Senior Relationship Banker - Wealth & Lending Specialist
$54.6kRegions Financial Corporation
Regions Financial Corporation is seeking a Senior Consumer Relationship Banker in New York. The role involves meeting customer needs through proactive service and relationship management, focusing on affluent households. Candidates should have a high school diploma, two years of related experience, and strong communication skills. The position offers opportunities for growth, competitive compensation, and a comprehensive benefits package. Successful applicants can expect a minimum salary of approximately $54,596 and a median of $63,766, eligibility for incentives, and various benefits including medical, dental, and 401k plans. #J-18808-Ljbffr Regions Financial Corporation
- ...in the Town of Florida, NY is seeking qualified candidates to provide exceptional client service and financial solutions through relationship building. The role involves working directly with customers to meet their financial needs while conducting teller transactions...SeniorWork at office
- ...focuses on providing outstanding service and financial solutions to clients, fostering relationships, and achieving sales targets. Key responsibilities include advising on lending options, ensuring adherence to operational procedures, and building client relationships...Senior
- ...This position requires providing exceptional client service both in person and via phone while developing and expanding client relationships. Responsibilities include problem resolution, consultative conversations, and supporting sales processes. Desired qualifications...Senior
- Regions Financial Corporation is seeking a Senior Consumer Relationship Banker to engage with customers in Florida. The role involves understanding customer financial needs and providing tailored solutions, focusing on affluent households. Candidates should possess strong...Senior
$70k
The Senior Wealth Relationship Advisor SAFE Act is a seasoned professional role that applies deep disciplinary knowledge, contributes to developing... ..., but not limited to, Small Business Partners, Home Lending Officer, etc.). Acquire new clients through converting referral...SeniorWork at office- First Horizon Bank is seeking a Private Client Relationship Manager to provide depository, treasury management, and lending solutions to high net worth individuals. This... ...role involves advising clients on managing their wealth, connecting them across various business lines...Senior
$52k
Job Description At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in... ...to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations...SeniorFull timeWork at officeFlexible hours$54.6k
Job Description At Regions, the Senior Consumer Relationship Banker is responsible for meeting with customers and prospects both in... ...to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations...SeniorWork at officeFlexible hours$165k - $200k
...U.S. Bank is seeking a seasoned professional to manage high net worth client relationships, responsible for retention and growth. The ideal candidate will provide expert advice in Wealth Management, coordinating a team of Banking, Trust, and Investment professionals to...Senior- ...We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various... ...advice and building long‑term relationships with clients. The role partners closely... ...needs evolve. Collaborate with internal specialists to deliver integrated solutions. Identify...Senior
- Beacon Pointe is seeking experienced Senior Wealth Advisors across various locations in the United States to provide comprehensive wealth... ...CFP or CFA. The role emphasizes building long-term client relationships and delivering sophisticated financial planning. Join a...Senior
$70k
Citi is seeking a Senior Wealth Relationship Advisor in New York to deepen relationships with existing clients, manage client follow-ups, and ensure compliance with regulations. Responsibilities include building client relationships, responding to referrals, and making...Senior- ...compliance with fiduciary guidelines. Ideal candidates will have significant experience in wealth management, strong leadership capabilities, and a proactive approach to client relationship management. The position offers a competitive salary and comprehensive benefits. #J-1...Senior
- ...through a thoughtful succession from a retiring advisor. Ideal candidates will have over 8 years of experience in financial planning and wealth management, with a focus on building trust and delivering exceptional client service without the pressure of prospecting. #J-18808...Senior
- ...tailored investment guidance to high‑net‑worth clients within its Wealth Management Division. The ideal candidate will possess deep... ...while working collaboratively with financial advisors and private bankers to ensure comprehensive service delivery. #J-18808-Ljbffr Bci...Senior
- M&T Bank Corporation is seeking a Senior Wealth Advisor in Palm Beach, Florida. This role involves leading client relationship teams while promoting the company's wealth management services. Candidates should have extensive experience in sales within financial services...Senior
$139.7k - $232.9k
## Senior Wealth Advisor, Palm Beach, FLApplyremote type: Onsite Positionlocations: Palm Beach... ...Responsibilities:*** Leads the client relationship team and has overall responsibility... ...solutions by utilizing a team of specialists as applicable.* Responsible for managing...SeniorTemporary workWork experience placement$17 - $27.5 per hour
...Old National Bank is seeking a Market Relationship Banker to join our Community Banking Team. This... ...Management, Merchant Services, Private Banking, Wealth Management, Commercial), educating... ...including client service, deposit, and lending experience. Bankers must demonstrate...Immediate start- ...dedicated professional to provide exceptional client service in the Town of Florida. This role involves developing and expanding client relationships while offering financial solutions tailored to client needs. The ideal candidate will have at least 2 years of client sales...Work experience placement
- Morgan-Stanley is hiring a Private Banker in New York to enhance collaboration with Financial Advisors. The ideal candidate brings over 7 years of lending experience and expert knowledge in credit products. This role involves building awareness of cash management and lending...
- ...TwinThread is looking for a Senior Home Lending Advisor to join their Chase Home Lending team in New York. This role involves serving as the primary contact for customers throughout the loan process, while collaborating with branch teams to enhance customer experience....Senior
- ...portfolio of consumer and business customer relationships Lead discovery‑driven conversations to understand... ...and drive balanced growth across deposits, lending, and investments Partner with a team of professionals across Wealth, Home Lending, and Business Banking to...Work experience placement
- ...TwinThread is hiring a Senior Home Lending Advisor in the Town of Florida, NY, to serve as the primary point of contact for customers throughout the mortgage loan process. This role requires a Bachelor's degree and over 3 years of experience in mortgage lending and retail...Senior
$52k - $65.2k
Specialist, Client Service Management I - Wealth Services Ops Location: Lake Mary, FL At BNY, our culture allows us to run our company better and enables... ...their operating model across our franchise. Build relationships with business partners and support client service...Temporary workWork experience placementWorldwideFlexible hours- Fwainvest is looking for a Management Fee Specialist in New York. This role involves resolving billing discrepancies, executing fee-related... ...skills, knowledge of fee management, and experience in a wealth management context. A bachelor’s degree in accounting or finance...
$120k
The Mortgage Lending Officer role is a developing professional role that identifies policy... ...officers, mortgage sales, client relationships, real estate agents, and other referrers... ...relationships with clients, Bank Teams, Wealth Advisors, and support teams to drive new...SeniorLocal area- Citi is seeking a seasoned Wealth Relationship Management Sr. Analyst in Florida to deepen client relationships and provide tailored financial solutions. The role requires strong analytical and communication skills to anticipate client needs and ensure regulatory compliance...Senior
- Fairygodboss is seeking a Senior Home Lending Advisor in New York to utilize exceptional knowledge of home lending products while serving as your customers’ chief point of contact throughout the life of the loan. This role offers the opportunity to grow your career and...Senior
- JPMorganChase is seeking a Senior Home Lending Advisor in Florida, NY. In this role, you will be the primary point of... ...will coach branch teams, collaborate closely with bankers, and develop strong customer relationships. Successful candidates will have a Bachelor’s degree...Senior
- ...and expansion of new and existing client relationships. Provides financial solutions that meet... ...or financial goals to other internal specialists. Participates fully in all components of... ...-based learning. Advises on consumer lending options and takes loan applications. Adheres...SeniorFull timePart timeWork at officeNight shiftWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Banker - Wealth & Lending Specialist. Be the first to apply!
- private mortgage banker Florida, NY
- private banker Florida, NY
- personal banker Florida, NY
- esports specialist Florida, NY
- senior specialist Florida, NY
- qc specialist Florida, NY
- mental health specialist Florida, NY
- continuous improvement specialist Florida, NY
- instructional technology specialist Florida, NY
- pos specialist Florida, NY

