Client Relationship Banker I - Financial Wellness Advocate
TD
TD Bank in Providence, RI seeks an energetic client-focused professional to act as a Mortgage Loan Originator, building trusted relationships and delivering personalized financial solutions. You will engage clients through consultative conversations, identify needs, and guide them to TD mortgage products while ensuring regulatory compliance. Ideal candidates have 1+ years in client-facing roles, strong communication, and basic MS Office skills. Notary or NMLS readiness preferred. #J-18808-Ljbffr TD
- Bank of America in Attleboro, Massachusetts is hiring a client-facing financial center associate. You will engage clients in the lobby, educate... ...to support daily needs. The role emphasizes building relationships, guiding clients to appropriate solutions, and maintaining...FinancialWeekend work
$65k - $85k
...Opportunity: Join GFI Ikigai as a Client Service Advocate! About GFI Ikigai At GFI... ..., we don't just discuss financial literacy; we revolutionize... ..., nurture long‑lasting relationships, and support their financial... ...for part-time work, you're well‑rewarded here. Plus, we offer...FinancialRemote jobPart timeFlexible hours- Bank of America is hiring for a client-focused banking role in the United States. The position involves engaging clients... ..., and processing transactions accurately. You will build relationships, develop financial knowledge, and connect clients to suitable solutions while...Financial
- Bank of America Merrill Wealth Management seeks a client service professional to support multiple Financial Advisors, delivering tailored wealth management assistance and banking solutions. You will act as a principal client contact, ensuring timely, accurate materials...Financial
- Aogarciaagency is seeking dedicated individuals for a remote financial services role focused on protecting families. This position emphasizes... ...while collaborating with the team to deliver guidance and security for clients' financial futures. #J-18808-Ljbffr AogarciaagencyFinancialRemote jobWork from home
- ...banking professional in Providence, RI to acquire and deepen client relationships through consultative engagement and personalized solutions.... ...management, and outbound outreach to help clients meet financial goals while complying with risk and regulatory standards. Candidates...Financial
- GFI Team Ikigai is looking for a part-time Client Service Advocate to provide exceptional service and innovative solutions. This role involves nurturing client relationships and addressing financial needs, ensuring a high level of satisfaction. You will educate clients...FinancialRemote jobPart timeFlexible hours
- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...physical, emotional, and financial wellness through affordable,... ...operational excellence Builds relationships with clients to meet financial...FinancialWork at officeFlexible hours
$23.25 - $30.75 per hour
...Retail Banker II Float Work Location: Providence... ...by utilizing financial expertise and... ...and optimize their relationship with TD. This role... ...support, and (3) advocating for them with proactive... ...decisions on the well-being of TD, its... ...transaction needs of clients and educates...FinancialWork at office- ...Title The Retail Banker I is a customer... ...by utilizing financial expertise and consultative... ...Customer relationships by consistently displaying... ...support, and (3) advocating for them with... ...decisions on the well-being of TD, its... ...and educates clients on self-service channels...FinancialWork at office
- Citizens Bankers in Rhode Island is hiring as a branch associate who helps customers with essential financial decisions, offering trusted advice and tailored solutions across spending... ..., borrowing and investing. You’ll guide clients to digital banking tools and collaborate...Financial
- ...in bringing TD's human, relationship driven banking... ...life by partnering with clients to help them confidently achieve their financial goals by delivering personalized... ...overall financial well-being. This role is accountable... ...as a trusted client advocate by providing ongoing...FinancialWork at officeLocal areaWork from homeFlexible hours
$43.78k
...a focus on disabled military veterans and their families, as well as a wide range of other individuals who have been denied life... ...disability benefits. CCK is seeking a compassionate and empathetic Client Advocate to join our growing team. This position plays a critical role...Full timeWork at officeLocal areaRemote workMonday to FridayFlexible hoursShift work- ...Aogarciaagency is seeking dedicated individuals for a work-from-home financial services role aimed at protecting families. Join a team focused on helping clients secure their financial futures while enjoying flexibility and growth opportunities. All interviews will...FinancialRemote workWork from home
- ...RoleJoin our team of Customer Relationship Advocates (CRA). This first-of-its-... ...Fidelity’s valued clients. You will develop skills to... ...CRA, you’ll learn about the financial services industry, apply new... ...match, Concierge Services, and Wellness Program. (Learn More)Fidelity...FinancialFull time
- ...broad range of activities in the financial services industry, including... ...The firm is seeking a Client Service Associate to join our... ...general organizational support, as well as client interaction. The... ...Promote Firm services by enhancing relationships with advisors through timely...FinancialLocal area
- Aogarciaagency is seeking dedicated individuals for a work-from-home financial services role aimed at protecting families. You will help clients secure their financial futures, contribute to a culture of integrity, and grow with a company that values your initiative from...FinancialRemote jobWork from homeFlexible hours
- Chisholm Chisholm & Kilpatrick LTD is seeking a Client Advocate for its Veterans Practice Group to handle high-volume client calls, email, and mail. You will manage forms and case notes in the firm’s system, ensuring professional and empathetic communication with veterans...Remote job
- ...to provide hands-on tax preparation and expert advice at on-site TurboTax locations. You will work with a team of financial professionals, guiding clients through personal and business tax needs and connecting them with broader Intuit services. You’ll act as a community...FinancialLocal area
$43.78k
Chisholm Chisholm & Kilpatrick LTD in Providence, RI is looking for a compassionate Client Advocate. In this full-time role, you will manage client correspondence and ensure high-quality service to disabled veterans and their families. The ideal candidate will have excellent...Remote jobFull time$25 per hour
Citizens Bankers in Rhode Island is seeking a friendly, motivated Customer Service Associate to help customers with financial solutions. You'll listen, explain products, and guide clients through digital banking tools. You’ll handle cash and everyday banking duties, cooperate...FinancialHourly payWeekend workAfternoon shift$100k - $110k
TIAA in Providence, RI seeks an experienced financial professional to grow a client book of affluent individuals, delivering retirement planning and wealth management guidance. You will drive relationship development, cross-sell investment solutions, and manage a portfolio...FinancialFlexible hours- ...Woonsocket, RI is seeking a Customer-focused Personal Banker to help customers with everyday banking and long-term financial well-being. You will welcome customers in-branch,... ...plans. This on-site role emphasizes relationship-building through outreach, adherence to policies...Financial
$105k - $250k
...wealth management strategies that meet client goals. The role emphasizes collaboration... ...and proactive outreach to enhance relationships. Qualified candidates will have a solid... ...a minimum of 2 years of experience in financial services, ideally with high-net-worth individuals...Financial- ...America Merrill is seeking candidates for the Merrill Advisor Development Program to become Financial Advisors who work with high-net-worth clients to identify needs, develop relationships, and deliver comprehensive recommendations aligned with goals. You’ll be mentored by...Financial
- ...Join our team of Customer Relationship Advocates (CRA). This first‑of‑its‑kind... ...Fidelity’s valued clients. You will develop skills to... ...CRA, you’ll learn about the financial services industry, apply new... ...Match Concierge Services Wellness Program Certifications Series...FinancialFull time
- ...Retail Banker I The Retail Banker I is a customer... ...promise by utilizing financial expertise and consultative... ...and optimize their relationship with TD. Depth &... ...to being a leader in client experience, that is why... ..., physical and mental well-being goals. Total Rewards...FinancialWork at officeLocal areaWork from homeFlexible hours
$38.25k
...Relationship Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand... ...maintain strong relationships with clients to understand their financial... ...you, your family and your well-being, now and into the...FinancialHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...common purpose to help make financial lives better through the power... ...and delivering for our clients, teammates, communities and... ...physical, emotional, and financial wellness through affordable,... ...operational excellence Builds relationships with clients to meet financial...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
$22.5 - $29 per hour
...Description The Retail Banker I is a customer... ...by utilizing financial expertise and consultative... ...optimize their relationship with TD. Depth &... ...support, and (3) advocating for them with proactive... ...decisions on the well-being of TD, its... ...and educates clients on self-service channels...FinancialWork at officeLocal areaWork from homeFlexible hours
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