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

Financial Representative — Build Trust & Grow Client Relationships

Soteria Reinsurance Ltd.

Fidelity Investments seeks a Financial Representative in New Haven, CT to serve as the face of the branch, delivering high-quality client interactions and ensuring compliance in front lobby transactions. The role emphasizes building trust and growing relationships in a dynamic team environment. The ideal candidate has customer service experience in financial services, with training support for securities licenses and potential CFP pathway. #J-18808-Ljbffr Soteria Reinsurance Ltd.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Financial Representative — Build Trust & Grow Client Relationships in Brooklyn, NY vacancy
  • Huntington is seeking a Financial Relationship Banker in Ashland, OH, to retain and grow consumer and business client relationships. You will drive opportunities through a disciplined...  ...strong customer service, relationship-building, and knowledge of deposit and lending... 
    Suggested

    Huntington

    Brooklyn, NY
    4 days ago
  • United Insurance in Bangor, ME is seeking a Financial Advisor to deliver personalized wealth management strategies to a diverse client base. You will build lasting relationships, advise on investments, retirement planning, and risk management, and work closely with the... 
    Suggested

    United Insurance

    Brooklyn, NY
    3 days ago
  • NBH Bank seeks a Relationship Banker II to grow client relationships and provide tailored financial solutions. You will introduce clients to mortgage, business and installment...  ...inclusive workplace. The role emphasizes building trust, cross‑selling appropriate products, and... 
    Suggested

    Community Bankshares, Inc.

    Brooklyn, NY
    5 days ago
  • Simmons Bank is hiring a Relationship Banker to grow and retain client relationships, offering financial solutions and exceptional service. You will engage customers with outbound calls, in-branch interactions, and networking to meet personal and branch goals. You will... 
    Suggested

    Simmons Bank

    Brooklyn, NY
    3 days ago
  • Huntington is seeking a Financial Relationship Banker in Middlefield, OH to help customers achieve their financial goals. You will build and retain consumer and business relationships by...  ..., and other solutions, while guiding clients on using online and mobile banking tools... 
    Suggested

    Huntington

    Brooklyn, NY
    5 days ago
  • WealthBridge Financial Group in Hoboken, NJ is seeking motivated...  ...to join our growing team. You will work closely with clients to develop customized financial...  ...strategies while building your own practice with...  ...develop long-term client relationships, analyze goals, provide... 

    WealthBridge Financial Group

    Hoboken, NJ
    3 days ago
  •  ...Personal Banker to support sales, service and product activities with the customer service team, aiming to build loyalty and increase sales to individual consumer clients. In this role you will handle small business referrals under $250K, cross-sell treasury products, coach... 

    Citigroup Inc

    Ridgewood, NY
    5 hours ago
  • Huntington's Tampa Carrollwood branch is seeking a Financial Relationship Banker to help customers achieve their financial goals. You will retain and grow consumer and business relationships by identifying needs and recommending deposit, loan, and other banking products... 

    Huntington

    Brooklyn, NY
    5 days ago
  • KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance across in-person and proactive calling...  ...collaboration with branch teams to attract and deepen client relationships. Ideal candidates will have 1+ year of sales-oriented... 

    Pomona College

    Brooklyn, NY
    3 days ago
  •  ...occasional travel to the Portland branch with mileage reimbursement and additional pay premiums. The role supports customers with deposits, loan payments, and product inquiries, emphasizing relationship-building and accurate cash handling in a #J-18808-Ljbffr Skowhegan Sa
    Full time

    Skowhegan Sa

    Brooklyn, NY
    4 days ago
  • First Financial Bank in Kentucky is looking for a Consumer Banker to manage accounts and enhance client relationships. The role requires 3-4 years of retail experience and strong compliance knowledge. You will support client engagement through direct interactions and follow... 

    First Financial Bank

    Brooklyn, NY
    3 days ago
  • Huntington is seeking a Financial Relationship Banker in Ypsilanti, MI to grow and retain consumer and business banking relationships. You will identify financial goals, recommend deposit and loan products, and deliver exceptional service in a hybrid office setting. Responsibilities... 
    Work at office

    Huntington

    Brooklyn, NY
    5 days ago
  • Carter Bank in Radford, VA seeks a Financial Services Representative to serve as the first point of contact for customers, guiding them through...  ...and route customers to the appropriate next step to build lasting relationships and enhance financial well-being. The role... 

    Carter Bank

    Brooklyn, NY
    3 days ago
  • $16.5 - $21 per hour

    Relationship Banker / Client Relationship Specialist - Ellisville, MO...  ...is responsible for building client relationships, identifying financial needs, recommending...  ...Financial Services Representative, Consumer Banker, Credit...  ...Us Be a part of a growing company that is truly... 
    Hourly pay
    For contractors
    Work at office
    Remote work
    Flexible hours

    RadNet, Inc.

    Brooklyn, NY
    4 days ago
  • $25 per hour

     ...Relationship BankerChase BankLower East...  ...is a leading financial services firm,...  ...nonprofits and cities grow, delivering...  ...customers, building relationships,...  ...to establish trust and build lasting...  ...with clients when sharing product...  ...This does not represent any legal authority... 

    BANDANA

    Brooklyn, NY
    5 days ago
  • $25 per hour

     ...Relationship Banker Chase Bank Lower...  ...is a leading financial services firm,...  ...nonprofits and cities grow, delivering...  ...customers, building relationships,...  ...to establish trust and build...  ...confidence with clients when sharing product...  ...This does not represent any legal... 
    Afternoon shift

    BANDANA

    Brooklyn, NY
    4 days ago
  •  ...been the Bank that clients from every industry...  ...strategies, and advice--building the kind of trust that can fuel every...  ...We are the leading relationship bank built for growth...  ...Limited To Focus on growing existing customer...  ...selling to meet their financial needs. Present a confident... 
    Work at office

    Valley Bank

    Secaucus, NJ
    1 day ago
  •  ...Relationship Banker - Brooklyn Central Market -...  ...purpose to help make financial lives better...  ...delivering for our clients, teammates, communities...  ...America, you can build a successful career...  ...to learn, grow, and make an impact...  ...America Corporation. Trust, fiduciary and investment... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America

    Brooklyn, NY
    5 days ago
  • PNC Financial Services Group, Inc. is seeking an Investment Advisor based in Arvada, CO to deliver comprehensive investment and insurance guidance and to build lasting client relationships. You will create and implement financial plans, manage an expanding book of business... 
    Work at office

    PNC Financial Services Group, Inc.

    Brooklyn, NY
    3 days ago
  • $38.25k

     ...Relationship Banker Santander is a global...  ...in the financial services industry...  ...professionals to grow, learn, and...  ...you serve as a trusted advisor to customers...  ..., focusing on building strong, long-...  ...with clients to understand...  ...posted below and represents the annualized... 
    Hourly pay
    Full time
    Work experience placement
    Work at office
    Shift work
    Afternoon shift

    Santander

    Brooklyn, NY
    4 days ago
  • ## Relationship Banker I/Cheltenham (Wyncote)/Bilingual...  ...partnering with clients to help them...  ...confidently achieve their financial goals by...  ...outbound outreach, building meaningful connections...  ...* Serves as a trusted client advocate by...  ...paths where you can grow your expertise and... 
    Work at office
    Local area
    Work from home
    Flexible hours

    TD Bank Group

    Brooklyn, NY
    2 days ago
  •  ...seeking a customer-focused professional in Virginia to manage relationships, process transactions, and drive business development within...  ...attention to detail, and a strong service mindset to foster client trust and growth. The candidate should have at least a high school... 

    United Bank

    Brooklyn, NY
    4 days ago
  •  ...of America in New York's Elmont area is hiring for a client-facing role in our financial centers. You will engage clients in the lobby,...  ...exceptional client experience. Responsibilities include building relationships, following bank processes, and collaborating with specialists... 

    Bank of America

    Elmont, NY
    1 day ago
  • Bank of America is hiring a client-focused role to engage customers in the lobby and...  ...accurately while learning clients’ financial goals and connecting them to appropriate...  ...position requires strong communication, relationship-building, and adaptability to new banking... 
    Work at office
    Weekend work

    National Black MBA Association

    Brooklyn, NY
    2 days ago
  • Jobtailor in New York is seeking a client-focused banking professional to engage clients in lobby...  ...cash transactions. The role emphasizes building relationships, understanding life goals, and connecting clients to financial solutions. You’ll work with a team to ensure... 

    Jobtailor

    Rosedale, NY
    2 days ago
  • JPMorganChase is seeking a Relationship Banker in Elmhurst, New York, who will provide exceptional client service and build meaningful relationships. This role involves managing client interactions, understanding financial needs, and leveraging technology to enhance banking... 

    JPMorganChase

    Elmhurst, NY
    4 days ago
  • Bank of America in Denver seeks a Client Service Associate to engage clients in the lobby, educate on self-service...  ...options, and process cash transactions accurately. You will build relationships to understand financial goals and connect clients to suitable solutions. The... 
    Work at office

    National Black MBA Association

    Brooklyn, NY
    2 days ago
  • Santander Consumer USA Inc. is seeking a Relationship Banker to serve as a trusted advisor, building long-lasting relationships by understanding customers' financial needs and goals. You will provide tailored solutions for banking, lending, and investment products while... 

    Santander Consumer USA Inc.

    Brooklyn, NY
    3 days ago
  • Sr Client Relationship Manager, Commercial Risk-Middle MarketSkip to main contentWe use cookies to...  ...deadlines in a fast-paced environment.* Build a strong and credible relationship with...  ..., long-term client relationships as a trusted resource, anticipating needs, proactively... 
    Local area

    The Baldwin Group

    Brooklyn, NY
    3 days ago
  • ## Relationship Banker IIApplylocations: Tishomingo...  ...with the full financial capabilities to...  ...associates to be a trusted advisor while...  ...responsible for building, expanding, and retaining...  ...existing client relationships while...  ...listed below are representative of the knowledge,... 
    Night shift

    Simmons Bank

    Brooklyn, NY
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Representative — Build Trust & Grow Client Relationships. Be the first to apply!