Client-Focused Financial Solutions Specialist
Nationwide Mutual Insurance Company
Nationwide Mutual Insurance Company is hiring a Solutions Center Representative in Grandview Heights, OH. This hybrid role supports members, plan sponsors and investment professionals while applying product knowledge and regulatory requirements. It emphasizes consultative service, documentation, and compliance within a call-center environment. Ideal candidates have 1 year in customer service, insurance knowledge, and an openness to pursuing FINRA licenses. #J-18808-Ljbffr Nationwide Mutual Insurance Company
- NBH Bank seeks a Relationship Banker II to grow client relationships and provide tailored financial solutions. You will introduce clients to mortgage, business and installment loan options, while leveraging digital banking tools to enhance service and efficiency. Training...Suggested
- ...is hiring a Relationship Banker to grow and retain client relationships, offering financial solutions and exceptional service. You will engage customers with... .... You will need strong communication, a customer-focused mindset, and be prepared to obtain an NMLS license after...Suggested
- Bank of America is hiring a client-focused role to engage customers in the lobby and educate them on self-service banking solutions. You will process cash transactions accurately while learning clients’ financial goals and connecting them to appropriate products and services...SuggestedWork at officeWeekend work
- Wilshire’s Client Solutions team is seeking an organized professional to ensure premium service delivery and strong client relationships. You’ll coordinate reporting, materials, and investor communications across hedge funds and private markets, while liaising with marketing...Suggested
- Bank of America in California is seeking a Financial Solutions Advisor Stage I in Fresno. The role begins with obtaining Securities Industry... ...academy to develop advisory skills for banking, investments and client care. You will build relationships, deliver end-to-end...Suggested
- ...seeking a Banking Service Professional to support sales and service activities in the banking office. You will educate clients on banking solutions, perform teller and platform transactions, and assist the Market Manager in achieving quality service while adhering to...Work at office
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Belvidere, IL to acquire... ...with ecosystem partners to grow the client's share of wallet. The role involves driving... ...a defined sales process, delivering PNC solutions, and leveraging technology to educate...
- Bank of America is expanding a Financial Solutions Advisor Stage I role to help individuals build a solid financial foundation. You will pursue... ...center delivering core banking and investment solutions and client care. You may progress to Stage II, continuing to grow...
- Pinnacle Finance is seeking a Financial Specialist - Floating who will serve clients as a single touch point, engaging in conversations about products and solutions, expanding relationships across offices as needed and promoting a highly engaged client experience by embracing...Temporary workWork at office
$28.85 - $33.65 per hour
...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and... ...and banking and money managed solutions Recommends banking and investments... ...Customer and Client Focus Portfolio Management Prospecting...Hourly payTemporary workWork at officeMonday to FridayShift workDay shift- ...Financial Solutions Advisor - Greater Queens NY Market Flushing, New York;Jamaica, New York; Forest... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Experience Branding Customer and Client Focus Oral Communications Active Listening...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- .... In this role, you will partner with financial institutions and emerging market participants... ...a Vice President, Liquidity & Account Solutions Specialist within Payments, you will serve as a... ...suite for Financial Institutions clients. You will partner with coverage teams...
- ...Huntington Bancshares Inc. is seeking a Financial Relationship Banker in Memphis Southwind to help customers achieve their financial goals. You will focus on retaining and growing consumer and business relationships by offering deposit and loan products and leveraging...
$25 - $38.46 per hour
## Private Client BankerApplylocations: Uniontown, OHtime type: Full... ...Client Program and will focus on the entire client relationship... ...a plan-based approach to financial advice. As a PCB, you will deliver... ...refer appropriate financial solutions to KeyBank's client base with...Hourly payWork experience placementDay shift- ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities, and... ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...Customer and Client Focus Oral Communications Issue Management...Work at officeImmediate startMonday to FridayShift workDay shift
- ...America in the United States is seeking a financial professional to provide comprehensive advice and customized solutions to clients, helping them reach their financial goals.... ...activities under SAFE Act, and join a team focused on responsible growth, #J-18808-Ljbffr...
- Bank of America is seeking a Financial Solutions Advisor Stage I in Fresno, CA. The role focuses on building client relationships, delivering banking and investment guidance, and completing necessary securities licenses (SIE, Series 7, Series 66) as part of a structured...
- ...seeking an Associate Community Banker to deliver personalized client service, open and maintain checking and savings accounts, and handle... ...options and coordinating referrals to Home Loans, Treasury Solutions, and Wealth Management. Located at our Raymond, WA branch, the...
- Huntington is seeking a Financial Relationship Banker in Middlefield, OH to help customers... ...offering deposit, loan, and other solutions, while guiding clients on using online and mobile banking... ...compliance, teamwork, and community-focused service. #J-18808-Ljbffr Huntington
- ...time banker to grow existing customer relationships, acquire new clients, and deliver exceptional service aligned with the bank's... ...mobile banking capabilities. You will engage customers to meet financial needs, open accounts and discuss loan options while maintaining...Full time
- Bank of America in New York's Elmont area is hiring for a client-facing role in our financial centers. You will engage clients in the lobby, educate... ..., following bank processes, and collaborating with specialists in small business, lending, and investments to meet client...
- ...seeks a Relationship Banker to build lasting client relationships and provide tailored banking, lending and investment solutions. You will deliver exceptional service, cross-... ...teamwork, and achieving branch targets, with a focus on customer satisfaction and growth across...
- Jobtailor in New York is seeking a client-focused banking professional to engage clients in lobby activities, educate on self-service... ..., understanding life goals, and connecting clients to financial solutions. You’ll work with a team to ensure operational excellence,...
$16.5 - $21 per hour
Relationship Banker / Client Relationship Specialist - Ellisville, MO #3512 About this Role... ...relationships, identifying financial needs, recommending banking solutions, and supporting branch growth... ...financial services, or customer-focused sales environment. In This Role...Hourly payFor contractorsWork at officeRemote workFlexible hours- ...Maintain knowledge of the investment solutions utilized throughout Private Banking, including... ...including the following: Monitoring client activity such as: new account initial... ...required ~3-7 years work experience in financial services industry with Private Wealth...Work experience placementShift work
- Nationwide Financial is seeking an Analyst to provide prompt service to internal and external customers, coordinating between contract holders, producers and Nationwide departments. You will review forms for accurate record-keeping and support relationship management across...Contract workWork at office
- ...State is able to provide patient-focused precision medical care to the... ...-State is seeking a Senior Financial Analyst to join our growing... ...come up with approaches and solutions Working in a matrix environment... ...regulations as well as all client requirements and will obtain...Private practiceLocal areaWeekend work
- A leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive financial planning and investment solutions to a diverse range of clients. Ideal candidates will have at least 2 years...
- WealthBridge Financial Group in Hoboken, NJ is seeking motivated Financial Professionals... ...team. You will work closely with clients to develop customized financial... ...collaborate with CPAs and other specialists to deliver holistic solutions that help clients create, protect,...
- Empower LLC is seeking a Wealth Advisor to deliver a high-touch client experience, focusing on onboarding, planning, and investment strategy for a... ...You will work with a dedicated team to drive personalized financial guidance and proactive relationship management. The role...Remote job
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Focused Financial Solutions Specialist. Be the first to apply!
- spanish customer service representative Brooklyn, NY
- airport customer service agent Brooklyn, NY
- career services representative Brooklyn, NY
- customer service officer Brooklyn, NY
- at home customer service representative Brooklyn, NY
- bilingual customer service representative spanish english Brooklyn, NY
- customer service representative no experience Brooklyn, NY
- full time customer service associate Brooklyn, NY
- part time customer service representative work from home Brooklyn, NY
- customer associate Brooklyn, NY

