Strategic Personal Banking & Lending Advisor
Koitecc Solutions
Koitecc Solutions in Lincolnwood, Illinois, is seeking a professional to drive customer engagement and provide tailored banking solutions. The ideal candidate will have 2-3 years of experience in a relevant field, demonstrating strong interpersonal and consultative customer service skills. This role requires the ability to analyze customer needs and recommend appropriate financial products, while also fostering long-term relationships. In addition, candidates should be proficient in Spanish and possess a strong commitment to customer service. Health insurance, tuition reimbursement, and retirement savings plans are included in the benefits package. #J-18808-Ljbffr Koitecc Solutions
- ...service in financial solutions. This role involves engaging with customers, conducting needs assessments, and recommending personalized banking options. Candidates should have 2-3 years of experience in customer service or sales, strong interpersonal skills, and a passion...Personal
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor... ...and proven sales experience in retail banking ~ Knowledge of real estate market in... ...range of financial services, including personal banking, credit cards, mortgages, auto...PersonalWork experience placementLocal areaImmediate startRelocation
$41.71k - $69k
...financial solutions and preferred banking channels while recommending... ...banking, retail investments, lending solutions, home financing (... ...credit recommendations for personal lending transactions, including... ...conversations to provide strategic advice. Organizes work information...PersonalLocal areaImmediate startDay shift$57.5k - $106.5k
...management advice and support to banking partners / stakeholders and their... ...analysis and assessment to resolve strategic issues.Supports the execution of... ...of business investment and lending products - In-depth.Knowledge of Personal and Commercial banking products and...PersonalContract workPart timeLocal area- ...challenge conventions strategically to create value for our... .... Charles Schwab Bank (CSB) has proven successful in serving the lending needs of Schwab's core... ...candidate to partner with Advisor Services partners,... ...and develop client's personal financial statement. General...PersonalBank staff
$45.38k - $75.63k
...fostering an inclusive workplace culture. As a Personal Banker within PNC's retail branch... ...position. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX)... ...Problem Solving Prospecting Retail Lending Selling Understanding Customer Needs Work...PersonalWork experience placementWork at office- Koitecc Solutions in Chicago is looking for a customer service representative to engage with BMO customers, identify their financial needs, and recommend tailored solutions. The ideal candidate will have 2-3 years of experience in a similar role. The position involves supporting...Personal
$24 - $29 per hour
...to be named one of Newsweeks Best Regional Banks three years in a row. Come grow your career with us. JOB TITLE: PERSONAL BANKER DEPARTMENT: WHEATON REPORTS... ...have. High level knowledge of mortgage and lending products and services and wealth management...PersonalHourly payFull timeBank staffWork at officeMonday to FridayFlexible hoursNight shift$45.38k - $75.63k
...contribute to the company’s success. As a Personal Banker within PNC’s retail branch... ...position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX... ..., Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs...PersonalFull timeTemporary workWork experience placementWork at officeShift work- ...management, capital markets, and banking & lending Create sales and marketing strategies... ...client’s advocate and trusted advisor (primary contact) for strategic advice on financial matters... ...sound ethical judgment regarding personal behavior, conduct and business practices...Personal
- Personal / Business Banker - Niles, IL - Job # 1559 Who We Are The Symicor Group is a boutique... ...providing the very best available banking and accounting talent. In fact, most of... ...expertise through integrity, dedication, and strategic counsel. Strong written and oral...PersonalWork experience placementFlexible hours
- ...Private Client Banker in Branch Banking, you are the main point of... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd‑Frank/Truth in Lending Act High school degree, GED,... ...services, including personal banking, credit cards, mortgages...PersonalImmediate startAfternoon shift
$175k - $279k
...Senior Lead Commercial Banking Relationship Manager... ...communicating proactively but strategically, managing expectations... ...feedback; act as an advisor to guide and influence... ...with Commercial Lending Product Management to... ...outside activities or personal investing; affected employees...PersonalWork experience placement$102.5k - $187.9k
...dynamic new entrants across Banking and Capital Markets,... ...is to be the C-suite advisor for insurance technology... ...industry knowledge • Lend specific subject-matter... ...or third-party strategic alliances to provide implementation... ...to work together in person 40-60% of the time over...PersonalFull timeWork experience placementSummer holidayFlexible hours$118.86k - $203.76k
Drive Strategic Lending & Build High-Impact Relationships Are you ready to take ownership of... ...contact for borrowers, sponsors, legal advisors, risk teams, and internal... ...plan, military benefits and much more. Personal banking, loan, investment and insurance benefits...Personal$74k - $100k
...you to apply. The Wealth Advisor will serve as the primary point... ..., centers of influence and personal contacts Develops perspective... ...to clients Experience in banking or financial services is... ...requirements, as well as all other lending and deposit compliance...PersonalInternshipLocal area$265k - $325k
...Managing Director, Healthcare Investment Banking – MedTech Ernst & Young Capital Advisors, LLC (EYCA) offers comprehensive... ...advising companies on M&A, strategic, and corporate finance transactions... ...roles expected to collaborate in person 40–60% of the time during engagements...PersonalWork experience placementSummer holidayWorldwideFlexible hours- ...National Financial Solutions Advisor I (Series 7 Required) Chicago... ...years of age. Acknowledge ( Bank of America employees are... ...include investment, banking, and lending. FSAs set clear expectations to... ...services ~ A high level of personal integrity and the ability to comply...PersonalWork at officeFlexible hoursShift workDay shift
- ...Wintrust Private Trust, Great Lakes Advisors LLC, and The Chicago Deferred... ...and resources of a large bank while focusing on providing... ...culture, reputation for personal service, and lasting client relationships... ...with, and our banking and lending practices. Wintrust Financial...PersonalTemporary workFlexible hours
$28.85 - $33.65 per hour
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...pursue the life they envision through a personal relationship with their advisory team committed... ...insights of Merrill coupled with the banking convenience of Bank of America. Merrill...PersonalHourly payTraineeshipWork at officeLocal areaImmediate startShift workDay shift- ...At Associated Bank we strive to create an inclusive culture where different perspectives... ..., and risk management to drive sound lending decisions. You’ll gain exposure to sophisticated... ...plan, military benefits and much more. Personal banking, loan, investment and insurance...Personal2 days per week3 days per week
$142.6k - $261.5k
...dynamic new entrants across Banking and Capital Markets,... ...is to be the C-suite advisor for insurance technology... ...industry knowledge Lend specific subject-matter... ...professionals or third-party strategic alliances to provide... ...to work together in person 60% of the time over the...PersonalFull timeWork experience placementSummer holidayFlexible hours$75k
...company’s success. As a Financial Advisor within PNC Wealth Management,... ...Advisors are based within a bank branch and work within a... ...experts guide you in creating personalized solutions on behalf of you and... ...comprehensive, holistic and strategic approach will harmoniously keep...PersonalFull timeTemporary workPart timeWork experience placementWork at office$52k - $55k
...CIBC Personal Banker We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered...PersonalFull timeMonday to FridayFlexible hours$45.38k - $75.63k
PNC is looking for a Personal Banker in Skokie, IL, responsible for acquiring and deepening customer relationships through proactive sales... ...should display strong accountability and knowledge of banking products. The role offers a comprehensive benefits package and...Personal- ...Framework. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX)... ...Management Problem Solving Prospecting Retail Lending Selling Understanding Customer Needs Work... ...employment opportunity to qualified persons regardless of race, color, sex, religion,...PersonalFull timeTemporary workWork experience placementWork at office
$100k
...guidance. Merrill’s Financial Advisors and Wealth Management Client... ...life they envision through a personal relationship with their... ...of Merrill coupled with the banking convenience of Bank of America... ...world by connecting them to the lending, investing and giving they need...PersonalShift workDay shift$130k - $185k
...spectrum of services, we’ve reimagined strategic consulting to work in a world of increasing... ...- learn and develop technical and personal skills through structured learning, coaching... ...with financial services clients, including banking, capital markets, asset management, and/...PersonalWork experience placementWork at officeFlexible hours- CIBC in Lincolnwood is looking for a dedicated Personal Banker who will engage with clients, provide tailored financial solutions, and promote banking products. This is a full-time on-site position where you will foster strong client relationships, utilize technology, and...PersonalFull time
$49.5k - $82.5k
...to the companys success. As a Bilingual Personal Banker within PNC's retail branch organization... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX... ..., Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs...PersonalFull timeTemporary workPart timeWork experience placementWork at officeShift work
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