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$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...SuggestedFull timeContract workWork at officeImmediate start- 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...
- 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 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
- ...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
- ...Financial Advisor Job Locations US-NJ-Parsippany... ...Category Investment Services Position Type (Portal Searching... ...ongoing investment and banking advice to customers to help... ...gather 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... .... 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
$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- ...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...Work at officeRemote work
$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- ...personalized advice, solutions, and service to clients.TD Private... ...chance to create one-on-one relationship with a dedicated and professional... ...satisfaction.Demonstrate financial planning expertise to produce... ...Canada Trust, TD Commercial Bank, TD Securities)Direct support...Minimum wageFull timeLocal areaWork from home
$70.35k - $205.8k
...Accenture Consulting: Your Unique Place in our Global... ...capabilities and ecosystem relationships in the industry, all... ...of the Investment Banking Management Consulting... ...assets and emerging financial market infrastructure... ...opportunities to our service men and women....Work experience placementLive inWork at officeLocal area- ...We are seeking a talented and motivated Financial Analyst to join our dynamic and collaborative... ...to build productive cross-functional relationships.Strong organizational and prioritization... ...generous paid time off (PTO) bank starting with 20 days (prorated based on...Full timeWork at officeWorldwide
- ...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...
- ...investment products and services for individuals,... ...guidance. Merrill’s Financial Advisors and Wealth... ...envision through a personal relationship with their advisory... ...coupled with the banking convenience of Bank... ...by using a defined consultative approach to systematically...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...focused, we aim to build long-term relationships with our clients by being a... ...and deliver a high level of service on every deal. Position... ...credit, background checks) Review financials, entity documents, and... ...Financial documentation (PFS, bank statements, liquidity) Familiarity...Work at officeFlexible hours
$100k - $130k
A financial institution in Basking Ridge, NJ is looking for a Commercial Loan Officer responsible for developing loan business relationships. The role includes assessing financial needs, helping clients with loans, and ensuring complete documentation. Candidates should...$94.4k - $293.8k
...Accenture Consulting: Your Unique Place in our Global Collective... ...capabilities and ecosystem relationships in the industry, all while... ...responsibilities of the Investment Banking Consulting Manager may... ...7+ years of experience in Financial Services specializing in Investment...Live inWork at officeLocal 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...Immediate startAfternoon shift
- ...well as the development of financial plans for clients. Grows and... ...efficiently handling sales and service, identifying sales and/or... ...expands and maintains client relationships through business development... ...Financial Modeling, Investment Banking, Public Speaking,...Full timeTemporary workPart timeWork experience placementWork at office
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
- financial services professional Basking Ridge, NJ
- other financial services Basking Ridge, NJ
- project finance Basking Ridge, NJ
- finance work from home Basking Ridge, NJ
- finance Basking Ridge, NJ
- finance training Basking Ridge, NJ
- finance internship work from home Basking Ridge, NJ




