Top 136 Financial services Jobs in West Haven, Ct

Relationship Banker - Ansonia / Branford Area
Bank of America —New Haven, CT
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
8d
Relationship Banker - New Haven Area
Bank of America —New Haven, CT
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Account Assistant 4, Patient Financial Services
Yale University —New Haven, CT
- $31.83 an hour
- Full-time
- Remote
- Background check
- Spanish
- Microsoft Excel
4d
Part-Time Relationship Banker I
USALLIANCE Financial —West Haven, CT
- $20.86 - $25.03 an hour
- Part-time
- Spanish
- English
- High school diploma or GED
- Paid holidays
- Paid time off
Quick Apply
Private Client Banker
KeyBank National Association —Hamden, CT
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Wealth Management Trainee (CT)
Bankers Life —Fairfield, CT
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Investment Counselor - Outside Sales
David Lerner Associates —Westport, CT
- From $5,000 a month
- Full-time
- Mid-level
- In-person
- 2 years
- Paid training
- Health insurance
Quick Apply
8d
Associate Advisor
Forgent —Fairfield, CT
- $120,000 - $160,000 a year
- Full-time
- Office
- 3 years
- Presentation skills
- Profit sharing
- Health insurance
Quick Apply
Banking & Financial Services Litigation Associate — Southern CT (Hybrid)
Lord Gurman & Lewis LLC —Fairfield County, CT
- $145,000 - $165,000 a year
- Email
- Hybrid work
- Research
- Mid-level
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Edward Jones —Cheshire, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Sales Training Program – Reverse Mortgage Loan Officer
Mutual of Omaha Mortgage —New Haven, CT
- From $100,000 a year
- Full-time
- Entry level
- Paid holidays
- Health insurance
Quick Apply
3d
Licensed Private Client Banker
KeyBank National Association —Branford, CT
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
9d
Loan Officer Trainee
Total Mortgage Services —Milford, CT
- Full-time
- Office
- High school diploma or GED
- Communication skills
Quick Apply
Private Client Advisor
Key Investment Services, LLC —West Haven, CT
- Full-time
- Hybrid work
- Mid-level
- Office
- High school diploma or GED
Relationship Banker - Seymour, CT
M&T Bank —Seymour, CT
- $22.61 - $37.67 an hour
- Full-time
- Bilingual
- Computer literacy
- Research
7d
Managing Director, BB Relationship Management
Webster Bank —New Haven, CT
- $140,000 - $170,000 a year
- Office
- 3 years
- Master's degree
Relationship Banker - Greater Wallingford Area
Bank of America —Wallingford, CT
- $25.00 - $26.77 an hour
- Extended hours
- Office
- Finance
- High school diploma or GED
Registered Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $45 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
11d

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financial services jobs near west haven, ct

Relationship Banker - Ansonia / Branford Area

Bank of America -
New Haven, CT

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Job Details

Full-time
$25.00 - $26.77 an hour
8 days ago

Qualifications

Customer relationship building
High school diploma or GED
Schedule management
Customer relationship management
Assisting with digital banking services
Solution selling approach
Customer service problem-solving

Full Job Description

Job Description:

At 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 by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing cash transactions for clients as needed. Job expectations include having deep conversations with clients to gain in-depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals.

Responsibilities:

Executes the bank's risk culture and strives for operational excellence
Builds relationships with clients to meet financial needs
Follows established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
Grows business knowledge and network by partnering with experts in small business, lending, and investments
Manages financial center traffic, appointments, and outbound calls effectively
Drives the client experience
Manages cash responsibilities

Required Qualifications:

Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
Collaborates effectively to get things done, building and nurturing strong relationships.
Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
Is confident in identifying solutions for new and existing clients based on their needs.
Communicates effectively and confidently, and is comfortable engaging all clients.
Has the ability to learn and adapt to new information and technology platforms.
Is confident in educating clients on how to conduct simple banking transactions through self-service technologies (for example, ATM, online banking, mobile banking).
Applies strong critical thinking and problem-solving skills to meet clients’ needs.
Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations.
Efficiently manages time and capacity.
Focuses on results, while acting in the best interest of the client.
Can be flexible to work weekends and/or extended hours as needed.

Desired Qualifications:

Experience in financial services and knowledge of financial services industry, products and solutions.
One year of demonstrated successful sales experience in a salary plus incentive environment with individual sales goals.
Six months of cash handling experience.
Bachelor's Degree or business-relevant Associate’s Degree such as business management, business administration or finance

Skills:

Adaptability
Business Acumen
Customer and Client Focus
Oral Communications
Problem Solving
Account Management
Client Experience Branding
Client Management
Client Solutions Advisory
Relationship Building
Business Development
Pipeline Management
Prospecting
Referral Identification
Referral Management

Minimum Education Requirement:

High School Diploma / GED / Secondary School or equivalent

Shift:

1st shift (United States of America)

Hours Per Week:

Apply Now

Refine Your Search

financial services jobs in west haven, ct

Relationship Banker - Ansonia / Branford Area

Relationship Banker - New Haven Area

Account Assistant 4, Patient Financial Services

Part-Time Relationship Banker I

Private Client Banker

CNO Financial Advisor - Hybrid Remote (CT)

Financial Services Professional - Hybrid Remote (CT)

Wealth Management Trainee (CT)

Investment Counselor - Outside Sales

Associate Advisor

Banking & Financial Services Litigation Associate — Southern CT (Hybrid)

Financial Advisor

Sales Training Program – Reverse Mortgage Loan Officer

Licensed Private Client Banker

Loan Officer Trainee

Private Client Advisor

Relationship Banker - Seymour, CT

Managing Director, BB Relationship Management

Relationship Banker - Greater Wallingford Area

Registered Wealth Management Client Associate

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