Client Solutions Banking Advisor
Bank of America
Bank of America is seeking a client services associate in Connecticut to educate and assist clients with self-service banking tools. The role emphasizes accurate cash handling and engaging conversations to connect clients with suitable financial solutions. Responsibilities include maintaining risk culture, building client relationships, following bank processes, and collaborating with experts in lending and investments to serve clients holistically. #J-18808-Ljbffr Bank of America
- ...Connecticut is seeking a motivated lobby associate to educate clients on self-service banking options and assist with transactions in a friendly,... ...to uncover needs and connect them with suitable banking solutions; weekends and extended hours may be required. This role emphasizes...SuggestedWeekend work
$25 - $38.46 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...KeyBank communities. The Private Client Banker (PCB) is part of the... ...and refer appropriate financial solutions to KeyBank's client base with... ...Investment Services, Private Bank, Mortgage or Business Banking....SuggestedHourly payFull timeWork experience placementFlexible hoursDay shift- ...Private Client Banker Location: 1248 Dixwell Avenue - Hamden, Connecticut... ...Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client... ...refer appropriate financial solutions to KeyBank's client base with...SuggestedDay shift
- ...Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private... ...deliver and refer appropriate financial solutions to KeyBank's client base with up to $2M...SuggestedFull timeFlexible hoursDay shift
- This job is responsible for engaging clients in the lobby to educate and assist with conducting... ...self-service resources, such as mobile banking, online banking, or ATM. Key... ...life priorities and connecting clients to solutions that meet the financial goals. Requirements...SuggestedFlexible hoursWeekend work
$25 - $26.77 per hour
At Bank of America, we are guided by a common purpose to help make financial lives better... ...Growth and delivering for our clients, teammates, communities and shareholders... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...role includes opening new accounts, enrolling members in digital solutions, processing applications, resolving complex member issues, and... ...to ensure satisfaction and financial wellbeing. 3-5 years of banking experience and CRM familiarity (Salesforce) are preferred. #J-...
$47.84k - $64.48k
..., building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations,... ...and connect them with relevant banking products, services, and solutions Drive branch growth by identifying opportunities, promoting...Full timeWork experience placementFlexible hours$52k - $55.68k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and shareholders... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...Make banking a Fifth Third better® We connect great people to great opportunities. Discover a career in banking at Fifth Third Bank.... ...and small business products/services and recommend appropriate solutions using our value proposition. Utilize CAMP and other approved Marketing...Work experience placementWork at office
$27.59 - $45.98 per hour
Overview Identifies customers' needs through the bank's retail sales process to provide proactive sales solutions through customer outreach for basic and complex customer... ...information profile (CIP)). Reach out to clients to follow up from previous interactions based on...Hourly pay- ...Relationship Banker in Branch Banking, you will take a lead role in... ...to offer thoughtful solutions to help address their financial... ...with Specialists (Financial Advisors, Mortgage Bankers, and Business... ...success in establishing new clients, deepening customer relationships...Full timeImmediate startRemote workAfternoon shift
- First National Bank Of Pennsylvania is seeking a Relationship Banker to develop proficiency in consumer banking, support account servicing and lending, and execute branch leads under managerial direction. The role emphasizes customer engagement, accurate data handling,...
- Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and shareholders... ...financial lives. Is confident in identifying solutions for new and existing clients based on their...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial center. You will follow guided processes, manage cash and client interactions, and collaborate with experts in small business, lending, and investments...
$25 - $26.77 per hour
Job Description: At Bank of America, we are guided by a common purpose to help make financial... ...our company and how we deliver for our clients, teammates, communities and shareholders... ...priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Hourly payFlexible hoursShift workWeekend workDay shift$43.68k - $69.9k
...Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a... ...answering and/or finding answers to customer questions and finding solutions to customer issues. Be responsive and timely with...Full timeWork at office- ...to produce deal screen and underwriting documents Interface with clients and other stakeholders to facilitate underwriting process Detail... ...files Maintain customer information and data integrity on bank systems Ensure compliance with all regulations, policies, and procedures...Interim roleBank staffWork at office
- ...Fidelity. Through integrity and honesty, we know you will inspire client dedication and engagement to develop long-lasting positive... ...provides a strong foundation for success in this role Experience in banking, insurance, or financial services is a plus Comprehensive...Full time
- ...Group is seeking a Financial Services Representative to provide guidance and wealth-building advice to clients. You will develop knowledge and skills in financial solutions, client needs analysis, and ongoing professional development. The role emphasizes coaching,...
- ...Bank of America in New Haven CT is seeking a customer-facing associate to engage clients in the lobby, educate them on self-service options, and help process cash transactions... ...to connect clients with the right solutions. Flexibility to work weekends or extended...Weekend work
- ...position is expected to develop proficiency of basic consumer banking transactions, account servicing, and lending. The incumbent is... ...professionals who work together to provide comprehensive financial solutions across our corporate footprint, which includes Pennsylvania,...Work at office
- ...Commission, Full-Time Who We are: At Ion Bank, we pride ourselves on providing... ...additionally assigned duties. As a VP, Financial Advisor you are responsible for: A Financial... .... Their duties include meeting with clients to establish their needs and obtain...Full time
- ...institution located in Southbury, CT seeks a VP, Financial Advisor responsible for advising clients on financial planning and investments. The role... ...managing client portfolios, and ensuring compliance with banking regulations. Candidates should possess a Bachelor's degree...
- Ives Bank in Southbury, CT seeks a Relationship Banker II to deliver outstanding customer service and deepen client relationships. You will process daily transactions, open accounts, and cross-sell banking products in line with policies. Collaboration with branch leadership...
- M&T Bank in Bridgeport, CT is seeking a sales-focused Relationship Specialist to identify customer needs and provide proactive banking solutions through branch interactions. You will develop new relationships, expand existing ones, and support personal sales and referrals...
- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Work at officeFlexible hoursShift workWeekend workDay shift
$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at... ...business where you can help your clients achieve their goals through... ...Trust Services · Retirement Solutions · Business Needs Analysis... ...Services), a federal savings bank. NM and its subsidiaries are...Full timeContract workFor contractorsWork at office- ...Financial collaborates with banks to provide a comprehensive suite... ...services tailored to their clients needs. This exciting opportunity... ...you to join our employee advisor model as a Wealth Advisor affiliated... ...-based approach to financial solutions for an assigned book of...Work at officeLocal area
- KeyBank is looking for a Private Client Banker in Hamden, Connecticut. This position requires delivering tailored financial solutions to clients with investable assets up to $2M. Key responsibilities include building strong client relationships and providing personalized...
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