Financial Wellness & Relationship Banker
PNC Financial Services Group, Inc.
* Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow customer's share of wallet. Positions PNC solutions to drive new revenue and customer loyalty.* Drives proactive sales conversations through internal and outbound interactions with a defined sales process including outbound calling, service to sales, teller interactions, appointment setting and effective lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation with every client interaction to identify appropriate PNC solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire, expand and retain relationships.* Creates customer loyalty and grows customer share of wallet through a differentiated customer experience. Performs lobby engagement activities to connect with customers and position PNC products to meet their needs. Educates customers on options for managing financial transactions by leveraging technology, tools and resources.* Applies product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty.* Manages risk through adherence to all policies and procedures, demonstrating sound judgment within established limits. Demonstrates a heightened scrutiny to identify and avoid loss. Participates in branch daily operations, ensuring they are completed in an efficient and accurate manner.PNC's total rewards package includes things like time off, benefits, learning and career development, wellness programs, recognition and much more. The benefits and programs highlighted below are just a sampling of what PNC offers its employees. To learn more, visit our. #J-18808-Ljbffr PNC Financial Services Group, Inc.
- ...Personal Banker At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve.... ...assistance, including select programs fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides the...FinancialFull timeTemporary workPart timeWork at officeShift work
$21 - $30 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to... ...this frontline role, you will build relationships with customers by supporting everyday... ...meaningful conversations that support financial well-being and deepen engagement Lead...FinancialHourly payWork experience placementFlexible hours$47.84k - $69k
...company’s success. As a Personal Banker within PNC's Retail... ...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...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work$250k
...Personal Banker Safe Act, Riverside Plaza Branch, Officer Working at Citi is far... ...outbound calls/inbound calls to acquire new relationships and deepen existing relationships... ...opportunities, and present product offers/financial solutions Understand and comply with...Financial$42k - $60k
...skills, be flexible about working overtime as needed, and work well within a team environment. Responsibilities Daily... ...using company software (Monday.com) Maintain records of financial transactions by establishing accounts, posting transactions, and...FinancialLocal areaFlexible hours$120k - $200k
...worth (HNW) client advisory? A leading, well-funded wealth management firm is looking... ...planning strategies to optimize clients' financial positions Provide strategic tax... ...Ability to manage multiple complex client relationships and lead a team Willingness to travel...FinancialLocal areaRemote workFlexible hours$20 - $26 per hour
...Why Wells Fargo: Are you looking for more? Find it here. At... ...Wells Fargo, we're more than a financial services leader – we’re a global... ...connect them to the right banker for more detailed product conversations... ...team member. Build relationships, actively listen to...FinancialPart timeWork experience placement$20 per hour
...Community Banker (Bank Teller) The Community Banker is responsible... ..., and vision insurance, as well as accrued vacation, sick... ...Actively generates new business relationships and participates in outside... ...as protection of confidential financial information, to include non-disclosure...FinancialHourly payMonday to ThursdayDay shift- ...Financial Planner Job Duties: Provide financial planning and investment advisory services. Research and present investment strategies... ...strategies. Coordinate estate planning. Manage client relationships. Identify and cultivate new clients. Develop and grow a...Financial
- ...Company Respected investment advisory firm Industry Financial Services Type Privately Held About the Role The... ...services. The role involves nurturing existing client relationships, as well as identifying and pursuing new business opportunities. The...Financial
$25 - $40 per hour
...duties will include day to day bookkeeping, bank account reconciliations for various small business entities. Assisting in preparing financial statements. Filing various simple tax forms with local agencies. Keeping a client contact regarding open issues. Friendly small...FinancialFull timeLocal area- ...A leading financial services firm is seeking motivated individuals as Remote Life Insurance Agents. In this role, you'll contact warm leads, conduct virtual consultations, and guide clients through the insurance application process. Must possess an active Life Insurance...FinancialFor contractorsRemote workFlexible hours
- A leading financial institution is seeking a professional to provide tailored financial advice, build financial plans, and engage with clients in Riverside, CA. Key responsibilities include triaging client leads, recommending investment strategies, and ensuring compliance...Financial
- ...President About the Company Well-established organization providing financial support & relief services to local communities Industry Non-Profit... ...serve as the primary ambassador, building strong relationships with a diverse network of stakeholders, and will oversee...FinancialLocal areaRemote work
- ...Job Description Job Description We are looking for an Accounting Assistant to support both financial operations and administrative coordination for a mission-driven organization in Moreno Valley, California. This Long-term Contract position is ideal for someone who...FinancialLong term contractWork at officeShift work
$20.35 - $27.53 per hour
...Banker More than 130 years ago, we started with core values that never go out of... ...and individuals reach their goals. Our financial strength and stability are key reasons... ...phone and email etiquette. You build relationships easily and bring excellent customer service...Financial- ...postal workers and other labor unions as well. Right now we are seeking... ...the Inland Empire. We have set up direct relationships with over 20,000 union associations around... ...and mentorship, growth opportunities, and financial success. Requirements for consideration...FinancialFlexible hours
- A growing financial services organization based in California is seeking licensed life insurance agents. Candidates without a license can participate in an accelerated program to obtain one. The role offers flexible sales methods, unparalleled compensation starting at 7...FinancialFlexible hours
- North-West College is seeking a Financial Aid Advisor in Riverside, California. The advisor will administer financial aid programs, helping students navigate their financial aid options and ensuring compliance with regulations. Successful candidates will possess strong...Financial
$28.85 - $33.65 per hour
Job Overview Financial Solutions Advisor Stage I (FSA I) obtains securities industry licenses (SIE, Series 7, Series 66) and provides comprehensive financial advice and client relationship management while delivering Bank of America’s core banking and investment solutions...FinancialHourly payMonday to Friday$25 - $28 per hour
...about helping our customers during hard financial times. We take pride in providing solutions... ...products while building strong customer relationships. If you are competitive, persuasive,... ...relationship-builder who connects well with a wide range of customers. Highly...FinancialFull timeWork at officeMonday to Friday$16.9 - $19 per hour
...time available, business volume, and other criteria according to company policy; to ensure that the work shift contributes to the financial best interests of the store. Focus on delivering great customer service to secure store's financial success. Superior will not...FinancialFull timeShift work- ...Responsibilities The appointment includes teaching undergraduate/graduate courses in finance such as Business Finance, Financial Analysis, Forecasting, Commercial Banking, as well as other related finance courses. Nondiscrimination Statement State and Federal law permit California...Financial
$50k - $150k
Overview As a Financial Advisor , you will partner with individuals and families to navigate important financial decisions at every stage of life—from planning for major milestones to preparing for the unexpected. Through personalized strategies, you’ll help clients work...FinancialFull timeContract workRelocationFlexible hours- ...California is seeking an Accounting Assistant II. The role involves processing invoices, accounts payable, and receivable, as well as reconciling financial statements. Candidates must have experience as an Accounting Assistant I or equivalent, or two years in financial review...FinancialLocal areaRemote work
- ...What We Offer: Competitive pay, Benefits, and Health and Wellness stipends that let you enjoy life inside and outside of school... ...Professional Development Stipends: Invest in your growth with our financial support. 401(k) Plan: Secure your future with our...FinancialFull timeRelocation package
- Furniture Distribution Company in Riverside, CA is seeking an Accounting Financial Director to oversee major financial decisions, work with department heads, and establish financial goals. The ideal candidate is bilingual (English/Mandarin), has expertise in company finances...Financial
- A financial services agency in Moreno Valley is seeking motivated individuals for the role of Insurance Agent, offering unlimited potential earnings with a competitive commission structure of 80-145%. You will work full-time, meeting clients primarily over the phone, and...FinancialFull time
$160k - $170k
...for its strong sense of community and commitment to health and wellness. Loma Linda University is located in Southern California... ...) Productivity Bonus – Twice a Year (size based on group's financial performance) For more information on Loan Forgiveness, please...FinancialRelocation package$22 - $26.5 per hour
...You'll Do Process invoices, payments, receipts, and other financial transactions with accuracy and attention to detail. Support... ...successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. HUB...FinancialLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness & Relationship Banker. Be the first to apply!


