Financial Wellness Advisor & Relationship Builder
KeyBank
A major financial institution is looking for a Personal Banker to join their Albany team. The role focuses on engaging clients to assess their financial needs and offer personalized advice and products. The ideal candidate is sales-driven and possesses effective communication skills to build and maintain client relationships. Responsibilities include opening accounts, ensuring compliance, and collaborating with team members to enhance client experiences. This position offers a competitive hourly pay rate and benefits. #J-18808-Ljbffr KeyBank
- A regional financial institution seeks a motivated Personal Banker in Troy, NY, to foster client relationships and enhance their financial wellness. This role requires strong sales abilities, effective communication, and teamwork. The ideal candidate will have experience...Suggested
- ...Albany is seeking a Personal Banker to engage clients in conversations, assess financial wellness needs, and provide tailored guidance both in person and by phone. You will build relationships, attract new clients, and expand services for existing customers, supporting...Suggested
- ...position in Troy, NY seeks a client-focused banking professional who can engage clients, uncover financial needs, and provide tailored solutions. The role emphasizes relationship-building, sales referrals, and strong teamwork within the branch. Training is provided to...Suggested
$22.82 - $24.82 per hour
...conversation with members, reviewing their full financial profile, and recommending appropriate... ...members, while fostering deeper relationships with existing members utilizing The Member... ..., and auditory communication skills, as well as interpersonal interaction skills.Starting...SuggestedWork at office- ...for members seeking ways to enhance members’ experience and providing solutions for their financial goals. Attract new retail and business members while fostering deeper relationships with existing members. Prioritize the delivery of exceptional member service with...Suggested
$20.55 - $34.25 per hour
...Primary Responsibilities:Play key role in Relationship Management (customer assessments,... ...transition to needs to based discussion on financial goalsIdentify financial needs of customers... ...product, and system changes/enhancements, as well as demonstrate good risk management...Hourly pay- ...Broadview FCU in Troy, NY, is seeking a Relationship Banker for the Capital East Region. You will engage with members, assess financial profiles, and offer suitable solutions across Troy Hoosick Street, Brunswick, and neighboring branches. This role emphasizes service,...
$69k - $105k
...resides near KeyBank office (non-branch location), they are expected to work on-site 2 days per week. Hours: 8-5pm EST Job Summary Sr Relationship Officer, Commercial Banking is the line of business (LOB) professional dedicated to providing support for designated Commercial...Work experience placementWork at officeWork from homeFlexible hours2 days per week- ...outreach for basic needs and refer complex needs to the appropriate team member. The role focuses on relationship management, account openings, and presenting financial product options while maintaining compliance and risk controls in a customer-centric environment. #J-...
$80k - $150k
...KPB) is dedicated to serving our clients' financial needs through expert advice and... ...and investment solutions. The Associate Relationship Manager (ARM) is at the center of this client... ...investment advisory services and products as well as knowledge of competitors and...Full timeWork at officeLocal areaFlexible hoursNight shift- ...products to business members. You will analyze borrowers’ financial and operating strategies and work with CFOs or advisors to recommend credit solutions that fit short- and long-term needs. You will maintain relationships, perform outside calls, and coordinate with the...Temporary work
- JPMorganChase is seeking a Relationship Banker in Albany, NY to represent our brand and deliver exceptional client service. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful solutions and contribute to branch success...Weekend workAfternoon shift
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...latest banking solutions and cutting-edge financial technology combined with friendly and attentive... ...clients about banking solutions, as well as collaborate with and connect them to...Immediate startAfternoon shift
- JPMorganChase is seeking a Relationship Banker at a Chase Branch to represent our brand with hospitality and modern banking solutions.... ...acquire, manage, and retain client relationships, using your financial knowledge to offer thoughtful solutions that address customers...
- ...valued, and understood. We build lasting relationships by doing the right thing, exceeding... ...latest banking solutions and cutting-edge financial technology combined with friendly and attentive... ...clients about banking solutions, as well as collaborate with and connect them to...Immediate startAfternoon shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern MutualBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...client's financial plans to help them achieve their goalsGrow relationships with clients to support them through every stage of...Full timeContract workFor contractorsWork at office$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...Key Responsibilities Build relationships to create new clients via... ...and regulatory authorities, as well as required training to maintain...Work at officeWork from homeHome officeFlexible hours$90.2k
...Make an impact providing expert financial advice with heart. Thrivent... ..., grow and protect financial well-being through purpose-based... ...complete Thrivent’s comprehensive advisor onboarding program. After... ...maintain genuine, long‑term relationships throughout generations based...Full timeLocal area$48k - $100k
...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their advisory team committed to... ...Nona Marie (CA2801), US - CA - Indian Wells - 74800 US HIGHWAY 111 (CA0806), US -...Work at officeShift workDay shift$50k - $80k
...Associate Financial Advisor The objective of the Associate Financial Advisor role is to participate in and successfully complete the... ...Customer Service Management, Decision Making, Interpersonal Relationship Management, Investment Management, Investment Performance Measurement...Full timeWork experience placementFlexible hours$80k - $90k
...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading provider of comprehensive... ...they envision through a personal relationship with their advisory team committed... ..., risk profile, and preferences as well as servicing client...Interim roleWork at officeLocal areaImmediate startShift workDay shift- ...account(s) as appropriate Serve as interim Financial Advisor, providing recommendation of investment... ..., risk profile, and preferences as well as servicing client accounts Document... ...others Exceptional interpersonal and relationship building skills Effective communication...Interim role
- Voya Financial Advisors is seeking experienced financial professionals to join our Retirement Advisory Distribution (RAD) team. RAD Advisors... ..., and investment guidance. Advisors build lasting client relationships, identify growth opportunities, and leverage Voya's...
- Thrivent Financial seeks a Financial Advisor in Albany, NY to provide expert financial guidance. The role includes building long-term client relationships and guiding clients towards financial clarity. Candidates should be motivated by helping others and obtaining financial...Flexible hours
- Financial Advisor - Albany, NY page is loaded## Financial Advisor - Albany, NYlocations: NY -... ...them build, grow and protect financial well-being through purpose-based advice, investments... ...and maintain genuine, long-term relationships throughout generations based on trust...Local area
- ...Securities, located in Albany, NY, is looking for motivated financial advisors to join our expanding team. This position offers a... ...Series 7 and 63 licenses, and must possess portable client relationships. This role is remote, allowing flexibility in work environments...Remote job
- ...Relationship BankerAt Chase, we are passionate about creating memorable experiences for our... ...latest banking solutions and cutting-edge financial technology combined with friendly and attentive... ...clients about banking solutions, as well as collaborate with and connect them to...Afternoon shift
$20.55 - $34.25 per hour
...Primary Responsibilities: Play key role in Relationship Management (customer assessments,... ...transition to needs to based discussion on financial goals Identify financial needs of... ...product, and system changes/enhancements, as well as demonstrate good risk management...Hourly pay- ...growth and satisfaction. Invest in your future at BSNB! We are seeking a Relationship Banker to provide excellent service to customers and identify products and solutions to meet their financial needs for BSNB's branches in the Capital District. Join a nationally...Hourly payFull timeLocal area
- M&T Bank Corporation in Colonie, NY is seeking a Relationship Banker to identify customers' needs through our retail sales process and provide proactive basic sales solutions. You will engage in branch activities, profile customers for sales opportunities, and onboard...
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