Senior Personal Banker & Client Solutions Advisor
Bank of America
Bank of America in New York, NY is seeking a customer-centric banking professional to uncover personal and small business needs, offer tailored solutions, and connect clients with specialists. The role balances service requests with in-person or inbound call activities, emphasizing proactive client follow-up and handling complex engagements. The position requires strong communication, time management, and a willingness to work weekends or extended hours at a nearby financial center. #J-18808-Ljbffr Bank of America
- ...about our products and services. You will apply advanced research methods when reference material is insufficient and communicate solutions clearly in writing or verbally. You will document all interactions, request missing information when needed, and escalate complex...Senior
$168.75k - $278.48k
Moveworks is seeking a Sr Advisory Solution Consultant in New York City to enhance financial services through AI-driven solutions. You will work closely with sales teams, lead customer engagements, and define success criteria while developing trusted relationships with...Senior- Workiva Inc. is seeking a Senior Solution Consultant to provide pre-sales support within the Financial Services sector. This role requires expertise in translating complex client needs into effective solutions while engaging prospects through virtual and onsite meetings...SeniorRemote jobFlexible hours
- ...needs of all areas of our community. Counsels clients, providing needs-based financial solutions. Capable of supporting clients in-person or virtually. Responsible for working as... ...and services. May supervise Personal Bankers, providing onboarding, coaching, and development...SeniorBank staffWork at officeNight shift
- Invisors UK seeks a Workday Financial Senior Consultant to lead client engagements and deliver Workday Financial solutions. In this role, you will mentor junior consultants, manage multiple projects, and contribute to internal initiatives. The ideal candidate will have...SeniorFull time
$145k - $185k
A leading investment firm seeks a Senior Investment Banker to join their team in a hybrid work environment based in New York, NY. The role focuses on investment and capital solutions. Responsibilities and qualifications relate to experienced investment banking practices...Senior$77k - $202k
...strategy. These individuals analyse client needs, develop financial solutions, and offer guidance and support to... ...complex situations, you are growing your personal brand, deepening technical... ..., and AI-driven technologies. As a Senior Associate, you will analyze complex...SeniorFull timeH1b- ...way, Atlassians have more control over supporting their family, personal goals, and other priorities. We can hire people in any country... ...consultative sales plans for named strategic accountsLead end-to-end solution selling — from discovery and value articulation through close —...SeniorWork at officeLocal area
$139.4k - $230k
...technology and talent are unstoppable together. And we're just getting started.Join us to put AI to work for people.Job DescriptionThe Solution Sales Manager will oversee market success of ServiceNow's Moveworks products. These products are built on our market leading...SeniorWork at officeImmediate startRemote workFlexible hours$156k - $253k
## Senior Solution Consultant - Financial ServicesApplylocations: USA - Remotetime type: Full... ...presentation of our platform for prospective clients and current customers to address the... ...solve. This role serves as a trusted advisor supporting the business throughout the...SeniorWork at officeRemote work- ...Business Processes Consultant at Newtown Square, PA to translate the customer’s vision into scalable SAP finance and Controlling solutions, aligning finance operations with the Intelligent Enterprise strategy. You will map processes, support design across on‑premise, cloud...Senior
- ...RoleServiceNow empowers organizations with AI-driven autonomous workflows to streamline operations and achieve results. We seek an experienced solution sales specialist with business expertise and technical skills to drive growth for our Finance, Procurement, and Legal Workflow...SeniorContract workWork experience placementWork at officeRemote workFlexible hours
$124k - $280k
...the business. We support our clients by addressing the challenges... ...enterprise performance management solutions that help clients modernize... ...and serve as a trusted advisor across finance transformation... ...401k, holiday pay, vacation, personal and family sick leave, and more...SeniorFull timeH1b- ...challenge we didn't like. We enable our clients to learn from their data, create incredible... ...technologies. As the OpenAI Partner Solution Lead, you'll collaborate closely with cross... ...are open to hiring at the Principal or the Senior Principal level, the base salary pay ranges...SeniorTemporary workLocal area
- Principal or Senior Principal, Anthropic AI Solutions (East Region)AI Systems & Platforms | Anthropic Business... ...must be willing to be onsite at the client and/or Slalom office when needed. This... ...deployed for clients, not just personal use* Familiarity with Anthropic's MCP...SeniorTemporary workWork at officeLocal area
- ...is welcome; join us and let\'s build what\'s next - together! Senior Solution Consultant - Finance & Business Services (Presales) Role... ...of our recruitment team and a hiring manager via video or in person. Send job offers via email. All offers are first extended verbally...Senior
- ...across North America and Europe. This full-time role requires strong experience in digital agency sales, particularly in CMS and DXP solutions. The ideal candidate will have a proven track record of closing significant deals and navigating complex enterprise sales...SeniorRemote jobFull time
- Cengage Group is seeking a Senior Inside Sales Consultant to advise and expand an institutional... ...portfolio across digital learning solutions. You will manage renewals, run health... ...growth. You will lead onboarding, train clients, analyze usage data, and coordinate with...Senior
- A leading technology solutions provider seeks a Presales Consultant (CSE) to support technical pre-sales efforts for clients across the globe. You will leverage your extensive experience to participate in customer engagements, delivering tailored solutions in data center...Senior
$112k - $175k
.... Addepar unifies portfolio, market and client data in a total portfolio view and delivers... ...and São Paulo. The RoleA Sr. Enterprise Solutions Consultant is responsible for playing... ...making fake job offers in order to collect personal and financial information from...SeniorH1bRemote workWorldwideVisa sponsorshipWork visa- Citi is seeking a Senior Vice President, Solution Sales Lead Specialist for Investor Services in New York. The role involves driving sales strategies and managing relationships with institutional clients, particularly in the Japanese market. Ideal candidates will have extensive...Senior
$112.96k - $192.02k
...Receivables/O2C, EIPP and Integrated Payables solutions for large corporations. This high-performing team has the expertise our client's demands. Our FIS Solutions are industry-... ...team atmosphere Professional and personal development Resources to contribute to your...SeniorFull time$112k - $175k
...The Role A Sr. Enterprise Solutions Consultant is responsible for playing the role of an implementation architect for our largest implementation... .... In this role you will lead the design and oversight for new clients onboarding to the Addepar platform ensuring that we’re...SeniorH1bVisa sponsorshipWork visa- A leading SaaS company is seeking a Senior Solutions Consultant for North America. This influential role involves partnering with the sales team to advise enterprise clients on workforce management solutions. Candidates should have 5-7 years of SaaS experience, expertise...Senior
$163.6k - $245.4k
Citibank (Switzerland) AG is seeking an Investor Services Solution Sales Lead based in New York to build and manage client relationships. The role involves driving revenue growth, client satisfaction, and client profitability while working closely with various stakeholders...Senior- ...access management. As a Cloud Security Engineer, you will be responsible for designing, implementing, and managing cloud security solutions across our organization. You will work closely with our security and cloud teams to ensure the secure provisioning and management...Senior
- Boston Consulting Group is seeking Enterprise Solutions Senior Consultants to lead IT/ERP transformations, shaping architecture, performance... ...strategic thinking with hands-on delivery, and work with clients on digital transformation initiatives. Ideal candidates bring...Senior
$150k - $182k
...financial services and healthcare firm is seeking a Senior Sales Director for Insurance Investment Accounting Solutions. This role combines remote and hybrid work... ...candidate will lead the sales process, maintain client relationships, and ensure high-quality presentations...SeniorRemote job$180k - $275k
...Brookfield Asset Management LLC is looking for a Senior Associate/Vice President to join the Credit Portfolio Solutions team based at Brookfield Place, New York. This... ...construction, investment strategy coverage, and client engagement. The ideal candidate will have a strong...Senior- ...Healthie is hiring a Senior Solutions Engineer to serve as a trusted technical advisor, bridging customers and our engineering teams. You will participate in calls, design solutions, and guide API integrations during onboarding and adoption across healthcare environments...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Personal Banker & Client Solutions Advisor. Be the first to apply!
- private banker New York, NY
- personal banker New York, NY
- private mortgage banker New York, NY
- community service representative New York, NY
- client service representative New York, NY
- career services representative New York, NY
- bilingual customer service representative spanish english New York, NY
- customer experience agent New York, NY
- customer account representative New York, NY
- client solutions specialist New York, NY


