Banking and Financial Advisor

6 days ago


Burlington, Massachusetts, United States Citizens Full time
Why Work for Us?

We are a customer-centric organization that values collaboration, inclusivity, and professional development. As a Citizens Teller, you will have the opportunity to work with a talented team of professionals who are dedicated to delivering exceptional service to our customers.

Key Responsibilities:

  • Provide personalized assistance to customers with their banking needs
  • Develop and maintain long-term relationships with customers by offering tailored advice and solutions
  • Collaborate with other branch team members to ensure seamless delivery of services
  • Foster a positive and inclusive work environment that promotes collaboration and open communication

Requirements:

  • High School degree or equivalent
  • Minimum 6 months experience processing transactions (cash and/or digital payments)
  • 1 year demonstrated customer experience, recommending and referring products and services to customers
  • Strong listening and communication skills
  • Ability to effectively ask questions and identify needs to enhance and develop a long-term customer relationship
  • Ability to problem solve and provide solutions to customer issues
  • Customer-centric to deliver exceptional service
  • Comfortable with using digital technology to support the delivery of business goals
  • Ability to work branch hours, which can include weekends and evenings

Estimated Salary Range: $24 - $30 per hour



  • Burlington, Massachusetts, United States DCU Inc. Full time

    We are looking for a highly motivated Financial Services Advisor to join our team at DCU Inc. in Burlington, Massachusetts. In this role, you will be responsible for identifying the financial needs of new and existing members, providing them with personalized solutions, and achieving assigned sales goals.


  • Burlington, Massachusetts, United States Bank of America Full time

    Role OverviewWe are seeking a skilled Client Experience Associate to join our team at Bank of America. As a key member of our financial center, you will be responsible for delivering exceptional client experiences and building long-lasting relationships.This role requires a strong work ethic, excellent communication skills, and the ability to adapt to...


  • Burlington, Massachusetts, United States Audi Burlington Full time

    Audi Burlington - Seeking a Skilled General Accounting ClerkWe are currently looking for a highly organized and detail-oriented General Accounting Clerk to join our team at Audi Burlington. This is an excellent opportunity for someone with strong financial skills and knowledge of automotive accounting procedures.Key Responsibilities:Process daily bank...


  • Burlington, Massachusetts, United States Bank of America Full time

    We are looking for a skilled and charismatic Relationship Banker to join our team at Bank of America's Burlington Mall Financial Center. As a Relationship Banker, you will be responsible for delivering exceptional client experiences, building strong relationships, and connecting clients to relevant solutions.You will need to possess strong communication...


  • Burlington, Massachusetts, United States Audi Burlington Full time

    Job SummaryWe are seeking an experienced Automotive Office Manager to oversee the day-to-day functions within our dealership accounting office and manage a team of accounting staff. The successful candidate will have a proven track record in managing financial reporting, general ledger structure, and reconciliation of schedules.About the RoleThis is an...


  • Burlington, Massachusetts, United States AHA Consulting Engineers, Inc. Full time

    Job Title: ControllerAHA Consulting Engineers, Inc. is a leading engineering consulting firm seeking an experienced Controller to join our team in Burlington, MA. This role will oversee the financial management of our company, ensuring accuracy and timeliness of financial statements, as well as providing strategic support to senior leadership.Key...


  • Burlington, Massachusetts, United States Audi Burlington Full time

    Job SummaryAuditing opportunity available at Herb Chambers Audi Burlington for a highly organized individual to excel in accounting operations.About the RoleThis Financial Operations Associate will perform daily tasks efficiently, processing and reconciling financial data with accuracy. Key responsibilities include posting/reconciling bank activity, managing...


  • Burlington, Massachusetts, United States Audi Burlington Full time

    Job OverviewAudi Burlington is seeking a skilled General Accounting Clerk to play a key role in maintaining the company's financial records and processes.The ideal candidate will possess strong organizational skills, attention to detail, and excellent communication abilities.ResponsibilitiesReconcile daily bank transactions to ensure accuracy and...


  • Burlington, Massachusetts, United States Citizens Full time

    About the RoleWe are seeking an experienced and skilled Customer Service Representative to join our team as a Citizens Teller. This is a fantastic opportunity for someone who is passionate about delivering exceptional customer service and has a strong understanding of banking products and services.Key Responsibilities:Provide personalized assistance to...


  • Burlington, Massachusetts, United States Bank of America Full time

    At Bank of America, we strive to create a workplace where everyone can grow and succeed. As a Relationship Banker in our Burlington Mall Financial Center, you will play a key role in helping clients achieve their financial goals.We are committed to being a diverse and inclusive workplace for everyone. Our team is dedicated to providing exceptional customer...


  • Burlington, Massachusetts, United States Audi Burlington Full time

    Award-winning Herb Chambers Audi Burlington is seeking an exceptional General Accounting Clerk to join their dynamic team. As a key member, you will play a vital role in driving the company's financial success.Salary: $45,000 - $60,000 per year, depending on experience.Job OverviewThe successful candidate will be responsible for managing daily bank...


  • Burlington, Massachusetts, United States Audi Burlington Full time

    Accounting Clerk OpportunityAudi Burlington is seeking a detail-oriented General Accounting Clerk to contribute to our team's success in a fast-paced environment.Responsibilities:Process and reconcile daily bank activity to ensure accurate financial records.Manage warranty remittances and cancellations, tracking receivables and resolving any...


  • Burlington, Massachusetts, United States Citizens Full time

    Job DescriptionWe are seeking a highly motivated and customer-focused individual to join our team as a Citizens Teller. As a key member of our branch team, you will be responsible for providing exceptional service to our customers, ensuring their banking needs are met with professionalism and courtesy.Key Responsibilities:Greet customers in our lobbies and...


  • Burlington, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking an experienced Enterprise Implementation Consultant to join our team at State Street Corporation. This is a unique opportunity to work with a leading financial services company, delivering next-generation infrastructure solutions using emerging technologies like AI and Blockchain.Job SummaryThe successful candidate will be...


  • Burlington, Massachusetts, United States Highwire Full time

    About HighwireHighwire is the premier contractor success platform for asset owners, general contractors, and facilities managers. We partner with the world's most admired organizations to ensure their contractors and subcontractors deliver exceptional work, on budget and on schedule.Our team is dedicated to helping clients master the Highwire platform...


  • Burlington, Massachusetts, United States State Street Corporation Full time

    About the RoleWe are seeking a seasoned Senior Java Software Engineer to join our team at Charles River Development, part of State Street Corporation. This is an excellent opportunity to work on complex software enhancements and solutions in a fast-paced environment.Key Responsibilities:Drive technical excellence by analyzing, designing, developing, testing,...

  • Financial Advisor

    2 months ago


    burlington, United States Gateway Retirement Solutions Full time

    Gateway Retirement Solutions has an exciting opportunity for an experienced Financial Advisor (FA) in the Burlington, Vermont area. Working closely with several licensed insurance agents, the FA will help existing clients and prospects with their investment and retirement planning solutions. In addition, the FA will also be responsible for generating new...


  • Burlington, Vermont, United States Mascoma Bank Full time

    Benefits and OpportunitiesWe offer comprehensive benefits, competitive salaries, opportunities for professional growth, and a great team to work with.The communities served by Mascoma Bank consist of individuals from diverse backgrounds, and we strive to create a safe and welcoming environment for all.We are committed to recruiting and retaining a diverse...

  • Insurance Broker

    2 weeks ago


    Burlington, Wisconsin, United States COUNTRY Financial Full time

    Unlimited Earning PotentialCOUNTRY Financial Insurance Agents have the freedom to build a rewarding, financially stable career while enriching lives in the communities we serve. With uncapped earning potential and no required buy-in, you can diversify your income through our portfolio of property and casualty, life and health lines.We offer flexible...

  • FA Sales Assistant I

    7 months ago


    Burlington, United States Johnson Financial Group Full time

    Overview Primary responsibility of the FA Assistant role is to provide comprehensive administrative sales support to one or more Financial Advisors. This position requires a collaborative partnership with the Financial Advisor to ensure a high degree of business professionalism and support that positively impacts profitable new business development,...


  • Burlington, Vermont, United States Citizens Full time

    About the RoleWe are seeking a skilled High Net Worth Financial Advisor to join our team at Citizens. As a key member of our wealth management group, you will be responsible for developing and maintaining high-value relationships with clients.Your primary focus will be on building a comprehensive understanding of each client's financial situation and goals,...


  • Burlington, Kentucky, United States Forcht Bank Full time

    Job Title: Bank TellerJob Summary:We are seeking a highly skilled and customer-focused Bank Teller to join our team at Forcht Bank. As a Bank Teller, you will be responsible for providing exceptional customer service, processing financial transactions, and promoting bank products and services.Duties and Responsibilities:Customer Service: Provide professional...

  • Insurance Agent

    2 weeks ago


    Burlington, United States COUNTRY Financial Full time

    Description Have you got what it takes to succeed The following information should be read carefully by all candidates. Were looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for lifes planned and unexpected moments with the right insurance products. COUNTRY Financial Insurance Agents have the...

  • Insurance Agent

    1 month ago


    Burlington, United States Country Financial Full time

    DescriptionHave you got what it takes to succeed The following information should be read carefully by all candidates.We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products.COUNTRY Financial® Insurance Agents have the...

  • Insurance Agent

    3 weeks ago


    Burlington, United States COUNTRY Financial Full time

    Description Have you got what it takes to succeed The following information should be read carefully by all candidates. We’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products. COUNTRY Financial Insurance Agents have the...

  • Insurance Agent

    1 month ago


    Burlington, United States COUNTRY Financial Full time

    DescriptionWe’re looking for ambitious, entrepreneurial professionals who want to own their business and help clients prepare for life’s planned and unexpected moments with the right insurance products.COUNTRY Financial® Insurance Agents have the opportunity and the autonomy to build a rewarding, financially stable career while enriching lives in the...

  • Staff Accountant

    6 days ago


    Burlington, Vermont, United States The Source and Recruit Company Full time

    Overview of the RoleFull Circle Property Management is a reputable leader in Vermont's property management industry, delivering exceptional customer service and financial stewardship. As a trusted partner to clients across the region, we offer a comprehensive suite of services that enhance property operations.The Staff Accountant will play a vital role in...


  • Burlington, Vermont, United States The Source and Recruit Company Full time

    About Full Circle Property Management\As a trusted leader in Vermont's property management industry, Full Circle Property Management offers a comprehensive suite of services that enable clients to efficiently manage their properties. With a strong focus on delivering exceptional customer service and effective financial stewardship, the company ensures...


  • Burlington, Vermont, United States The Source and Recruit Company Full time

    Full Circle Property Management is a trusted leader in Vermont's property management industry.The company offers a full suite of services that help clients efficiently manage their properties. With a focus on delivering excellent customer service and strong financial stewardship, Full Circle ensures seamless property operations for clients across the...


  • Burlington, Vermont, United States The Source and Recruit Company Full time

    Job SummaryWe are seeking a highly skilled Chief Financial Operations Specialist to join our team at Full Circle Property Management. This is an exciting opportunity for a detail-oriented professional to contribute to the financial success of our clients and the company.About UsFull Circle Property Management is a trusted leader in Vermont's property...


  • Burlington, Vermont, United States The Source and Recruit Company Full time

    Full Circle Property Management: A Trusted Leader in Vermont's Property Management IndustryWe are a dedicated team at Full Circle Property Management, committed to delivering exceptional customer service and strong financial stewardship. Our company is known for its personalized approach, commitment to fostering community and sustainability, and expertise in...


  • Burlington, Vermont, United States Baystate Financial Full time

    About the RoleBecome a key member of our team as a Financial Consultant, where you will have the opportunity to build long-term relationships with clients and help them navigate complex financial situations.Your primary focus will be on providing expert guidance on financial planning, investment strategies, and risk management. You will also play a crucial...


  • south burlington, United States Bank of Burlington Full time

    Summary: The Chief Credit Officer is responsible for the overall management of the Bank’s Credit Department, including the credit underwriting and loan review analysis process, and all functions providing lending support, direction, credit information, and loan policies, procedures and processes to ensure the overall quality of the Bank’s lending...


  • Burlington, Vermont, United States Bronson Kinkade Consulting Full time

    About Our AgencyBronson Kinkade Consulting is a rapidly expanding agency with a unique opportunity for experienced agents to join our team.Compensation PackageOur commission-based sales role offers limitless earning potential, with uncapped bonuses that could reach up to $150,000 in the first year.Job RoleAs a Business Growth Specialist, you will be...


  • Burlington, United States Raymond James Financial, Inc. Full time

    **Description** **Job Summary** Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver to join our growing team. This essential role helps to provide high...


  • Burlington, United States Raymond James Financial Full time

    Celebrating more than 60 years of rich history and recognition for service and excellence in the Financial Services industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative problem solver Client Service, Financial Advisor, Associate, Client Relations, Relationship, Customer Service, Retail Learn...