Client-Centric Banking Advisor
ROLE
KeyBank in Rochester, NY is hiring a Personal Banker to help clients achieve financial wellness through thoughtful conversations, recommendations, and service excellence. You will open personal and small business accounts, build relationships, and collaborate with branch teammates to grow client portfolios. The role emphasizes sales and service, requires solid knowledge of consumer credit, cash handling, and digital banking tools, and may include Saturdays. #J-18808-Ljbffr
- ...Associate Relationship Banker in Rochester, NY to deliver exceptional client experiences. This role involves using financial knowledge and... ...candidate will have at least 1 year of sales experience in banking or related fields, strong communication skills, and a knack for...Suggested
$20.19 - $30.77 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client's financial wellness...SuggestedHourly payTemporary workDay shift$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs... ...our clients and making them feel that no bank will fight harder for them. Essential...SuggestedHourly payWork experience placementDay shift$25 per hour
...Relationship Banker Chase Bank Midtown, 360 Park Ave Share Apply on Company Site... ...- Partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship... ...with proven success in establishing new clients, deepening customer relationships and...SuggestedAfternoon shift$20.55 - $34.25 per hour
...Overview: Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through... ...customer profiles in order to assess potential ways to add value to clients banking relationship and transition to needs to based discussion...SuggestedHourly pay- ...and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking... ...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span...Temporary workWork experience placementLocal area
$142.6k - $261.5k
...industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation...Work experience placementSummer holidayFlexible hours$110k - $135k
...Wealth Advisor II Canandaigua National Bank Location: Pittsford, NY (Hybrid – 4 days/wk. in office) What does a Wealth Advisor II do? Responsible for... ...Philosophy of Canandaigua National Bank to prospective/current clients as well as centers of influence who refer business to...Full timePart timeWork experience placementWork at officeLocal area$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses... ...KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs... ...Services, Mortgage and Business Banking sales professionals. Working knowledge of...Hourly payWork experience placementDay shift- ...seamless customer experience across all interactions. Identify financial opportunities and customer needs, recommending appropriate bank products and services, and referring to Lending and Treasury Management partners when appropriate. Achieve individual sales and...Work at officeRemote workWeekend workAfternoon shift
$23.17 - $26 per hour
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster...Flexible hoursWeekend work$134.79k - $229.59k
...Trust Advisor Focus is to avail COIs, bank clients, and prospects of CNB/RBC fiduciary solutions; current trust administration, investment management, and planning opportunities in estate and personal trust accounts (testamentary and intervivos trusts), Charitable Trusts...Work at officeLocal areaRemote work- ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly...Immediate startAfternoon shift
- ...planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored... ...registered representative of a broker-dealer or representative of a federal savings bank. Flexible work from home options available....InternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$17 per hour
...Have reliable transportation to and from work location Demonstrate excellent customer service and interpersonal skills with our clients, customers and team members Work independently, but also possess successful team building skills Have the ability to perform...Hourly payPart timeShift work- ...required), including queries, reports, and data segmentation Strong written and verbal communication skills; experience creating donor‑centric content is a plus Proven ability to manage multiple priorities, meet deadlines, and pay close attention to detail Demonstrated...Work at officeLocal area
- ...and execute retirement planning. Implement risk management and tax planning strategies. Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow a book of business. Open, transfer, and manage client...
- ...Job Description If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies...Work at officeWork from homeHome officeFlexible hours
- ...Business Services is seeking a highly organized and detail-oriented Risk Management Specialist to support one of our growing construction clients. This position is ideal for someone looking to build or advance a career in construction risk management, contracts, insurance, and...Contract workFor subcontractorWork at office
- ...time, on budget and to the agreed scope, as well as provide ongoing client support. REPORTS TO: ERP Lead Consultant DIRECT REPORTS: None ESSENTIAL FUNCTIONS: Be the trusted advisor to clients on system configuration and implementation, using Epicor's...Full timePart timeImmediate startWeekend workAfternoon shift
$65k - $75k
...the projects. They stay because of the people. At Christa Construction, we're proud of the relationships we've built, with our clients, our partners, and within our own teams. If you're looking for more than just your next project, and want to be part of a...Full timeContract workFor subcontractorWork at office$45k - $65k
...compliance resources, allowing them to focus on delivering exceptional service to clients. Position Overview We are seeking a Financial Services Associate to support an established advisor practice. This role is ideal for someone who is highly organized, detail-...$45k - $100k
...your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$76.3k - $90k
...evolving company and get dynamic opportunities that go beyond borders. What makes a Globalpayer? Globalpayers think like a client, act like an owner and win as one team. We're curious and innovative - always finding better ways to deliver impact. We empower each...Seasonal workWorldwide- ...Directors and homeowners. The Portfolio Manager serves as the trusted advisor to the Board, guiding decision-making with a business-minded,... ...continuous improvement initiatives across communities Client Relations & Communication Act as the primary point of...Contract work
$47k - $51k
...Description GG Media is a forward-thinking company dedicated to delivering innovative solutions and exceptional results for our clients. We value structure, collaboration, and continuous improvement, and we are committed to creating an environment where professionals...Full timeWork at office- ...Automotive Parts Advisor We are seeking a knowledgeable and customer-focused Automotive Parts Advisor to join our team. The ideal candidate will be responsible for assisting both customers and technicians in identifying, locating, and obtaining the correct automotive...
$72k
...standards. Business Perspective : Using an understanding of business issues, processes, and outcomes to enhance business performance. Client Focus : Providing service excellence to internal and/or external clients. Collaborating with Others : Working together with others...Temporary workWork experience placementWork at officeFlexible hours
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