Client-Centric Banking Advisor
Bank of America Corporation
Bank of America is seeking a client-focused team member to work in a branch environment, engaging clients in the lobby and guiding them through self-service options such as mobile, online banking, and ATM transactions. You will build relationships, identify financial needs, and connect clients with appropriate banking solutions, while adhering to legal requirements and bank policies. The role requires flexible weekend/extended hours and strong communication in Spanish. #J-18808-Ljbffr Bank of America Corporation
- ...invites you to join our branch as a Relationship Banker. You will represent our brand with hospitality while using banking solutions and fintech to empower clients. Build lasting relationships, understand financial needs, and tailor solutions to help clients manage their...Suggested
- ## Private Client Investment Advisor II - Melville, NYApply: Onsite: Melville, New York: New York, New... ...Demonstrates a commitment to being customer-centric by ensuring a legendary service is... ...to Relationship Manager to increase banking and lending product sales* Uses expense...SuggestedFull timeWork at office
- ...New York is seeking a Relationship Banker to deliver exceptional client service at a Chase branch. You will manage relationships,... ...tailored product recommendations while educating clients on digital banking tools. The role requires regulatory awareness and the ability...SuggestedAfternoon shift
- Santander Bank, N.A. in Wantagh, NY seeks aRelationship Banker II to serve Banking Center customers, drive sales, and provide exceptional... ...The role focuses on needs-based conversations to build lasting client relationships and optimize product uptake. The position requires...SuggestedWeekend work
- ...Management Group, Inc. by Top Echelon. Commercial Relationship Manager, Business Development - Community Bank (Queens, NY) About the opportunity My client is a well-established, well-capitalized community bank in Queens with a clear strategic push into...SuggestedWork at office
- ...ConnectOne Bank in Glen Head, NY is hiring a Banking Relationship Specialist to acquire, retain, and expand client relationships for business and consumer customers, aligned with the bank's Client First culture. You will open accounts, educate clients on products, handle...
- Bank of America is hiring in Roslyn Heights, NY to provide comprehensive financial guidance and customized solutions. The role involves meeting clients, reviewing goals, and building tailored financial plans using brokerage products, banking, and investment options. Candidates...Weekday work
- ...service team. The role focuses on building loyalty by assisting with banking needs and cross-selling treasury and small business products.... ...with tellers and branch staff, refer opportunities, handle client inquiries, and ensure compliance with Citigroup policies. This...Full time
- ...Relationship Banker in a Chase branch in the New York area. You will represent our brand with hospitality and leverage banking solutions to help clients achieve financial goals. You will lead in acquiring, managing, and retaining meaningful client relationships, using...Weekend workAfternoon shift
- ...expert financial guidance. You will acquire, manage, and retain client relationships, offering thoughtful solutions to meet their... ...enhance their lives. You will also educate clients on digital banking tools and work within risk and regulatory requirements, with opportunities...
- ...seeks a Relationship Banker at a Chase branch to represent our brand with hospitality while using the latest banking solutions and technology to help clients. You will lead in acquiring, managing, and retaining client relationships, tailor solutions to financial needs...Weekend workAfternoon shift
- Bank of America is seeking a client-facing associate to engage lobby clients and assist with self-service transactions, including ATM, online, and mobile banking. The role emphasizes accurate cash handling, building client relationships, and identifying financial solutions...Weekend work
- ...Korn Ferry has partnered with our client on their search for the role, Portfolio Manager. Purpose of the Position About the Role of Portfolio Manager– Commercial Banking Group A regional Bank is a fast growing, dynamic organization which results in continued...Full timeWork at office
- ...hospitality in a branch setting. You will acquire, manage, and retain client relationships, using financial knowledge to offer thoughtful... ...Mobile App and online tools while ensuring compliance with banking regulations. Join a team dedicated to exceptional service and growth...
$28.85 - $33.65 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...Hourly payTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- Bank of America seeks a financial services professional to advise clients and tailor investment solutions. You will review goals, recommend banking and investment products, and coordinate referrals to internal teams while building strong client relationships. The role emphasizes...
$20.53 - $34.23 per hour
...At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice--building the kind of trust that can fuel...Full timePart time- ...limited to:Business development with a focus on acquisition of new clients and expanding relationships with existing clients. Respond... ...from Senior Management, the branch network or other areas of the bank.Develop network of external referral sources/centers of influence...
$350k
...Job Description Job Description Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust... ...Island/Metro market. Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage, develop...$55k - $75k
...Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by... ...services, financial planning, wealth management, banking, insurance, or a related client-service environment...Full timePart timeWork at office$41.25k - $68.75k
...appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client... ...successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service,...Temporary workWork experience placementWork at office- ...affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources... ...registration lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex financial...Hourly payMinimum wageWork experience placementWork at officeImmediate start
- .... Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail... .... Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution. Proven...Bank staffLocal areaNight shift
- ...great place to build your career. We are Jovia Financial Credit Union . Our name evokes joy, a feeling of optimism, trust, and “banking on the bright side”. We are a new kind of credit union, one that combines service and value with the convenience that today’s...Full timeFor contractorsFlexible hours
- ...consistent sales execution, lead management, and proactive cross selling.Deliver exceptional customer service in alignment with the bank's mission, engaging customers with friendly, professional, and solution oriented service.Maintain strong knowledge of all bank products...
$65k - $80k
...position provides comprehensive advice and customized solutions to clients to help them achieve financial goals. Key responsibilities... ...products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions. Recommend banking and investment...Temporary workMonday to FridayShift workDay shift$70k - $80k
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift- ...exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the...Temporary workWork experience placementLocal area
$100k - $110k
...individuals, families, businesses and our colleagues achieve their financial goals. As a leading commercial bank, we remain passionate about serving our clients and supporting our communities. Integrity, Collaboration, Accountability, Agility, Respect, Excellence are Webster...Full time$25 per hour
...SimpleADVISORY LLC, doing business as SimpleWEALTH) Advisors work with business owners. How it... ...at the office. ~ No firm work or client contact before hire. ~ No repayment... ...City once hired. ~ A background in banking, insurance or another finance role is a plus...Hourly payWork at office
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