Universal Banker: Expert Client Advocate & Sales Pro
Firstrust Bank
Firstrust Bank is seeking a Universal Banker to enhance customer service and facilitate banking operations. You will be the face of the bank, engaging with walk-in customers and assisting with a wide range of transactions, including deposits, withdrawals, and loan inquiries. The ideal candidate will possess excellent communication skills, a strong customer service ethos, and a commitment to personal and professional growth. This role offers an exciting opportunity to make a meaningful impact in clients' financial lives. #J-18808-Ljbffr Firstrust Bank
- Firstrust Bank in Horsham, Pennsylvania, seeks a motivated Universal Banker to enhance customer relationships and meet sales goals. The role involves providing exceptional service while managing day-to-day banking transactions, cross-selling bank products, and supporting...Suggested
- Firstrust Bank is seeking a Universal Banker in Ardmore, Pennsylvania. This role focuses on delivering... ...building lasting relationships with clients. The ideal candidate will have a strong background in customer service, sales techniques, and a desire for personal and...Suggested
- ...Job Title Float Universal Bankers Job Description Float Universal Bankers will be required... ...timely and efficient completion of client transactions while maintaining accurate... ...financial needs. Cross-trained to support sales and service activities as needed....SuggestedFull timePart timeWork at office
- ...Sr. Surety Client Advocate The Sr. Surety Client Advocate oversees all account management activities... ...strategic client service, retention and sales objectives. In this role you will work... ...submissions Identify and engage expert resources Identify, compile and manage...SuggestedFull timeTemporary workFor contractorsWork at officeLocal areaRemote workFlexible hours
- Bank of America in Horsham, PA is seeking a client service-focused associate to educate clients on self-service resources and process... ...You will build relationships, follow procedures, and work with experts in lending and investments to meet client goals. This role requires...SuggestedWork at officeWeekend work
- ...Job Title Provide timely and efficient completion of client transactions while maintaining accurate records and thorough proper handling... ...the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with...Temporary workWork at officeNight shiftWeekend work
- Essa Bank, located in Upper Darby, Delaware County, seeks a dedicated Universal Associate to foster positive relationships with clients while providing tailored banking solutions. Successful candidates will possess strong customer service skills and a focus on delivering...
- ...Your Career. Merck Sharp & Dohme Federal Credit Union (MSDFCU) is seeking a service-oriented, sales-minded professional to join our Harleysville Branch as a Universal Banker . As one of Pennsylvania's largest credit unions, MSDFCU has proudly served our members since 1...Local area
- ...Family Law Attorney for their Wayne, PA office. The ideal candidate should have a strong family law background and a commitment to client advocacy. This role will involve engaging with clients, collaborating with legal teams, and delivering exceptional advocacy in proceedings...Remote jobWork at office
- BCG Attorney Search in Wayne, PA seeks a Trusts and Estates Attorney to guide clients through estate planning, probate, and estate administration with clear, strategic counsel. The role emphasizes client service, asset protection, and decisive advocacy. The ideal candidate...
$34.5k
...Want to Talk to You! The Difference You Make: The Sales and Service Banker serves as a trusted advisor to customers with a focus on building... .... Develop and maintain strong relationships with clients to understand their financial needs and provide tailored solutions...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift- ...accountability. *On-Site Position* Join our team as a Universal Banker and unlock endless opportunities for personal and... ...the single point of contact for walk-in customers, fulfilling sales, service and referral needs for a seamless customer experience...Bank staffWork at officeLocal area
- ...in the lives of customers. At C&N, we’re seeking a Part-Time Universal Banker to provide exceptional service while helping customers with their... ...services, and utilizing C&N's technology solutions. Sales & Referrals: Identify customer needs, recommend appropriate C...Part timeLocal areaFlexible hours
$20.55 - $34.25 per hour
...Universal Banker Specializes in our branch customer experience through sales, service and digital engagement of our Consumer and Business Banking customers. Supports daily operations of the branch as a Teller and meets customer service and sales needs as required by...Hourly pay- ...Universal Associates Position Universal Associates are hardworking, self-motivated individuals... ...to recommend solutions for individual client's needs. Universal Associates follow our... ...to customer satisfaction, product sales, and financial wellness conversations....Full timeWork at office
- ...Description The Role The Client Advocate (CA) is responsible for cultivating and maintaining... ...of the E365 Service plan, engaging expert resources and leading pricing and profitability... ...document ownership Engage with sales and broking to understand marketplace changes...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours
- ...Teller to support branch customers in Wayne, PA. You will educate clients on Consumer and Business Banking products, promote digital... ...processing transactions, handling inquiries, and following the bank sales process to enhance customer relationships while maintaining compliance...
- brobstongroup.com - Jobboard is seeking an Expert Client Advisor for Fine Jewelry in King of Prussia, Pennsylvania. This role is essential... ...exceptional client experiences while driving in-store jewelry sales. The advisor will act as a category ambassador, leveraging deep...
- Bank of America is hiring to engage clients in the lobby, educating and assisting with transactions via self-service channels (mobile/online/ATM). The role emphasizes accurate cash handling, deep conversations to understand financial goals, and connecting clients to solutions...Flexible hours
- ...Premier Client Banker At PNC, our people are our greatest differentiator... ..., accurate and complete sales/client relationship... ...ecosystem partners, bringing in experts based on needs identified, and... ...this level typically require a university / college degree, with 3+...Work experience placementWork at office
$23 per hour
...About Us At Cooper University Health Care, our commitment to providing extraordinary health care begins with our team. Our extraordinary professionals are continuously discovering clinical innovations and enhanced access to the most up-to-date facilities, equipment, technologies...Full timePart time- ...Client Advocate - SERV (4696) *Sign-On Bonus Take advantage of our new sign-on bonus! Center for Family Services is a place where you can be part of a dynamic, top workplace team dedicated to improving lives. When you apply and get hired, you are eligible for a $...Full timeWork experience placementWork at officeRelocation packageFlexible hours
$90k - $120k
...Description The Associate Client Advocate (ACA) client-facing functions utilizing the colleague... ...business. This includes engaging with sales and broking to understand marketplace changes... ...Engage Service Liaisons (Subject Matter Expert or Client Operations Specialist) on...Temporary workWork at officeLocal areaRemote workVisa sponsorshipWork visaFlexible hours- ...services role focused on protecting families. You will join a team that values integrity, empathy, and effective communication to help clients secure their financial futures. Interview steps will be conducted via Zoom, and candidates should demonstrate genuine desire to...Remote jobWork from home
- Bank of America, Merrill Wealth Management, is seeking a client service support professional to back multiple Financial Advisors, delivering enterprise objectives and client advocacy within the FA's business. This role emphasizes personalized service and adherence to bank...
$44k - $54k
...mattress matters, and so does the right career. Our Sleep Experts® are at the heart of what we do: helping customers find their dream... ...and serve as subject matter expert . ~ Drive individual sales performance and KPIs while demonstrating company values and...- ...GENERAL DUTIES AND RESPONSIBILITIES: 1. Models Q2 Service and Sales programs with creativity and energy such that goals are... ...of job. 2. High School diploma or equivalent. 3. Complete Universal Banker Certification Checklist and fulfill re-certification requirements...Work at officeLocal area
- M&T Bank Corporation is seeking a branch-focused sales professional to grow customer relationships and expand the bank's portfolio through proactive outreach and effective relationship management. The role emphasizes understanding customer needs across transactional, savings...
- ...dedicated individual for a role focused on providing excellent client service and handling transactions efficiently in Gilbertsville,... ...educating clients on digital banking solutions, supporting team sales efforts, and ensuring compliance with internal processes. Benefits...
- ...skills and an affinity for technology, where you'll engage with customers to provide comprehensive product information throughout the sales process. The ideal candidate should maintain a high-energy personality and have effective listening skills. A valid driver’s license...
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