Client-Focused Personal Banker - Build Wealth with Service
First Fidelity Bank
First Fidelity Bank in Oklahoma City is seeking a Personal Banker to build meaningful relationships with clients and provide exceptional service. You will support clients in achieving their financial goals through proactive engagement and problem-solving. The ideal candidate has excellent customer service skills, a strong sales orientation, and the ability to communicate effectively. The role is pivotal in expanding existing relationships and finding solutions that benefit clients and the Bank. #J-18808-Ljbffr First Fidelity Bank
- ...Massachusetts is seeking a Financial Advisor Associate to manage client relationships and provide investment and insurance... ...skills and the ability to communicate effectively with clients while developing their wealth management objectives. This role requires a Bachelor’s...Suggested
$72.2k - $101.98k
...Empower Yourself. The Wealth Advisor is an... ...member of a dedicated client practice team servicing Empower Personal Strategy clients... ...area. In partnership with the Practice Lead... ...Responsibilities will focus on relationship... ...establishing trust and building long‑term client...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours$85k - $145k
...bound to act in our clients' best interests —... ...we serve. With a flexible, national... ...national footprint, we build our teams around... ...size, growth, service quality,... ...Summary: The Wealth Advisor focuses on deepening relationships... ...Consultant (ChFC), Personal Financial...SuggestedTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...in Edmond, Oklahoma, is seeking a Personal Banker. In this role, you will deliver exceptional client experience while providing a variety of banking services. You'll participate in a 9-week Banking... ...training program that equips you with necessary skills. The ideal...Suggested
- A leading financial services company is seeking a Relationship Banker in Martha's Vineyard, MA. In this role, you... ...a trusted advisor to customers, focusing on building long-lasting relationships and providing... ...customer service skills, along with a high school diploma and...Suggested
$38.25k - $61k
A global financial services leader is seeking a Relationship Banker in Edgartown, MA. You will serve as a trusted advisor to clients, focusing on their financial needs and delivering exceptional... ...customer service skills, preferably with a related degree. Base salary...$85k - $145k
Mercer-Advisors is seeking a Wealth Advisor to deepen client relationships and grow their practice through... ...referrals. This role allows advisors to focus on clients, leveraging a dedicated... ...using a comprehensive set of solutions. With a hybrid work schedule, candidates...- A national banking institution in Oklahoma City seeks a client engagement specialist responsible for assisting clients with transactions via self-service resources. The role requires building strong client relationships and effectively managing cash transactions while complying...
- An established industry player is seeking a Relationship Banker I to foster customer relationships and provide personalized service. This role emphasizes the importance of building trust and understanding customer needs while adhering to regulatory standards. Join a team...
- ...Areas of Interest: Wealth Management Pay... ...high-net-worth clients grow, preserve,... ...as a Private Banker. We believe... ...for making and servicing a wide variety... ...and provide a personal touch experience... ...to identify and build relationships;... ...loan proposals with customers; this...
- A financial services company in Oklahoma City is seeking a Private Wealth Banker to act as a trusted advisor. Responsibilities include managing complex loans, delivering financial solutions, and developing client relationships. Candidates should have a Bachelor's degree...
- MidFirst Bank is seeking a Personal Banker Associate in Oklahoma City. This role involves both... ...and Personal Banker responsibilities, focusing on delivering exceptional customer service and promoting financial products to meet client needs. Ideal candidates should have a...Flexible hours
- ...experience to clients within J.P. Morgan... ...to provide you with the opportunity... ...As a Private Banker in the U.S. Private... ...families on building, preserving and... ...managing their wealth. You will use... ...Banking or Financial Services Bachelor's... ...concepts Focuses on the client...Temporary workWork experience placementLocal area
- ...Private Banker We are actively looking... ...experience to clients within J.P.... ...to provide you with the opportunity... ...advising families on building, preserving and... ...managing their wealth. You will use... ...or Financial Services Bachelor's... ...banking concepts Focuses on the client...Temporary workWork experience placementLocal area
- ...Trust is seeking a Relationship Banker I in Edmond, Oklahoma. This... ...for customers, connecting them with bank products, while also mentoring... ...possess strong customer service skills and experience in retail... ...benefits and opportunities for personal and professional development....
$20 - $22.36 per hour
The Cape Cod Five Cents Savings Bank seeks a Relationship Banker to provide exceptional customer care. Responsibilities include advising... ...and strong communication skills. This role offers a career path with increasing responsibilities. Candidates should possess a high...$21 per hour
...recruiters are former bankers or accountants... ...Position Our bank client is seeking to fill a Personal Banker role in the... ...responsible for working with customers to help... ...products and services that meet their needs... ...and customer-focused environment Building and maintaining relationships...Hourly payLocal areaFlexible hours- A community-focused banking institution in Massachusetts is seeking a Relationship Banker I to provide exceptional customer care and assist with banking transactions at a full-service location. The ideal candidate should... ...fosters relationship building and requires...
- A leading financial services company in Oklahoma City is seeking... ...a Financial Advisor to build their independent practice with Fortune-500-level resources... ...freedom to manage client relationships, utilize advanced... ...financial licenses, a client-focused mindset, and a strong...Flexible hours
- A leading financial services firm is seeking a motivated Financial Advisor in Oklahoma City. This role focuses on building long-term client partnerships to achieve financial goals. The firm provides... ...Ideal candidates are self-motivated with a desire to make a positive impact...Flexible hours
- ...Development Program. You will engage with high-net-worth clients, identifying their needs and... ...you thrive in your career, with a focus on building a book of business. Candidates should... ...and have experience in the financial services industry. A degree is preferred. This...Full time
- The Cape Cod Five Cents Savings Bank is seeking a Relationship Banker III to provide exceptional customer care and assist customers with banking transactions at a full-service location. Responsibilities include developing rapport with customers, performing various banking...Bank staff
- ...Associate Vice President and Wealth Advisor About the... ...a sophisticated, client-first advisory platform... ...banking, or related fields, with a preference for those... ...exposure to HNW/UHNW client service or financial planning.... ...and relationship-building skills, strong organizational...
$85k - $95k
Job Overview Focus Partners Wealth is seeking an Associate Wealth Advisor... ...to collaborate with a planning-centric team dedicated to creating personalized wealth advice based on each client’s goals and aspirations... ...deliver high‑level client service. Complete client billing...Work at officeRemote work- Focus Financial Partners seeks an Associate Wealth Advisor in Massachusetts to collaborate on personalized wealth strategies. This role requires... ...in financial services. Responsibilities... ...financial plans, leading client communications,... ...95,000 annually, with bonuses and...
- ...America is seeking a Financial Advisor to work with Wealth Management clients in Oklahoma City. This role focuses on providing comprehensive financial planning solutions... ...considerations, emphasizing customer service and effective communication skills. #J-18808-Ljbffr...Work at office
$41.71k - $49k
...Retail Banking Sales & Service Delivers... ...through various channels with BMO partners to... ...relationship with BMO beyond personal banking.... ...assists in conducting client conversations about... ...customer experience. A focus on results and the... ...the ability to build rapport and...Contract workPart timeLocal areaDay shift$34.5k - $53k
...innovator in the financial services industry and is... ...Sales and Service Banker serves as a trusted... ...advisor to customers with a focus on building strong, long-lasting... ...relationships with clients to understand their... ...experience, delivering personalized, seamless, and...Full timeContract workWork experience placementWork at officeShift workAfternoon shift- A leading financial services company in Oklahoma City is seeking a Client Service Associate to provide essential administrative support to Financial Advisors and clients. The candidate should possess effective communication skills and the ability to manage multiple tasks...
- ...Personal Banker OK OKC West Moore - Oklahoma City, OK 73170 Overview... ...enthusiastic team members with a passion for service excellence. Our employees... ...Banker is responsible for building meaningful, lasting... ...service to new and existing clients. The Personal Banker will...Full timeWork experience placementShift work
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