Relationship Banker: Elevate Clients with Self-Service
Jobtailor
Jobtailor in Connecticut is seeking a motivated lobby associate to educate clients on self-service banking options and assist with transactions in a friendly, compliant manner. You will engage customers, handle cash accurately, and use conversations to uncover needs and connect them with suitable banking solutions; weekends and extended hours may be required. This role emphasizes delivering an exceptional in-branch experience. #J-18808-Ljbffr Jobtailor
- Bank of America is seeking a client-focused professional to build relationships and meet financial needs in our busy financial... ...interactions, and collaborate with experts in small business, lending... ...investments to deliver superior service. The role requires strong...Suggested
- KeyBank is looking for a Private Client Banker in Hamden, Connecticut. This... ...solutions to clients with investable assets up to $2M.... ...include building strong client relationships and providing personalized... ...compliance and exceptional client service. #J-18808-Ljbffr KeyBankSuggested
- ...become a Retail Personal Banker I after completing a 9... ...and Sales & Service. There will be a certification... ...existing customer relationships through a variety of activities... ...ideas and opinions, elevating concerns, and... ...working relationships with assigned Business Partners...SuggestedWork experience placementWork at office
$25 - $26.77 per hour
...Growth and delivering for our clients, teammates, communities and... ...to an in-office culture with specific requirements for office... ...transactions through self-service resources, such as mobile banking... ...operational excellence Builds relationships with clients to meet...SuggestedHourly payWork at officeFlexible hoursShift workWeekend workDay shift- Ives Bank in Southbury, CT seeks a Relationship Banker II to deliver outstanding customer service and deepen client relationships. You will process daily transactions, open... ...accounts, and cross-sell banking products in line with policies. Collaboration with branch leadership...Suggested
- This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking... ...done, building and nurturing strong relationships. Displays passion, commitment and drive...Flexible hoursWeekend work
$52k - $55.68k
...Growth and delivering for our clients, teammates, communities and... ...to an in-office culture with specific requirements for office... ...transactions through self-service resources, such as mobile banking... ...operational excellence • Builds relationships with clients to meet...Hourly payFull timeWork at officeFlexible hoursShift workWeekend workDay shift- ...to serve as the friendly face of the branch, delivering superior client service and trusted guidance. You will support lobby transactions, assess client needs, and collaborate to deepen relationships with Fidelity products. The role emphasizes integrity and teamwork, with...
- ...helping others. As a Financial Services Representative with Barnum Financial Group,... ...to help you acquire clients and build your brand Access... ...and maintaining long-term relationships with clients. Providing financial... ...and communication skills Self-starter who is goal...Work experience placement
$25 - $38.46 per hour
...our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client... ...Program and will focus on the entire client relationship with a plan-based approach to financial... ...and offering appropriate products and services. PCBs identify products and services...Hourly payFull timeWork experience placementFlexible hoursDay shift- ...Private Client Banker Location: 1248 Dixwell Avenue - Hamden, Connecticut 06514 Job... ...Program and will focus on the entire client relationship with a plan-based approach to financial... ...and offering appropriate products and services. PCBs identify products and services...Day shift
- ...customer-facing associate to engage clients in the lobby, educate them on self-service options, and help process cash transactions... ...and efficiently. You will build relationships, follow risk and compliance guidelines, and collaborate with specialists in small business,...Weekend work
- ...our Key Bank communities. The Private Client Banker (PCB) is part of the Key Private Client... ...and will focus on the entire client relationship with a plan-based approach to financial advice... ...and offering appropriate products and services. PCBs identify products and services...Full timeFlexible hoursDay shift
- ...Fast-Growing RIA Focused on White-Glove Client Service. Our client is an established and fast-... ...The focus of this position is working with existing clients, helping them feel cared... ...fit for someone who enjoys planning, relationship management, and providing a white-glove...
- ...and delivering for our clients, teammates, communities... ...and an in‑office culture with specific requirements... ...operational excellence Builds relationships with clients to meet... ..., highly motivated self‑starter with a strong... ...transactions through self‑service technologies (e.g., ATM...Work at officeFlexible hoursShift workWeekend workDay shift
- Join to apply for the Relationship Banker - New Haven, CT role at... ...customer service. You are energetic and... ...meaningful relationships with our customers, using your... ...sharing and setting up self-service options to access... ...success in establishing new clients, deepening customer...Full timeImmediate startRemote workAfternoon shift
$25 - $26.77 per hour
...and how we deliver for our clients, teammates, communities and... ...everyone. We hire individuals with a broad range of backgrounds... ...conducting transactions through self-service resources, such as mobile... ...excellence Builds relationships with clients to meet financial...Hourly payFlexible hoursShift workWeekend workDay shift- A financial services recruitment firm in Connecticut is seeking a Financial Advisor. This... ...guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum... ...goal-oriented mindset. Competitive salary with performance-based bonuses,...
- ...Search Group in Cheshire, CT is seeking a Wealth Advisor to support the firm’s lead advisor. The advisor will retain existing client relationships and cultivate new connections, delivering tailored financial guidance. This full-time, salaried position offers a...Full timeFlexible hours
- Barnum Financial Group is seeking a Financial Services Representative to provide guidance and wealth-building advice to clients. You will develop knowledge and skills in financial solutions, client needs analysis, and ongoing professional development. The role emphasizes...
$47.84k - $64.48k
...we're more than a financial services leader – we’re a global trailblazer... ...for being your authentic self, and empowered to grow. And... ...a Roving Associate Personal Banker (SAFE) to join our National... ...geography, building relationships with customers by supporting everyday...Full timeWork experience placementFlexible hours$43.68k - $69.9k
...resolution, in accordance with Fifth Third Bank... ...partner for products and services uncovered during business... ...exchanging ideas and opinions, elevating concerns, and... ...management. Actively involve self in daily huddles, sales... .... Float Personal Banker I- GlendaleTotal Base...Full timeWork at office- ...for Wealth Management, we help clients Protect, Preserve, and Grow... ...protection they need to retire with confidence. We are looking... ...market downturns. Build Long-Term Relationships – Act as a trusted advisor,... ..., and risk mitigation. Self-Motivated & Results-Driven: Ability...Temporary workFlexible hours
$27.59 - $45.98 per hour
...Develop new customer relationships and expand and retain... ...(CIP)). Reach out to clients to follow up from previous... ...of products and services offered by Business Banking... ...Develop relationships with Centers of Influence for... ...(e.g. business bankers, mortgage loan originators...Hourly pay$150k - $175k
...business, we treat every client like our own,... ...secure financial future—with transparency, trust, and... ...retention of existing client relationships as well as the development... ...-the-same. Natural self-starter with strong... ...Have a dedicated Client Service Manager to assist you with...Full timeWork from homeFlexible hours1 day per week- ...the branch, delivering high-quality client interactions and ensuring... ...emphasizes building trust and growing relationships in a dynamic team environment. The ideal candidate has customer service experience in financial services, with training support for securities licenses...
- ...crucial role in helping clients achieve their financial... ...learning and growth. With competitive compensation... ...opportunity is perfect for self-starters who are passionate about customer service and financial planning.... ...and building relationships, this role is designed...
- ...Financial Advisors, aiming to help clients achieve their financial... ...day may include: Developing relationships with clients (both existing and... ...experience in the financial services industry is not required, though... ...qualities include: Self-starter Customer service champion...Immediate start
- TIAA, operating with Nuveen's resources, seeks a Wealth Management Advisor to deepen relationships with affluent clients and grow the practice through referrals. You will diagnose client needs and propose tailored financial solutions, leveraging broad investment knowledge...
- ...comprehensive suite of services tailored to meet the needs... ...finance professionals with leading firms. Career... ...the finance industry. Client Consulting: Advising... ...practice, shaping your client relationships, and designing your... ...earnings. If you're a self-starter and highly motivated...Work experience placement
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