Client Banking Advisor for Financial Wellness
Keybank, National Association
KeyCorp in Hudson, NY is seeking a Teller to deliver exceptional client service in a branch setting. You will welcome clients, process account transactions, and guide customers toward banking solutions while maintaining accuracy and compliance. The role emphasizes financial wellness conversations and teamwork. The position requires a high school diploma or equivalent, cash-handling experience, and basic PC skills. Notary license is preferred and Saturday shifts may be required. #J-18808-Ljbffr KeyCorp
$50k - $55k
Financial Aid Counselor - Basic Sciences The Financial Aid Counselor... ...the Counselor acts as atrusted advisor to students and families,... ...experience in financial aid, banking, lending, or student services... ...through its student‑facing as well as functional support teams....SuggestedWork at officeLocal areaMonday to FridayWeekend workAfternoon shift- ...Personal Banker II (Financial Services Representative) At Suffolk Credit Union, we empower... ...our community by promoting financial wellness, transparency, and respect. Join us to enjoy... ..., and cross-selling within retail banking. Representatives also identify opportunities...SuggestedLocal areaFlexible hoursNight shift
- ...empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive... ..., retention, and cross-selling strategies within the retail banking environment.In addition to identifying referral opportunities...SuggestedLocal areaFlexible hoursNight shift
$105k - $130k
...Management Sales Officer Hanover Bank is looking for a full-time... ...and services to corporate clients. This role involves... ...expected to leverage expertise in financial analysis and client relationship... ...Our Benefits: Health & Wellness Benefits Medical, Dental,...SuggestedFull timeTemporary work- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...company and how we deliver for our clients, teammates, communities and... ...physical, emotional, and financial wellness, recognizing and rewarding...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Banking ProfessionalWork Location: Patchogue, New York, United States of... ...experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized... ...that support overall financial well-being. This role is accountable for...Work at office
- ...years of age.** Acknowledge ( **Bank of America employees are... ...common purpose to help make financial lives better through the power... ...Growth and delivering for our clients, teammates, communities and shareholders... ..., emotional, and financial wellness, recognizing and rewarding...Work at officeFlexible hoursShift workWeekend workDay shift
$28.85 per hour
...Ronkonkoma Job Category : RETAIL BANKING Requisition Number : MEMBE006... ...the members and to process financial transactions with accuracy... ...assigned FourLeaf Financial Group Advisor to set appointments for... ...employer match; reimbursement and wellness programs; and an annual...Hourly payFull timeWork at officeFlexible hoursNight shift- ...Why Wells Fargo:Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation,... ...relationships with customers by supporting everyday banking needs through in‑branch interactions,...Work experience placementFlexible hours
- ...At Valley Bank, we believe in people's growth potential. We invest... ..., we've been the Bank that clients from every industry turn to for... ...includes all our associates as well. As a Banking Service Professional... ...cross-selling to meet their financial needs. Present a confident and...Work at office
- ...experiences while processing everyday banking transactions with accuracy and... ...based conversations; offering financial & digital solutions, and/or... ...to being a leader in client experience, that is why we believe... ...financial, physical and mental well-being goals. Total Rewards at...Temporary workWork at officeLocal areaWork from homeFlexible hoursNight shiftAfternoon shift
- ...guidance. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will work with high‑net... ...with both existing and prospective clients’ goals. You’ll collaborate with and... ...you: Build a successful career at Bank of America through world‑class training...Interim roleLocal areaImmediate startShift workDay shift
- Teachers Federal Credit Union in North Babylon is seeking a Financial Services Representative II to enhance member relationships and promote efficient banking solutions. You will work closely with members to understand their financial goals and recommend tailored solutions...
$23 - $24.5 per hour
Teachers Federal Credit Union in the Town of Islip is looking for a Financial Services Representative to strengthen member relationships and guide them in efficient banking practices. The ideal candidate will have a High School diploma and preferably one year of experience...Hourly pay$24 - $26.5 per hour
...has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine... ...the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive...Full timePart timeWork experience placementImmediate start$250k
...sales to individual consumer clients. Responsibilities: Work with... ..., and present product offers/financial solutions Understand and... ...relevant experience ~ Previous banking, retail, or sales experience... ...disability insurance; and wellness programs. Citi also offers paid...Full time- Teachers Federal Credit Union in Central Islip, NY, is seeking a part-time teller to handle routine financial transactions, greet members, and provide friendly service. You will process deposits, withdrawals, and loan payments while promoting credit union products. The...Part time
- TD Bank in Bohemia is hiring a Teller I for 30 hours a week. This role involves processing banking transactions efficiently and educating customers on TD's services. Ideal candidates should have strong customer service skills and a high school diploma. TD Bank offers a...
- ...empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive... ...Understanding of lending regulations. Proficiency with core banking systems (Fiserv DNA preferred) and lending software (...Daily paidWork at officeLocal area
$17 - $22.55 per hour
...Branch Banking-Client Consultant I-Float Location: Bay Shore, NY 11706 Branch Banking Client... ...high quality, prompt, and professional financial services. Responsible for interacting... ...interpersonal anxieties of others. Builds rapport well. Problem Solving - Uses rigorous...Local area- Teachers Federal Credit Union is seeking a Senior Financial Services Representative in New York. You will engage members in person and virtually, manage a book of business, and support consumer, small business and lending services to drive revenue. You will build strong...
- ...Suffolkcu is seeking a Financial Services Representative III (Personal Banker) to deliver exceptional experiences to members in New York... ...least 3 years of customer service experience, particularly in banking, and a high school diploma. Responsibilities also include supervisory...
$18 - $23.08 per hour
...problem solver, trusted advisor, and partner to the... ...you provide excellent client service in-person by welcoming... ...clients to the Bank and assisting them with... ...clients, listen to uncover financial needs and transition clients... ...a deeper financial wellness conversation. At KeyBank...Hourly payDay shift- ...brand and culture, providing welcoming and attentive service while managing and nurturing client relationships. This position requires at least 1 year of sales experience in banking or related fields, strong communication skills, and a commitment to exceeding client...
$25.3 - $30.35 per hour
Job Category Retail Banking Employee Type Regular Full Time Required Degree High school... ...guiding members toward building a strong financial foundation today for a better tomorrow. Recognized... ...solve problems quickly Ability to work well with others and lead a team Is a...Full timePart timeWork experience placementLocal areaImmediate start- ...activities with the customer service team. The role aims to foster customer relationships, loyalty, and increased sales of consumer banking products. Responsibilities include handling small business lending referrals, cross-selling treasury products, coaching staff, and...
- Valley Bank is seeking a Banking Service Professional, Personal Banker, to provide sales and service support at the branch. You will educate clients, analyze financial needs, and cross-sell bank products while handling teller transactions and cash management. Open new...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...Growth and delivering for our clients, teammates, communities and shareholders... ..., emotional, and financial wellness, recognizing and rewarding...Work at officeFlexible hoursShift workWeekend workDay shift
$16.28 - $25.06 per hour
...Branch Banking Client Consultant II-Licensed Location: Smithtown, NY 11787 The Branch Banking Client Consultant II-Licensed provides... ...providing various product details that focus on meeting the financial needs of our clients. Focuses on client management, client retention...Local area$17 - $22.96 per hour
...At Associated Bank we strive to create an inclusive culture where different... ...to meet customer needs, and promote financial solutions that help our clients achieve their goals. Grow your banking... ...opportunities. Bonus benefits including well-being programs and incentives,...Hourly payPart timeNight shift
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