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Client Advisor Banking Jobs (NOW HIRING)

Sonata Bank

Client Advisor

Nashville, TN · On-site

At Sonata Bank, we put our clients and community first by getting to know our clients ... Client Advisors are trusted partners who provide guidance, connect clients with the right products ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Partners with Wealth Advisors and other internal client team members to serve the unique needs of ... Promote an environment that supports belonging and reflects the M&T Bank brand. * Maintain M&T ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Partners with Wealth Advisors and other internal client team members to serve the unique needs of ... Promote an environment that supports belonging and reflects the M&T Bank brand. * Maintain M&T ...

M&T Bank

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Partners with Wealth Advisors and other internal client team members to serve the unique needs of ... Promote an environment that supports belonging and reflects the M&T Bank brand. * Maintain M&T ...

Sonata Bank

Client Advisor

Brentwood, TN · On-site

At Sonata Bank, we put our clients and community first by getting to know our clients ... Client Advisors are trusted partners who provide guidance, connect clients with the right products ...

Sonata Bank

Client Advisor

Brentwood, TN

At Sonata Bank, we put our clients and community first by getting to know our clients ... Client Advisors are trusted partners who provide guidance, connect clients with the right products ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Ultra-High Net Worth Client Advisor Partners with Wealth Advisors and other internal client team ... Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T ...

Seacoast Bank

Global Client Advisor

Miami, FL · On-site

Global Banking Client Advisor Job Summary: Global Banking Client Advisor is a specialized role which requires a person with strong analytical and problem solving and interpersonal skills. The Global ...

M&T Bank Corporation

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Overview Partners with Wealth Advisors and other internal client team members to serve the unique ... Promote an environment that supports belonging and reflects the M&T Bank brand. Maintain M&T ...

KeyCorp

Assoc. Private Client Advisor

Dresher, PA · On-site

$62K/yr

Assist Private Client Advisor in engaging licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.Develop a ...

Seacoast Bank

Global Client Advisor

Miami, FL · On-site

Global Banking Client Advisor is a specialized role which requires a person with strong analytical and problem solving and interpersonal skills. The Global Banking Client Advisor must have a strong ...

Wilmington Trust

Senior Client Advisor

Wilmington, DE · On-site

$153K - $256K/yr

Partners with Wealth Advisors and other internal client team members to serve the unique needs of ... Promote an environment that supports belonging and reflects the M&T Bank brand. * Maintain M&T ...

NBH Bank

... Client Advisor, you will be the main point of contact for a select group of NBH's affluent clients.You will be responsible for a variety of tasks including; establishing an entrusted banker-client ...

Seacoast Bank

Global Client Advisor

Miami, FL · On-site

Global Banking Client Advisor is a specialized role which requires a person with strong analytical and problem solving and interpersonal skills. The Global Banking Client Advisor must have a strong ...

Seacoast Bank

Global Client Advisor

Miami, FL · On-site

Global Banking Client Advisor is a specialized role which requires a person with strong analytical and problem solving and interpersonal skills. The Global Banking Client Advisor must have a strong ...

Vista Bank

... Client Advisor, you will be the main point of contact for a select group of NBH's affluent clients.You will be responsible for a variety of tasks including; establishing an entrusted banker-client ...

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Client Advisor Banking information

See salary details

$12

$25

$45

How much do client advisor banking jobs pay per hour?

As of Sep 11, 2026, the average hourly pay for client advisor banking in the United States is $25.93, according to ZipRecruiter salary data. Most workers in this role earn between $18.51 and $29.81 per hour, depending on experience, location, and employer.

What is the difference between Client Advisor Banking vs Relationship Manager?

AspectClient Advisor BankingRelationship Manager
Required CredentialsTypically a bachelor's degree in finance, economics, or related field; certifications like CFP or CFA are a plusSimilar credentials; often holds certifications like CFP or CFA
Work EnvironmentBank branches, client meetings, financial advisory settingsPrivate banking offices, client meetings, personalized financial services
Employer & Industry UsageCommercial banks, retail banking sectorsPrivate banks, wealth management firms
Common Search & ComparisonOften compared for client-facing roles in bankingFocuses on high-net-worth client relationships

Both roles involve client interaction and financial advising, but Client Advisor Banking typically serves a broader retail client base within banks, while Relationship Managers focus on high-net-worth clients in private banking settings. The roles share similar credentials and work environments, with the main difference being the client segment served.

What does a client advisor banking do?

A client advisor in banking assists customers with their financial needs by providing information on banking products, opening accounts, and offering investment or loan options. They analyze clients' financial situations, recommend suitable services, and ensure compliance with banking regulations, often using banking software and maintaining strong customer service skills.

What cities are hiring for Client Advisor Banking jobs?

Cities with the most Client Advisor Banking job openings:

What are popular job titles related to Client Advisor Banking jobs?

For Client Advisor Banking jobs, the most frequently searched job titles are:

Client Advisor

Nashville, TN • On-site

Sonata Bank
Commercial Banking • 201 - 500 employees
Learn more about Sonata Bankexternal

Other

This job post has expired today. Applications are no longer accepted.

Key responsibilities

  • Build and maintain strong relationships with clients.

  • Understand clients' financial needs and recommend appropriate products and services.

  • Provide professional support to clients and internal departments with account openings, account maintenance, and other banking-related needs.

Job description

Position Summary Client Advisor

The Client Advisor plays an important role in building strong client relationships and providing exceptional banking experience. At Sonata Bank, we put our clients and community first by getting to know our clients, understanding their financial needs, and providing personalized solutions to help them achieve their financial goals. Client Advisors are trusted partners who provide guidance, connect clients with the right products and services, assist with account needs, and identify opportunities to build and strengthen relationships through networking and community outreach. This role also supports the growth and success of the branch while representing Sonata with professionalism and care. At Sonata, we value teamwork, employee development, innovative technology, and strong community connections, and we are committed to continuously improving financial experience for our clients and the communities we serve.

Essential Job Duties and Responsibilities

  • Build and maintain strong relationships with clients.
  • Understand clients’ financial needs and recommend appropriate products and services.
  • Provide professional support to clients, and internal departments with account openings, account maintenance, and other banking-related needs.
  • Provide excellent customer service and resolve client concerns.
  • Identify opportunities to deepen existing relationships and bring in new business.
  • Make outbound calls and follow up with clients and prospects.
  • Promote bank products and services that meet clients’ financial goals.
  • Work closely with the team to provide smooth and positive client experience.
  • Represent Sonata Bank in a professional and positive manner.

Qualifications

  • High school diploma or GED required.
  • At least two years of experience in customer service, sales, or a goal-driven environment.
  • Strong communication and people skills, with the ability to explain information clearly to clients and coworkers.
  • Positive, team-oriented attitude and the ability to work well in a fast-paced banking environment.
  • Ability to build relationships, understand customer needs, and provide the right financial solutions.
  • Ability to support, coach, and guide the branch team when needed.
  • Comfortable using Microsoft Office and other computer systems.
  • Able to use social media to promote the bank and stay informed about the local market.


Goal Toward Core Competencies

The company has identified a set of core competencies that are vital to our business achieving a competitive advantage and delivering a unique value to our customers. These competencies are the skills, knowledge, and abilities each associate must exhibit to fulfill this competitive advantage.

  • Technical Knowledge: Deep understanding of banking industry practices and procedures
  • Commitment to Excellence: Sets and achieves challenging goals; measures self against a standard of excellence
  • Resilience and Balance: Maintains stable performance and can be effective under pressure
  • Interpersonal Versatility: Treats all people with respect and honor along with sensitivity to cultural differences
  • Influence: Approaches work and fellow associates in a manner that portrays leadership, respect, trust, courtesy, empathy, and integrity

Cognitive Competencies: Verbal & Written Comprehension, Judgment & Decision Quality and Reasoning

Motivation Competencies: Resourcefulness, Resilience, Self-Evaluation & Development, Optimism, Competitiveness & Ambition, Tenacity

Interpersonal Competencies: Communication Skills - Oral & Written, Customer Focus, Collaborative

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