Relationship Banking & Financial Wellness Advisor
1st-Summit-Bank
1st Summit Bank in Somerset, PA is seeking a customer service oriented individual for a branch role. You will assist customers with accounts, opens, transactions, and provide financial solutions using a CARE approach to build relationships. Responsibilities include handling daily teller transactions, opening new accounts, cross-selling services, and maintaining accurate records while upholding security procedures and compliance standards. Strong communication and computer skills required. #J-18808-Ljbffr 1st-Summit-Bank
- ...with a focus on meeting the financial needs of all areas of our community... ...opportunities to expand relationships. Capable of supporting clients... ...financial services of the Bank. Essential Duties Performs various... ...operational duties. Well-practiced in policy and procedure...SuggestedBank staffWork at officeNight shift
$60.93k - $125k
...Job Description A great banking experience starts with a great... ...Bank is actively seeking a Financial Advisor to serve our clients and prospects... ...your personal and financial well-being. Our inclusive culture... ...enhances customer relationships and helps customers achieve...SuggestedTemporary workWork experience placementWork visaFlexible hours$57.75k - $96.25k
...contribute to the company’s success. As a Relationship Business Banking Specialist within PNC's Retail... ...conversation skills. Delivers client well-being through tailored solutions aligned... ...clients on options for managing financial transactions by leveraging technology...SuggestedFull timeTemporary workPart timeWork experience placementWork at office$63k - $105k
...the company’s success. As a Relationship Banker Business Specialist within... ...for Consumer and Business Banking opportunities under 2MM in sales... ...skills. Delivers client well-being through tailored solutions... ...on options for managing financial transactions by leveraging technology...SuggestedFull timeTemporary workWork experience placementWork at officeShift work$24.75 - $34 per hour
...Banking Professional This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client... ...solutions that support long term financial goals. This role is accountable...SuggestedWork at office$75k
...the company's success. As a Financial Advisor within PNC Wealth Management... ...Advisors are based within a bank branch and work within a highly... ...insurance strategies, as well as the development of financial... ...and maintains client relationships through business development...Full timeTemporary workPart timeWork experience placementWork at office- ...work, and reach your potential, look to Peoples Security Bank & Trust. We continue to grow and are always looking... ...services needs of individuals or business customers, as well as developing and managing relationships; achieving customer service goals as established in...
$49.5k - $82.5k
...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of... ...acquire, expand and retain relationships. Creates customer loyalty and... ...Preferred Skills Accountability Banking Client Loyalty Customer...Full timeTemporary workPart timeWork experience placementWork at office- ...1,United States Job Category Banking, Finance Employee Type Non Exempt... ...Fairness, Honesty). Analyze financial information for large... ...Responsibilities Analyze large commercial relationships to assess the risk associated... ...and personal tax returns as well as accountant prepared...Full timeWork at officeRemote workMonday to FridayShift work
- ...1,United States Job Category Banking, Finance, Lending Employee Type... ...applications, analyzes the financials, and actively participates in... ...development while maintaining strong relationships with loan customers.... ...applicable to the position as well as consistently, accurately,...Full timeWork at officeMonday to FridayFlexible hoursAfternoon shift
$28.85 - $33.65 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ..., emotional, and financial wellness through affordable,... ...’ll be able to leverage our relationships with one out of two households...Hourly payWork at officeMonday to FridayFlexible hoursRotating shiftDay shift- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...physical, emotional, and financial wellness through affordable,... ...operational excellence Builds relationships with clients to meet financial...Work at officeFlexible hoursShift workWeekend workDay shift
$24 per hour
...Client Overview Our client, a well-established financial institution dedicated to helping individuals... ...professional who enjoys building relationships, guiding members through the loan process... ...within a credit union or community banking environment. Leadership or...Hourly payTemporary work$49.5k - $82.5k
...Framework.Preferred SkillsAccountability, Banking, Client Loyalty, Customer Experience (CX)... ...an Associates or equivalent degree as well as related experience or product knowledge... ...fully paid; a robust wellness program with financial incentives.In addition, PNC generally...Full timeTemporary workPart timeWork at office- ...At Bank of America, we are guided by a common... ...purpose to help make financial lives better through the... ...emotional, and financial wellness through affordable, competitive... ...a Financial Solutions Advisor Stage I (FSA I), your... ...and managing client relationships to considering a...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...physical, emotional, and financial wellness through affordable,... ...Builds and nurtures strong relationships Collaborates effectively...Temporary workWork at officeFlexible hoursShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...physical, emotional, and financial wellness, recognizing and rewarding... ...Builds and nurtures strong relationships. • Collaborates...Temporary workWork at officeMonday to FridayShift workDay shift
$31k - $37k
...Bank Teller Onsite: 220 West Union Avenue, Bound Brook, NJ 08805 Mondays – Friday 8:45 am – 5:15 pm Saturdays (as scheduled... ...in an effort to establish and/or expand the customers' relationship with the Bank. Assist customers and Management with use and...Contract workWork at officeLocal areaMonday to Friday- ...and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...envision through a personal relationship with their advisory team... ...of Merrill coupled with the banking convenience of Bank of America... ...profile, and preferences as well as servicing client accounts...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$90k
...around providing the very best available banking and accounting talent. In fact, most of... ...responsible for analyzing credit and financial reports to determine the bank’s risk for... ...real estate loans, annual reviews and relationship reviews for new and existing portfolio;...Work at office- ...valued by building lasting relationships, doing the right thing... ...to suit their financial needs. As a Private... ...Client Banker in Branch Banking, you are the main point... ...s affluent clients as well as other customers in... ...Specialists (Private Client Advisors, Mortgage Bankers and...Afternoon shift
- PNC Financial Services Group, Inc. is seeking a Personal Banker in Franklin Lakes, NJ to grow the branch customer base through proactive... ...collaboration with ecosystem partners to deliver a best-in-class banking experience. In-office location with traditional branch hours....Work at office
- ...between the borrower and the bank from initial review and for the... ...new business by developing relationships with prospective commercial customers... ...analysts for preparation of financial analysis and approval... ...Company Benefits ~ Health/Wellness, Dental, and Vision Insurance...Temporary workWork at office
- Financial Advisor - Central Jersey page is loaded## Financial Advisor - Central... ...grow and protect financial well-being through purpose-based... ..., investments, insurance, banking and generosity. At Thrivent,... ...maintain genuine, long-term relationships throughout generations based...Local area
$21 per hour
...opportunities to help them achieve their financial goals by providing personalized advice... ...you'll get Meaningful work & relationships - Help customers with important financial... ...arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid...Hourly payPart timeLocal areaFlexible hoursAfternoon shift$133.73k - $219.7k
...advisory services, including financial planning, investment... ...Senior Wealth and Trust Advisor serves as a senior relationship leader responsible for driving... ..., trust, investment, banking, lending, and planning solutions... ...accounts (HSAs); and wellness programs. Additional...Full timeFlexible hours$85k
...value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are... ...etc. ~Spreading and reviewing Business and Personal Tax Return/Financial Statements in the Financial Spreading Program. ~Preparing Risk...Permanent employmentWork at office- ...modules to support, optimize, and evolve our financial systems. This role partners closely with... ...Receivable, Procurement, Expenses, Banking & Settlement, and Business Assets.- Gather... .... As part of its dedication to employee wellness, FINRA provides comprehensive health,...Full timeTemporary workFor contractorsFor subcontractorLocal areaImmediate start
- ...valued by building lasting relationships, doing the right thing... ...to suit their financial needs. As a Private... ...Client Banker in Branch Banking, you are the main point... ...s affluent clients as well as other customers in... ...Specialists (Private Client Advisors, Mortgage Bankers and...Immediate startAfternoon shift
$63k - $105k
...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator... ...checks as required by Consumer Financial Protection Bureau regulations. This position... ...including select programs fully paid; a robust wellness program with financial incentives. In...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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