Financial Wellness Advisor | Personal Banker
KeyBank
KeyBank in Westlake, Ohio is seeking a dedicated Personal Banker who will serve as a trusted advisor to clients. In this role, you will engage clients through meaningful conversations to identify their financial needs and recommend appropriate solutions. A strong focus on developing relationships and achieving sales goals is essential, along with maintaining compliance with banking operations. The ideal candidate will have at least a high school diploma (Bachelor's preferred) and relevant experience in customer service and sales. This position offers a competitive hourly rate and an inclusive workplace culture. #J-18808-Ljbffr KeyBank
$20.67 - $31.25 per hour
...Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...and solutions to assist in client's financial wellness both in person and through proactive calling...FinancialHourly payWork experience placementDay shift- ...Personal Banker Associate I page is loaded## Personal Banker Associate Ilocations: Westlake,... ...job family. The Personal Banker I is a Financial Center position focused on using the consultative... ...for processing teller transactions as well as working as a member of the platform...FinancialWork experience placementWork at office
- Fifth Third Bank in Westlake, Ohio is seeking a Personal Banker Associate I. This role focuses on using the consultative sales process to meet customers' financial needs while acquiring new households and deepening existing relationships. The successful candidate will undergo...Financial
- Role, Inc. is hiring Financial Customer Associates in Westlake, Ohio. This full-time position enables you to make a significant impact in customers' financial decisions. Join a dynamic team where you will assist customers with their 401k accounts and provide essential services...FinancialFull time
$41.25k - $68.75k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization... ...identifying opportunities to improve financial wellbeing. Drive proactive sales... ...including select programs fully paid Robust wellness program with financial incentives Disability...FinancialTemporary workWork experience placementWork at office$41.25k - $68.75k
## Personal BankerApplylocations: OH - Middleburg Heightstime type:... ...’s success. As a(n) Personal Banker within PNC's Retail Branch organization... ...to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of...FinancialFull timeTemporary workPart timeWork experience placementWork at officeShift work$41.25k - $68.75k
...contribute to the company’s success. As a Personal Banker within PNC's Retail Branch organization... ...to improve the customer's financial wellbeing. Collaborates with ecosystem... ...solutions. Leverages ecosystem partnerships as well as community Centers of Influence to acquire...FinancialFull timeTemporary workWork experience placementWork at office- ...candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-... ...Use the consultative sales process and Financial Needs Assessment to build a thorough customer... ...within the affiliate for training as well as scheduling flexibility. Travel...FinancialWork experience placementWork at office
- PNC in Berea, OH is hiring a Personal Banker to enhance customer relationships and drive proactive sales. This role requires a strong understanding... ...communication skills, focusing on customer experience and financial wellbeing. Successful candidates will typically have an...Financial
$96k - $181k
...dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment... ...acting as the primary client advisor developing and implementing strategies... ...in their existing book as well as collaborating with internal and...FinancialWork experience placementWork at officeLocal areaNight shift$96k - $181k
...dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment... ...acting as the primary client advisor developing and implementing strategies... ...in their existing book as well as collaborating with internal and...FinancialWork experience placementWork at officeLocal areaFlexible hoursNight shift$41.25k - $68.75k
PNC Financial Services Group, Inc. is seeking a Personal Banker in Berea, OH. This role focuses on acquiring and deepening customer relationships through proactive sales and service activities. Successful candidates will have 3+ years of relevant experience and a customer...Financial$18 - $23.08 per hour
...and assist clients with their account transactions. You will proactively identify and resolve servicing issues while promoting financial wellness. A High School Diploma and experience in client service and cash handling are required. The position offers a base hourly...FinancialHourly pay- ...journey to do our best. Helping customers and businesses make better financial decisions and enabling communities to grow and succeed. A... ...Consultants build relationships with customers, engaging them via in-person, by appointment, and virtual channels to provide counsel with a...FinancialTemporary workWork at office
$20.25 - $24.75 per hour
...them via multiple channels including in-person, by appointment, and virtually to provide... ...asking questions and learning about their financial needs, and banking channel preferences. Identifies... ...and the California Fair Chance Act as well as the San Francisco Fair Chance...FinancialTemporary workWork at officeLocal area$20.25 - $24.75 per hour
...Client Relationship Consultant 2 (Banker) Rocky River, OH... ...serve to make better and smarter financial decisions and enabling the communities... ...ambition to life, and each person is unique in their potential.... ...California Fair Chance Act as well as the San Francisco Fair Chance...FinancialTemporary workWork at officeLocal area- A financial services firm in Ohio is hiring a Financial Advisor to build and maintain client relationships and provide investment guidance. Responsibilities include conducting calls, developing leads, and staying updated on financial products and regulations. Candidates...Financial
$25 per hour
Citizens Bank in Westlake, Ohio, is seeking outgoing individuals for customer-facing roles. Responsibilities include providing financial advice and building relationships with clients. Successful candidates will have a high school degree, 2 years in sales/customer service...Financial- ...providing guidance using Fidelity’s services and tools. Ideal candidates should possess strong client relationship skills and understand financial services. The role offers a hybrid work environment and provides licensing support for FINRA certifications. Benefits include...FinancialFull time
- Equitable Advisors in Westlake, OH is seeking motivated candidates to join their team as RBG financial professionals. You'll engage clients and work on retirement solutions tailored... ...between professional development and personal flexibility, alongside a structured path to...FinancialFlexible hours
- Citizens Bank in Westlake, Ohio is seeking dedicated Citizens Bankers to enhance customer relationships by providing financial advice. You will help customers achieve personal financial goals by recommending tailored banking solutions. This role requires a high school degree...Financial
- Dollar Bank, based in Pittsburgh, is seeking a dedicated financial advisor for its west territory in Ohio. This position offers the chance to work with a new customer base and provide discretionary investment guidance to both businesses and individuals. The successful candidate...Financial
$54.81k
A community college institution in Westlake, Ohio is seeking a Student Financial Assistance Advisor to manage financial aid services and ensure compliance with regulations. The role requires three years of financial aid experience and skills in advising, communicating...FinancialFull time- ...premises. Job Description Dollar Bank, Pittsburgh’s oldest financial institution, is hiring a financial advisor in its west territory of Ohio. You will have the... ...aspects of Windows applications and navigation as well as competency with Microsoft Word. Fully Licensed: FINRA...Financial
$25 per hour
...: $25 / hour and up Citizens Bankers are the face of the branch. They... ...advice? If you’re a “people person” who enjoys building positive... ...with your broad range of financial knowledge—you’ll provide recommendations... ..., education reimbursement, wellness programs and more. Citizens’...FinancialHourly payLocal areaFlexible hoursAfternoon shift$25 per hour
...: $25 / hour and up Citizens Bankers are the face of the branch. They... ...advice? If you’re a “people person” who enjoys building positive... ...with your broad range of financial knowledge — you’ll provide recommendations... ..., education reimbursement, wellness programs and more. Note,...FinancialHourly payLocal areaFlexible hoursAfternoon shift- ...Customer Experience Banker Non NMLS Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch colleagues have an opportunity to share ideas and voice opinions...FinancialFull timeH1bWork at officeRemote workWork from homeFlexible hours
$25 - $38.46 per hour
...WD), and providing client and advisor support in leveraging WD in client... ...accounts and onboarding as well as Lending operations (ROE... ...disputing a transaction etc.* Provide financial planning support to both... ...to communicate face to face in person or on the phone with teammates...FinancialHourly payWork experience placementWork at officeFlexible hoursNight shift$54.1k
Financial Services Representative (Westlake, TX) At Schwab, you’re empowered to make an impact on your career. Here, innovative thought... ...clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package...FinancialFull timeShift workNight shift- ...yes ” and are a customer service-minded champion, we are hiring Financial Customer Associates (FCA) in our Westlake site. In this full‑... ...day (away from assisting customers) to join team activities, get well‑being support, and career coaching. Rewards & Recognition:...FinancialHourly payFull timeWork at officeWork from homeMonday to FridayShift work
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