Senior Relationship Banker - Investments, Lending & Wealth
Huntington Bank
Huntington Bank seeks a Preferred Banker to manage an assigned portfolio of high value customers across multiple branches. You will leverage deposits, consumer/home lending, investments and credit management to build relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services. The role emphasizes proactive outreach, education, and strong partnership-building across bank teams while delivering excellent #J-18808-Ljbffr Huntington Bank
$117k - $175k
...recommendations, and monitoring portfolio performance. The Senior Credit Underwriter (SCU) partners closely with the Credit Advisor (CA) to develop and expand custom lending relationships with strategic wealth clients. This role supports responsible and profitable loan...SeniorWork at officeShift workDay shift- ...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch... ..., deepens, and manages relationships with affluent customers... ...across deposits, investments, credit, home lending, and business banking.... ...internal partners across Wealth, Home Lending, and Business...SeniorTemporary workWork experience placementImmediate start
- Santander Hanover, PA is seeking a Relationship Banker to serve as a trusted advisor, expanding banking, lending and investment solutions for customers. You will develop long-term relationships, promote cross-sell opportunities, and deliver exceptional service in a fast...Suggested
- American Bank & Trust is seeking a senior role in trust and wealth management to build enduring client relationships, manage assets, and collaborate with a regional team.... ...regulations. Responsibilities include coordinating investments, estate planning support, and staff...Senior
- Range is seeking an experienced Senior Financial Planner to craft comprehensive financial plans for members and support... ...guidance. This role leverages technology to reinvent wealth management, combining planning, investments, and tax strategies with feedback to our product team...Senior
- Argent Financial Group is seeking a seasoned Wealth Advisor to manage and grow relationships with high-net-worth clients, delivering personalized wealth... ...detailed financial assessments, provide expert guidance on investment management, retirement, estate planning, and tax...Senior
- Seven Springs Wealth Group is seeking a Wealth Advisor to join the flagship team, working directly with... ...mandate supporting a multi-entity client relationship. You will collaborate with the CIO, participate in investment discussions, and mentor through a Diamond Team...Senior
- Citibank (Switzerland) AG is seeking a Sr. Analyst for Wealth Relationship Management (Branch) in Brooklyn, NY. The role focuses on deepening... ...-worth clients, delivering holistic financial planning and investment guidance, and coordinating with product specialists to meet...Senior
- Job SummaryAs a Senior Associate and AI Product Owner of Financial Insights in our Asset & Wealth Management Finance team, you will identify, design, and deliver AI-powered... ...analysis supporting front office Finance or investment management teamsStrong understanding of...SeniorWork at office
- PNC Financial Services Group, Inc. is seeking a Senior Investment Advisor based in Erie, PA, to serve as a trusted investment... ...with confidence. You will build long-term client relationships, collaborate with wealth strategists, and drive growth by expanding relationships...Senior
- All Jobs > Senior Vice President, Wealth Advisor The Senior Vice President, Wealth... ...group of complex client relationships and collaborates with other... ...legal, financial planning, investment trends, and general market... ...recognized by American Banker as the 8th best community...SeniorWork at officeLocal area
- BNY Mellon in Dallas seeks a Senior Portfolio Manager to join our Wealth Management team. This role will independently... ...amount of assets within client investment policy guidelines, direct a... ...and oversee larger or more complex relationships that are strategic to the region....Senior
- Description Summary The Private Bank Wealth Advisor II is the primary client relationship manager in the Huntington Private... ...experience in banking, investment management, or insurance products... ...Loan Originator under the Truth in Lending Act. If applicable, registration...Work at officeRemote workWork from homeFlexible hours
- ...clients in a hybrid, US-based role. You will apply deep knowledge of investment solutions and financial planning, obtain required licenses within 120 days, and drive growth through trusted relationships while enjoying a comprehensive benefits package and strong...Senior
$170k - $173.75k
Securities Lending Trader, Prime Services, Vice PresidentOnsite - Jersey CityWho we are... ...-conscious solution for alternative investment strategies. Prime Services has been serving... ...by developing client and counterparty relationships, sourcing and optimizing borrows,...Full timeTemporary workWork at officeFlexible hours- CAPTRUST in Lake Success, NY is seeking a Senior Financial Advisor to lead deep client relationships for high-net-worth families. You will serve as the quarterback... ...lives, delivering sophisticated planning and investment guidance with a client-first mindset. In this role...Senior
$200k
About Savvy Wealth: Wealth management is a $545 billion industry that still runs on manual... ...AI-native home. Savvy is a registered investment advisor (RIA), and we partner with... ...platform and resources Develop client relationships and your book of business with the support...Work at officeRemote work$41.71k - $69k
...both sales and service needs (e.g. everyday banking, retail investments, lending solutions, home financing (including business-for-self... ...by reaching out, generating appointments, and building new relationships within the community. Addresses questions and resolves issues...Part timeLocal areaImmediate startDay shift- ...Bancshares, Inc. is seeking a Preferred Banker to manage a high-value customer... ...will leverage expertise in deposits, lending, investments and credit to identify goals and recommend... ...solutions. Responsibilities include growing relationships, educating customers on online/mobile...
- ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Work at officeFlexible hoursShift workWeekend workDay shift
$25 - $26.77 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift$18.25 per hour
...Beyond retail banking, we also offer commercial banking, wealth management, investment management, insurance and risk management, and benefit... ...employees, customers and communities. Responsibilities The Relationship Banking Representative serves as a frontline ambassador...Bank staffWork at officeFlexible hoursNight shift- ...Description Summary: As a Preferred Banker, you are responsible for managing an assigned portfolio... ...proficiency in deposit products, consumer/home lending, investments and credit management so that you may build relationships by proactively identifying financial goals and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$25 - $26.77 per hour
...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established... ...network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments, and outbound...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...Bancshares, Inc. is seeking a Preferred Banker to manage a high-value customer... ...branches. The role emphasizes growing relationships through proactive outreach, referrals... ...strong knowledge of deposit products, lending, and investments. You will educate clients on banking...
- ## Financial Relationship Banker-(Battle Creek, MI)Applyremote type: Officelocations: Battle Creek, MItime type: Full timeposted on... ...relationships.* Demonstrates acumen in banking, sales, investments, consumer lending, business banking, business lending, customer service,...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$38.25k
...Relationship Banker, Tyler Run, York, PA Country: United States of America It Starts Here: Santander is a global leader and innovator... ...role involves providing tailored solutions for banking, lending and investment products while delivering exceptional customer service....Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...Santander Consumer USA Inc. is seeking a Relationship Banker to serve as a trusted advisor, understanding financial needs and offering tailored banking, lending, and investment solutions with exceptional service. You will drive cross-selling, cultivate long-term client...
$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch... ..., deepens, and manages relationships with affluent customers... ...across deposits, investments, credit, home lending, and business banking.... ...internal partners across Wealth, Home Lending, and Business...Temporary workWork experience placementImmediate start- ...Personal Banker Areas of Interest: Consumer Banker... ...Consumer Banking; Consumer Lending Pay Transparency... ...BOK Financial Private Wealth, Inc. BOKF, NA operates... ...TransFund and Cavanal Hill Investment Management, Inc. BOKF,... ...long‑term client relationships. While providing consultative...Local area
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