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

Financial Services Consultant — Banking & Relationships

$57k - $60k

Affinity Federal Credit Union

A financial institution in Basking Ridge, NJ, is seeking a Financial Services Consultant to provide exceptional member service, open accounts, and assist with digital solutions. The successful candidate will possess 3-5 years of banking experience and previous sales experience. This role offers a starting salary of $57k-$60k and includes benefits like medical coverage and a 401(k) plan. A commitment to community and inclusiveness is also essential. #J-18808-Ljbffr Affinity Federal Credit Union

Vacancy posted 17 hours ago
Similar jobs that could be interesting for youBased on the Financial Services Consultant — Banking & Relationships in Basking Ridge, NJ vacancy
  •  ...Focus on growing existing customer relationships and acquiring new ones through consistent...  ....Deliver exceptional customer service in alignment with the bank's mission, engaging customers with...  ...customers and cross-selling to meet their financial needs.Present a confident and... 
    Suggested

    Valley National Bancorp

    Morris Plains, NJ
    4 days ago
  • $17 - $29.75 per hour

     ...Overview Old National Bank has been serving...  ...Responsibilities The Relationship Banker builds and...  ...delivering personalized financial advice and solutions....  ...National’s products and services to support their...  ...Consistently execute a consultative sales approach, focusing... 
    Suggested

    Old National Bank

    Plainfield, NJ
    2 days ago
  • $24.75 - $34 per hour

     ...Banking Professional Work Location: Bridgewater...  ...bringing TD's human, relationship driven banking experience...  ...support long term financial goals. This role is...  ...relationships through consultative engagement, needs-based...  ...of products and services, explaining options,... 
    Suggested
    Work at office

    TD Bank

    Bridgewater, NJ
    4 days ago
  • Bank of America is hiring for a role focused on uncovering personal banking...  ...needs and offering tailored financial solutions in a customer-centric...  ...with specialists, balance service requests, and follow up to build lasting relationships. The position emphasizes proactive... 
    Suggested

    Bank of America Corporation

    Bedminster, NJ
    2 days ago
  • Valley Bank, a trusted relationship bank, seeks a Commercial Banking Relationship Manager to drive business development, manage credit quality, and grow client portfolios across multiple states. You will coordinate with line partners to meet banking needs and oversee the... 
    Suggested
    Remote job

    Valley Bank

    Convent Station, NJ
    2 days ago
  • TD is seeking a banking professional in Bridgewater, NJ to partner...  ...clients, understand their financial goals, and deliver personalized...  .... The role emphasizes consultative engagement, product knowledge...  ...clients to acquire and deepen relationships, explain options clearly, connect... 

    TD

    Bridgewater, NJ
    4 days ago
  • Provident Bank in Fanwood is seeking a Senior Personal Banker to build lasting customer relationships, open accounts, cross-sell products, and provide high-level service in a branch setting. You will manage a book of business, assist with digital banking, and coordinate... 

    Provident Bank

    Fanwood, NJ
    17 hours ago
  •  ...to serve affluent clients, manage their complete banking relationships, and provide education and advice tailored to their financial needs. You will work with specialists to connect clients to experts, promote self-service options, and ensure compliance with regulatory... 
    Weekend work
    Afternoon shift

    Testing Site - JPMC

    Parsippany, NJ
    5 days ago
  • $49.5k - $82.5k

     ...variety of proactive sales and service activities. Manages the...  ...opportunities to improve the customer's financial wellbeing. Collaborates with...  ...acquire, expand and retain relationships. Creates customer loyalty...  ...Skills Accountability, Banking, Client Loyalty, Customer... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Bernardsville, NJ
    10 hours ago
  • $100k - $130k

     ...developing commercial loan business relationships. The individual will...  ...is an active member of the bank’s sales team and is expected...  ...ensure the customer’s full financial needs are met. Specific accountabilities...  ...efforts with credit, servicing, branch, and business... 
    Full time
    Contract work
    Work at office
    Immediate start

    Affinity Federal Credit Union

    Basking Ridge, NJ
    4 days ago
  • Provident Bank in Madison Farms seeks a Personal Banker to build customer relationships and satisfy their financial needs through effective sales and service. The role involves processing a variety of transactions, meeting sales goals, and maintaining financial safety and... 

    Provident Bank

    Madison, NJ
    5 days ago
  • TD Bank Group in Bridgewater, New Jersey, is seeking a Banking...  ...engage clients, understand their financial goals, and deliver...  ...help clients with in-branch consultations, explain TD products clearly,...  ...client-facing experience in service or sales, with strong communication... 

    TD Bank Group

    Bridgewater, NJ
    4 days ago
  •  ...Reinvention and we help the world's leading Financial Services organizations reinvent finance with AI...  ...faced by Finance executives in banking, insurance and capital markets, helping...  ...analysis, or EPM implementation — in a consulting, professional services, or corporate... 
    Live in
    Work at office
    Local area

    Accenture

    Morristown, NJ
    2 days ago
  • M&T Bank Corporation is seeking a Financial Advisor in Parsippany, NJ, to launch your career in advisory. You'll partner with a top Senior Advisor and...  ...should have experience in banking or sales, strong relationship-building abilities, and a willingness to obtain necessary... 

    M&T Bank Corporation

    Parsippany, NJ
    4 days ago
  • $77k - $202k

     ...Finance Implementation Consultant, you will guide...  ...Implementing Workday Financials solutions for finance...  ..., Accounting Center, Banking and Settlement, Contracts...  ...experience in client service settings- Applying finance...  ..., and negative relationship to responsibilities such... 
    Full time
    Bank staff
    H1b

    PwC

    Florham Park, NJ
    19 hours ago
  • $21 - $25 per hour

     ...delivering exceptional service to both existing and...  ...building strong client relationships.The Personal Banker proactively...  ...referring appropriate bank products and services...  ...introducing relevant financial solutions.Actively...  ...to engage clients in consultative discussions and... 
    Work at office
    Afternoon shift

    Kearny Bank

    Bernardsville, NJ
    5 days ago
  •  ...referral sources such as realtors, builders, financial service providers and others as well as...  ...Collect financial information (tax returns, bank statements) and other related...  ...service skills Develop and maintain relationships within the real estate community Timely... 
    Full time
    Work at office
    Remote work

    Panorama Mortgage Group LLC

    Parsippany, NJ
    5 days ago
  •  ...investment products and services for individuals,...  ...guidance. Merrill’s Financial Advisors and Wealth Management...  ...through a personal relationship with their advisory...  ...coupled with the banking convenience of Bank of...  ...knowledge by using a defined consultative approach to... 
    Interim role
    Work at office
    Local area
    Immediate start
    Work from home
    Shift work
    Day shift

    Bank of America Corporation

    Bridgewater, NJ
    5 days ago
  •  ...seeking ambitious and motivated Financial Advisor Associates to join...  ...building meaningful client relationships and growing their business....  ...operations, compliance, and service teams, advisors have the resources...  ..., financial advising, banking, or investment sales Experience... 

    Hennion & Walsh Inc

    Parsippany, NJ
    21 days ago
  • Financial Advisor - Parsippany, NJ Launch your advisory career with M&T Bank. We’re seeking a licensed banker or early‑career advisor to grow within the Northern New...  ...referral network. What You’ll Do Build client relationships through referrals and branch partnerships... 
    Work experience placement
    Local area

    M&T Bank Corporation

    Parsippany, NJ
    4 days ago
  •  ...and valued by building lasting relationships, doing the right thing,...  ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact...  ...receives the best products and services for their needs Partners with... 
    Afternoon shift

    Chase

    Warren, NJ
    5 days ago
  •  ...understood. We build lasting relationships by doing the right...  ...delivering the latest banking solutions and cutting-edge financial technology combined with...  ...friendly and attentive service to a select group of...  ...Engage in clear, polite, consultative communication to understand... 
    Afternoon shift

    JPMorgan Chase

    Scotch Plains, NJ
    17 hours ago
  • Job DescriptionPrincipal Consultant - Banking and Capital Markets - GenAI / Agentic Systems, Infosys ConsultingThe Role - What You’ll DoWe are seeking a hands-on Financial Services Principal Consultant with AI experience to design, build, and scale GenAI-powered solutions... 
    Full time
    Temporary work
    Work experience placement

    Infosys Technologies

    Basking Ridge, NJ
    5 days ago
  • Kearny Bank in New Jersey seeks a VP, Financial Advisor to provide sound financial advice by evaluating clients’ needs and goals. This role partners with retail branches and other departments, aiming to meet sales goals and stay compliant with laws and bank policies. The... 

    Kearny Bank

    Bernardsville, NJ
    4 days ago
  • JPMorgan Chase & Co. is seeking a Relationship Banker to join a Chase Branch. You will represent our brand with hospitality, acquire, manage, and retain client relationships, and offer thoughtful financial solutions to meet client needs. You will engage clients using Chase... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Basking Ridge, NJ
    4 days ago
  •  ...Teller in Scotch Plains, NJ to provide friendly customer service and handle routine banking transactions. You will process deposits, withdrawals,...  ...self-service options and look for opportunities to deepen relationships by recommending suitable products. This role requires a... 
    Part time

    Santander

    Scotch Plains, NJ
    1 day ago
  •  ...a global leader and innovator in the financial services industry and is evolving from a high-impact...  ...wait times and assisting with their banking needs. Process transactions,...  ...sell bank products to deepen customer relationships. Engage customers and leverage digital... 
    Part time
    Shift work

    Santander

    Scotch Plains, NJ
    1 day ago
  • $70.35k - $205.8k

     ...and leading ecosystem relationships to deliver end-to-end...  ...our Reinvention Services, we offer broad expertise...  ....We Are:  Management Consulting professionals design...  ...within the Commercial Banking Consulting practice with...  ...advanced degree or financial industry... 
    Live in
    Work at office
    Local area

    Accenture

    Morristown, NJ
    19 hours ago
  • $25.55 per hour

     .... Universal Banker II/Financial Specialist II-Morristown...  ...months of continuous service. JOB SUMMARY The...  ...for deepening client relationships, identifying more complex...  ...deliver the BankUnited One Bank Experience and fully...  .... Ability to lead consultative client conversations using... 
    Work at office
    Relocation package
    Night shift

    BankUnited, N. A.

    Convent Station, NJ
    5 days ago
  •  ...lasting CFO and CAO level relationships. This is a senior...  ...large-scale managed services deals.Deliver deep domain...  ...experience in consulting or Managed Services.Minimum...  ...in Insurance, Banking or capital marketsPreferredCPA...  ...expertise in Financial industry eg Banking,... 
    Live in
    Work at office
    Local area

    Accenture

    Morristown, NJ
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Services Consultant — Banking & Relationships. Be the first to apply!