemporary workPart timeBank staffLocal areaWork visaMonday to FridayFlexible hours$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...our clients and making them feel that no bank will fight harder for them. Essential Functions...PersonalHourly payFull timeWork experience placementFlexible hoursDay shift$55 per hour
...NY Employment Type: Temp (12 Months) Industry: Banking Compensation: $55.00/Hour Schedule: 40 Hours/Week About... ...in Project management foundational What Sets You Apart: Personal Computer skills Knowledge of contemporary communications...PersonalTemporary workWorldwide$100.8k - $151.2k
...helps others prioritize team and enterprise success over their own personal agenda Focuses on highest-priority work aligned to business... .... ~ Experience working in a regulated industry (e.g., banking, finance, insurance, healthcare). ~ Ability to interact effectively...PersonalFull timeWork at office$160k - $185k
...relations, corporate finance, FP&A, equity research, investment banking, capital markets, public-company communications, or related... ...mentorship and coaching opportunities, leadership development and other personal growth programsCulture: Warm, respectful, family-like...PersonalFull timeLocal areaFlexible hours$160k - $185k
...relations, corporate finance, FP&A, equity research, investment banking, capital markets, public-company communications, or related... ...mentorship and coaching opportunities, leadership development and other personal growth programs Culture: Warm, respectful, family-like...PersonalLocal areaFlexible hours$100k
...and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team committed... ...insights of Merrill coupled with the banking convenience of Bank of America....PersonalWork at officeShift workDay shift- ...internal and external communications efforts, ensuring Five Star Bank’s voice is consistent, professional and aligned with our mission... ...Illness/Specified Disease, Accident, Hospital Indemnity & Personal AccidentTuition ReimbursementEmployee Referral ProgramWellness Reimbursement...PersonalTemporary work
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 1071 Payne Avenue - North Tonawanda, New York 141... ...to the people and businesses in our Key Bank communities. FWA's split their time between... ...in client's financial wellness, both in person and through proactive calling efforts (30...Hourly payWork experience placementWork at officeDay shift$83.96k - $111.96k
...Rochester market.Provides holistic advice and solutions to business banking customers with an advanced level of independence. Source,... ...and flexible work arrangements, so you can thrive both personally and professionally.Community InvolvementNBT believes community...Full timeTemporary workPart timeWork visaFlexible hours$19.23 - $28.37 per hour
...York 14120 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between... ...to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time...Hourly payWork experience placementWork at officeFlexible hoursDay shift- ...Join the Five Star Bank Team as a Relationship Banker At Five Star Bank, our people are our greatest competitive advantage. As... ...expert financial knowledge with an advice-led approach to deliver personalized solutions and build lasting customer relationships. You'll...Bank staffWork at officeLocal areaRemote workFlexible hoursRotating shiftAfternoon shift
$59 per hour
...policy management, and risk and control processes. The ideal candidate is a well-rounded risk management professional with extensive banking or financial services experience and the ability to navigate complex risk environments. This individual will collaborate with...Full timeContract workMonday to FridayShift work- ...a leader in the Credit Union industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our employees! Role Overview: Provides expert...PersonalLocal area
$25 per hour
...helping others and offering sound advice? If you’re a “people person” who enjoys building positive relationships with customers, then... ...introduce customers to digital and mobile-first ways to handle banking transactions, like on our app or through our ATMs. You’ll collaborate...PersonalHourly payLocal areaFlexible hoursAfternoon shift$89.6k - $149.3k
...reconciliations and reports for the Corporation, which could include bank regulatory reports, SEC reporting, reports to shareholders and... ..., improve existing processes, and interact with business line personal and communicate those results to department management....PersonalFull time$96k - $181k
...consistency, and accuracy.Manage a limited portfolio of commercial banking relationships and credit activities to maintain technical... ...Knowledge of nCino and related commercial banking systems (preferred)Personal SkillsCollaborationCritical...PersonalFull timeWork at officeFlexible hoursNight shift- KeyBank in Niagara Falls, NY seeks a Personal Banker to engage clients, uncover financial needs, and guide solutions for personal and business... ...to grow client relationships while delivering a high-quality banking experience. The role emphasizes a client-first, sales-driven...Personal
$26 - $43.34 per hour
...stakeholders.Interact with business partners across the Business Banking, Commercial, Consumer, Mortgage and Retail platforms to... ...analytical skillsStrong organizational skillsProficiency with personal computers as well as pertinent word processing and spreadsheet...PersonalHourly payFull timeWork experience placement$19 per hour
...center headquartered in Amherst, NY. We specialize in 1st party collections and reminder calls on behalf of a well-known national bank . In this role, you will work exclusively with current customers who are approximately 2–90 days behind on their credit card payments...Full timeWork at officeWork from homeMonday to Friday- ...reissue processes in accordance with internal controls. Record banking activity (deposits, ACH, wires) and support timely cash... ...characteristics; and have fair representation and opportunity.” Personal Attributes Demonstrates integrity and aligns with Say Yes Buffalo...Personal
$23 - $33 per hour
...accommodation or an alternative application process. Quick Lane Advisor Full Time Buffalo, MN, US Salary Range: $23.00 To $33.00... ..., including weekends, if required. In addition to career-long personal development, our associates enjoy a number of benefits, including...PersonalHourly payFull timeLocal area$115k - $160k
...advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team... ...investment insights of Merrill coupled with the banking convenience of Bank of America....PersonalWork experience placementWork at officeWork from homeHome officeShift workDay shift$115.84k - $173.76k
...is an independent risk management function part of the Citi's Banking and International Risk (BIR) division. The group establishes and... ...helps others prioritize team and enterprise success over their own personal agendaFocuses on highest-priority work aligned to business...PersonalFull timeWork at office$107.5k - $179.1k
...Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T internal control standards, including timely... ...8 years’ proven project management experience. Proficiency with personal computers as well as pertinent software packages. Strong...PersonalWork experience placementLocal area- ...Financial System, Inc. (CFSI), we are dedicated to providing our customers with friendly, personalized, high-quality financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across Upstate New York, Northeastern...PersonalFlexible hours
$150k - $180k
...Job Description Job Description Senior Family Office Advisor Are you an experienced CPA or senior tax professional who wants to... ...compliance, understanding how businesses, trusts, investments, and personal financial decisions interact and helping clients identify...PersonalWork at office$60.25k - $63k
...Fiscal Year 2026-2027 Position Title Financial Aid Advisor Classification Title Financial Aid Advisor... ...students and parents regarding the management of the student's personal finances. Participate in financial aid workshops and outreach...PersonalFull timeWork experience placementMonday to FridayNight shiftAfternoon shift$121.7k - $164.3k
...Information on our comprehensive benefits package can be found at What we offer At Delaware North, we care about our team members’ personal and professional journeys. These are just some of the benefits we offer: Medical, dental, and vision insurance 401(k) with up to 4...PersonalFull timeShift work
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