Financial Services Consultant — Banking & Relationships
$57k - $60kAffinity 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
- ...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... ...and cross-selling to meet their financial needs. Present a confident and...Suggested
- Bank of America in the United States seeks an engaging Client Associate... ...and assist clients with self-service banking channels, including... ...conversations to understand financial priorities and connect... ...This role emphasizes building relationships, delivering accurate service,...Suggested
$84.6k - $155.1k
...support and advisory services, covering areas such... ...navigate challenges, avoid financial pitfalls, and... ...challenges.Work you’ll doAs a Consultant on the Valuation &... ...sustain professional relationships Ability to lead... ...Services clients in the Banking and Insurance sectorsDemonstrated...SuggestedLocal area- ...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...SuggestedWeekend workAfternoon shift
$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...SuggestedFull timeTemporary workPart timeWork experience placementWork at officeShift work$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 timeContract workWork at officeImmediate start- Bank of America is seeking a client-focused associate to engage... ...in the lobby, educate on self-service tools, and process cash... ...conversations to understand financial priorities and connect clients... ...suitable solutions. You will build relationships, follow procedures, and work...Flexible hours
- Provident Bank is seeking a Personal Banker to build relationships, assess financial needs, and deliver excellent customer service. The role blends transaction handling with sales duties, including opening accounts, cross-selling, and servicing clients. You will support...
- 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...
$21 per hour
Citizens Bank is hiring a Teller to greet customers, assist with transactions, and guide them on mobile banking and ATM usage. You will deliver personalized financial advice, promote Citizens products, and ensure accurate cash handling. The role supports community engagement...Hourly payPart timeFlexible hoursWeekend workAfternoon shift- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...- whether shaped by military service, community college education,... ...operational excellence Builds relationships with clients to meet financial...Work at officeFlexible hoursShift workWeekend workDay shift
$24 - $32 per hour
...Personal & Commercial Banking Job Description:... ...in bringing TDs human relationship driven banking experience... ...achieve their financial goals by delivering personalized... ...through consultative engagement strong product... ...appropriate products services or partners Executes...Full timeWork at officeLocal areaWork from homeFlexible hours- ...Financial Solutions Advisor - Northwest NJ Market Morristown, New... ...years of age. Acknowledge ( Bank of America employees are... ...referrals to appropriate internal service providers based on client... ...• Builds and nurtures strong relationships. • Collaborates effectively...Temporary workWork at officeMonday to FridayShift workDay shift
- ...out of our Parsippany, NJ financial center. Advise clients on... ...strategies. Responsibilities Services an existing group of clients... ...ongoing investment and banking advice to customers to help... ...assets, as part of total relationship, from other institutions....Full timeLocal areaWork visaFlexible hours
$60k - $120k
...management practice aligned with OneAmerica Financial®. Our client firm operates under a... .... Manage existing client relationships, addressing daily operational... ...hire). ~1–3 years of experience in banking, insurance, or consultative client-facing sales. ~ High coachability...Local areaRemote work- 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 timeTemporary workWork experience placement
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...referrals to appropriate internal service providers based on client needs... ...• Builds and nurtures strong relationships. • Collaborates effectively...Temporary workWork at officeMonday to FridayShift workDay shift
- ...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...
- 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...
$70k - $80k
Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...to appropriate internal service providers based on client needs... .... Builds and nurtures strong relationships. Collaborates effectively with...Temporary workWork at officeMonday to FridayShift workDay shift- ...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 timeWork at officeRemote work
$77k - $110k
...of the most highly regarded financial institutions in New Jersey with... ...multi-billion-dollar bank that continues to grow with branches... ...complicated request with larger relationship exposure under Market and... ...Industrial lending including debt service coverage, cash flow, A/R and...Temporary workLocal areaFlexible hours- 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 placementLocal area
- ...advice‑based approach to financial solutions for an... ...Retail and Business Banking. Works with Investment... ...investment products and services catered to the needs... ...Support partnerships/relationships with Retail and... ...(Chartered Financial Consultant) designation. M&T Bank...Work experience placementBank staffWork at office
- 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 workAfternoon shift
- ...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...Immediate startAfternoon shift
$47.84k - $64.48k
...Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed... ...Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled...Full timeWork experience placementFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a... ...Funding · Investment & Advisory Services · Trust Services · Retirement... ...achieve their goals Grow relationships with clients to support them... ...Services), a federal savings bank. NM and its subsidiaries are...Full timeContract workFor contractorsWork at office- Fulton Bank in Parsippany, NJ is seeking a full-time, on-site Financial Advisor to advise clients on investment and insurance strategies, assess assets and liabilities... ...partnering with colleagues to expand advisory services. This is a commission-based role. #J-18808-...Full time
$100k - $165k
...SUMMARY: The Investment Consultant - Wealth Planning... ...maintenance and oversight of financial plans for the team’s... ...matching Maintain relationships with Retirement... ...clients to other product/ service opportunities (i.e. making connections to banking solutions based on the...Full timeTemporary workWork experience placementLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Services Consultant — Banking & Relationships. Be the first to apply!
- financial sales Basking Ridge, NJ
- finance financial Basking Ridge, NJ
- financial Basking Ridge, NJ
- senior financial analyst fp&a Basking Ridge, NJ
- financial institutions Basking Ridge, NJ
- financial services professional Basking Ridge, NJ
- other financial services Basking Ridge, NJ
- project finance Basking Ridge, NJ
- finance work from home Basking Ridge, NJ
- part time finance Basking Ridge, NJ




