Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Banker & Financial Wellness Advisor in Horsham, PA vacancy
  •  ...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

    Truist

    Glenside, PA
    2 days ago
  • 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,... 
    Suggested
    Hourly pay

    KeyBank

    Horsham, PA
    2 days ago
  • 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

    KeyCorp

    Lansdale, PA
    12 hours ago
  •  ...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... 
    Suggested
    Immediate start
    Day shift

    KeyCorp

    Lansdale, PA
    12 hours ago
  • 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

    KeyBank

    Lansdale, PA
    1 day ago
  •  ...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 staff
    Work at office
    Night shift

    Peoples Financial Services

    Abington, PA
    2 days ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Jenkintown, PA
    1 day ago
  •  ...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 job
    Flexible hours

    Medium

    Lansdale, PA
    3 days ago
  • $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

    KeyBank

    Dresher, PA
    2 days ago
  • 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 hours
    Afternoon shift

    Citizens Bank

    North Wales, PA
    3 days ago
  •  ...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... 

    Peoples Security Bank & Trust Company

    Abington, PA
    12 hours ago
  • $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 office
    Local area

    Solid Rock Recruiting LLC

    Horsham, PA
    23 days ago
  • 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

    TD

    Wyncote, PA
    4 days ago
  •  ...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 time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Warminster, PA
    3 days ago
  • $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 work
    Local area

    disABLEDperson Inc

    Warminster, PA
    1 day ago
  •  ...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 start
    Afternoon shift

    Chase

    Warrington, PA
    3 days ago
  • $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

    KeyBank

    Lansdale, PA
    1 day ago
  •  ...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... 

    PNC Financial Services Group, Inc.

    Glenside, PA
    4 days ago
  • $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

    TD Bank

    Jamison, PA
    4 days ago
  •  ...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 work
    Work at office
    Night shift
    Weekend work

    SunTrust Investment Services, Inc.

    Glenside, PA
    6 days ago
  • $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

    UNAVAILABLE

    Jamison, PA
    12 hours ago
  •  ...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 work
    Work experience placement
    Local area

    Chase

    Philadelphia, PA
    4 days ago
  • $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... 

    TD

    Jamison, PA
    4 days ago
  •  ...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 start
    Afternoon shift

    JPMorgan Chase & Co.

    Horsham, PA
    3 days ago
  • $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

    TD

    Willow Grove, PA
    4 days ago
  •  ...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 work
    Work experience placement
    Immediate start

    WELLS FARGO BANK

    Spring House, PA
    4 days ago
  • $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 placement
    Local area
    Worldwide

    Baker Tilly

    Philadelphia, PA
    5 hours ago
  •  ...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... 

    Citadel

    Warminster, PA
    1 day ago
  • 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... 

    Citizens

    Lansdale, PA
    1 day ago
  • 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... 

    PNC Financial Services Group, Inc.

    Glenside, PA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Banker & Financial Wellness Advisor. Be the first to apply!