Financial Wellness Advisor
Key Bank
KeyBank in Hudson, NY seeks a customer-focused associate to balance client servicing and transaction support in a hybrid role. You will engage clients, process transactions accurately, and identify opportunities to deepen relationships while adhering to policies and providing financial guidance.
The position emphasizes teamwork with branch leadership, proactive client outreach, and strong adherence to compliance. Notary license is preferred and weekend shifts may be required.
#J-18808-Ljbffr$19.23 - $28.37 per hour
...New York 12534 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank... ...needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30%...SuggestedHourly payWork experience placementWork at officeDay shift- ...in multiple facets including but not limited to profitability and credit quality. Promote new business development. Work well with support staff and executive management. This opportunity includes an excellent compensation and benefits package. This bank...Suggested
$18.5 - $20 per hour
...transactions promptly, accurately and in compliance with bank procedures Answer inquiries regarding checking and savings accounts, as well as other bank related products Seek to resolve issues and problems with customers' accounts Explain and promote bank products...SuggestedFull timeImmediate start$18 - $23.08 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...conversations with clients, listen to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. At KeyBank, we believe it's...SuggestedHourly payFull timeWork experience placementFlexible hoursShift workDay shift$20.67 - $31.25 per hour
..., New York 12534 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities... ...and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts. As...SuggestedHourly payWork experience placementDay shift- ...precision, efficiency, and a commitment to safeguarding our clients’ financial privacy. As a trusted representative, you will facilitate... ..., enhancing client relationships and fostering financial wellness. Payment Processing: Handle credit card payments, issue money...Full timeApprenticeshipNight shift
- ...with the departments. Participate as needed and at the request of leadership. These could include practices, hospital departments, as well as departments within the revenue cycle. Build an understanding of expected reimbursement on the accounts to ensure correct...Work at officeImmediate start
- ...efficiently provide a complete range of customer services at the financial institution, including, but not limited to, opening new... ...Relationships with Others: The employee works effectively and relates well with others including supervisors, colleagues, and individuals...Work at officeLocal area
- ...Manager in onboarding staff. The role requires at least 3 years of cash handling and client relationship experience, a high school diploma, and willingness to work Saturdays. You will help drive financial wellness conversations and uphold compliance. #J-18808-Ljbffr...
$18.75 - $25 per hour
...7 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in... ...questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and...Hourly payWork experience placementFlexible hoursShift workDay shift- Ameris Bank is a purpose-driven company, dedicated to bringing financial peace of mind to communities, one person at a time. Whether a... ...Entertainment discounts for Ameris Bank Employees) AT&T Employee Discount Wellness Discounts for Medical Premiums and Other Rewards Employee...Work experience placementWork at officeFlexible hours
$18.75 - $25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in... ...questions and listen to clients to uncover financial needs and transition clients to a banker to have a deeper financial wellness conversation. Lead Tellers help observe and...Hourly payWork experience placementShift workDay shift$17 - $19 per hour
...support and carry out Pioneer’s vision to build a partnership with our clients to both meet their current needs and achieve their financial goals. Essential Job Functions: # Provides outstanding service and solutions to our clients. # Processes all transactions...Full time- Bank of Greene County is seeking an Investment Services Coordinator to provide administrative support to the Investment Services Team at 345 Main Street Catskill, NY 12414. You will schedule meetings, respond to customer inquiries promptly, and maintain confidential client...Work at office
- Sidney Federal Credit Union is seeking a Financial Service Representative to deliver advanced member service, financial guidance, and lending support. You will open and service consumer and business accounts, process transactions, and assist with mortgage and loan inquiries...
$25 - $45 per hour
Join Our Team of Elite In-Home Personal Trainers - Empower Lives through Fitness! Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver ...Hourly payFlexible hours$40k - $90k
Benefits: A competitive hourly wage (training time and floor time) Continued Education Credits paid for by the company CPR/AED covered by the company Complimentary membership to over 5,000 Anytime Fitness clubs worldwide. State-of-the-art sales training, continued ...Hourly payLocal areaWorldwide$18 - $27.96 per hour
...relationships. You will build client advocates by taking a holistic approach to assisting with their pursuit of short- and long-term financial goals. You will actively participate in a dynamic team environment, contributing to the IMAGINE culture and working with...Hourly payFull timeTemporary workWork at officeMonday to Friday
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