Personal Banker: Trusted Advisor & Cross-Sell Expert
Valley National Bank
A prominent financial institution in New Jersey is seeking a dedicated individual to provide exceptional customer service and support bank products. The role requires engaging customers with professionalism, recommending financial solutions, and performing various banking transactions. Applicants should possess strong analytical skills and a thorough understanding of the bank's services. This position plays a significant role in achieving sales targets and supporting community initiatives. #J-18808-Ljbffr Valley National Bank
- Valley National Bank is seeking a dedicated individual to provide exceptional customer service in Newark, NJ. The selected candidate will be responsible for understanding customer financial needs, educating them on bank products and services, and ensuring compliance with...Suggested
- ...their financial needs, and assist in opening accounts. Participation in community events is encouraged. The ideal candidate will possess strong sales and communication skills to foster customer trust and satisfaction in all transactions. #J-18808-Ljbffr Valley National BankSuggested
$21.23 - $26.51 per hour
...Senior Personal Banker (Float) - East Jersey / Summit - Full-time How would you like to join... ...-based assessments, opening accounts, cross selling, tele-consulting, developing relationships... ...support from lending, investment, trust specialists, treasury management and other...SuggestedFull timeWork at officeLocal areaFlexible hours- ...Banking Service Professional, the Personal Banker will provide effective... ..., recommending solutions and selling bank products and services to... ...demonstrate them to customers, and cross‑sell various products and... ...professional demeanor to establish trust and gain knowledge from the...SuggestedWork at office
- Banco Santander SA is seeking a Relationship Banker for its Livingston-Eisenhower branch in New Jersey. This role involves serving as a trusted advisor to customers, providing tailored banking solutions, and achieving sales targets while delivering exceptional customer...Suggested
$38.25k
...Difference You Make As a Relationship Banker you serve as a trusted advisor to customers, focusing on building... ...to identify opportunities for cross-selling services, resolving issues, and educating... ...customer experience, delivering personalized, seamless, and attentive service....Hourly payFull timeWork experience placementWork at officeShift workAfternoon shift- A regional financial institution in Clifton, NJ, is seeking a dedicated customer service representative to provide exceptional service and promote bank products. The successful candidate will engage with customers, analyze financial needs, and assist with account openings...
- A premier luxury retail company in Short Hills is seeking a Style Advisor to enhance customer relationships through expert styling and personalized service. This role involves using digital tools to sell and meet sales goals while engaging with clients both in-store and...
- A regional financial institution in Caldwell is seeking a dedicated customer service representative to assist clients with their banking needs. Responsibilities include providing exceptional service, educating customers on products, and participating in community initiatives...
- A regional banking institution in Nutley is seeking a customer-focused professional to provide exceptional service and support customers in their financial needs. Responsibilities include educating clients on a range of banking products, facilitating account openings, and...
- A leading financial institution located in Wayne, New Jersey, is seeking a talented individual to deliver exceptional customer service while promoting various bank products and services. The position requires deep knowledge of bank offerings and strong interpersonal skills...
- ...demonstrate customers on such, as well as cross sell various products and services.... ...and professional demeanor to establish trust and gain knowledge from the customer. Analyze... ...customer activity to Manager maintaining personal knowledge of compliance and regulatory requirements...
- ...seeking a meaningful change, the Financial Advisor Apprenticeship Program at Diamond State... ...you the freedom to offer objective, personalized solutions that truly serve your clients.... ...ethical standards — you're someone others can trust Excellent communication skills, both...ApprenticeshipWork at office
- ...customers. From a personal standpoint, you will... ...a variety of cross‑training opportunities... ...As a Relationship Banker in Branch Banking,... ...to establish trust and build lasting... ...Specialists (Financial Advisors, Mortgage Bankers,... ...connect customers to experts who can help them...Immediate startAfternoon shift
- ...communication skills, analytical abilities, and experience in branch banking. Responsibilities include meeting customer needs, cross-selling products, and ensuring compliance with banking policies. Candidates with a degree in business or finance are preferred, along with...
- ...banking, a strong understanding of retail banking, and excellent communication skills. You will analyze clients' financial needs, cross-sell banking products, and maintain operational compliance. Valley Bank fosters a community-focused environment where you’re expected...Local area
$48k - $100k
..., legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the investment insights of Merrill coupled with the banking...Shift workDay shift$65k - $70k
...currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and... ...and is responsible for delivering personalized financial strategies to mass... ...video. The primary objective of this trusted advisor is to grow client assets,...Currently hiringWork at officeLocal areaFlexible hours$85k - $145k
For 40 years, Mercer Advisors has worked with families... ...as the primary trusted advisor to a book of 1... ...Directors as a subject matter expert (SME) in investments,... ...Role model for cross‑firm teamwork and collaboration... ...match Pet insurance Personalized financial planning and...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- ...Digital Beauty Advisor Serve as a Digital Beauty Advisor across all social platforms by... ...scores as established by the group. Monitor personal social KPI's using Sprinklr. Offers... ...environment, both independently and as part of a cross-functional team. Must have a sense of...Live in
$20.43 - $32.31 per hour
Fulton Financial is seeking a Relationship Banker based at their Chatham, NJ financial center. This role demands a strong focus on customer... ...include engaging customers through calls and in-person interactions, while maintaining compliance with policies. Compensation...Hourly pay$125k - $175k
...looking for Business Development Financial Advisor who will assist in bringing in new... ...surrounding you with opportunities for personal growth. Our Employee Benefits Package shows... ...to build successful, collaborative, and trusting relationships Instinctive aptitude for...Temporary workWork at officeLocal areaImmediate startFlexible hours$105k - $120k
...Resources Talent Development Expert architects and delivers a data... ...blended, microlearning, in-person, and digital modalities.... ...Management Serve as a trusted advisor to leaders on learning and culture. Lead complex, cross-functional projects in a matrix...Full timeLocal area$23.75 - $31 per hour
TD is looking for a Banking Associate in Morristown, New Jersey. The role involves processing customer transactions, providing advice on services, and ensuring compliance with regulations. Candidates should have a high school diploma and some customer service experience...Hourly pay$18.41 - $23.03 per hour
...Personal Banker - Little Falls (Full-time) How would you like to join one of the most highly regarded financial institutions in New... ...transactions, including but not limited to opening accounts, cross-selling, tele-consulting, developing relationships through a book of...Full timeWork at officeFlexible hours- ...working experience required* Working in a team-selling environment**Preferred Qualifications***... ..., and scientists.The Advanced Clinical Expert is accountable for providing educational... ...and implementation team.* Collaborates cross functionally with Sales, Marketing, and Training...Work experience placementNight shift
$250k
...Personal Banker Safe Act, Industry Puente Hills Branch, Officer Discover your future at Citi Working at Citi is far more than just... ...than $250K, recognize/refer larger lending opportunities and cross sell treasury and related small business products Build...Full time$125k - $150k
...Position: Associate Wealth Advisor (AWA) Location: Madison, NJ Schedule: Full-time, in-... ...-generational legacies through a highly personalized, white-glove approach. They are a fast... .... What You’ll Do · Serve as a trusted advisor and primary point of contact for...Full timeSummer workWork at officeLocal areaWork from homeMonday to FridayFlexible hoursAfternoon shiftEarly shift$54.38k - $90k
..., Senior Relationship Banker, Livingston, NJCountry... ...role involves maximizing cross-sales opportunities... ...portfolio customers.* Be the expert on Santander products... ..., delivering personalized, seamless, and attentive... ...* 5+ Years Experience selling products and/or services...Hourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$125k - $150k
...Position: Associate Wealth Advisor (AWA) Location: Madison, NJ Schedule: Full-time, in-... ...-generational legacies through a highly personalized, white-glove approach. They are a fast... .... What You’ll Do · Serve as a trusted advisor and primary point of contact for...Full timeSummer workWork at officeLocal areaWork from homeMonday to FridayFlexible hoursAfternoon shiftEarly shift
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