Financial Wellness Advisor - Personal Banking
KeyBank
KeyBank is seeking a Personal Banker in New Hartford, NY to engage clients, uncover financial needs, and provide tailored solutions. You will work with branch teammates to grow consumer and small business relationships while maintaining high service standards. The role emphasizes proactive outreach, in-person and phone conversations, and a client-first, sales-driven approach within a branch setting. Previous banking and sales experience is valued. #J-18808-Ljbffr KeyBank
$20.67 - $31.25 per hour
...Personal BankerLocation: 1 New Hartford Shopping Center - New Hartford... ...a problem solver, trusted advisor, and partner to the people... ...to assist in client's financial wellness both in person and through proactive... ...making them feel that no bank will fight harder for them....PersonalHourly payDay shift$65k - $82k
...82,000.00 Annually The Arrow Financial Corporation Family of Companies... ...adhere to lending policy as well as all applicable compliance and... ...happen when teams connect in person! This hybrid opportunity lets... ...protected classes. As a multi-bank holding company, Arrow Financial...PersonalWork at officeLocal areaImmediate startRemote workWork from homeFlexible hours3 days per week$21.75 per hour
Overview At Community Financial System, Inc. (CFSI), we are dedicated... ...our customers with friendly, personalized, high-quality financial... ...Our retail division, Community Bank, N.A., operates more than 200... ...prepare commitment letters, as well as order, collect and track mortgage...PersonalLocal area$26 - $43.34 per hour
...:Support clients in achieving their financial goals through personalized investment and insurance solutions.... ...the guidance of experienced Financial Advisors, build relationships, identify... ...Build strong partnerships across Retail Banking, Business Banking, and Wealth to generate...SuggestedHourly payFull timeWork experience placement- KeyBank in New Hartford, NY is seeking a Personal Banker to engage clients, uncover needs, and provide tailored financial solutions in person and by phone. As part of the... ...and guide customers toward confident financial wellness, with a client-first, sales-driven mindset....Personal
$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual... ...culture to ensure that you experience personal and professional growth in this program.... ...a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications...PersonalFull timeInternshipLocal areaFlexible hours- Community Financial System, Inc. (CFSI) is seeking an experienced Banking Loan Processor for the Business Banking team. You will interpret loan applications, prepare commitment letters, and ensure accurate closing documents in line with bank policy. Responsibilities include...
- Community Bank, N.A. is seeking a Lending Specialist to interpret and process Business Banking loan applications using the NextGen digital platform, preparing commitment letters and closing documents in line with bank policy. You will manage workload to meet departmental...
$23 - $29 per hour
...Personal Insurance Account Manager - Rome The Arrow Financial Corporation Family of Companies is seeking dynamic, authentic individuals... ...work and life experiences, as well as your passion and excitement... ...classes. As a multi-bank holding company, Arrow Financial...PersonalWork at officeLocal areaImmediate startFlexible hours$18 - $26.21 per hour
...servicing interactions. Processes a variety of financial transactions in an accurate and efficient... ...transactions efficiently following Bank Policy. Take ownership of escalated account... ...exceptional customer service Well-organized Proven time management skills Proven...Hourly payImmediate start$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the... ...excellent client service in-person by welcoming both new... ...existing clients to the Bank and assisting them with... ..., listen to uncover financial needs and transition clients... ...a deeper financial wellness conversation. At KeyBank...Hourly payWork experience placementShift workDay shift- ...negotiable instruments involved in financial transactions. Work is subject... ...when waiting on members in person or on the telephone.c) Provide... ...checks.h) Understand the Bank Secrecy Act and when and how to... ...including in-house training as well as outside seminars, workshops...Full timeWork at officeMonday to Friday
$18.75 - $25 per hour
...problem solver, trusted advisor, and partner to the... ...to clients to uncover financial needs and transition clients... ...a deeper financial wellness conversation. Lead... ...making them feel that no bank will fight harder for... ...can have on their day, personally, professionally, and...Hourly payWork experience placementFlexible hoursShift workDay shift- Arrow Financial Corporation seeks an Indirect Automotive Lending Underwriter to originate Indirect... ...role supports a hybrid schedule with in-person days at regional offices in Latham and... ...NY, combining remote work with collaborative days on-site. #J-18808-Ljbffr Arrow BankRemote work
- ...& customer service skills, knowledge of financial products and sales experience.Float Teller... ...attitude. Ability to work in a team setting as well as take on projects as an individual. A... .... Paid Vacation Time, Sick Leave, Personal Time and 11 Paid Holidays. Actual compensation...PersonalWork from homeMonday to FridayNight shift
- Prudential Advisors is looking for an Experienced Financial Advisor in the Utica market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...Worldwide
$16 per hour
...elements. Show competency in the technical skills associated with challenge course operations, including, knots, belay skills and personal protective equipment, such as helmets and harnesses. Display leadership with effective debriefing and closure for each element and...PersonalHourly payPart time- Prudential Advisors in the Utica market seeks an Experienced Financial Advisor to work with Prudential’s existing client base, helping families design financial solutions with industry-leading planning tools. You will have access to LPL's open-architecture platform and...
$15 - $16 per hour
...Representative /Teller details Qualifications : Prior experience as a Bank Teller required Knowledge of word processing software,... ...Company offers great benefits: ~11 paid holidays, vacation, personal and sick time ~ Company pays a portion of Medical Insurance (8...PersonalMonday to FridayShift work$25 - $45 per hour
...Are you a dedicated and motivated personal trainer looking to make a significant impact on individuals' lives? We are actively seeking exceptional trainers to join our team and deliver personalized fitness experiences in the comfort of our clients' homes. Join us and...PersonalHourly payFlexible hours$29.57 - $43.99 per hour
...Centric world of the Consumer Bank. During this 1-year program, Branch... ...to learn banking, basic financial skills, effective communication... ...grow community partnerships as well as taking an active role in... ...opportunities to master communication and personal interaction skills, detailed...PersonalHourly payTraineeshipWork experience placementLocal area- ...in a related field OR 3 years + of relevant experience in a financial institution. Strong understanding of consumer, real estate, and... ..., Dental, & Vision Insurance Paid Vacation Time, Sick Leave, Personal Time and 11 Paid Holidays Actual compensation rate will be...Personal
- Overview At Community Financial System, Inc. (CFSI), we are dedicated... ...our customers with friendly, personalized, high-quality financial... ...Our retail division, Community Bank, N.A., operates more than 200... ...show an attention to detail Well-developed written and oral communication...PersonalWork at officeNight shift
$20 - $24.91 per hour
...Division: Retail Banking Department: Various Branch Network Reports to: Branch Manager Status: Non-Exempt Grade: 4... ...position serves as the main point of contact for customers processing financial transactions efficiently and accurately while delivering an...Full timeWork at officeFlexible hours$40k - $62k
...Become a Financial Services Professional $40000 - $62000 Plus Full Job Description Bankers Life offers financial services professional... ...that focus on emerging leaders and women's leadership, as well as a path for those looking to obtain securities licenses....Immediate startRemote work- ...advertising purposes, select Opt-Out. To exercise other rights you may have related to cookies, select More Info or see this Do Not Sell My Personal Information link. Cookie PreferencesSearch JobsSubmit an ApplicationFind an Express LocationJob SeekersTypes of JobsHiring...Personal
$18.75 - $25 per hour
...problem solver, trusted advisor, and partner to the... ...to clients to uncover financial needs and transition clients... ...a deeper financial wellness conversation. Lead... ...making them feel that no bank will fight harder for... ...can have on their day, personally, professionally, and...Hourly payDay shift$1,116 - $1,344 per week
.... Must be able to work under close supervision occasionally, as well as working without assistance from other personnel. Must be able... ...scholarships and awards, exclusive discounts, and more. From your personal recruiter to our clinical and traveler experience teams, we’re...PersonalFull timeContract workTemporary workShift work$2,248 per week
...are in high demand nationwide, and our team of industry-leading, traveler-favorite recruiters can get you where you want to go — personally and professionally. Wherever you may roam, travel healthcare helps you hone your skills and build an amazing resume. When you...PersonalFull timeTemporary workImmediate startShift work- ...Consultant Nimey's New Generation Cars is looking for the right person to join our sales team. You don't need years of automotive... ...part of the job is simply building relationships, communicating well, and following through. Who We're Looking For Automotive sales...Personal
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