Banking Solutions Advisor
Carter Bank & Trust
Carter Bank in Lexington, VA is seeking a Financial Services Representative to serve as the first point of contact for customers, handling everyday transactions and guiding clients through basic banking needs with a proactive, personalized approach. You will build relationships, refer customers to partners, and support branch operations while meeting sales goals and adhering to all compliance rules. Prior cash handling or retail banking experience is preferred; high school diploma required. #J-18808-Ljbffr
$70k - $80k
...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...is not an immediate opening for every location listed***** At Bank of America, we are guided by a common purpose to help make financial... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...SuggestedTemporary workWork at officeMonday to FridayShift workDay shift
$20 - $21 per hour
Job Title: Financial Solutions Representative I Job Type: Full-Time Department Hours: Monday - Friday 8:00 AM - 8:00 PM; Saturday 8:00 AM... ...with credit union eligibility, account transactions, online banking support and account maintenance requests. All experiences delivered...SuggestedHourly payFull timeMonday to Friday- Job Description At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country... ..., we are looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long-term career and a drive...SuggestedShift workDay shift
- Bank of America is hiring in Los Angeles to engage clients in the lobby, educate on self-service banking, and process cash transactions... ..., identify client needs, and connect them to banking solutions while upholding risk and compliance standards. The role requires...Weekend work
- ...end-to-end—from understanding the need to launching a working solution—this role offers a high-visibility opportunity to make an impact... ...history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking,...
- Bank of America is seeking a Financial Solutions Advisor Stage I to begin by earning SIE, Series 7 and Series 66 licenses and to develop foundational skills in advising clients on banking and investment solutions. You will work in a financial center delivering client care...Work at office
- ...Bank of America in New York is seeking a role that provides comprehensive financial advice and customized solutions to help clients reach financial goals. The role involves triaging leads, referring to partners, and meeting clients to review goals and recommend products...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities...Temporary workWork at officeMonday to FridayShift workDay shift
- ...Bank of America in the United States is seeking a branch-focused professional to engage clients in the lobby, educate them on self... ...build relationships, understand client needs, and guide them to solutions that fit their financial goals. The role emphasizes client experience...Weekend work
- ..., asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS)... ...and exceptional service. Senior Portfolio Advisor The Senior Portfolio Advisor manages a... ...versatility with a broad range of investment solutions. This role requires proficiency and...Work experience placementH1bLocal areaWorldwideFlexible hours
- ...Bank of America seeks a customer-focused associate to engage clients in the lobby and guide them through self-service options like... ...uncover client needs, and connect them with suitable financial solutions. Strong relationship-building, communication, and sales skills...Weekend work
$22 - $30 per hour
...Financial Partners Credit Union has provided banking services to Californians . With... ...our members. About the Role: As a Member Advisor, you will serve as a primary point of contact... ...member needs, offering tailored solutions, and fostering long-term relationships that...Hourly pay- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job...Work at officeWork from homeFlexible hoursShift workDay shift
- Bank of America in Kentucky seeks a customer-focused associate to greet clients in the lobby, educate on self-service options, and... ...relationships, understand client needs, and connect clients to solutions that meet financial goals. You will deliver a superior client experience...Weekend work
$25 - $26.77 per hour
Bank of America in Massachusetts, Waltham, seeks a customer-focused lobby associate to educate clients about self-service banking and to accurately process cash transactions in a fast-paced environment. You will build relationships, follow established procedures, and collaborate...Hourly payWeekend work$200k - $275k
...make a meaningful impact while delivering solutions during tremendous change and... ...work closely with our branch (Financial Advisors) and business partners to support business... ...wealth manager and the leading universal bank in Switzerland. We also provide diversified...Full timeWork experience placementFlexible hours- ...allocationProvide independent capital risk coverage for the firm, bank, United States broker-dealer, and designated international... ...the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world...
$105k - $124k
...responsible for components of the governance and oversight of the bank’s Enterprise Risk Management Framework including its Emerging... ...primary administrator of the Governance, Risk, and Compliance (GRC) solution. This position promotes risk culture by supporting Enterprise...Bank staffWork at office- ...powers high‑stakes decisions across our Consumer and Community Banking business. You will shape priorities by translating financial and... ...help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total...Contract work
$11 per day
...secure, accurate, high-quality payment solutions to clients operating globally across over... ...Operations and business leaders as a trusted advisor. You’ll own key aspects of business... ...and today we are a leader in investment banking, consumer and small business banking, commercial...- ...Management (F&BM) Associate in Global Private Bank Technology, you will help define where... ..., offers innovative financial solutions to millions of consumers, small businesses... .... Asset Management provides individuals, advisors and institutions with strategies and expertise...Shift work
- ...the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world... ...spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial...
$55.8k - $89.4k
..., asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS)... ...investment management clients and Investment Advisors. Formulates recommendations proactively... ...situations 17. Analyzes possible solutions using technical experience and judgment...H1bWorldwideFlexible hours$66k
...financial services and products. Our retail division, Community Bank, N.A., operates more than 200 customer facilities across... ...investment strategies, retirement planning, and holistic financial solutions. This position requires a deep understanding of financial markets...Local area$92.87k - $152.57k
...managed and collaborative wealth management solutions, including a broad array of planning and... ...integrated businesses. The Financial Advisor will support the Wealth Investments. The... ...optimum marketing potential while adhering to Bank, Broker-Dealer, FINRA and SEC rules and...Work experience placementFlexible hours$63.3k - $117.2k
...Service Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer. Determines client needs and provides solutions though the sales of managed products and...Contract workPart timeLocal area- ...FUNCTION / SUMMARY:**The Senior Financial Advisor is responsible for managing existing... ...advice, investment strategies and wealth solutions. This role focuses on mass affluent and high... ...selling non-deposit investment products on bank premises.* Discusses benefits and risks...Full timeWork at officeLocal area
- ...an alert: Areas of Interest: Financial Advisor; Brokerage Services; Investment Sales; Wealth... ...Management, Inc. BOKF, NA operates banking divisions: Bank of Albuquerque; Bank of... ...to brainstorm, ask questions, and find solutions. Everyone pulls together, no matter what...Temporary workWork at officeLocal areaImmediate start
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