Relationship Banker: Elevate Client Wealth & Experience
Bank of America
Bank of America in Newtown, CT is seeking a Customer Service Associate to engage clients in the lobby, educate them on self-service options, and process cash transactions accurately. The role focuses on building relationships and connecting clients to solutions that meet their financial goals. The ideal candidate is a motivated self-starter with strong communication skills, cash handling experience, and a willingness to work weekends or extended hours as needed. #J-18808-Ljbffr Bank of America
- Bank of America in Danbury, CT is hiring to engage clients in the lobby, educate on self-service banking, and process cash transactions... ...and connecting them to suitable solutions. You will build relationships, follow procedures, and work with specialists in lending and investments...SuggestedWeekend work
- ...Wealth Advisor LPL Financial collaborates with banks to provide... ...services tailored to their clients needs. This exciting... ...and maintain strong working relationships with all assigned branches.... ...high quality customer service experience during each customer interaction...SuggestedWork at officeLocal area
- Jobtailor is seeking a client engagement specialist at our Danbury, CT, facility to educate customers on mobile and online banking,... ...financial tools. You will process cash transactions accurately, build relationships, and help clients identify products that meet their needs. You...Suggested
- ...The Relationship Banker ll performs a variety of customer service duties to provide service to the bank's customers in conformance with established... ...and make every customer feel important Educational and experience requirements include: High School Diploma or GED Minimum 2...Suggested
- ...Relationship Banker - Danbury Area Danbury, Connecticut;New Milford, Connecticut; Danbury, Connecticut... ...company and how we deliver for our clients, teammates, communities and... ...with a broad range of backgrounds and experiences and invest heavily in our teammates and...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
$25 - $26.77 per hour
...our company and how we deliver for our clients, teammates, communities and shareholders... ...with a broad range of backgrounds and experiences and invest heavily in our teammates and... ...strives for operational excellence Builds relationships with clients to meet financial needs...Hourly payFlexible hoursShift workWeekend workDay shift- ...institution in Newtown is seeking a Universal Banker I to join their Shelton branch. The ideal... ...customer service, develop new account relationships, and assist with branch operations. Previous customer service and sales experience is preferred. This position requires...Local area
$25 - $26.77 per hour
...our company and how we deliver for our clients, teammates, communities and shareholders... ...with a broad range of backgrounds and experiences and invest heavily in our teammates and... ...strives for operational excellence Builds relationships with clients to meet financial needs...Hourly payFlexible hoursShift workWeekend workDay shift- • Engage clients in the lobby and educate them on conducting transactions through mobile... ...pursue operational excellence • Build relationships with clients to meet financial needs •... ...and outbound calls • Drive the client experience • Manage cash responsibilities Requirements...Weekend work
- Ives Bank in Newtown, CT is seeking a Relationship Banker II to provide outstanding customer service, deepen relationships, and support branch... ...mentor junior bankers when needed. A high school diploma and retail banking experience are required. #J-18808-Ljbffr Ives Bank
- Ives Bank seeks a Relationship Banker II to deliver outstanding service, process daily transactions, and open accounts while strengthening customer relationships. You will work in a team-focused environment, supporting branch goals and ensuring regulatory compliance. Ideal...
- ...financial institution is seeking a positive and professional Universal Banker I for its Oxford branch. Responsibilities include providing... ...has a high school diploma and relevant customer service experience. Full-time employees enjoy a comprehensive benefits package. #J...Full time
- Ives Bank in Southbury, CT seeks a Relationship Banker II to deliver outstanding customer service and deepen client relationships. You will process daily transactions, open accounts, and cross-sell banking products in line with policies. Collaboration with branch leadership...
- Key Responsibilities: The Relationship Banker III is the second in command to the Branch Relationship Manager with successfully leading their... ...and make every customer feel important Educational and experience requirements include: High school diploma required or GED 2...
- A financial institution located in Southbury, CT seeks a VP, Financial Advisor responsible for advising clients on financial planning and investments. The role involves developing financial strategies, managing client portfolios, and ensuring compliance with banking regulations...
- Bank of America is seeking a financial advisor to provide comprehensive financial guidance and tailored solutions to clients, helping them reach their monetary goals through brokerage, banking, and advisory products. The role includes triaging leads, referring to partners...
$28.85 - $33.65 per hour
...Responsible Growth and delivering for our clients, teammates, communities and... ...education, or a wide range of work and life experiences. These journeys foster resilience, leadership... ...Experience in cultivating client relationships, assessing needs and recommending solutions...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...of new and existing commercial deposit relationships. They are responsible for identifying,... ...individual serves as a liaison between business clients, Bank Operations, and Digital Banking.... ...to improve both user and customer experience; document the process when improving...Work experience placement
- ...CT area(s). The role of the Financial Advisor is to enhance client relationships by providing holistic, planning advice through the sale of... ...associate degree (AAS) from two-year College or equivalent job experience Possess valid FINRA and State Insurance licensing...Work at office
- ...join our team in Connecticut. The role involves enhancing client relationships through holistic financial planning and sales of various products... ...of three years in financial sales and relevant degree or experience. Responsibilities include client meetings, achieving sales...
- ...paperwork, or wondering where your next client will come from. If you’ve been in the... ...meeting with qualified prospects, building relationships, closing business, and helping people... .... What You’ll Need: 2-5 years of experience as a Financial Advisor Active Series 6...Work at office
$1,000 per month
...representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging... ...Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on...Full timeInternshipLocal areaFlexible hours- ...customer service and building lifetime relationships by partnering with our customers to identify... .... Their duties include meeting with clients to establish their needs and obtain... ...field preferred. ~3+ years of sales experience. ~ Must have current FINRA Series 7 and...Full time
- ...institution in Newtown is seeking a Universal Banker II to enhance customer service and... ...excellent service, develop new account relationships, and assist with operational efficiency... ...two years of customer service or sales experience, preferably in banking. This full-time...Full timeWeekend work
- ...team player for the role of Universal Banker I in our Oxford branch. The Universal Banker... ...generate leads for all banking relationships. May cover other branches as needed. Primary... ...relevant customer service and/or sales experience Customer service experience preferred...Full timeTemporary workImmediate startNight shiftWeekend work
- ...alternative application process. Universal Banker II - Church Hill Newtown, CT, US... ...proactively generate leads for all banking relationships. The Universal Banker II manages the... ...card applications. Work with Customer Experience Manager to drive staff to achieve operational...Full timeTemporary workImmediate startNight shiftWeekend work
- ...Associate's degree in Accounting, Human Services, Social Work, Public Health, Business Administration, or a related field. Experience with healthcare eligibility, Medicaid/HUSKY Health, Access Health CT, insurance enrollment, financial counseling, or patient registration...Hourly payFull timeWork at office
- ...principles impacting Bank's operations.Build and manage effective relationships with stakeholders across the organization by serving as a... ...with other areas.Position Requirements:1-2 years of business experience, demonstrating an appropriate level of functional knowledge...Full timeContract workTemporary workWork at officeRemote workFlexible hours1 day per week
- Sound Income Group in Redding, Connecticut, is seeking a Financial Advisor for the New England market. The role focuses on helping clients plan for retirement with education-driven guidance and a proven seven-step process. You will work with warm, pre-qualified prospects...
$201.81k - $382.6k
...will possess a Bachelor’s Degree in Accounting along with a CPA certification and extensive experience in risk advisory and audit services. Responsibilities include overseeing client service, managing financial risks, and driving business development. The compensation for...
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