Client-Centric Banking Advisor
Bank of America ATM
Bank of America is seeking a Customer Service Associate to answer detailed questions about products, accounts, and financial services. You will educate clients on value-added opportunities and refer more complex needs to specialists across the bank. Responsibilities include resolving escalated inquiries, triaging requests, and applying knowledge of financial products to educate clients. A strong, client-focused approach and time management are essential for success. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Client-Centric Banking Advisor in Jacksonville, FL vacancy
- ...Banker in Jacksonville, FL. The role involves building and managing client relationships, delivering excellent service, and using financial technology solutions. Candidates should have retail banking experience, strong communication skills, and an ability to tailor services...Suggested
- ...through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision... ...to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you...Suggested
Bank of America
Jacksonville, FL5 days ago - ...investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and... ...principles, practices, financial markets, banking, analysis, and reporting of financial data. Desired...SuggestedMonday to Friday
PVH (Tommy Hilfiger/Calvin Klein)
Jacksonville, FL5 days ago - ...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...SuggestedFull timeTemporary workWork experience placementWork at office
P N C Bank NA
Jacksonville, FL16 hours ago $50k - $80k
Financial Advisor Join to apply for the Financial Advisor role at First Command Financial... ...Engage with the community to bring new clients to First Command with support of local district... ...financial plan that includes: Savings/banking Investments/wealth management Insurance...SuggestedHourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office- ...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... ...solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span...Temporary workWork experience placementLocal area
Chase
Jacksonville, FL5 days ago - ...Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results... ...inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing. Proactive...Full timeTemporary workPart timeWork experience placementWork at office
PNC
Jacksonville, FL3 days ago - ...acquiring and expanding share of wallet for consumer and business banking opportunities under $2MM in sales revenue. PNC will not provide... ...relationships under $2MM in sales revenue by translating client information into actionable sales strategy and tactics. Leverage...Temporary workWork experience placementWork at office
PNC Financial Services Group
Jacksonville, FL5 days ago - ...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
Chase
Jacksonville, FL10 days ago - ...Acquires and expands share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Achieves business results... ...inside and outside of branch. Delivers a differentiated client experience from acquisition through onboarding and servicing....Full timeTemporary workPart timeWork experience placementWork at officeShift work
$142.6k - $261.5k
...industry, working side by side with a range of clients from our most venerable institutions to dynamic new entrants across Banking and Capital Markets, Wealth and Asset... ...billing. Our ambition is to be the C-suite advisor for insurance technology-enabled transformation...Work experience placementSummer holidayFlexible hours- 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...Work at officeShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. Being a...Temporary workWork at officeMonday to FridayShift workDay shift
- ...At Bank of America, we’re creating real, meaningful relationships with individuals... ...country. Each day, we connect with 67 million clients through a growing specialist workforce and... ...next generation of Financial Solutions Advisors—those with a passion for growing a long-term...Shift workDay shift
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$112.51k
...build a better working world. Assurance Advisor (Financial Services Office) (Manager) (... ...Provide audit services, demonstrating to clients that there is real value in the audit process... ...and/or public company clients. - Banking/capital markets industry, including retail...Full timeWork experience placementSummer holidayWork at officeImmediate startMonday to Friday- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...relationship with the client, Financial Solutions Advisors can engage clients in goals-based...Temporary workWork experience placementWork at officeShift workDay shift
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...start a business where you can help your clients achieve their goals through financial... ...Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
Jacksonville, FL5 days ago- ...purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll... ..., and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you... ...and achievable advice and connect clients to Thrivent products and programs. Develop...
Thrivent
Jacksonville, FLmore than 2 months ago - ...A leading financial services company is seeking a Financial Advisor within the Advisor Development Program. This role focuses on working with high-net-worth individuals to assess financial goals and deliver personalized investment strategies. Candidates must hold relevant...
Bank of America
Jacksonville, FL5 days ago - ...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...Work at officeFlexible hoursShift workDay shift
- ...a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Investor... ..., Mergers and Acquisitions) Facilitate opening custodial bank accounts for each investor and ensure accurate reporting for each...Work experience placementLocal area
$100k
...Home Comfort Advisor/ Outside Sales Professional Southern Home Services is a residential HVAC, Plumbing and Electrical company that... ...maintain strong, trusting relationships with customers, enhancing client satisfaction and loyalty. Proficient with PC and adept at...Work at officeLocal areaWeekend workAfternoon shiftWeekday work- ...(ICE) Business Intelligence - Servicing (formerly known as Motivity and AIP/Actionable Intelligence Platform) applications for new clients, including both standalone consulting engagements and MSP implementation projects. This position involves leading virtual and on-site...Work experience placement
Intercontinental Exchange
Jacksonville, FL7 days ago - We are seeking an outgoing individual for our Remote Advisor position. As an Advisor you will be responsible for booking amazing experiences for corporate and leisure clients in destinations all around the world. Job Summary: Advisors handle the research and booking process...Remote jobFlexible hours
- ...Virtual Account Advisor Nuvant is seeking Virtual Account Advisors to join our growing team. In this role, you'll connect with individuals... ...through calls, emails, and digital platforms Determine client goals and recommend the best-fit services and solutions...Work from homeFlexible hours
- ...leading commercial real estate provider is seeking a Real Estate Advisor for healthcare, wellness, veterinary, and fitness sectors. This... ...License, and negotiation skills. As an advisor, you'll help clients secure the best commercial properties while enjoying considerable...Remote job
$16.5 per hour
...Have reliable transportation to and from work location Demonstrate excellent customer service and interpersonal skills with our clients, customers and team members Work independently, but also possess successful team building skills Have the ability to perform...Hourly payPart timeShift workAdvantage Sales and Marketing, LLC
Jacksonville, FL4 days ago$187.27k - $318.36k
...Director Of Social Media FIS moves over $10 trillion a day. We power the technology behind the world's largest banks, capital markets firms, and fintechs — but our story is bigger than the world knows. That's the opportunity. We're looking for a Director of Social Media...Full timeFisglobal
Jacksonville, FL2 days ago$260k - $310k
...nationally recognized Financial Regulatory practice. The team advises banks, credit unions, FinTech companies, non-bank lenders, servicers,... ...and state consumer finance laws and regulations. Counsel clients regarding the Truth in Lending Act (TILA), Fair Credit...Contract work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Client-Centric Banking Advisor. Be the first to apply!
Related searches
- airport customer experience specialist Jacksonville, FL
- customer relations associate Jacksonville, FL
- client service specialist Jacksonville, FL
- bilingual customer service representative spanish english Jacksonville, FL
- inside customer service representative Jacksonville, FL
- work from home customer service associate Jacksonville, FL
- customer sales representative Jacksonville, FL
- customer service officer Jacksonville, FL
- client solutions specialist Jacksonville, FL
- overnight customer service representative Jacksonville, FL