Financial Concierge & Relationship Builder
Bank of America ATM
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
- ..., and process cash transactions with accuracy. You will connect clients to financial solutions and help them meet short- and long-term goals. The role requires strong communication, relationship-building, and a willingness to learn new platforms, including ATM networks,...FinancialTemporary workWeekend work
$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- ...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
$151.4k - $311k
Position Summary Client Relationship Executive (CRE) - Financial Services Are you driven by a passion for spearheading industry-leading business development initiatives? Do you excel in cultivating business relationships with clients? If so, a career as a Client...FinancialShift work$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$25 - $26.77 per hour
...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...FinancialHourly payWork at officeShift workWeekend workDay shift- ...across the United States. You will work on-site with a team of financial experts, providing full-service tax return preparation and... ...community, leverage marketing support, and help build lasting relationships while delivering personalized tax solutions in everyday language...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$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- ...learn and apply new banking platforms while building strong client relationships. Responsibilities include handling cash, guiding clients through online/mobile banking, and connecting them with financial solutions that fit their needs. Weekend hours and some travel may...FinancialWeekend work
- ...are not limited to: Focus on growing existing customer relationships and acquiring new ones through consistent sales execution, lead... ...educating customers and cross-selling to meet their financial needs. Present a confident and professional demeanor to establish...Financial
$45k - $65k
...This role involves engaging with customers to understand their financial needs, providing suitable products and services, and ensuring... ...of $45,000 - $65,000 annually, and a commitment to customer relationships is critical. #J-18808-Ljbffr Metropolitan Commercial BankFinancial- ...a mass affluent client portfolio with proactive outreach. The role emphasizes relationship growth, personalized banking solutions, and coordination with specialists to meet clients' financial needs. A solid banking background, consultative sales skills, and familiarity...Financial
$151.4k - $311k
...LP is seeking high-performing candidates to pursue strategic relationships at our largest and most sophisticated Health Care industry accounts... ...Partner (LCSP) to ensure that the client business and financial plan is developed, monitored and that sales processes are consistently...Financial- Chase is seeking a Relationship Banker to represent our brand in a Chase Branch, delivering hospitable service and leveraging cutting-edge... ..., manage, and retain client relationships, applying your financial knowledge to suggest suitable solutions and help clients achieve...Financial
$88.4k - $132.6k
Citi is seeking a Wealth Relationship Management (Branch) Sr. Analyst SAFE Act based in Huntington, New York. This senior role requires extensive experience in financial services, with responsibilities including building client relationships, assessing complex financial...FinancialFull time- 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
- ...customers with tax expertise and personalized service. You will grow the local client base, attract new clients, and build long-term relationships using TurboTax tools and marketing support. This role emphasizes community engagement and exceptional customer experience. #J-1...Local area
$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- ...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
$61.07k - $107.49k
...Associate Relationship Manager Location: Jericho, NY 11753 The Associate Relationship Manager is responsible for building and maintaining... ...in banking in a commercial environment. Experience with financial products, services and compliance. Experience with KYC-AML...FinancialLocal area- ...Business Relationship Manager 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...FinancialWork experience placement
$27.59 - $45.98 per hour
...interactions. Primary Responsibilities: Develop new customer relationships and expand and retain existing relationships by proactively... ...time management and prioritization skills Demonstrated financial services product knowledge Ability to communicate with...FinancialHourly pay$74.2k - $84.7k
...Relationship Manager Are you a natural born people person who thrives on cultivating relationships with others? Does being a strategic... ...equivalent certification At least 1 year of experience in Financial Services or at least 1 year of Business to Business Sales...FinancialFull timePart timeWork at officeLocal area$75.4k - $86.1k
...Assistant Relationship Manager As a member of the Dealer Sales Pod, the ARM is responsible... ...escalations. Providing high touch concierge service. Developing a deep understanding... ..., and inclusive set of health, financial and other benefits that support your total...FinancialFull timePart timeWork at officeLocal area- ...required: 2+ Years of prior banking/finance experience in the financial services and/or insurance industries. Job Competencies: Basic... ...a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive...FinancialFull timeLocal 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
$120k
...minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business...FinancialWork at office$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do... ...in managing time and capacityExperience in cultivating client relationships, assessing needs and recommending solutionsSuccess creating strong...FinancialHourly payFull timeTemporary workWork at officeMonday to FridayFlexible hoursDay shift$120k
...Join us at NYL - Nassau GO as a Financial Services Professional, where you'll play a vital role in empowering individuals to achieve... ...yourself. Responsibilities: • • Develop and maintain strong relationships with clients, ensuring their financial needs are met with tailored...FinancialOngoing contractFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Concierge & Relationship Builder. Be the first to apply!




