Financial Advisor
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Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.
- ...The Company: Merit is a fast growing, pioneering financial services firm that invests heavily in the growth and development of team members... ...to join our team. The position: The Financial Advisor is a fully licensed financial professional who manages a book...SuggestedFull timeTemporary workPart timeFlexible hours
- Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...Suggested
TradeJobsWorkforce
Albany, GA3 days ago - ...existing and prospective customers to determine and meet their financial needs. With a deep understanding of Renasant Bank customer engagement... ...and role modeling by serving as our customer's financial advisor of choice. Personal Bankers should be self-motivated to achieve...SuggestedContract workLocal area
Renasant
Albany, GA5 days ago - ...with bank clients and delivers solutions by identifying referral opportunities for new products and services based on the customer's financial goals. The Teller performs efficient and accurate banking transactions while: Communicating clearly with clients aking...Suggested
TradeJobsWorkforce
Albany, GA2 days ago $250k
Overview PRMG is Built by Originators for Originators. There is a reason why PRMG is consistently voted one of the best places to work. We focus on the areas that make an Originator successful and have an unmatched Culture. We look forward to helping you succeed as an ...SuggestedFull timeTemporary workWork at officeHome officeFlexible hoursParamount Residential Mortgage Group
Albany, GA4 days ago- Bank Teller Job Duties: Serves customers by completing account transactions. Provides account services to customers by receiving deposits and loan payments, cashing checks, issuing savings withdrawals, and recording night and mail deposits. Sells cashier's checks...Night shift
TradeJobsWorkforce
Albany, GA3 days ago - ...customer service experience preferred Ability to communicate with customers and identify opportunities to help customers with their financial needs by identifying cues and clues while processing their transaction 10-Key skills Mathematical skills, including the ability to...Contract workPart time
Renasant
Albany, GA2 days ago - ...Relationship Manager/Commercial Ag Lender to serve our 21-county territory in southwest Georgia. Southwest Georgia Farm Credit is a financial institution that provides financing for agriculture, agribusiness and rural real estate purchases and improvements. We are...Flexible hours
Southwest Georgia Farm Credit
Albany, GA4 days ago - Automotive Parts Counter Sales We have a great opportunity. Join our winning team and apply today. Responsibilities Oversee the parts sales process from start to finish Communicate with staff and customers in a friendly and professional manner Converse...Base plus commissionFull timeLocal areaImmediate startShift workWeekend work
Hutchinson Auto Group
Albany, GA4 days ago - Parts Counterperson The Parts Counterperson is a retail sales position that interacts with the Heavy-Duty Fleets, truck owners and repair shops. This position is responsible for assisting the customer to understand their parts needs, look up those parts and all associated...Part time
Worldwide Equipment
Albany, GA5 days ago - Parts Coordinator Taylor Sudden Service provides exclusive worldwide distribution of genuine Taylor OEM parts and forklift service for equipment designed, manufactured, and marketed by Taylor Machine Works, Inc. Backed by a network of parts and service centers, nationwide...Work at officeLocal areaWorldwide
Taylor Group
Albany, GA2 days ago - Part Time Clerk Dispatcher The Dougherty County Police Department is hiring on a continuous basis for a Part Time Clerk Dispatcher. The purpose of this position is to support officers and supervisors in the field by continuously monitoring radio/dispatched calls and...Part timeImmediate startShift workNight shiftRotating shift
GovernmentJobs.com
Albany, GA1 day ago - Duties You will be responsible for conducting public affairs functions for the organization, ensuring public affairs activities comply with legal and regulatory requirements and meet customer needs. You will be responsible for managing and executing the strategic...Local area
US Navy
Albany, GA3 days ago - ...Ford Americus in Albany, Georgia is seeking a motivated and customer-focused Service Advisor to enhance the dealership experience. This role involves being the key contact between our service department and customers, ensuring their needs are met efficiently and effectively...
Ford Americus
Albany, GA3 days ago $13.3 per hour
...Join to apply for the Part-Time Beauty Advisor - Sephora role at Kohl's 3 months ago Be among the first 25 applicants Join to apply for the Part-Time Beauty Advisor - Sephora role at Kohl's About The Role As Beauty Advisor, you will drive sales through an authentic passion...Full timePart timeFlexible hoursNight shiftWeekend workKohl's
Albany, GA3 days ago$20 per hour
Benefits: Competitive Wage Opportunity for advancement Training & development Position Summary SOWEGA Rising, Inc. is a nonprofit, nonpartisan advocacy organization whose mission is to mobilize people and resources to improve the quality of life for marginalized...Hourly payTemporary workPart timeImmediate startAll shiftsShift workAfternoon shiftSowega Rising Inc
Albany, GA3 days ago- Parts Counter Sales Position Flint Equipment Company is a leading John Deere equipment dealer of the southeastern United States. Flint is committed to providing customers with unparalleled equipment service and solutions. We have an opening for a Parts Counter Sales...Work at office
FLINT EQUIPMENT
Leesburg, GA4 days ago
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