Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Financial Wellness Advisor | Personal Banker in Westlake, OH vacancy
  • KeyBank in North Olmsted, Ohio is seeking a Personal Banker who will engage clients in conversations to uncover needs and provide guidance to improve financial wellness, both in person and by phone. You will open accounts, build relationships with individuals and small... 
    Financial

    KeyBank

    North Olmsted, OH
    2 days ago
  • $42.5k - $57.5k

     ...contribute to the company's success. As a(n) 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... 
    Financial
    Full time
    Temporary work
    Part time
    Work experience placement
    Work at office
    Shift work

    PNC

    Rocky River, OH
    1 day ago
  • $20.67 - $31.25 per hour

     ...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... 
    Financial
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Westlake, OH
    5 days ago
  • KeyBank is seeking a Personal Banker to engage clients, uncover their financial needs, and provide guidance both in person and by phone. You will help clients...  ...collaboration, compliance, and delivering tailored financial wellness solutions, including opening accounts and... 
    Financial

    PVH (Tommy Hilfiger/Calvin Klein)

    Lakewood, OH
    4 days ago
  • KeyBank in North Olmsted, OH is seeking a Personal Banker to engage clients, uncover financial needs, and provide tailored guidance to enhance financial wellness. You will drive relationship growth by attracting new clients and deepening existing accounts, while maintaining... 
    Financial

    KeyCorp

    North Olmsted, OH
    2 days ago
  • $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... 
    Financial
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

    Westlake, OH
    3 days ago
  •  ...Civista Bank Description: Position Purpose: A Personal Banker (PB) is responsible for maintaining and building customer relationships...  .... The PB demonstrates Civista Bank's mission to improve the financial lives of our employees and shareholders, to make a difference... 
    Financial
    Part time

    Civista Bank

    Avon Lake, OH
    3 days ago
  • PNC is seeking a Personal Banker for their Midway Mall Branch office in Elyria, Ohio. In this role, you will be responsible for acquiring and deepening the customer base through proactive sales and service activities. The ideal candidate will have a minimum of 3 years of... 
    Financial
    Work at office

    Fairygodboss

    Elyria, OH
    4 days ago
  • PNC's Berea, OH Personal Banker role focuses on building and nurturing the branch customer base while delivering proactive sales and superior...  ...PNC solutions. The role emphasizes educating customers on financial options, leveraging technology, managing risk, and adhering to... 
    Financial

    PNC

    Berea, OH
    4 days ago
  • $25 - $26.77 per hour

    Overview Bank of America is committed to helping make financial lives better through Responsible Growth. This role focuses on engaging clients in the lobby to educate and assist with transactions through self-service resources (mobile banking, online banking, or ATM) and... 
    Financial
    Hourly pay
    Shift work
    Weekend work
    Day shift

    Bank of America

    Rocky River, OH
    2 days ago
  • $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

    PNC Financial Services Group, Inc.

    Berea, OH
    1 day ago
  • $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... 
    Financial
    Full time
    Temporary work
    Work experience placement
    Work at office

    PNC

    Middleburg Heights, OH
    1 day ago
  • Aogarciaagency is seeking a motivated professional to support families’ financial well-being through virtual consultations and advisory services from a home-based setup. The role emphasizes understanding client needs, delivering solutions, and building lasting relationships... 
    Financial
    Remote job
    Work from home
    Flexible hours

    Aogarciaagency

    Elyria, OH
    2 days ago
  • Aogarciaagency is seeking a motivated individual for a flexible, work-from-home role that supports personal and professional balance while offering growth opportunities. You will conduct virtual consultations, assess client needs, and share knowledge on available solutions... 
    Financial
    Remote job
    Flexible hours

    Aogarciaagency

    Elyria, OH
    2 days ago
  • KeyCorp's KeyBank branch in Lakewood, OH is seeking a Personal Banker to engage clients, uncover financial wellness needs, and guide solutions both in person and by phone. You will work to attract new clients and deepen relationships with existing customers, helping them... 
    Financial

    KeyCorp

    Lakewood, OH
    3 days ago
  • $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... 
    Financial
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Westlake, OH
    5 days ago
  •  ...Discover who we are, what we do and our global presence. The well-being of you and your family matters. That's why the benefits...  ...receive are designed to help you boost your health, protect your financial security and give you peace of mind. If there's anything we... 
    Financial
    Work at office

    US Bank

    Avon, OH
    1 day ago
  • $20.25 - $24.75 per hour

     ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...  ...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you... 
    Financial
    Temporary work
    Work at office

    US Bank

    Westlake, OH
    3 days ago
  • Job Description:Financial Planning ConsultantTo be eligible for consideration...  ...delivers proactive, personalized financial planning and integrated...  ..., technology-enabled model, Advisors guide clients across key...  ...relationshipsExperience running effective, well-structured pre-scheduled... 
    Financial
    Full time

    Fidelity Investments

    Westlake, OH
    3 days ago
  •  ...Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and... 
    Financial
    Full time

    Fidelity Investments

    Westlake, OH
    5 days ago
  • PNC Financial Services Group, Inc. is seeking a Personal Banker at the Midway Mall Branch in Elyria, OH. The role focuses on acquiring and deepening the branch customer base while enhancing the customer’s financial wellbeing. You will drive proactive sales, educate customers... 
    Financial

    PNC Financial Services Group, Inc.

    Elyria, OH
    2 days ago
  • 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

    Cetera Financial Group

    North Olmsted, OH
    5 days ago
  • Huntington is seeking a Customer Experience Banker Non NMLS to serve walk-in customers as a Financial Concierge. You will retain and grow relationships by identifying financial goals and recommending deposit products and services. Role emphasizes accurate transactions,... 
    Financial
    Work at office
    Flexible hours

    Socket.dev

    Elyria, OH
    2 days ago
  • A financial services company in Elyria, OH, is seeking a Financial Relationship Banker to help customers achieve their financial goals. You will provide excellent customer service, identify opportunities for relationship growth, educate customers on banking products, and... 
    Financial
    Work at office

    Achievers Network

    Elyria, OH
    2 days ago
  • 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... 
    Financial
    Flexible hours

    Equitable Advisors

    Westlake, OH
    3 days ago
  •  ...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... 
    Financial
    Full time

    Soteria Reinsurance Ltd.

    Westlake, OH
    2 days ago
  •  ...worth clients, and grow client relationships in partnership with Sr. Wealth Consultants. You will manage client appointments, prepare financial plans, and leverage Schwab tools to drive solutions while maintaining strong ethical standards and regulatory compliance. A strong... 
    Financial

    Charles Schwab

    Westlake, OH
    5 days ago
  •  ...Responsibilities Serve as the trusted advisor to private investors and multi-generational...  ...through calls, emails, and in-person/virtual meetings to ensure ongoing engagement...  ...investment consulting, wealth management, or financial services Excellent written and verbal... 
    Financial

    Highland Consulting Associates, Inc.

    Westlake, OH
    2 days ago
  • Charles Schwab is seeking an Associate Wealth Advisor in Westlake, OH, to support 2-4 Wealth Advisors by servicing and deepening client relationships. You will provide customized financial planning, foundational portfolio needs, and handle complex client service issues... 
    Financial

    Charles Schwab

    Westlake, OH
    5 days ago
  •  ...Financial Advisor Dollar Bank, Pittsburgh's oldest financial institution, is hiring for a financial advisor in our west territory of Ohio...  ...familiarity with all aspects of Windows applications and navigation as well as competency with Microsoft Word. Fully Licensed: FINRA 7, 6... 
    Financial

    Dollar Bank

    North Olmsted, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Financial Wellness Advisor | Personal Banker. Be the first to apply!