Senior Client Banking Advisor
Bank of America
Bank of America is seeking a client-focused associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect them with specialists. You will deepen relationships through platform services and support clients with self-service or transactional activities. The role emphasizes outbound calls, consistent follow-up, and delivering exceptional care while meeting regulatory requirements and using digital tools to enhance the client experience. #J-18808-Ljbffr Bank of America
- Webster Bank in the New York metropolitan area is seeking a Banking Center Manager to lead daily sales, service, and operations. You... ...in the Manager's absence and guide staff to deliver exceptional client experiences. You will build relationships with clients and prospects...Senior
- Bank of America is seeking a client-focused specialist to serve as the first point of contact for financial center clients, uncovering personal banking needs and guiding them to suitable solutions. You will deepen client relationships with platform services, support self...Senior
$49.33k - $63.16k
...Join OceanFirst BankAt OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst...SeniorWork at officeLocal areaFlexible hoursNight shift$110k - $130k
...Good communication skills and the ability to maintain strong working relationships with colleagues, auditors, legal counsel, and banking personnel Strong references required Pay Range: $110,000 USD - $130,000 USD. The salary range and/or hourly rate listed is a good...SeniorHourly payLocal area- ...Bank of America in West Islip, NY is seeking a frontline Banking Associate to greet clients, uncover personal banking needs, offer suitable solutions, and connect customers to specialists. You will support self-service and transactional activities, and help deepen client...SeniorWeekend work
- ...your market and enjoy building relationships, then a role as a Business Banking Consultant Senior is for you. As a Consultant Senior in Business Banking, you’ll help improve the lives of our clients and the well-being of their businesses through financial solutions,...SeniorWork experience placementLocal area
- Flagstar Bank in San Francisco, CA seeks a Private Banking Mortgage Manager Senior to oversee the PCG mortgage loan process, advise on fulfillment design, and drive risk-managed growth for high-net-worth clients. You will lead a team through loan structuring, documentation...Senior
$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Freeport, NY 11520 The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identifying their needs, and performing teller functions and financial transactions...Local area- ...Relationship Management/Revenue Generation: Infuses the team’s network of clients and centers of influence with fresh prospects at any time in... ...relations issues.Strategic Planning: Partners with Commercial Banking management to create a strategic plan for the assigned...SeniorFull timeLocal area
$80k - $100k
...company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and... ...Candescent is seeking a detail-oriented and highly skilled Senior Accountant to support our growing Finance organization. This role...SeniorWork at officeRemote workShift work$77k - $214k
...PracticeManagement LevelSenior AssociateJob Description & SummaryThe OpportunityAs a Banking & Capital Markets Tax Senior Associate, you will play a pivotal role in our Financial Services Tax practice, helping clients navigate the complex national and international tax environment. You...SeniorFull timeH1bLocal areaOverseas- ...brand and culture, providing welcoming and attentive service while managing and nurturing client relationships. This position requires at least 1 year of sales experience in banking or related fields, strong communication skills, and a commitment to exceeding client...
- ...success story with us. If you’re looking for a place where culture and leadership matter, look no further. Whether you work here, bank here, or are just getting to know us — this is what it feels like to be part of Jovia. We are Jovia Financial Credit Union . Our name...Remote jobFull timePart timeFor contractorsWork from homeFlexible hours
$119k - $218.3k
Position Summary Senior Consultant - Risk, Regulatory, & Licensing - Digital Assets... ...? Do you have a passion for helping clients navigate complex regulatory environments... ...expectations, and prepare for the future of banking and capital markets by advising on everything...SeniorWork at office$25.97 - $31.75 per hour
Bank of America is seeking a Financial Center Associate to serve as the first point of contact for clients, uncover personal banking needs, offer solutions, and connect clients to specialists. You'll support self-service and transactional activities while delivering exceptional...Weekly payWeekend work$124k - $335k
...the opportunity to help our clients meet their tax obligations while... ..., now and in the future.As a Senior Manager, you'll work as part... ...as technology-enabled tax advisors who provide value through digitization... ...and/or international banking industries. Intimate knowledge...SeniorFull timeH1bLocal areaOverseasShift work- ...striving to be best-in-class.Job SummaryAs a Senior Real Estate Appraiser within the... ...corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our... ...and today we are a leader in investment banking, consumer and small business banking, commercial...SeniorWork at officeLocal area
- A leading advisory and assurance firm seeks a Senior Manager in Tax to deliver industry-focused advisory and compliance services to clients. This role offers the chance to mentor staff, manage client relationships, and engage in federal tax matters. Candidates should possess...Senior
$149.55k - $270.93k
Job Summary The Private Banking Mortgage Manager Senior role is responsible for the following: Oversees and monitors the credit process for Private Client Group (PCG) mortgage loans. Advises on Fulfillment process design for PCG loans and advocates for the PCG customer...SeniorLocal area$126.8k - $244k
...400,000 professionals to have insightful client conversations and drive growth. The team’... ...distinctive leadership. The opportunity The banking and capital markets (BCM) sector is... ...models, and workforce capabilities. As a Senior BCM Analyst at EY, you will be an expert...SeniorSummer holidayLocal areaFlexible hours$92.4k - $120k
...Founded in 1977 as the Senior Care Action Network, SCAN began with a simple but radical idea: that older adults deserve to stay healthy... ...accounting team regarding payroll tax and payment services banking items. Support audits by providing payroll tax documentation and...SeniorFor contractorsWork experience placementInterim roleLocal area$25.97 - $31.75 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great...SeniorHourly payWork at officeFlexible hoursShift workWeekend workDay shift- Position TitleBranch Banking Client Consultant IILocationHicksville, NY 11801Job SummaryBranch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients...Full timeLocal area
$130.6k - $343.6k
...Customer Tax Operations and Reporting - Tax Senior ManagerLocation: New York Other locations... ...We offer the specialization in assisting clients with mission-critical operational tax... ...withholding engagements in the financial services, banking, insurance, and multinational sectors....SeniorSummer holidayLocal areaImmediate startFlexible hours- ...relationships. In this role, you will provide tailored financial solutions, process transactions, and educate members on efficient banking methods. The ideal candidate will have a High School degree or GED, with at least one year of branch experience and two years in customer...Hourly pay
$81.9k - $135.1k
...side by side with a range of clients from our most venerable institutions... ...dynamic new entrants across Banking and Capital Markets, Wealth... ...management industry. As a senior analyst, you’ll collaborate... ...experience and status as a trusted advisor to maintain and further our...SeniorSummer holidayLocal areaFlexible hours- Ridgewood Savings Bank in Uniondale, NY is seeking a Mortgage Loan Processor/Underwriter to review and process Retail and SONYMA mortgage applications, ensuring compliance and timely submissions for underwriting. The role involves verifying income/assets, preparing disclosures...Senior
$17 - $22.55 per hour
...Branch Banking Client Consultant I Location: Roslyn, NY 11576 Job Summary: Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with...Local area$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify...Senior- ...Qualifications Bachelor’s degree or minimum of 18 months of relevant experience in the financial industry or in a customer service Previous banking or financial services experience Desire to provide outstanding member service Ability to discuss products and services...Full timeFor contractorsFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Client Banking Advisor. Be the first to apply!
- airport customer service agent Merrick, NY
- career services representative Merrick, NY
- customer service officer Merrick, NY
- bilingual customer service representative spanish english Merrick, NY
- part time customer service representative work from home Merrick, NY
- customer associate Merrick, NY
- customer service specialist Merrick, NY
- customer support associate Merrick, NY
- customer service representative data entry Merrick, NY
- client service specialist Merrick, NY


