Relationship Banker: Create Lasting Client Impact
Koitecc Solutions
Koitecc Solutions in Greenwich, CT is seeking a Relationship Banker to create memorable experiences and build lasting relationships with clients. You will utilize financial knowledge and technology solutions to address client needs, ensuring a welcoming environment. The ideal candidate has sales experience in Retail Banking and exceptional communication skills. Responsibilities include managing client relationships and offering tailored financial solutions. A competitive rewards package with benefits is included. #J-18808-Ljbffr
- ...we are passionate about creating memorable experiences for our clients and employees, making... ...and understood. We build lasting relationships by doing the right... ...inclusion. As a Relationship Banker in a Chase Branch, you... ...NMLS notifications may impact your employment with...SuggestedImmediate startAfternoon shift
- ...we are passionate about creating memorable experiences for our clients and employees, making... ...and understood. We build lasting relationships by doing the right... .... As a Private Client Banker in a Chase Branch, you... ...NMLS notifications may impact your employment with the...SuggestedImmediate startAfternoon shift
- JPMorganChase in White Plains, NY is looking for a Relationship Banker to manage client relationships using advanced banking solutions and outstanding... ..., excellent communication skills, and the ability to create memorable client experiences. Responsibilities include understanding...Suggested
- ConnectOne Bank is seeking a Banking Relationship Specialist in White Plains, New York. This role focuses on acquiring and retaining both business and consumer clients through a 'Client First' approach. Responsibilities include supporting client needs, managing accounts...Suggested
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: White Plains, NYtime... .... The Private Client Banker (PCB) is part of the Key Private... ...will focus on the entire client relationship with a plan-based approach to... ...teammate and realizing the impact we can have on their day, personally...SuggestedHourly payWork experience placementDay shift- JPMorgan Chase & Co. is seeking a Relationship Banker in White Plains, NY. You will represent the brand while managing client relationships and offering financial solutions. The position requires over 1 year of sales experience, excellent communication skills, and a high...
$205k - $300k
...seeking a Market Director of Wealth in White Plains, NY. In this role, you'll lead a team of Financial Advisors, create a culture of excellence, and ensure clients receive top-notch investment solutions. Ideal candidates will have at least 5 years of experience in advisor...$15 per hour
...is seeking a highly motivated individual to join as a Financial Advisor in White Plains, NY. In this role, you will develop client relationships, gather information for financial plans, and help clients prepare for retirement. The position offers comprehensive training...- A leading financial services firm in Greenwich, CT is seeking a Private Banker to manage client relationships and provide expert wealth management advice. With over six years of experience in private banking or financial services, the ideal candidate will focus on building...
$100k - $150k
The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated... ...for developing and maintaining client relationships through proactive client communication... ...of client meeting materials. Create custom reports proactively and as requested...Temporary workWork at officeRemote work- ...longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that... ...commitment to your clients while making a positive impact in the community Certifications:...Work at office
- ...just in the business of helping clients with their financial goals -... ...entry-level, ambitious, and relationship-focused Financial Advisor... ...real responsibility and build lasting relationships. As a member of... ...allowing you to expand your impact and income potential significantly...Full timePart timeTraineeship
- ...Group, we help individuals, families, and business owners create, protect, and grow wealth through personalized,... ...innovation, collaboration, and education to deliver long-term impact and trusted client relationships. Position Overview We are seeking motivated,...Flexible hours
$200k
The Banker SAFE Act is a strategic professional who closely follows... ...areas. Significant impact on a function and/or the business... ...them/convert prospects into clients. Demonstrate an in‑depth understanding... ...financial matters. Build relationships with client families that...Full time- ...personalized financial planning and investment solutions. Strong relationship-building skills and FINRA licenses are required. The position... ...remote work. If you are driven by results and enjoy mentoring clients towards their financial goals, this is the opportunity for you...Remote work
- ...longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that... ...commitment to your clients while making a positive impact in the community## ## Certifications:Certified...Work at office
- ...financial strategies while building your practice with support from a collaborative network. This role involves maintaining client relationships and helping clients navigate financial decisions with confidence. The ideal candidate has an entrepreneurial mindset and seeks...
$120k
...skills in a more autonomous, relationship-driven career—one where your impact, income growth, and long... ...experience to build a lasting advisory practice.... ...work centers on helping clients make thoughtful, informed... ...Fairfield County community Creating a client base that...Full timeTemporary workWork at officeLocal areaRemote workFlexible hours- JPMorganChase in Greenwich, Connecticut is looking for a dedicated Client Relationship Manager to enhance client experiences and service quality. You will manage clients, ensuring their financial needs are met while providing proactive solutions through technology. The...
- ...supporting the lead advisor while also helping to develop new client connections. The team emphasizes a client-first approach, delivering... ...high-quality, personalized financial advice. Ensuring strong relationship management skills is essential for success. Responsibilities...Full timeWork at office
- Citigroup Inc. is seeking a Wealth Relationship Advisor to build and enhance relationships with clients, focusing on bringing in new bank and brokerage assets. This role demands significant experience in financial services with excellent sales and communication skills....
- ...Quality Talent Group is hiring bankers in Mamaroneck, NY for a leading financial services client recognized on LinkedIn's Top Companies list. This full-time or part-time role involves building customer relationships and providing tailored financial solutions. Requirements...Full timePart time
- ...Webster Bank is searching for a Relationship Banker I in Stamford, Connecticut. This role will focus on delivering exceptional customer service... ...include processing transactions, evaluating client needs, and maintaining compliance. The ideal candidate will...
- ...Quality Talent Group is seeking bankers for their Consumer, Small, and Business Banking... ...NY. This role emphasizes strong customer relationships and requires customer service experience... ...will assist with account openings, educate clients on banking tools, and maintain...
- ...Private Banker We are actively looking for exceptionally talented individuals who are... ...to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank.... ...Responsibilities Manage and maintain relationships with clients by earning trust,...Temporary workWork experience placementLocal area
- ...perspectives, enabling our colleagues to make an impact and bring their whole selves to work.**... ...will meet with existing and prospective clients to plan their financial future.* Utilize... ..., we offer you the resources needed to create your own success:* Competitive benefits...Local areaImmediate startRemote workRelocation
- ...Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status... ...job description: Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice,...Full timePart timeWork at officeShift workDay shift
$45k - $100k
...people come first. With over 9 million clients and 20,000 financial advisors across... ...our purpose: We partner for positive impact to improve the lives of our clients and... ...development Key Responsibilities Build relationships to create new clients via face-to-face and...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- A reputable financial services firm in White Plains is seeking a Financial Advisor to assist clients with their financial planning. Candidates should have a strong sales background, hold active FINRA licenses, and be committed to client success. The company offers extensive...Remote work
- ...Growth and delivering for our clients, teammates, communities, and... ...performance, and how we make an impact in the communities we serve.... ...• Builds and nurtures strong relationships. • Collaborates effectively... .... Bank of America aims to create a workplace free from the...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
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