Financial Wellness Advisor & Relationship Builder
Keybank, National Association
KeyBank in North Olmsted, OH is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance to enhance financial wellness. You will drive relationship growth by attracting new clients and deepening existing accounts, while maintaining high service standards. The role emphasizes sales-driven performance, strong teamwork, and polished communication. Candidates should have at least a high school diploma (or equivalent) with some sales or banking exposure; a #J-18808-Ljbffr KeyCorp
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor & Relationship Builder in North Olmsted, OH vacancy
$41.25k - $68.75k
PNC Financial Services Group, Inc. is seeking a Personal Banker in Berea, OH. This role focuses on acquiring and deepening customer relationships through proactive sales and service activities. Successful candidates will have 3+ years of relevant experience and a customer...Suggested- ...who will engage clients in conversations to uncover needs and provide guidance to improve financial wellness, both in person and by phone. You will open accounts, build relationships with individuals and small businesses, collaborate with branch teammates, ensure...Suggested
- JPMorganChase is seeking a Private Client Advisor in Ohio to deliver personalized financial planning and investment solutions to clients. You will focus on building relationships and providing exceptional service in a diverse and inclusive environment. The ideal candidate...Suggested
- Aogarciaagency is seeking a motivated professional to support families’ financial well-being through virtual consultations and advisory services... ...client needs, delivering solutions, and building lasting relationships in a flexible, remote environment. Ideal candidates show...SuggestedRemote jobWork from homeFlexible hours
$96k - $181k
...dedicated to serving our clients' financial needs through expert advice... ...investment solutions. The Relationship Manager is at the center of this... ...acting as the primary client advisor developing and implementing... ...in their existing book as well as collaborating with internal...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift$96k - $181k
Key Private Bank Relationship Manager page is loaded## Key Private Bank... ...dedicated to serving our clients' financial needs through expert advice... ...acting as the primary client advisor developing and implementing... ...in their existing book as well as collaborating with internal...Work experience placementWork at officeLocal areaFlexible hoursNight shift- ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a... ...You will build and maintain long-term relationships with a portfolio of financially successful... ...applications and navigation as well as competency with Microsoft Word. Fully...
Dollar Bank
North Olmsted, OH4 days ago - ...conversations with clients to gain in-depth knowledge of the financial and life priorities Connecting clients to solutions that meet... ...effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an...Weekend work
Jobtailor
Strongsville, OH1 day ago - ...A financial services company in Elyria, OH, is seeking a Financial Relationship Banker to help customers achieve their financial goals. You will provide excellent customer service, identify opportunities for relationship growth, educate customers on banking products, and...Work at office
Achievers Network
Elyria, OH10 hours ago - ...accurately. You will learn and apply banking platforms to educate customers and connect them with financial solutions that meet their goals. The role emphasizes relationship building, effective communication, and adherence to laws and policies, with a weekend/extended-...Weekend work
Jobtailor
Strongsville, OH1 day ago - Dollar Bank, based in Pittsburgh, is seeking a dedicated financial advisor for its west territory in Ohio. This position offers the chance... ...for managing a diverse portfolio and developing long-term relationships with clients, emphasizing sound financial advice across...
- ...guided by a common purpose to help make financial lives better through the power of every... ...' physical, emotional, and financial wellness through affordable, competitive and flexible... ...for operational excellence Builds relationships with clients to meet financial needs...Work at officeFlexible hoursShift workWeekend workDay shift
- Financial Relationship Banker - Antioch & Abbe Branch Elyria, OH Join to apply for the Financial Relationship Banker - Antioch & Abbe Branch Elyria, OH role at Achievers Network Our branch banking roles offer a welcoming and inclusive team environment where you are empowered...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$25 - $26.77 per hour
Overview Bank of America is committed to helping make financial lives better through Responsible Growth. This role focuses on engaging... ...'s risk culture and strive for operational excellence. Build relationships with clients to meet financial needs. Follow established...Hourly payShift workWeekend workDay shift- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences... ...banking solutions and cutting-edge financial technology combined with friendly and attentive... ...clients about banking solutions, as well as collaborate with and connect them to...Immediate startAfternoon shift
- ...seeks a Wealth Management Affluent Banker to deliver the full spectrum of bank products and services to affluent clients, building relationships and collaborating with mortgage, small business banking and personal trust teams. The role requires ongoing client engagement,...
- ...learning methodologies to fit the desired outcomes.Building relationships through effective consulting, risks mitigation, and follow up... ...laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory...Full time
- Job Description:Financial Planning ConsultantTo be eligible for consideration... ..., technology-enabled model, Advisors guide clients across key... ...running effective, well-structured pre-scheduled guidance... ...client engagement, and long-term relationship growth. Fidelity invests in...Full time
- ...Client Relationship Consultant A career in U.S. Bank branch banking means working in a dynamic... ...we do and our global presence. The well-being of you and your family matters.... ...help you boost your health, protect your financial security and give you peace of mind....Work at office
- ...Responsibilities Serve as the trusted advisor to private investors and multi-... ...coordinating all aspects of the client relationship Build deep, long-term relationships... ...investment consulting, wealth management, or financial services ~ Excellent written and...
Highland Consulting Associates, Inc.
Westlake, OH25 days ago $42.12k - $51.48k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...from Day One. Job Description Client Relationship Consultants build relationships with... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance...Full timeTemporary workWork at officeLocal area$20.67 - $31.25 per hour
...a problem solver, trusted advisor, and partner to the people... ...solutions to assist in client’s financial wellness both in person and through... ...to develop and expand relationships based on their unique financial... ..., but we need relationship builders with a curious nature who...Hourly payWork experience placementFlexible hoursDay shiftKeyCorp
North Olmsted, OH3 days ago$41.25k - $68.75k
...identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem... .... Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships. Creates customer loyalty and grows customer...Full timeTemporary workPart timeWork experience placementWork at officeShift workPNC
North Olmsted, OH3 days ago- ...This position is for Your Home Financial, one of the Family of... ...real estate agents, financial advisors and other potential referral... ...credit policies and programs, as well as all state and federal lending... ...to build and maintain work relationships and contacts needed to effectively...Local areaImmediate start
NewRez LLC
North Olmsted, OH10 hours ago $21 per hour
...opportunities to help them achieve their financial goals by providing personalized advice... .... What you'll get Meaningful work & relationships - Help customers with important financial... ...arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid...Hourly payPart timeLocal areaFlexible hoursAfternoon shiftCitizens Bank
North Olmsted, OH1 day ago- ...Consults on investment and insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment and... ...appropriate. Acquires, expands and maintains client relationships through business development and client networking. Drives...
$1,000 per month
...This position is for YOUR HOME FINANCIAL, one of the Family of... ...real estate agents, financial advisors and other potential referral... ...credit policies and programs, as well as all state and federal lending... ...to build and maintain work relationships and contacts needed to effectively...Casual workLocal areaImmediate startFlexible hoursNewRez LLC
Westlake, OH3 days ago- ...Description Build Your Career as a Wealth Advisor The wealth management industry is... ...on how to actually deliver meaningful financial advice. At Kinetic Wealth, we... ...mastery of financial planning and client relationships. Our firm was built around the idea...
Kinetic Wealth Investment Advisors LLC
Westlake, OHa month ago $54.81k
...Student Financial Assistance Advisor The Student Financial Assistance Advisor ensures college goals are met with being the responsible partner... ...correcting excessive borrowing situations when they occur as well as returning to lender the portion of loan that exceeds federal...Full timeWork at office$54.81k
A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating...Full time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor & Relationship Builder. Be the first to apply!
Related searches