Financial Concierge & Relationship Builder
Bank of America
Bank of America in the United States seeks a client service associate to educate and assist clients with transactions using self-service resources such as mobile banking, online banking, or ATM. You will process cash transactions accurately and engage clients to understand financial goals. The role emphasizes building client relationships, following procedures, and collaborating with specialists in small business, lending, and investments to deliver exceptional service. #J-18808-Ljbffr Bank of America
- ...include but are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution,... ...educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish...Financial
$24.5 per hour
...A financial services company is hiring a Customer Service Banker in Levittown, NY. In this customer-facing role, you will build positive relationships and provide tailored financial solutions to help customers meet their needs. You will require strong problem-solving...FinancialHourly pay- ...are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution,... ...effectively educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to...Financial
$52k - $55.68k
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...risk culture and strives for operational excellence • Builds relationships with clients to meet financial needs • Follows established...FinancialHourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...If you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you. As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping to improve the lives of our...FinancialWork experience placement
$45k - $65k
...This role involves engaging with customers to understand their financial needs, providing suitable products and services, and ensuring... ...position offers a salary range of $45,000 - $65,000 annually, and a commitment to customer relationships is critical. #J-18808-Ljbffr...Financial- ...through excellent communication and an entrepreneurial spirit in client interactions. The successful candidate will deepen client relationships, exceed sales targets, and elevate the in-store experience by delivering unique, memorable moments. Applicants should have...
- ...As our Part-Time Concierge , you will surpass every guest’s aspirations, welcoming them and making their experience special from the... ...partners, our travel and tourism partners, our corporate and financial media, and our internal teams. Our vision is to be the best shopping...FinancialTemporary workPart timeLocal areaFlexible hoursWeekend work
$115k
...great place to work. What You’ll Do The Senior Business Banking Relationship Manager is responsible for cultivating and growing high value... ...Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years. Through our full...FinancialWork at officeRemote workFlexible hours- ...Enterprise Financial Services Corp. is searching for a VP, Relationship Manager in Wisconsin. This role focuses on developing and maintaining commercial loan accounts and ensuring excellent customer relationships. Ideal candidates possess strong skills in credit underwriting...Financial
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to deliver exceptional hospitality while leveraging banking solutions and fintech to support clients' financial needs. The role focuses on acquiring, managing, and retaining client relationships, guiding...Financial
- ...demonstrations. The ideal candidate will have a passion for beauty, strong guest service skills, and the ability to form lasting relationships with clients. This role offers competitive compensation and career growth opportunities within the beauty industry. #J-18808-...
$70k - $80k
Relationship Manager - Wealth Management Compensation Base: $70K - $80K (flex up to $85K max) Annual bonus (individual + firm performance... ...CRM documentation (Salesforce) Support advisors with: Financial planning (MoneyGuidePro) Tax planning (Holistiplan) Meeting...FinancialLocal areaFlexible hours$52k - $68k
...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You...FinancialFull timeImmediate startAfternoon shift- ...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...Business Relationship ManagerIf you are customer focused, enjoy building relationships and providing financial advice to your clients, a role as a Business Relationship Manager is for you.As a Business Relationship Manager I (BRM) in Business Banking, you'll be helping...Financial
$142.9k - $167.1k
...Description The VP Commercial Banking Relationship Manager is responsible for originating, developing, and managing relationships with... ...with the ability to identify opportunities, provide strategic financial guidance, and foster long-term client relationships that...FinancialFull timeLocal area- ...development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond quickly and effectively on all... ...authority.Ensure that the bank is in possession of current financial information and that the information has been properly...Financial
$33.45 - $40.47 per hour
...a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...your customers as their dedicated Expert, owning the overall relationship and delivering both tax strategy and tax preparation services...FinancialLocal area$88.4k - $132.6k
...Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned... ...wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills.Anticipate...FinancialFull timeWork at office$45k - $65k
...closely with new and existing customers to understand their financial needs, recommending appropriate products and services related... ...with every interaction. You will develop deep and meaningful relationships with the customer to resolve issues, educate customers on the...FinancialLocal area- ...them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing... ..., using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You...FinancialImmediate startAfternoon shift
- ...rooted in Midwest communities, we combine over a century of relationship-based banking with innovative, technology-driven solutions. We... ...accounts, certificates of deposit, IRAs, and HSAs. Discovers the financial needs of each customer and offers appropriate bank products...FinancialFull timeWork at officeLocal area
- ...OceanFirst Bank is seeking a Commercial Lending Sr. Relationship Manager to acquire new commercial clients and expand existing relationships... ...leveraging COI networks. You will structure terms, analyze financial data, and work with bank partners to ensure compliance and...Financial
- ...conflicts. Ability to observe and detect signs of emergency situations. Ability to establish and maintain effective working relationships with associates and guests. Command of the English language both written and verbal. Ability to multi-task, and...Local areaImmediate startFlexible hoursShift workAfternoon shiftWeekday work
$32.5 - $36 per hour
...a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax...FinancialLocal area$32.5 - $36 per hour
...a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax...FinancialLocal area$110k - $160k
...recognized for excellence in creditors' rights, default services, and financial services litigation. With a reputation built on integrity,... ..., boutique-style approach, allowing teams to provide tailored solutions while maintaining strong attorney-client relationships....Financial$32.5 - $36 per hour
...a trusted advisor, empowering customers to achieve positive financial outcomes while supporting Intuit’s mission of “Powering Prosperity... ...community, attracting new clients, establishing long-term relationships, and driving customer loyalty. You will leverage TurboTax...FinancialLocal area- ...starts with purpose. Our team members are passionate about making a positive difference in the lives of residents every day. As a Concierge, you create the first impression of Sunrise—welcoming residents, families, and visitors while ensuring a warm, safe, and organized...Work at officeShift work
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