2 jobs found in Covington

Location: 27205 SE 172nd Street, Covington Washington Job Summary The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners. Responsibilities Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million. Host holistic Financial Wellness conversations and complete...

Part Time Branch Ambassador - Collins Blvd The Reimagined Branch Experience: Welcome to a new idea in banking. Here at Capital One, we’re redefining how people bank. You see, we believe banking should fit our customers’ everyday lives—not the other way around. As a Branch Ambassador, you’ll have the opportunity to use your love of working with people and sharing product knowledge to play a vital role in our customers’ banking experience. You’ll also perform a wide variety of transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures. Equally important is the ability to resolve customer inquiries quickly and efficiently, delivering an extraordinary customer experience. Our rapidly changing tech and financial environment requires Ambassadors who are adaptable and have a growth mindset, in addition to being customer experience-obsessed.  Our Branch team exists to...