Client-Focused Banker & Financial Wellness Advisor
Keybank, National Association
A financial services company in Horsham, Pennsylvania, is seeking a Personal Banker to provide personalized financial solutions to clients. The successful candidate will engage in deep conversations to uncover client needs, build strong relationships, and ensure compliance with banking policies. This position requires a minimum of one year of experience in sales and relationship management, with a focus on achieving individual goals in a team-oriented environment. Flexible work hours and a strong client-focused culture await you. #J-18808-Ljbffr KeyCorp
- ...Glenside, Pennsylvania, is seeking a dedicated professional to handle client sales and service responsibilities. Ideal candidates will have 2+ years of experience, a high school diploma, and a strong focus on relationship building and meeting sales targets....Suggested
- KeyCorp in Lansdale is looking for a Financial Wellness Associate to support client financial health through service and solutions. This role requires a strong sales approach and the ability to develop relationships with clients while managing financial transactions efficiently...Suggested
- KeyBank is looking for a Personal Banker in Horsham, Pennsylvania to engage clients and foster financial wellness. This role focuses on developing new client relationships while maintaining existing ones. Candidates should have a high school diploma, sales experience,...SuggestedHourly pay
- ...problem solver, trusted advisor, and partner to the... ...communities. The Private Client Banker (PCB) is part of the... ...Client Program and will focus on the entire client... ...plan-based approach to financial advice. As a PCB, you... ...confidence in their financial wellness by assessing their...SuggestedImmediate startDay shift
- KeyBank invites applications for the role of Financial Wellness Advisor in Lansdale, Pennsylvania. This position requires a commitment to enhancing client relationships, providing financial wellness recommendations, and executing transactions. As part of a hybrid work model...Suggested
- ...Personal Banker At PNC, our people are our greatest... ...improve the customer's financial wellbeing. Collaborates... ..., ultimately elevating client loyalty. Delivers a... ...ecosystem partnerships as well as community Centers of... ...to be: Customer Focused - Knowledgeable of the...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...customers and prospects with a focus on meeting the financial needs of all areas of our community. Counsels clients, providing needs-based... ...supplies, cash and currency. Well-practiced in policy and... .... May supervise Personal Bankers, providing onboarding, coaching...Bank staffWork at officeNight shift
- ...consulting firm is seeking passionate individuals for a role focused on securing families' financial well-being from the comfort of their home. Responsibilities include conducting virtual consultations, assessing client needs, and nurturing lasting relationships. This...Remote jobFlexible hours
$18 - $22.6 per hour
A major financial institution located in Dresher is seeking a Teller to provide excellent client service by assisting clients with their account transactions. The successful candidate will need to have strong cash handling skills and experience in a client service role...Hourly pay- A leading financial institution is seeking a Customer Banker in Montgomery County, North Wales. The role focuses on building lasting relationships with customers through trusted advice and support on financial solutions. Successful candidates will have a high school diploma...Flexible hoursAfternoon shift
- ...transactions, maintaining cash balances, and ensuring compliance with banking regulations. The ideal candidate has a strong understanding of financial products and excellent communication skills. Applicants should possess at least a high school diploma, with a preference for those...
$50k - $70k
...Description Job Description Wealth Advisor West Philadelphia, PA (In-Office /... ...for someone who enjoys building client relationships, developing financial strategies, and growing a book of... ...offerings Supportive environment focused on professional development and retention...Work at officeLocal area- TD is seeking a Retail Banker I in Wyncote, Pennsylvania. This role focuses on delivering exceptional customer service and financial solutions. The ideal candidate will engage with customers... ...lasting relationships, and educating clients on banking products. Full proficiency...Work at office
- ...Regional Banker/Teller At PNC, our people are our... ...improve a customer's financial wellbeing and create loyalty... ...ultimately elevating client loyalty. Delivers a... ...to be: Customer Focused - Knowledgeable of the... ...fully paid; a robust wellness program with financial...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$25 per hour
...Personal Banker Univest Financial Corporation (UVSP), has approximately $7.9 billion in assets and $... ...change and inclusivity. We seek career-focused individuals, looking to bring passion... ...offer company paid life insurance: as well as other supplemental insurances Tuition...Temporary workLocal area- ...Associate Relationship Banker At Chase, we are passionate about creating... ...memorable experiences for our clients and employees, making them... ...solutions and cutting-edge financial technology combined with friendly... ...about banking solutions, as well as collaborate with and connect...Immediate startAfternoon shift
$20.67 - $31.25 per hour
A financial services company is seeking a Personal Banker in Lansdale, PA. The role involves engaging clients in financial discussions, establishing new accounts, and fulfilling sales goals. The ideal candidate will have at least a high school diploma and experience in...Hourly pay- ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation... .... Leverages ecosystem partnerships as well as community Centers of Influence to acquire...
$22.5 - $29 per hour
...Retail Banker I Work Location: Jamison, Pennsylvania... ...promise by utilizing financial expertise and consultative... ...solutions and lead-focused outbound sales activities... ...of decisions on the well-being of TD, its Customers... ...needs and educates clients on self-service channels...Work at office- ...Provide timely and efficient completion of client transactions while maintaining accurate... ...identifying and understanding the client's financial needs. Cross-trained to support sales and service activities, with a particular focus on assisting with outbound calling and...Temporary workWork at officeNight shiftWeekend work
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your... ...start as a financial representative focused on client‑building and obtaining...Work at office- ...Private Banker We are actively looking... ...class experience to clients within J.P. Morgan... ...knowledge of investments, financial planning, credit... ...concepts Focuses on the client experience... ...-site health and wellness centers, a... ...provides individuals, advisors and institutions...Temporary workWork experience placementLocal area
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main... ...of Chase’s affluent clients as well as other customers in the Branch.... ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship...Immediate startAfternoon shift
$22 - $27.75 per hour
...transactions. This role involves performing duties such as processing transactions, educating customers on banking products, and enhancing client relationships. The candidate must possess a high school diploma, ideally have experience in customer service, and show strong...Hourly pay$61.88k - $92.56k
TD is seeking a Financial Advisor Associate in Jamison, Pennsylvania, to serve as the primary relationship manager for clients. This role involves analyzing financial information, advising clients on investment strategies, and building a client base. The ideal candidate...- ...Job Description Why Wells Fargo: Are you looking... ...Fargo, we're more than a financial services leader - we're... ...Senior Branch Premier Banker (SAFE) to play a... ...management of complex client needs Demonstrate risk... ...Employees support our focus on building strong customer...Temporary workWork experience placementImmediate start
- ...Personal Banker II - Northern Division Function: This position can be based out of any... ...services needed to meet their individual financial needs. Incumbent will drive sales through... ..., withdrawals, and loan applications, as well as cross selling other credit union services...
$81k - $147.64k
...advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global... ...U.S. and in many of the world’s leading financial centers - New York, London, San... ...the ability to join a highly dynamic team focused on providing exceptional client service...Work experience placementLocal areaWorldwide- Citizens is seeking a motivated individual to join as a Banker in Lansdale, Montgomery County. This role requires building lasting relationships by providing trusted financial advice to customers, assisting them with their spending, saving, and investment needs. The ideal...
- A financial services company in Glenside, Pennsylvania is seeking a professional dedicated to customer engagement and proactive sales. This role involves managing customer experiences, leveraging financial products, and contributing to the branch's daily operations. Ideal...
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