Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client-Centric Banking Advisor

JPMorganChase

JPMorganChase is looking for a Relationship Banker in the Town of Florida, NY. This position involves managing client relationships and providing exceptional service, using advanced banking solutions. The ideal candidate will have over a year of sales experience in banking or financial services and strong communication skills to exceed client expectations. In this role, you'll engage with clients both in person and via phone, assisting them with their banking needs and educating them about technology solutions. You will also be responsible for compliance with banking regulations and policies. #J-18808-Ljbffr JPMorganChase

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Client-Centric Banking Advisor in Florida, NY vacancy
  • $72.28k - $108.16k

     ...for any role in the Financial Advisor Job Family. The specific position...  ...complex needs of TD Wealth clients by reviewing financial goals and...  ...commitment to being customer-centric by delivering legendary...  ...client’s relationships with TD Bank and refers to Retail and Wealth... 
    Suggested
    Local area
    Work from home
    Flexible hours

    TD

    Florida, NY
    2 days ago
  •  ...in the power of relationships. With our clients and team members, we foster genuine connections...  ...our clients and community. “At Cypress Bank & Trust, employee experience isn’t just a...  ...growth. Our commitment to client-centricity ensures your financial well-being is our... 
    Suggested
    Work at office
    Local area
    Remote work
    Night shift

    Cypress Bank & Trust

    Florida, NY
    2 days ago
  •  ...Job Description: At Bank of America, we are guided by a common purpose to help make financial...  ...Growth and delivering for our clients, teammates, communities, and shareholders...  ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... 
    Suggested
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    National Black MBA Association

    Florida, NY
    1 day ago
  •  ...will engage with the community to bring new clients to First Command, with the support of...  ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Training...  ...to start and grow a successful Financial Advisor career. Sponsorship: First Command... 
    Suggested
    Hourly pay
    Temporary work
    For contractors
    Traineeship
    Work at office
    Local area
    Home office

    First Command

    Florida, NY
    1 day ago
  •  ...industry groups including asset management and private equity, banking and capital markets, and insurance, we provide integrated assurance...  ..., consulting, strategy & transactions, and tax services to our clients. As a market segment of the FSO, the BBC includes the Bahamas,... 
    Suggested
    Work experience placement
    Work at office
    Flexible hours

    Ernst & Young Advisory Services Sdn Bhd

    Florida, NY
    2 days ago
  •  ...Officer (CCRO), this role serves as a trusted advisor to senior leadership by identifying...  ...Estate (CRE), leveraged finance, private banking, residential mortgages, securities-based...  ...prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves... 
    Work experience placement

    Raymond James Financial, Inc.

    Florida, NY
    3 days ago
  • The Sales Advisor serves as a vital link between clients and the advisory team, focusing on managing high-impact relationships and driving firm growth through...  ...in direct advisory services in Wealth Management/Banking Experience with Securities, Financial Planning,... 

    The LifeWealth Group

    Florida, NY
    1 day ago
  • Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every...  ...Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the... 
    Temporary work
    Shift work
    Day shift

    Bank of America

    Florida, NY
    5 days ago
  •  ...Ascendo is excited to present this opportunity in the Banking and Financial Services industry. We are partnering with a forward thinking...  ...fluency in English and Spanish to effectively serve a diverse client base. Responsibilities Provide exceptional service to incoming... 
    Work at office

    Ascendo Resources

    Florida, NY
    18 hours ago
  •  ...JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise high-net-worth families on building, preserving...  ..., planning, credit, and banking know-how to support current clients and attract new business. You’ll join a local team with a strong... 
    Local area

    Next Frontier Capital

    Florida, NY
    2 days ago
  •  ...members, focusing on a service-first environment. This role combines banking expertise with investment growth opportunities, supporting...  ...ensuring high-level service. Responsibilities include managing client's banking and investment needs, mentoring staff, and achieving... 

    Partners Federal Credit Union

    Florida, NY
    4 days ago
  •  ...the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in Rockledge, FL 32955 at the Rockledge...  ...setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client... 
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Florida, NY
    18 hours ago
  • $100k - $130k

     ...Relationship Managers to support new business opportunities and existing client relationships through strong credit analysis, underwriting, and...  ...monitoring. The Portfolio Manager ensures compliance with bank credit policies and regulatory standards while helping drive... 
    Full time

    New Edge Associates a Talent Acquisition Firm

    Florida, NY
    4 days ago
  •  ...documentation, timely funding, regulatory compliance, and a high-quality client experience. Location: While this position is posted for Santa...  ...other transactions related to loan accounts in accordance with bank policies and procedures. Monitor loan accounts for past due... 
    Temporary work
    Work at office

    Gulf Coast Bank & Trust Co.

    Florida, NY
    4 days ago
  •  ...to the company's success. As a Financial Advisor within PNC Wealth Management, you may be...  ...FL. Financial Advisors are based within a bank branch and work within a highly collaborative...  ...and planning strategy focused on helping clients meet their savings, investing and... 
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office

    Fairygodboss

    Florida, NY
    2 days ago
  • $300k - $425k

     ...life balance, and a career path that blends banking expertise with growing investment skills....  ...partners closely with Wealth Management Advisors to provide tailored guidance and...  ...member’s financial goals and with seamless client experience. This role also can manage investments... 
    Work experience placement
    Work from home
    Flexible hours
    Shift work
    Afternoon shift

    Partners Federal Credit Union

    Florida, NY
    1 day ago
  • JPMorgan Chase & Co. in New York seeks a Private Client Banker to manage affluent clients’ banking relationships with an advice-based approach. You will collaborate with Specialists to connect clients with experts for tailored financial solutions and help clients access... 
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Florida, NY
    3 days ago
  • Join Florida Trend's #1 Medium-Sized Best Company to Work For. At Cypress Bank & Trust, The Cypress Way guides everything we do, from how we serve our clients to how we support one another. As a growing boutique bank serving high-net-worth individuals, families, and businesses... 
    Work at office
    Remote work
    Night shift

    Cypress Bank & Trust

    Florida, NY
    3 days ago
  • $38.92k - $57.24k

     ...their financial well-being while making banking easy. UMB’s branches offer many opportunities...  ...cross-sell conversations that deepen client relationships while meeting the customers...  ...#LI-BW2 We are more than a company. We are advisors, consultants, problem solvers, friends,... 
    Local area
    Flexible hours
    Afternoon shift

    UMB Financial Corporation

    Florida, NY
    4 days ago
  •  ...the company’s success. As a Personal Banker within PNC’s Retail Bank organization, you will be based in Aventura, Florida at the Biscayne...  ...setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Shift work

    PNC

    Florida, NY
    5 days ago
  •  ...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 work
    Work experience placement
    Local area

    Next Frontier Capital

    Florida, NY
    1 day ago
  • $80k - $90k

     ...Merrill Advisor Development Program - Financial AdvisorMerrill Wealth Management is a leading...  ...Financial Advisors and Wealth Management Client Associates help clients pursue the life...  ...insights of Merrill coupled with the banking convenience of Bank of America.Merrill is... 
    Interim role
    Work at office
    Local area
    Immediate start
    Shift work
    Day shift

    Bank of America

    Middletown, NY
    1 day ago
  • $35.64k

     ...resolving end to end customer service inquiries. This role offers an exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development, and upward... 
    Full time
    Flexible hours

    Regions Bank

    Florida, NY
    4 days ago
  • $20.67 - $31.25 per hour

     ...Summary: Be a problem solver, trusted advisor, and partner to the people and businesses...  ...communities. Personal Bankers engage clients in deeper conversations to uncover needs...  ...our clients and making them feel that no bank will fight harder for them. Essential... 
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Middletown, NY
    3 days ago
  •  ...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through...  ...We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Middletown, NY
    4 days ago
  •  ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance a current or prospective customer's satisfaction, loyalty, and financial well-being. Utilizing proactive sales/service efforts... 
    Night shift

    Trustmark

    Florida, NY
    18 hours ago
  • $43.89k - $150k

     ...wealth management programs on bank or credit union premises. There...  ...At Regions, the Financial Advisor establishes a portfolio of bank...  ...customer-focused and partnership centric with previous branch based...  ...Builds and maintains a strong client network and pipeline Provides... 
    Full time
    Temporary work
    Local area
    Flexible hours

    Cetera Financial Group

    Florida, NY
    4 days ago
  •  ...job description: Responsible for providing an industry leading client service experience both in person and on the phone through the development...  ...in all components of the established Truist Retail Community Bank Leadership Routines Commits to advancing individual knowledge of... 
    Full time
    Part time
    Work at office
    Shift work
    Night shift
    Weekend work
    Day shift

    Truist Inc

    Florida, NY
    4 days ago
  •  ...Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function Selected candidates are intended to become a Retail Personal Banker I after completing... 
    Work experience placement
    Work at office

    Fifth Third

    Florida, NY
    4 days ago
  •  ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood...  ...and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... 
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Middletown, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Centric Banking Advisor. Be the first to apply!