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... ...customers and cross-selling to meet their financial needs.Present a confident and...Suggested
$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$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,...SuggestedWork at office- 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
- 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...SuggestedRemote job
- 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...
- 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...
- ...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 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...Full 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- 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...
- 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...
- ...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 inWork at officeLocal area
- 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...
$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 timeBank staffH1b$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 officeAfternoon 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
- ...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 roleWork at officeLocal areaImmediate startWork from homeShift 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...
- 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
- ...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
- ...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
- 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
- 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...
- 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
- ...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
- ...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 timeShift work
$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 inWork at officeLocal area$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 officeRelocation packageNight shift- ...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 inWork at officeLocal area
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