Financial Wellness Advisor - Hybrid Branch Banking
Jobleads-US
KeyBank is seeking a Financial Wellness Advisor to support clients at our Toledo, OH location. The role focuses on combining client servicing with proactive outreach to understand needs and provide tailored financial solutions in person and by phone.
Success depends on effective branch coordination, collaboration with leadership, and a commitment to delivering high-quality financial guidance while maintaining compliance and cash handling accuracy.
#J-18808-Ljbffr Jobleads-US$80k - $150k
...Opportunity gpac is partnered with a community bank in Ohio that believes in local... ...covenants, and credit quality Partner with branch and treasury teams to deepen client... ..., ideally at a community bank ~ Strong financial analysis skills, including tax returns, cash...SuggestedLocal area$19.23 - $28.37 per hour
...a problem solver, trusted advisor, and partner to the people... ...and businesses in our Key Bank communities. FWA's split their... ...to assist in client's financial wellness, both in person and through... ...of time). As part of the branch team in a hybrid platform role, the FWA works...SuggestedHourly payWork experience placementWork at officeDay shift$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...solutions to assist in client's financial wellness both in person and through... ...efforts. As part of the branch team, the Personal Banker will... ...and making them feel that no bank will fight harder for them....SuggestedHourly payWork experience placementDay shift$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people... ...solutions to assist in client's financial wellness both in person and through... ...efforts. As part of the branch team, the Personal Banker will... ...and making them feel that no bank will fight harder for them....SuggestedHourly payWork experience placementDay shift$80k - $150k
...Ohio Job Summary Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized... ...services and products as well as knowledge of competitors and... ...Work Location Category ~ Hybrid (Sales) COMPENSATION AND BENEFITS...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Position will share time with Curtice, OH Banking Center. Essential Job Duties... ...helping all community members achieve their financial goals. We partner with our community to understand... ...individuals dedicated to the financial well-being of their customers. Equal...Full timeTemporary workWork at officeLocal areaMonday to FridayNight shift
- Company Description Fifth Third Bank is a diversified financial services company focused on improving the lives of customers and the well‑being of communities. Since 1858, the Bank has... ...providing high‑quality customer service at the branch, assisting with problem resolution,...Full time
$22 - $26 per hour
...Financial Relationship Banker/Senior Financial Relationship... ...At Croghan Colonial Bank, we believe banking is... ...you'll become a trusted advisor to customers building meaningful... ..., and completion of branch and system-generated... ...to the financial well-being of their customers...Full timeTemporary workWork at officeLocal areaMonday to Friday$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve... ...® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals...Full timeContract workFor contractorsWork at office$21 per hour
...real difference for our customers and the branch team. What you'll do You'll... ...opportunities to help them achieve their financial goals by providing personalized advice and... ...arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid...Hourly payPart timeLocal areaFlexible hoursAfternoon shift$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the... ...existing clients to the Bank and assisting them with... ...clients, listen to uncover financial needs and transition... ...have a deeper financial wellness conversation. At KeyBank... ...in an in-person branch setting. Proactively...Hourly payFull timeWork experience placementShift workDay shift$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the... ...existing clients to the Bank and assisting them with... ...clients, listen to uncover financial needs and transition... ...have a deeper financial wellness conversation. At KeyBank... ...in an in-person branch setting. Proactively...Hourly payPart timeWork experience placementShift workDay shift$18.75 - $25 per hour
...problem solver, trusted advisor, and partner to the... ...distinctive quality service in branch. Lead Tellers ask... ...to clients to uncover financial needs and transition clients... ...a deeper financial wellness conversation. Lead Tellers... ...them feel that no bank will fight harder for them...Hourly payFull timeWork experience placementFlexible hoursShift workDay shift- ...problem solver, trusted advisor, and partner to the... ...businesses in our Key Bank communities. As a Lead... ...to clients to uncover financial needs and transition clients... ...have a deeper financial wellness conversation. Lead Tellers... ..., staffing issues, and branch compliance with...Day shift
$21 per hour
...opportunities to help them achieve their financial goals by providing... ...resources that enable you to branch off in any direction your... ...arrangements, education reimbursement, wellness programs and more. Note,... ..., performance and capability. #J-18808-Ljbffr Citizens BankHourly payLocal areaFlexible hoursAfternoon shift$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...your own practice, supported by branch associates, a home-office... ...and regulatory authorities, as well as required training to...Work at officeWork from homeHome officeFlexible hours- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who... ...office structure Progressive advancement opportunities Flexible hybrid schedule once you complete your agent training Sales leads,...Work at officeFlexible hours
- ...Fifth Third Bank in Maumee, Ohio, is seeking a Personal Banker II after a 9-week onboarding and education program including rotations in Operations and Sales & Service. The role focuses on sales development, relationship building, and promoting deposits, loans, and fee...
- ...Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. As a Teller, you... ...with clients, listen to uncover financial needs and transition clients to... ...to have a deeper financial wellness conversation. At KeyBank, we believe...Part timeDay shift
- ...Intern will work with the Credit & Lending team to support the Financial Analysis, Credit Write-up and Review Preparation. Essential... ...independently and collaboratively within a team environment. Waterford Bank, N.A. is an Equal Opportunity and Affirmative Action Employer....Summer workInternshipWork at officeLocal area
$17 - $19 per hour
...delivering results related to individual and branch goals Develop new connections and... ...prorated based on start date) OneMain Financial (NYSE: OMF) is the leader in offering... ...is dedicated to improving the financial well-being of hardworking Americans. Since 191...Work experience placementLocal areaMonday to Friday$16 per hour
Green Thumb Industries is seeking a Personal Care Specialist in Toledo, Ohio. This role involves engaging with patients in a retail environment, educating them on cannabis products, and ensuring compliance with regulations. The ideal candidate will have strong customer ...- Green Thumb Industries in Toledo, OH is seeking a Personal Care Specialist to assist customers in a high-volume dispensary environment. You’ll educate on products, ensure safe consumption methods, and tailor recommendations to individual needs while maintaining compliance...
- Overview Skylight Financial Group, one of the region's largest financial planning firms, provides financial support, first-in-class training... ..., Fortune 100 company with over $600 billion in assets. As an Advisor, you will be creating a comprehensive and individualized plan...Immediate start
- ...face of our credit union-providing exceptional service, handling financial transactions accurately, and helping members feel welcomed and... ...0 AM – 12:00 PM (Actual scheduled hours will vary based on branch needs and branch location.) Locations We proudly serve...Part time
$17 - $19 per hour
...empathyand encouragement, deliveringresults related to individual and branch goals Develop newconnections andmaintainonesby... ...responsible access to credit and is dedicated to improving the financial well-being of hardworking Americans. Since 1912,we’velooked beyond...Work experience placementLocal areaMonday to Friday- ...Financial CounselorHarbor is seeking a Financial Counselor to join the Toledo team! This position is responsible for timely, effective... ...honest, dependable, self-disciplined, organized and be able to work well as a team member.Essential Job Competencies/Primary Duties:...Full timeWork at office
- ...Financial Advisor Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their... ...Communication Skills Must be Highly Motivated Ability to Work Well Under Pressure with Multiple Priorities and Deadlines...Work at officeFlexible hours
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$47.27 per hour
...network. \n ~ Health Benefits: On day one, you’ll have access to your health, dental, prescription and vision benefits to help you stay well. And that’s just the start, we also offer virtual doctor visits, flexible spending accounts and more. \n ~ Wellness Programs: We...Hourly payContract workFlexible hoursShift work
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