Top 215 Banking advisor Jobs in Exton Pa

Relationship Banker
Fulton Bank —Exton, PA
- $20.43 - $32.31 an hour
- Full-time
- Mid-level
- High school diploma or GED
- US work authorization
- Wellness program
- Health savings account
Financial Center Supervisor
Fulton Bank —Philadelphia, PA
- $24.81 - $41.35 an hour
- Full-time
- Mid-level
- Office
- 3 years
- Wellness program
- Health savings account
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Aston, PA
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Sales and Service Specialist (Multi-Site)
Fulton Bank —Exton, PA
- $18.56 - $29.38 an hour
- Full-time
- Mid-level
- High school diploma or GED
- Travel
- Wellness program
- Health savings account
Virtual Banking Relationship Advisor II
Citadel Federal Credit Union —Exton, PA
- Remote
- English
- Mid-level
- High school diploma or GED
Quick Apply
7h
Financial Advisor - Downingtown, PA
TD Bank —Downingtown, PA
- $61,880 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Wealth Client Associate
M&T Bank —Wilmington, DE
- $24.87 - $41.45 an hour
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
Financial Advisor Operations Specialist
Human Interest —Philadelphia, PA
- $70,000 - $75,000 a year
- Remote
- Google Workspace
- Mid-level
- Business development
- Health insurance
- Dental insurance
14d
Financial Solutions Advisor-Lionville Financial Center
Bank of America —Exton, PA
- Full-time
- Background check
- Writing skills
- Mid-level
5d
Member Relationship Advisor 1
Citadel Federal Credit Union —Exton, PA
- Remote
- English
- High school diploma or GED
- Ability to sit for extended periods
Quick Apply
5d
U.S. Private Bank - Client Service Associate
JPMorganChase —Newark, DE
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Tuition reimbursement
Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia
Goldman Sachs —Philadelphia, PA
- Office
- Business development
- Analysis skills
- Disability insurance
- Health insurance
Business Banking Relationship Manager
Citadel Federal Credit Union —Exton, PA
- Hybrid work
- Data analysis skills
- Research
- Mid-level
Quick Apply
Trust Operations Associate
Stifel —Greenville, DE
- Full-time
- Microsoft Outlook
- Office
- High school diploma or GED
- Health insurance
- Dental insurance
Premier Banker- Newtown Square
TD Bank —Newtown Square, PA
- $25.75 - $38.50 an hour
- Full-time
- Basic math
- Mid-level
- Office
- Health insurance
- Paid time off
13d
Investor Coordinator Associate
LIVINGSTON STREET CAPITAL, LLC —Radnor, PA
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Office
- On-the-job training
Quick Apply
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE
Goldman Sachs —Wilmington, DE
- Full-time
- Research
- Mid-level
- Office
- Disability insurance
- Health insurance
4d
Small Business Virtual Banker
Citadel Federal Credit Union —Exton, PA
- Hybrid work
- Research
- Mid-level
- Office
Quick Apply
13d
PWM Registered Client Service Associate
Morgan Stanley —West Conshohocken, PA
- Full-time
- Writing skills
- Mid-level
- Office
Banking Advisor I - Private Bank
PNC Financial Services Group —Philadelphia, PA
- Full-time
- Office
- Bachelor's degree
- 2 years
- Wellness program
- Health savings account

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banking advisor jobs near exton pa

Relationship Banker

Fulton Bank -
Exton, PA

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Job Details

Full-time
$20.43 - $32.31 an hour

Benefits

Wellness program
Health savings account
Employee stock purchase plan
Paid holidays
Disability insurance
Health insurance
Dental insurance
Flexible spending account
Tuition reimbursement
Paid time off
Adoption assistance
Parental leave
Vision insurance
401(k) matching
Life insurance
Prescription drug insurance

Qualifications

Customer communication
High school diploma or GED

Full Job Description

Value Proposition:

Our values define us and our culture inspires us to change lives for the better. Our employees are the heart and soul of our company, and every success we experience begins with them. Together we are committed to making a positive impact in our local communities. We champion a culture of continuous learning, work-life integration, and inclusion. We promote a digitally enabled work environment to continuously enhance the experience of our employees and customers.

Overview:

This is a full-time career opportunity (approximately 40 hours per week) based out of our financial center in Exton, PA (Chester County). Must be available to be scheduled around branch operation hours (no Sundays).

The Relationship Banker is responsible for providing an exceptional Financial Center customer experience by handling every customer need from service to sales with passion and enthusiasm. This role provides customers with a one stop experience to fulfill all their financial needs including account opening, lending, partner sales referrals, maintenance, and transaction processing. Incumbents will focus on customer-centric conversations to deepen relationships and become a trusted advisor. Actively promote a variety of banking solutions to enhance a customer's service experience and achieve their financial goals. Responsible for sales expectations that contribute to the growth and success of the financial center.

Responsibilities:

Drive proactive sales conversations by engaging in outbound campaign calls, handling inbound contact center inquiries through participation in Fulton Banks Distributed Work model, scheduling appointments, and actively engaging customers in the lobby as well as during transaction processing. Use digital tools to proactively demonstrate digital solutions to customers, with the goal to identify sales opportunities and convert them into tangible outcomes to meet or exceed sales goals.
Advance personal knowledge of sales techniques and utilize the CRM (Customer Relationship Management) system and other resources to foster relationship-building conversations with customers and to ensure a consistent approach to new customer onboarding and expanding existing relationships.
Manage risk by maintaining compliance with applicable regulations and Fulton policies and procedures, while demonstrating sound judgment within established limits.
Leverage practical knowledge and understanding of digital solutions and technology to support customers and solve problems.

Additional Responsibilities

May serve as a Notary Public for their financial center.

Qualifications:

Education

High School Diploma or equivalent. Specialty: not applicable at this level. (Required)

Experience

2 or more years customer service or sales experience. (Required)

Knowledge, Skills, and Abilities

Pro-active and result oriented (Preferred)
Highly collaborative with Fulton Partners and Financial Center Team Members (Preferred)
Excellent communication skills and ability to have needs-based conversations (Preferred)

Other Duties as Assigned by Manager:

This role may perform other job duties as assigned by the manager. Each employee of the Organization, regardless of position, is accountable for reading, understanding and acting on the contents of all Company-assigned and/or job related Compliance Programs, regulations and policies and procedures, as well as ensure that all Compliance Training assignments are completed by established due dates. This includes but is not limited to, understanding and identifying compliance risks impacting their department(s), ensuring compliance with applicable laws or regulations, and escalating compliance risks to the appropriate level of management.

Pay Transparency:

To provide greater transparency to candidates, we share base salary ranges on all job postings regardless of state. We set standard salary ranges for our roles based on the position, function, and responsibilities, as benchmarked against similarly sized companies in our industry. Specific compensation offered will be determined based on a combination of factors including the candidate’s knowledge, skills, depth of work experience, and relevant licenses/credentials. The salary range may vary based on geographic location.

The hourly rate for this position is $20.43 - $32.31.

Additional Compensation Components

This job is eligible to participate in a short-term incentive compensation plan subject to individual and company performance.

Benefits:

Additionally, as part of our Total Rewards program, Fulton Bank offers a comprehensive benefits package to those who qualify. This includes medical plans with prescription drug coverage; flexible spending account or health savings account depending on the medical plan chosen; dental and vision insurance; life insurance; 401(k) program with employer match and Employee Stock Purchase Plan; paid time off programs including holiday pay and paid volunteer time; disability insurance coverage and maternity and parental leave; adoption assistance; educational assistance and a robust wellness program with financial incentives. To learn more about your potential eligibility for these programs, please visit Benefits & Wellness | Fulton Bank.

NMLS:

This position may require incumbent to be registered in the Nationwide Mortgage Licensing System and Registry. Incumbents who are required to register will be notified in writing.

EEO Statement: Fulton Bank (“Fulton”) is an equal opportunity employer and is committed to providing equal employment opportunity for all qualified persons. Fulton will recruit, hire, train and promote persons in all job titles, and ensure that all other personnel actions are administered, without regard to race, color, religion, creed, sexual orientation, national origin, citizenship, gender, gender identity, age, genetic information, marital status, disability, covered veteran status, or any other legally protected status. Sponsorship Statement:

As a condition of employment, individuals must be authorized to work in the United States without sponsorship for a work visa by Fulton Bank currently or in the future.

Apply Now

Refine Your Search

banking advisor jobs in exton pa

Relationship Banker

Financial Center Supervisor

Virtual Personal Banker

Sales and Service Specialist (Multi-Site)

Virtual Banking Relationship Advisor II

Financial Advisor - Downingtown, PA

Wealth Client Associate

Financial Advisor Operations Specialist

Financial Solutions Advisor-Lionville Financial Center

Member Relationship Advisor 1

U.S. Private Bank - Client Service Associate

Asset & Wealth Management, Private Wealth Advisor, Associate, Philadelphia

Business Banking Relationship Manager

Trust Operations Associate

Premier Banker- Newtown Square

Investor Coordinator Associate

Asset & Wealth Management, Private Wealth Management, Goldman Sachs Trust Company, Trust Analyst/Associate - Wilmington, DE

Small Business Virtual Banker

PWM Registered Client Service Associate

Banking Advisor I - Private Bank

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