Relationship Banker: Guide to Financial Wellness
Keybank, National Association
KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance for their financial wellness. You will be part of the branch team, working to attract new clients and deepen relationships with existing clients, while meeting sales goals. You will consult on consumer and small business products, assist with transactions, and ensure compliance with bank policies. This role emphasizes customer service, teamwork, and proactive outreach. #J-18808-Ljbffr KeyBank
- ...in Harleysville, PA is hiring a Personal Banker to be a trusted advisor, helping individuals and small businesses meet financial goals. You will engage clients, uncover needs... ...with branch teammates to deepen relationships and tailor solutions. The role emphasizes...Financial
$20.43 - $32.31 per hour
...week) based out of our Montgomeryville financial center in North Wales, PA (Montgomery County... ...operation hours (no Sundays). The Relationship Banker is responsible for providing an exceptional... ...engaging customers in the lobby as well as during transaction processing. Use digital...FinancialHourly payFull timeTemporary workWork experience placementLocal areaWork visaFlexible hours- ...Role: Wellness Guide Location:Norristown, PA Full Time We are Growers, We are Wholesalers, We are Producers, We Are Budtenders, We are Retailers, We are Partners, and We are Hiring Your Impact: Deliver a friendly, welcoming, and memorable Liberty...SuggestedFull timeTemporary work
- ...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that... ...risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established processes...FinancialWeekend work
$20.67 - $31.25 per hour
...in our KeyBank communities. Personal Bankers engage clients in deeper conversations... ...guidance and solutions to assist in client's financial wellness both in person and through proactive... ...clients to develop and expand relationships based on their unique financial goals,...FinancialHourly payWork experience placementDay shift- KeyBank is hiring a Personal Banker in North Wales, PA. This... ...engaging clients to identify their financial needs and providing tailored... ...to enhance their financial wellness. The ideal candidate will... ...environment, demonstrating strong relationship-building skills and an...Financial
- ...The role focuses on deep conversations to understand clients’ financial priorities and connect them with suitable solutions while... ...service standards. The position requires strong communication, relationship-building, and a proactive approach to client needs. #J-18808...Financial
- ...the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on consultative conversations... ...Contributes to meeting or exceeding client service as well as individual and branch sales targets by offering...FinancialTemporary workWork at officeNight shiftWeekend work
$38.25k
...Relationship Banker Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand into a technology-driven organization... ...to support you, your family and your well-being, now and into the future. Risk Culture...FinancialHourly payFull timeWork experience placementWork at officeShift workAfternoon shift- ...conversations with clients to gain in-depth knowledge of the financial and life priorities Connecting clients to solutions that meet... ...risk culture and striving for operational excellence Building relationships with clients to meet financial needs Following established...FinancialWeekend work
- ...conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that... ...Operations Sales Goals Soft Skills Client Education Communication Relationship Building Industry Keywords Financial Goals Business...Financial
- ...needed to meet their individual financial needs. Incumbent will drive... ...to build and expand customer relationships in order to contribute toward... ..., and loan applications, as well as cross selling other credit... ...expectations and are rooted in the four guiding principles of Citadel Class...FinancialWork at officeLocal area
- ...Personal Banker Position At PNC, our people are our greatest differentiator and competitive... ...an Associates or equivalent degree as well as related experience or product... ...fully paid; a robust wellness program with financial incentives. In addition, PNC generally provides...FinancialFull timeTemporary workPart timeWork experience placementWork at office
- ...communities. The Private Client Banker (PCB) is part of the Key Private... ...will focus on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver... ...achieve confidence in their financial wellness by assessing their financial...FinancialFull timeImmediate startFlexible hoursDay shift
- A leading financial institution is looking for Citizens Bankers to assist customers with financial decisions and build lasting relationships. This role involves understanding customers' needs and providing tailored solutions using strong communication and problem-solving...FinancialFlexible hours
$25 per hour
Univest is seeking a Personal Banker to join their team in Souderton, Montgomery County. In this role, you'll... ...exceptional service and help customers achieve their financial goals while building meaningful relationships. The ideal candidate will have a high school...Financial- Chase is seeking a Business Relationship Manager Senior in our Business Banking division to develop and manage a portfolio of large business... ...revenues over $3M. You will focus on relationship-building, financial advisory, and risk management while acquiring new...Financial
- A financial services firm in Harleysville, PA, is looking for a Private Client Advisor to serve Mass Affluent clients. This role involves leading investment services, implementing financial wellness strategies, and collaborating with branch teams to identify growth opportunities...Financial
- KeyBank is seeking a Personal Banker to engage clients, uncover financial needs, and provide guidance for financial wellness. In person and by phone, you will attract new clients and deepen existing relationships, working within a branch team to meet goals and ensure compliant...Financial
$25 per hour
Overview Join Univest as a Personal Banker in our local retirement homes and build meaningful relationships while helping customers reach their financial goals. We’re looking for someone... ...options Tuition reimbursement Employee wellness programs: Including fitness club...FinancialTemporary workWork at officeLocal area- Fulton Bank in Montgomeryville, PA is hiring a Relationship Banker to deliver exceptional customer experiences while handling service and sales... ...(approx. 40 hours weekly) is based at our Montgomeryville financial center and requires scheduling around branch hours with no...FinancialFull time
- Fulton Bank in Montgomeryville, PA (North Wales area) seeks a Relationship Banker to deliver an exceptional customer experience at our financial center. You will handle service and sales needs, promote banking solutions, open accounts, assist with lending, and drive relationship...Financial
- ...Private Client Banker In Branch Banking You have a passion for... ...and valued by building lasting relationships, doing the right thing,... ...advice tailored to suit their financial needs. As a Private Client... ...of Chases affluent clients as well as other customers in the Branch...FinancialImmediate startAfternoon shift
- ...of Business:TD WealthJob Description:The Financial Advisor (FA) role is a three-year... ...providing client service & developing the relationship to achieve greater share of wallet by helping... ...the client’s overall wealth needs, as well as pro-active contactsServes as the primary...FinancialWork at officeLocal areaWork from homeFlexible hours
- ...Job Description:**The Small Business Banker II proactively deepens relationships with existing Small Business... ...bank to help meet the comprehensive financial needs of Small Businesses, including... ...their financial, physical and mental well-being goals. Total Rewards at TD includes...FinancialWork at officeLocal areaWork from homeFlexible hours
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of... ...physical, emotional, and financial wellness through affordable, competitive... ...operational excellence Builds relationships with clients to meet financial needs...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
$38.25k
...Relationship Banker, Flourtown, PA Country: United States of America It Starts Here: Santander... ...a global leader and innovator in the financial services industry and is evolving from... ...designed to support you, your family and your well-being, now and into the future. [...FinancialHourly payFull timeContract workWork experience placementWork at officeShift workAfternoon shift$24.5 per hour
...4.50 / hour and up Citizens Bankers are the face of the branch.... ...customers and building lasting relationships by providing trusted advice.... ...with your broad range of financial knowledge — you’ll provide recommendations... ...30-45 minutes for the self-guided assessment that includes...FinancialLocal areaAfternoon shift$16.5 per hour
...help employees meet their educational goals # LiveWell Employee & Family program to support your emotional, work-life and financial wellness Our employees have put us high on Fortune 100 Best Companies to Work For® list every year since it was first produced...FinancialPart timeDay shift- ...STATEMENT OF PURPOSEThe Senior Accountant will be responsible for financial closing, financial reporting, general accounting, and other... ...proficient in MS Office software (Word, Excel, Access and Outlook) as well as General Leger software systemsAble to prioritize work and...FinancialLocal area
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