Client Solutions Advisor, Banking & Transactions
Bank of America ATM
Bank of America is seeking a client-focused team member to greet clients in the lobby, educate them on self-service options, and assist with transactions via mobile, online banking, or ATM. The role emphasizes accurate cash handling and building meaningful conversations to understand financial goals. You will collaborate with specialists to connect clients to solutions, manage cash, schedules, and outreach, and uphold compliance while delivering a superior client experience in a fast-paced #J-18808-Ljbffr Bank of America
- A local community bank in Somers, NY is seeking a dedicated customer service representative to build relationships with clients and promote various banking products. The ideal candidate will have experience in transaction processing and customer engagement. Responsibilities...SuggestedLocal area
- ...entry-level Universal Banker in Armonk, New York. The role involves assisting in sales execution, customer service, and financial transactions. You will support sales activities and enhance customer loyalty. The ideal candidate has 1-3 years of relevant experience,...Suggested
$48k - $72k
...Merchant Sales Advisor Location: 660 White Plains Road, Tarrytown New York... ...segments within Consumer Business Banking. With a focus on growing client relationships with payment and card... ...client's trusted advisor team for solutions in order to develop, manage, and retain...SuggestedWork experience placementWork at officeFlexible hours$62.4k
...New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client... ...clients by providing investment solutions to new and existing clients while identifying... ..., both investments as well as banking related, and referring accordingly....SuggestedTemporary workBank staffWork at officeFlexible hoursNight shift$20.67 - $31.25 per hour
...is seeking a Personal Banker in Pound Ridge, NY. The role involves engaging clients in discussions about their financial needs, supporting account openings, and ensuring compliance with banking policies. Candidates should have sales experience, a strong understanding of...SuggestedHourly pay$62.4k
...New York Job Summary The Private Client Advisor's focus will be on our Mass Affluent client... ...clients by providing investment solutions to new and existing clients while identifying... ..., both investments as well as banking related, and referring accordingly....Bank staffWork at officeImmediate startFlexible hoursNight shift- ...enthusiastic about helping our clients, caring for our employees, building... ...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you... ...' success and the goals of the bank, fostering a culture of...
- ...Responsibilities include assisting with account openings, resolving service issues, and creating sales opportunities. A high school diploma and some experience in banking or customer service are required. Enjoy benefits like medical coverage and 401(k) options. #J-18808-Ljbffr Citi
$20 - $28.9 per hour
...Division: Beacon Bank & Trust Department: Call Center Reports to: Customer Support Manager Status: Non-Exempt Grade: 6... ...products and services. Identifies and offers new opportunities and solutions to meet customer's needs. Key Accountabilities: * Responds...Remote workFlexible hours- ...customer. Duties include, but are not limited to, the following: Assist customers with questions and recommendations Manage sales transactions while working assigned cash register Maintain security of cash and protect company assets Keep the store well-stocked, and...Contract workPart timeLocal area
- ...an enthusiasm for helping our clients, taking care of our employees,... ...to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you... ...success and the goals of the bank, while fostering a culture of...
$100k
...telecommunications/mobile industry. This knowledge will enable you to educate customers about different options available and recommend the best solutions to meet their specific needs. Problem Solver: Assist customers with billing and service-related questions, ensuring they have a...Full timeLocal areaWeekend work- ...Washington 98059 Job Summary The Private Client Advisor’s focus will be on our Mass Affluent... ...Affluent clients by providing investment solutions to new and existing clients while... ...opportunities, both investments as well as banking related, and referring accordingly. Utilize...Bank staffWork at officeNight shift
$40k - $90k
...Position Overview: Home Furnishings Advisor The Home Furnishings Advisor is responsible... ...presentations and offer complete solutions including protection plans and financing... ...rate, protection plan sales, and average transaction value • Number of credit applications...Full time2 days per week$20 per hour
...sales and quality metrics A keen eye for detail Answer questions regarding car wash services and plans Process payment transactions Maintain a safe and clean work area; keep alert for potential hazards Other duties as assigned $20 - $20 an hour hourly...Hourly payFlexible hoursAfternoon shift- ...accounting duties as assigned by controller or GSM. Serve as showroom greeter. Other duties assigned by management. Make transaction receipts for sale and service department *if applicable This job advertisement in no way states or implies that these are the...Full timeImmediate startFlexible hoursWeekend workAfternoon shift
- ...Associate Client Representative Company Overview World Insurance Associates ("World") is a unique financial services organization... ...investment advisory and retirement plan services, and payroll & HR solutions. Position Summary The Associate Client Representative...Work experience placement
$16.5 - $22.75 per hour
...on all aspects of the customer experience model Processes transactions quickly and accurately, reducing the customer's wait time... ...For part-time associates, PHOENIX is partnering with LIG Solutions to help associates obtain individual insurance coverage that...Hourly payFull timePart timeSecond jobH1bVisa sponsorshipWork visaNight shift- ...Community outreach programs Responsibilities: Greet clients entering the showroom and field their requests Answer... ...and direct to the correct personnel Manage receipts and cash transactions Filing and reporting Stocking client waiting area drinks...Temporary work
$140k - $210k
...role – not account management Opportunity to land flagship clients Backed by Swiss Re’s brand and data capabilities Exposure... ...Travel up to 30% About the Team The Risk Data Solutions (RDS) team is on a mission to revolutionize how corporates...Temporary work- ...environmental, energy and industrial services. We are solving tough problems through innovation and proven methodology – come be part of the solution with us. Why work for Clean Harbors? Health and Safety is our #1 priority and we live it 3-6-5! Focus on maintaining...Full timeLocal area
$15 - $19 per hour
.... Support the team in achieving studio-wide goals and maintaining a positive work environment. Administrative Duties: Process transactions accurately, including sales, returns, and exchanges. Assist with inventory management by conducting regular stock checks and replenishing...Hourly payPart timeTraineeshipSeasonal workLocal areaRemote workFlexible hoursShift workNight shiftWeekend work$21 per hour
...Teller for our Bedford location. This role is an entry‑level banking position with opportunities for growth. Pay & Benefits Pay: $2... ...growth opportunities Responsibilities Accurately process all transactions while maintaining proper security and exercising good judgment...Hourly payFull timeBank staffFlexible hours$20 per hour
...Empro Staffing, we are focused on providing excellent staffing solutions to the healthcare industry, and we are currently seeking a motivated... ...will serve as the first point of contact for visitors and clients, providing exceptional customer service while efficiently managing...Hourly payWeekly payPart timeMonday to Friday$40k - $50k
...Consultant, you'll help customers stay connected by recommending the latest wireless technology, entertainment, and connectivity solutions that fit their needs and lifestyle. Many of our top leaders started as Retail Sales Consultants. This is more than just a job, it'...Full timeLocal areaAfternoon shift$19 - $22 per hour
...professionalism, empathy, and collaboration. As a Front Desk Assistant, you'll play a key role in creating a positive experience for clients while helping ensure smooth daily operations within the clinic. Why our veterinary receptionists love Bedford Greenwich:...Hourly payFull timeTemporary workFlexible hoursDay shift- Practice Assistant Responsible for ensuring customer service and the front desk processes of registration, scheduling and payment collection are to standards operationally and financially. Position Overview: Responsible for ensuring customer service and the front...
- ...Employee discounts ~ Health insurance ~ Paid time off ~ Vision insurance Genesis Health Clubs is seeking Membership Sales Advisors to assist in the financial growth and success of the Clubs. Mainly responsible for leading and participating in all sales...
- JPMorganChase is looking for a Private Client Advisor in Thornwood, New York. This role is essential in delivering personalized financial planning and investment solutions to clients. You will leverage your expertise in financial advisory and client management to foster...
$62k
...Development Representative , you are the primary contact for our clients. By meeting with our clients, you are able to build excellent... ...needs. Meet customer requirements by providing personalized solutions. Confirm customer understanding of the solution and provide...Full timeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client Solutions Advisor, Banking & Transactions. Be the first to apply!
- client service representative Bedford Hills, NY
- bilingual customer service representative spanish english Bedford Hills, NY
- technical customer service advisor Bedford Hills, NY
- insurance customer service advisor Bedford Hills, NY
- customer service associate Bedford Hills, NY
- customer experience associate Bedford Hills, NY
- social service representative Bedford Hills, NY
- client experience specialist Bedford Hills, NY
- career services representative Bedford Hills, NY
- customer experience agent Bedford Hills, NY


