Client Relationship Banker: Financial Guidance & Self-Service
Bank of America
Bank of America in Summit, NJ, seeks a client-focused professional to engage lobby clients, educate them on self-service options, and process cash transactions. You will build lasting relationships, identify client needs, and connect them with solutions such as online/mobile banking and banking products. The role emphasizes compliance, teamwork, and delivering an outstanding client experience in a fast-paced retail banking environment. Weekend/extended hours may be required. #J-18808-Ljbffr Bank of America
- Client Relationship Representative (Universal Banker) Job Category : Branch Banking Requisition Number... ...and team sales and service metrics to help the banking... ...the current and future financial needs of bank Clients.... ...touch bases. Provide guidance and support to...FinancialFull timeFlexible hoursNight shift
- ...Co is seeking a customer-facing banking professional to educate clients and facilitate transactions via self-service channels. You will process cash, engage clients, and connect them with suitable financial solutions to meet their goals. Key responsibilities include...FinancialWeekend work
- ...America is seeking a results-driven professional to engage clients in the lobby, educating them on self-service options and assisting with transactions. The role includes building client relationships, meeting financial needs, and ensuring compliance with regulations while...FinancialWeekend work
- ...is responsible for engaging clients in the lobby to educate and... ...conducting transactions through self‑service resources such as mobile... ...clients to understand their financial and life priorities, and connecting... ...excellence. Build relationships with clients to meet their financial...FinancialShift workWeekend workDay shift
- ...Private Client Banker At Chase, we are passionate about creating memorable... ...understood. We build lasting relationships by doing the right thing,... ...solutions and cutting-edge financial technology combined with friendly and attentive service to a select group of Chase's...FinancialAfternoon shift
$25 - $26.77 per hour
...purpose to help make financial lives better through the... ...delivering for our clients, teammates, communities... ...whether shaped by military service, community college... ...transactions through self-service resources, such... ...excellence Builds relationships with clients to meet financial...FinancialHourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...memorable experiences for our clients and employees, making... .... We build lasting relationships by doing the right... .... As a Private Client Banker in a Chase Branch, you... ...solutions and cutting‑edge financial technology combined... ...and attentive service to a select group of Chase...FinancialImmediate startAfternoon shift
- Bank of America is seeking a client-focused associate for its financial center in New Jersey. The role involves... ...at the lobby, educating on self-service options, and accurately processing... ...cash transactions. You will build relationships, handle center traffic, and connect...FinancialWeekend work
$38.25k - $61k
Overview Santander is a global leader in financial services, transforming into a technology‑... .... Build and maintain strong relationships with clients to understand their financial needs... ...digital platforms, educating them on self‑service options. Communicate clearly...FinancialFull timeContract workWork at officeAfternoon shift$41.71k - $50k
...Retail Banking Sales & Service This is a part time... ...provides advice and guidance regarding financial solutions that are... ...grow the customer’s relationship with BMO beyond personal... ...digital and self-serve options with the... ...assists in conducting client conversations about...FinancialPart timeLocal areaDay shift- ...New Jersey, seeks a Private Client Banker to represent the Chase brand... ...will manage complete banking relationships, solicit referrals, and... ...with experts to meet complex financial needs. Responsibilities include... ...providing attentive, compliant service, using Chase Mobile App and...Financial
$25 - $45 per hour
...investment products and services for individuals,... ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients... ...through a personal relationship with their advisory team... ...to bring your whole self to work. We value the...FinancialHourly paySeasonal workWork at officeWork from homeShift workDay shift$76.5k - $127.5k
...Premier Client Banker At PNC, our people are our greatest differentiator... ...of bank products and services and positions appropriately... ...experience in all elements of the relationship, from acquisition through... ...every interaction. Delivers Financial Wellness by proactively suggesting...FinancialFull timeTemporary workPart timeWork experience placementWork at office$25.07 - $41.79 per hour
...experience through lobby management, servicing and sales interactions for... ...Play key role in Relationship Management (customer assessments... ...potential ways to add value to clients banking relationship and... ...needs to based discussion on financial goals Identify financial...FinancialHourly pay$44k - $80k
...Client Support Specialist We have an exciting... ...on enhancing relationships with our high-net-... ...therefore have complex service and investment... ...and service level guidance, Processing... ...experience working in the financial services industry... ...of numerous self-regulatory organizations...FinancialRemote jobFull time$63k - $105k
...Delivers a differentiated client experience from... ...through onboarding and servicing. Proactive lead management... ...Business Banking relationships under 2MM in sales revenue... ...Manager and Business Banker to follow up on... ...options for managing financial transactions by leveraging...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work- Valley Bank is seeking a Banking Service Professional to provide support in sales and service... ...by educating existing and potential clients while exemplifying quality service... ...branch banking, and the ability to analyze financial needs and recommend appropriate banking...FinancialWork at office
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$63k - $105k
...company’s success. As a(n) Relationship Banker within PNC's Retail Branch organization... .... Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive lead... ...clients on options for managing financial transactions by leveraging...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work- JPMorgan Chase in Montclair, NJ, seeks a Relationship Banker for our branch to deliver exceptional client experiences. You will guide clients in building lasting relationships, addressing financial needs, and using digital tools like Chase Mobile App and Chase.com. You...FinancialWeekend workAfternoon shift
- ...Madison, NJ. The ideal candidate will have 5+ years of client-facing wealth management experience and a CFP or... ...role offers a chance to build meaningful client relationships while delivering exceptional financial guidance. The firm provides a supportive environment for...Financial
$63k - $105k
PNC Financial Services Group, Inc. is seeking a Relationship Banker Business Specialist located in Union, NJ. This role focuses on acquiring and expanding banking opportunities while delivering exceptional client experiences. The ideal candidate will possess a bachelor...Financial- ...Springfield, NJ is looking for a customer-oriented representative to provide top-tier service. Responsibilities include engaging customers, promoting bank products, and meeting financial needs through various services. The ideal candidate should possess strong sales...Financial
- ...Investment Advisor – Client Acquisition (Remote) About Ridgewood... ...retirement plan sponsors, and financial professionals with customized... ...close. This is not a passive relationship role. This is a performance-driven... ...opportunities simultaneously Self-motivated, disciplined, and...FinancialRemote work
- ...World Insurance Associates ("World") is a unique financial services organization with a global network of brokers... ...& HR solutions. Position Summary Receives guidance and/or direction, to provide support to Client Managers and/or Client Advisors, by following established...FinancialWork experience placement
- ...a diverse book of business including habitational and financial services. The ideal candidate should have 5-10 years in Commercial... ...Lines Account Management and a strong skill set in client servicing and relationship management. This hybrid role offers exceptional benefits...Financial
- JPMorganChase in Parsippany-Troy Hills, NJ, seeks a Financial Advisor to deliver personalized investment solutions and cultivate client relationships. Candidates must have at least 2 years in a financial advisory role and possess a valid Series 7 and Series 66 licenses....Financial
- .... is seeking a Wealth Advisor for their Montclair, New Jersey headquarters. This client-facing position focuses on comprehensive financial planning, retirement education, and relationship management. The role involves leading clients through financial planning processes...Financial
$50k - $60k
...Client Service Associate Oppenheimer & Co. Inc. ("Oppenheimer") is a leading middle-market... ...in a broad range of activities in the financial services industry, including retail... ...Promote Firm services by enhancing relationships with advisors through timely and accurate...FinancialLocal area- Kestra Financial is looking for a Service Advisor based in Fairfield, NJ, who thrives on client interaction and is committed to delivering exceptional service. This role involves... .... This career opportunity combines client relationship management with a potential for flexible...FinancialFlexible hours
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