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
- ...PNC is hiring a Personal Banker in North Olmsted, OH to enrich the branch customer base through proactive sales and tailored financial guidance. You will engage customers, educate them on PNC solutions, and partner with ecosystem collaborators to expand wallet share and...FinancialWork at office
PNC
North Olmsted, OH1 day ago - ...Fifth Third Bank in Fairview Park, OH is recruiting for a Retail Personal Banker I program. Selected candidates will rotate through operations... ...may transition to the Retail Personal Banker I role within the Financial Center or Bank Mart, engaging in teller #J-18808-Ljbffr...Financial
Fifth Third
Fairview Park, OH1 day 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...FinancialPart time
Civista Bank
Fairview Park, OH3 days ago $41.25k - $68.75k
...Personal BankerAt PNC, our people are our greatest differentiator... ...company's success. As a Personal Banker within PNC's Retail Branch... ...Associates or equivalent degree as well as related experience or... ...checks as required by Consumer Financial Protection Bureau regulations...FinancialFull timeTemporary workPart timeWork at officeShift workPNC
North Olmsted, OH3 days ago$41.25k - $68.75k
...Personal BankerAt PNC, our people are our greatest differentiator... ...company's success. As a Personal Banker within PNC's Retail Branch... ...opportunities to improve the customer's financial wellbeing. Collaborates with... ...ecosystem partnerships as well as community Centers of...FinancialFull timeTemporary workPart timeWork experience placementWork at officePNC
Rocky River, OH1 day ago- ...Personal Banker Associate IMake banking a Fifth Third better® We connect great people to great... ...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 Bancorp
Fairview Park, OH4 days ago $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 shiftKey Bank
Westlake, OH4 days ago- ...candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding... ...job family. The Personal Banker I is a Financial Center position focused on using the... ...for processing teller transactions as well as working as a member of the platform...FinancialWork experience placementWork at office
Fifth Third
Fairview Park, OH1 day ago - PNC Financial Services Group, Inc. in Rocky River, OH, seeks a Personal Banker to join its in-office Retail Branch. You will engage customers with a proactive sales and service approach, leveraging PNC solutions to grow wallet share and loyalty. In this role, you will...FinancialWork at office
- ...Personal Banker Associate II Make banking a Fifth Third better We connect great people to... ...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
$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...FinancialFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Personal BankerAt PNC, our people are our greatest differentiator... ...company's success. As a Personal Banker within PNC's [name of... ...Associates or equivalent degree as well as related experience or product... ...robust wellness program with financial incentives. In addition, PNC...FinancialFull timeTemporary workPart timeWork at officeShift work
PNC
Lakewood, OH4 days ago $80k - $150k
...Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The... ...investment advisory services and products as well as knowledge of competitors and competitive products...FinancialFull timeWork at officeLocal areaFlexible hoursNight 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 shiftCitizens
Parma, OH2 days ago- ...coordinating with an extended advisory team to tailor banking, borrowing and investment strategies. The RM will build trust, analyze client financial data, and deliver comprehensive financial plans. Strong sales results and collaboration with internal partners are essential. The...FinancialWork at officeFlexible hours
- PNC's Personal Banker in Lakewood, OH is built to deepen customer relationships through proactive sales and exceptional service. Based in-... ...customer’s share of wallet and tailor PNC solutions to meet financial needs. In this role you will engage customers via a defined sales...FinancialWork at office
- ...Relationship Banker At Chase, we are passionate about creating... ...banking solutions and cutting-edge financial technology combined with... ...proactively meet with them, both in person and over the phone, to build... ...about banking solutions, as well as collaborate with and connect...FinancialImmediate startAfternoon shift
$25 - $26.77 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We...FinancialHourly payWork at officeFlexible hoursShift workWeekend workDay shift- 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
$25 - $38.46 per hour
...Private Client Banker Location: 1411 Columbia Road... ...solver, trusted advisor, and partner to the people... ...plan-based approach to financial advice. As a PCB, you... ...confidence in their financial wellness by assessing their... ...have on their day, personally, professionally, and...FinancialHourly payWork experience placementDay 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- ...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...FinancialWork at office
- ...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,...FinancialWork at office
Achievers Network
Elyria, OH2 days ago - ...clients' wealth management needs includes, but is not limited to, financial planning, estate planning, investment management, retirement... ...teamwork cross functionally and within the team. Demonstrates personal resilience and a commitment to continual learning. Remains...FinancialFull timeWork at office
- 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...FinancialFull time
- ...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, OH1 day ago - ...Role: Financial Consultant Type: Fulltime Location:Cleveland, OH Prioritized Must Have Skills for the Financial... ...of trust and confidence with our client to serve as the main advisor for their wealth management needs Discuss client investment...FinancialFull timeWork at officeRemote work
VBeyond
Bay Village, OH4 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
- ...Of Pennsylvania in Cleveland is seeking a Senior Relationship Banker to execute traditional consumer banking asks, manage branch leads... ...excellent service, and contribute to growth in a dynamic financial services environment. #J-18808-Ljbffr First National Bank Of PennsylvaniaFinancial
- ...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
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Wellness Advisor | Personal Banker. Be the first to apply!
Related searches
- financial advisor Westlake, OH
- financial associate Westlake, OH
- estate planning consultant Westlake, OH
- associate leveraged finance Westlake, OH
- financial advisor associate Westlake, OH
- financial planning associate Westlake, OH
- financial planning assistant Westlake, OH
- finance associate Westlake, OH
- financial counselor Westlake, OH
- financial planning administrator Westlake, OH