Client-Driven Teller & Financial Wellness Advisor
Keybank, National Association
KeyBank is seeking a Teller in the Nanuet, NY area to deliver outstanding in-person client service and manage account transactions with accuracy. The role requires proactive issue resolution and guiding clients toward financial wellness opportunities in conversations with bankers. Responsibilities include balancing cash, following security procedures, and staying current on product guides and policies. This role may involve Saturdays per management direction. #J-18808-Ljbffr KeyCorp
- KeyBank is seeking a Teller in our Nanuet branch. You will welcome clients, process account transactions, and resolve servicing... ...service, and a pathway to broader financial guidance. As a Teller, you will listen for financial wellness opportunities and smoothly transition...Suggested
- A financial services company seeks a Financial Services Advisor in Saddle Brook, New Jersey. In this role, you will work closely with clients to guide them through their financial journeys towards long-term freedom. Qualified candidates will build relationships, be self...Suggested
- KeyBank in Poughkeepsie, NY is seeking a Lead Teller who will be a resource for resolving client servicing issues, coaching tellers, and ensuring smooth daily branch operations. You will identify financial wellness opportunities and transition clients to a Banker for deeper...Suggested
- J.P. Morgan Chase in Nanuet, NY is looking for a Financial Advisor to support clients by delivering personalized investment solutions and fostering a diverse culture. The position requires at least 2 years of relevant experience and a strong commitment to client success...Suggested
$18 - $23.08 per hour
...Teller PositionLocation: 46 College Avenue - Nanuet... ...problem solver, trusted advisor, and partner to the... ...you provide excellent client service in-person by welcoming... ..., listen to uncover financial needs and transition... ...a deeper financial wellness conversation. At KeyBank...SuggestedHourly payFull timeWork experience placementDay shift- J.P. Morgan Chase is seeking a Private Client Advisor in Nanuet, NY. The role focuses on building client relationships and offering personalized... ...investment solutions, requiring at least 2 years of relevant financial services experience. Candidates must hold active Series 7 and...
$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the... ...a work community that is culture driven, resilient, results focused and... ...Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806),...Work at officeShift workDay shift$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the people... ...KeyBank communities. As a Teller, you provide excellent client service in-person by... ...clients, listen to uncover financial needs and transition clients... ...have a deeper financial wellness conversation. At KeyBank,...Hourly payFull timeWork experience placementShift workDay shift$75.9k - $126.5k
...Financial Advisor - Nyack, NY Join Wilmington Advisors @M&T serving the Hudson Valley market. We're seeking an experienced Financial Advisor with a strong track record of building trusted client relationships, growing a book of business, and delivering personalized...Work experience placement- ...SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement... ...consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven, this could be a great fit. Both Part‑time...Full timePart time
- ...Merrill Advisor Development Program - Financial Advisor: Paramus & Associates Market Paramus, New Jersey;Fort... ...Financial Advisors and Wealth Management Client Associates help clients pursue the... ..., risk profile, and preferences as well as servicing client accounts...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$18.75 - $25 per hour
...problem solver, trusted advisor, and partner to the... ...communities. As a Lead Teller, you act as a resource... ...identifying and resolving client servicing issues,... ...to clients to uncover financial needs and transition clients... ...a deeper financial wellness conversation. Lead...Hourly payWork experience placementShift workDay shift- A financial services firm in New Jersey seeks candidates passionate about helping others achieve financial wellness. The role includes building client relationships, developing tailored financial strategies... ...work culture are offered. #J-18808-Ljbffr Equitable Advisors
- J.P. Morgan Chase in New Jersey seeks a Private Client Advisor to deliver comprehensive financial planning and investment guidance to individuals and families, from new savers to affluent clients. You will build trusted relationships, collaborate with Chase partners, and...
$24k
Financial Advisor / Financial Representative - In Person (5+ years experience... .... We are looking for highly driven candidates who are ready to... ...play a vital role in helping clients achieve their financial goals... ...experienced in other careers, as well as financial professionals...Full timeContract workLocal area- Financial Consultant | WealthBridge WealthBridge Financial Group is... ...position, you will engage with clients to understand their financial... ...relationships. If you are driven by results and have a deep commitment... ...peace of mind Employee wellness programs and mental health...
- ...Sales Representative who will work directly with clients to design personalized life and health insurance and financial solutions. You’ll undergo comprehensive training... ...a $2,000 completion bonus. Join a mentorship-driven culture that provides ongoing coaching, tools, and...
- ...provided Job Description: We're looking for a driven Loan Officer to join our team, helping clients secure financing for personal or commercial needs.... ...clients through the loan application process, evaluate financial information, and ensure a smooth approval process....
- ...'ve been the Bank that clients from every industry turn... .... At Valley, we're all driven by an ambition that... ...all our associates as well. As a Banking Service Professional... ...banking transactions (teller and platform), while... ...-selling to meet their financial needs. Present a...Work at office
$220k - $250k
...Brooklyn, within New York City, as well as in Great Neck on Long... ...Bank also maintains a private client office in Miami, Florida. Metropolitan... ...national recognition for its financial performance, innovation, and... ...frameworks and risk models. Driven by a passion and curiosity to...Work experience placementWork at officeLocal areaRemote work- ...Bank is seeking a Personal Banker for a part-time, onsite role in Wood-Ridge, NJ. You will handle a range of transactions, identify client needs, and refer suitable banking products while maintaining high service standards. The position emphasizes client relationship...Part time
- ...Relationship Banker to grow branch relationships and acquire new clients through consistent sales execution, lead management, and... ...in alignment with the bank's mission by understanding clients' financial needs. The successful candidate will open new accounts, educate...
- ...Banker to respond to customers’ needs by processing a variety of financial transactions, opening accounts, and cross-selling products. The... ...policies. The position emphasizes delivering an outstanding client experience, handling banking transactions, and representing the...Flexible hours
- Valley Bank is hiring a Banking Service Professional to support sales and service activities, educate clients on banking products, and perform teller duties. You will help develop new business while upholding service standards and regulatory compliance. You will focus on...Full time
$20.53 - $34.23 per hour
...'ve been the Bank that clients from every industry turn... ...At Valley, we're all driven by an ambition that goes... ...all our associates as well. Expected Work Hours 4... ...-selling to meet their financial needs. Present a confident... ...drawer and utilizes teller scanning equipment, cash...Full timePart time- ...excellence and proactive cross-selling. The role emphasizes exceptional customer service, knowledge of banking products, and professional client engagement. Qualified candidates will support online/mobile banking programs and comply with regulatory standards. #J-18808-Ljbffr...
$21.98 - $32.97 per hour
Apple Bank for Savings seeks a Universal Banker in New City, NY, to serve as a key contact for clients. As a hybrid role, you will handle customer transactions and provide sales support for banking products. Applicants must possess a high school diploma and 1-2 years of...Hourly pay- Morgan Stanley in Paramus, NJ seeks a Registered Client Service Associate to provide exceptional client service and support Financial Advisors in daily activities. You will help cultivate relationships, process transactions, and manage account data within a fast-paced environment...
- Charles Schwab in Edgewater, NJ is seeking a Client Relationship Specialist to deliver exceptional service at the branch level. You''ll support daily operations under the guidance of the Client Relationship Manager and Branch Manager. While licensing isn’t required, Schwab...
$86k - $125k
...Senior Financial Analyst EmpiRx Health is the leading clinically‑driven pharmacy benefits management company. As the pioneer in value‑based pharmacy care, EmpiRx... ...Analyst role is instrumental to winning and retaining clients. This role handles all finance related aspects of...Full timeWork at office
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