Client Relationship Banker - Personal & Small Business
National Black MBA Association
Bank of America is seeking a customer-focused professional to serve as the first point of contact for financial center clients, helping uncover personal and small business needs and offering tailored solutions. You will support self-service and transactional activities, deepen client relationships, and ensure exceptional client care through proactive follow-up and outbound calls. Responsibilities include guiding clients through products, maintaining compliance with regulations, and collaborating #J-18808-Ljbffr National Black MBA Association
$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the... ...on the entire client relationship with a plan-based... ...can have on their day, personally, professionally, and... ...(consumer checking, small business, various deposit...PersonalHourly payWork experience placementDay shift$25 - $38.46 per hour
...partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the... ...on the entire client relationship with a plan-based... ...can have on their day, personally, professionally, and... ...(consumer checking, small business, various deposit...PersonalHourly payWork experience placementDay shift- KeyBank is seeking a Private Client Banker in Manchester, CT to manage the full client relationship with a plan-based financial advice approach. You will deliver... ...pipeline, maintain product knowledge, open personal and business accounts, and collaborate with branch teams...Personal
- ...Private Client AdvisorAt J.P. Morgan Chase, we have an enthusiasm... ...our employees, building relationships, and delivering... ...diversityBuild a book of business and deliver personalized investment solutions to your... ...America's households and small businesses achieve their financial...Personal
- KeyCorp's Private Client Banker role in South Windsor, CT focuses on managing full client relationships with a plan-based advisory approach and up to $2M in... ...Services, Private Bank, Mortgage and Business Banking. You will open personal and business accounts, build...Personal
$57.75k - $96.25k
...the company’s success. As a Relationship Business Banking Specialist within PNC... .... Delivers a differentiated client experience from acquisition... ...Branch Manager and Business Banker to follow up on independent... ...employment opportunity to qualified persons regardless of race, color,...PersonalFull timeTemporary workPart timeWork experience placementWork at officeShift work$55k
...with and support other business areas and senior... ...from new and established relationships, and strategize, negotiate... ...without any personal expense. Voluntary Insurance... ...and respected names in small business financing. As... ...best interests of our clients at the center of the financing...PersonalTemporary workRemote workFlexible hoursDay shift- First Commonwealth Bank is seeking a Senior Relationship Banker in Bloomfield to enhance customer... ...financial solutions. This role involves managing client relationships, ensuring operational compliance, and participating in personal development to drive both team and...Personal
- The Float Personal Banker serves as the first point of contact for financial customers and... ...banking services to both consumer and small business customers at multiple branch... ...responsible for building and maintaining relationships with members of the community to enhance...PersonalFlexible hours
- ...PA 15224, USA As a Senior Relationship Banker you will live out our Mission... ...of our neighbors and their businesses. You understand the... ...prospects to win both their personal and business related banking... ...of relevant experience in a client-centric sales environment with...PersonalLive outWork at office
- Windsor Federal Bank is seeking a Personal Banker II to serve as the first point of contact for financial customers, offering diverse banking... ...services. You will manage transactions, build community relationships, and supervise branch operations. The ideal candidate will...Personal
$22.61 - $37.67 per hour
## Relationship Banker - Farmington, CT (Main Street)Applyremote type: Onsite Positionlocations:... ...and sales interactions for retail and business customers.## **Primary Responsibilities... ...assess potential ways to add value to clients banking relationship and transition to...Hourly payLocal area$25 - $26.77 per hour
...Growth and delivering for our clients, teammates, communities and... ...for our teammates and businesses based on role-specific considerations... ...excellence Builds relationships with clients to meet financial... ...partnering with experts in small business, lending, and investments...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- Alera Group is seeking a Financial Advisor to build and manage client relationships across wealth planning, investments, insurance, and retirement planning. This on-site role supports strategic initiatives and delivers customized financial plans to existing clients. You...
- Alera Group’s Wealth Services team is seeking a Financial Advisor to strengthen client relationships, shape financial strategies, and drive operational excellence within a fast-paced environment. You will meet with prospective clients, guide onboarding, and develop tailored...
$85k - $145k
...a Wealth Advisor in Connecticut. The role focuses on deepening relationships with clients, utilizing a dedicated sales team to serve clients efficiently and meet their financial goals through personalized strategies. The position requires a Bachelor’s degree, substantial...Work at officeRemote work$150k - $170k
Wealth Enhancement Group in Hartford, CT seeks a Financial Advisor to join a collaborative advisory team. You will serve clients, deliver sophisticated planning solutions, and help families achieve long-term financial goals with a best-in-class client experience. The base...- ...that equips you to provide financial planning guidance and investment solutions. You will review client goals, deliver goals-based advice, and manage client relationships to grow wallet share while ensuring compliant, high-quality service. Candidates should have 2+ years...
$150k - $170k
Wealth Enhancement in Hartford, CT seeks a Financial Advisor to join a collaborative advisory team. The role involves managing client relationships, sourcing and closing prospects, and supporting senior advisors with planning-based strategies. The position offers a base...- ...Pittsburgh, Pennsylvania. 15224. Position Title: Floating Relationship Banker Business Unit: Retail Reports to: Varies Based On Assignment Position... ...and interpersonal skills Detail-oriented Ability to use a personal computer and job‑related software MS Word - Basic Level MS...PersonalWork at office
- ...spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial... ...industry leader. Fidelity provides a business model with an existing client... ..., offering guidance and personalized planning, while helping extend...PersonalFull timeWork at office
- Acrisure is seeking a Personal Lines Account Manager to support our growing Client Service Center and manage a book of personal insurance clients, focusing on... ...and cross-selling. You will build strong client relationships, manage policy servicing, and support clients...Personal
- ...-focused, enjoy building relationships, and collaborating with a... ...strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.... ...to be the focal point of client acquisition and ongoing... ...millions of consumers, small businesses and many of...Local areaFlexible hours
- The Carter Mario Law Firm in Hartford, CT is seeking a skilled personal injury paralegal to support our prelitigation team. You will manage files through prelitigation, interact with clients, and prepare demand packages and settlement statements for attorney review. Ideal...PersonalWork at office
- Mercer Advisors in Connecticut is looking for a Wealth Path Wealth Advisor to serve as the primary trusted advisor for a portfolio of clients, ensuring their retention and growth. This role involves onboarding new clients, providing financial planning support, and...
- ...solutions. The FA will leverage experience to service TD Wealth clients by reviewing goals and making aligned investment recommendations, becoming the central contact for client service and relationship growth. The role emphasizes a compliant, client-centric service model...
- TD Bank Hartford is seeking a Financial Advisor Associate to attract and retain clients by addressing wealth management needs. You will analyze client financials, educate on investment and insurance strategies, and tailor solutions to meet long‑term goals. The role requires...
- PeoplesBank’s Senior Banker position in South Windsor, CT, focuses on delivering exceptional service to personal and business customers. You’ll manage accounts, assist with lending referrals, and support digital banking, while upholding bank policies and regulatory standards...Personal
- ...-focused, enjoy building relationships, and collaborating with a... ...strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you.... ...to be the focal point of client acquisition and ongoing... ...millions of consumers, small businesses and many of...Local areaFlexible hours
- ...seeking a Financial Advisor to join their Wealth Services team in Wethersfield, Connecticut. The successful candidate will support clients in financial planning and investment strategies, ensuring exceptional service and compliance with regulations. Candidates should have...Work at office
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