Financial Wellness & Relationship Banker
Keybank, National Association
KeyBank in Seattle is seeking a Personal Banker to enhance client financial wellness through effective relationship management and sales efforts. The ideal candidate will have proven experience in customer engagement and sales, with strong interpersonal skills. Responsibilities include opening accounts, providing tailored financial solutions, and assisting with branch operations. You will work in a team-oriented environment, contributing to the overall client experience. Competitive compensation and benefits are offered. #J-18808-Ljbffr KeyBank
$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...' physical, emotional, and financial wellness through affordable, competitive and flexible... ...for operational excellence Builds relationships with clients to meet financial needs...FinancialHourly payInternshipWork at officeFlexible hoursShift workWeekend workDay shift$23 - $25.96 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...their physical, emotional, and financial well-being. Bank of America believes both in... ...strives for operational excellence Builds relationships with clients to meet financial needs...FinancialHourly payFlexible hoursShift workWeekend workDay shift- ...Relationship Banker - Bilingual Spanish Language Preferred Lynnwood, Washington;Bothell, Washington... ...by a common purpose to help make financial lives better through the power of... ...teammates' physical, emotional, and financial wellness through affordable, competitive and...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
- ...deliver an exceptional member experience and drive sales across our financial product suite. You’ll participate in a pod-based rotation,... ...related services, and support the community with financial wellness. Ideal candidates have at least two years in sales/financial environments...Financial
- ...based in Washington, DC. The Personal Banker role sits in PNC's Retail Bank organization... ...customer experience while building relationships in the branch. As a Personal Banker, you... ...branch customer base, educate customers on financial options, and collaborate with ecosystem...FinancialWork at office
$19.23 - $28.37 per hour
...Financial Wellness Advisor Location: 2731 77th Avenue SE - Mercer Island, Washington 98040-... ...transaction to deepen and expand the client relationship. Acts as a resource to identify and... ...clients either individually or to a Banker; Provides effective and customized...FinancialHourly payWork experience placementWork at officeDay shift$25.5 - $36 per hour
...Job Description: The Retail Banker II Float is a Customer liaison... ...s Brand promise by utilizing financial expertise and consultative advice... ...goals and optimize their relationship with TD. This role is accountable... ...impact of decisions on the well-being of TD, its Customers...FinancialWork at officeLocal areaWork from homeFlexible hours$22.55 - $26 per hour
Description The Relationship Banker is a frontline financial partner (financial MDs) that is part of a supportive and dynamic member focused sales team. As... ...initiatives Complete required compliance training within well-defined timelines and utilize available resources to...FinancialHourly payFull timeWork at office$63.2k - $117.9k
...matter for our colleagues, clients, and communities. BRIEF DESCRIPTION The Financial Wellness Consultant, Prosper Wise is responsible for cultivating and managing executive-level relationships with employer clients and key stakeholders, serving as the primary point of...FinancialMinimum wageWork at officeRemote workFlexible hours- KeyBank in Seattle is seeking a Financial Wellness Advisor (FWA) to enhance client relationships and provide financial guidance. The FWA will split their time between client servicing and proactive engagement to uncover client needs. This role requires strong relationship...FinancialRemote work
- ...educate them on self‑service options, and assist with transactions. You will build relationships, analyze client needs, and connect customers to banking solutions to meet their financial goals. The role emphasizes a strong client focus, adherence to laws and regulations...FinancialWeekend work
- ...JPMorganChase is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality, using banking solutions and technology to help clients meet their financial goals in Bellevue area. You will acquire, manage, and retain client relationships, tailor...Financial
$25 - $38.46 per hour
...Private Client Banker Location: 9255 Rainier Avenue S - Seattle, Washington... ...will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will... ...achieve confidence in their financial wellness by assessing their financial...FinancialHourly payWork experience placementImmediate startDay shift- ...Personal Banker The Personal Banker is responsible for winning... ...and consumer deposit and loan relationships and deepening existing... ...and assists clients with their financial needs. Personal Bankers will... ...and digital channel skills are well developed. Must have excellent...FinancialWork at office
$24.52 - $37.5 per hour
...communities. The Private Client Banker (PCB) is part of the Key Private... ...will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver... ...achieve confidence in their financial wellness by assessing their financial...FinancialHourly payTemporary workDay shift$20.67 - $31.25 per hour
...in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...clients to develop and expand relationships based on their unique financial goals,...FinancialHourly payDay shift- Marsh McLennan Agency seeks a Financial Wellness Consultant (Prosper Wise) to cultivate executive relationships, advise on wellness strategies, and drive program governance. You’ll coordinate with internal teams to deliver tailored financial wellness services and measurable...FinancialRemote job
- JPMorganChase in Bellevue, WA seeks a Relationship Banker to build and manage client relationships in our branch, delivering hospitality and... ...solutions using Chase Mobile App and digital tools to meet financial needs. The role requires sales experience in retail banking,...Financial
- WaFd Bank in Bellevue, WA seeks a Personal Banker to win new business and deepen consumer deposit and loan relationships. You will deliver exceptional customer service and assist clients with their financial needs, promoting digital self-service options. The role blends...Financial
- ...Center Associate to serve as the first point of contact for financial center clients, uncover personal banking needs, and connect customers... ...service. The role emphasizes outbound client outreach, relationship building, and adherence to regulatory requirements, requiring...Financial
- ...company's success. As a Personal Banker within PNC's Retail Bank... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of... ...to acquire, expand and retain relationships. Creates customer loyalty and...FinancialWork at office
- ...Private Banker We are actively looking for exceptionally talented... ...knowledge of investments, financial planning, credit and banking... ...Manage and maintain relationships with clients by earning trust... ...coverage, on-site health and wellness centers, a retirement savings...FinancialTemporary workWork experience placementLocal area
$250k
The Personal Banker SAFE Act is an entry level position responsible... ...calls to acquire new relationships and deepen existing relationships... ...and present product offers/financial solutions Understand and... ...and disability insurance; and wellness programs. Citi also offers paid...FinancialFull time- ...welcomed and valued by building lasting relationships, doing the right thing, exceeding... ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the... ...of Chase’s affluent clients as well as other customers in the Branch....FinancialImmediate startAfternoon shift
$20 - $26.75 per hour
...focuses on building strong relationships while serving as a point-of-... ...communities. Pay Range: Personal Banker I-II: $20.00 to $26.75 The... ...to secure your overall wellness and help you become and remain... ...Our benefits include Health, Financial, Retirement and Work/Life Benefits...FinancialLocal areaFlexible hours$130k - $160k
...partners with their customers in finding creative financial solutions that work. Job Overview The Relationship Manager (RM) leads the development and maintenance... ...internally to identify opportunities for growth as well as competitive differentiation Communicate with bank...Financial$26 - $29 per hour
...110 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced,... ...to reach further. Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world-class team that...Financial$157.23k - $192.17k
...businesses we serve to make better and smarter financial decisions and enabling the communities... ..., managing, and retaining full service relationships with high income/high net worth private... ...and service unique customer needs Well-developed analytical and problem-solving...FinancialTemporary workWork experience placementLocal area$113.76k - $170.65k
Private Banking Relationship Manager II-IV Job Category : Professional Requisition Number : PRIVA... ...as a proactive, client-focused, trusted financial partner to clients through a seamless... ...management skills required as well as strong credit background and business...FinancialFull timeWork experience placementWork at officeLocal area$19.98 - $27.97 per hour
...is looking to hire full-time Personal Financial Representatives to provide quality customer... ...teller with the skills of a personal banker, so our members can have a strong partner... ...sell products and services to members as well as complete account transactions as requested...FinancialHourly payFull timeImmediate startMonday to Friday
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