Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Branch Banking Advisor & Client Referrals Lead

$41.71k - $50k

Hispanic Alliance for Career Enhancement

Hispanic Alliance for Career Enhancement seeks a customer-focused role at BMO in Merrillville, Indiana. The position involves guiding customers in the branch and providing banking advice, with a salary range of $41,714 to $50,000 based on experience. The role includes various benefits, such as health insurance and tuition reimbursement, fostering a supportive environment for both customers and team members. Ideal candidates will have 1-2 years of relevant experience and strong interpersonal skills. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement

Vacancy posted 12 hours ago
Similar jobs that could be interesting for youBased on the Branch Banking Advisor & Client Referrals Lead in Merrillville, IN vacancy
  • $41.71k - $50k

    Koitecc Solutions in Merrillville, Indiana, is looking for a Retail Banking Sales and Service representative. This role focuses on delivering exceptional service and provides guidance to customers about financial solutions to meet their needs. Candidates should have relevant... 
    Suggested

    Koitecc Solutions

    Merrillville, IN
    1 day ago
  • Bank of Montreal is seeking a Retail Banking Sales Associate in Gary, Indiana. You will deliver exceptional service to customers, identify...  ...solutions. Your role will involve collaborative work within the branch, assisting customers with banking services, and maintaining... 
    Suggested

    Bank of Montreal

    Gary, IN
    12 hours ago
  • $41.71k - $65k

     ...Works collaboratively within the branch and through various channels...  ...objectives. Takes a lead in proactively engaging with existing...  ...solutions and preferred banking channels while recommending...  ...business solutions). Offers clients advice and guidance on... 
    Suggested
    Contract work
    Part time
    Local area
    Immediate start
    Day shift

    BMO Financial Group

    Crown Point, IN
    5 days ago
  • Job Overview Position: Client Service RepresentativeLocation: Financial Center (exact location...  ...self‑service transactions such as mobile banking, online banking, or ATM. Key...  ...Development Pipeline Management Prospecting Referral Identification Referral Management Minimum... 
    Suggested
    Shift work
    Weekend work
    Day shift

    Bank of America

    Merrillville, IN
    1 day ago
  • Centier Bank in Crown Point is looking for a Universal Banker who excels in customer service and cash handling. This role involves assisting clients with banking transactions and fostering client relationships. The ideal candidate exhibits professionalism, excellent communication... 
    Suggested

    Centier Bank

    Crown Point, IN
    2 days ago
  •  ...Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career...  ...P&L. Provide guidance to CSRs with respect to the sales and referral process. Promote customer satisfaction with a friendly,... 
    Work experience placement
    Work at office

    Fifth Third Bank, N.A.

    Crown Point, IN
    2 days ago
  • $23 per hour

    A leading talent acquisition firm is seeking a Personal Banker in Schererville, IN. You will perform crucial customer service functions...  ...should possess a high school diploma along with 1-3 years in banking or customer service. Excellent communication skills and a customer... 
    Hourly pay

    The Symicor Group

    Schererville, IN
    1 day ago
  •  ...excellent customer experience across all digital banking channels. This role is responsible for...  ...value. Serve as a trusted digital advisor, delivering high quality service resolution...  ...with digital banking tools and promoting client adoption of self‑service digital banking... 

    EmergencyMD

    Merrillville, IN
    12 hours ago
  • $26 - $32 per hour

     ...Classification: Hourly, Non-Exempt $26-$32 per hour Reports to: Branch Manager Position Summary The Financial Services Representative...  ...members on credit union products, services, and digital banking options. Identify member needs and cross-sell appropriate financial... 
    Hourly pay
    Work at office

    US #1364 Federal Credit Union

    Merrillville, IN
    4 days ago
  • EmergencyMD is looking for an experienced Banking Center Manager II in Gary, Indiana. In this role, you will be responsible for overseeing...  ...are met, and fostering community relationships. You will lead a dynamic team, coach employees, and maintain compliance with banking... 
    Bank staff

    EmergencyMD

    Gary, IN
    3 days ago
  • $61k - $119k

     ...Financial Advisor Opportunity At Northwestern Mutual Becoming a...  ...business where you can help your clients achieve their goals through...  ...connections, maintaining a strong referral network, and providing a great...  ...Services), a federal savings bank. NM and its subsidiaries are... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Crown Point, IN
    3 days ago
  •  ...Make banking a Fifth Third better®We connect great people to great opportunities. Are you...  ...hired Customer Service Representative Referrals: • During customer interactions and Customer...  ...viewing of computer screens. Lead CSR / Teller - Hammond - Full Time At... 
    Full time
    Work at office

    Fifth Third Bank, N.A.

    Hammond, IN
    2 days ago
  •  ...JOB SUMMARY Oversee and manage banking center day to day operations with a focus on...  ...Acknowledges customers' needs with suggestions and referrals of appropriate Bank products and services...  ...Must be operationally strong and able to lead the day-to-day operations Experience... 
    Work at office
    Flexible hours

    Peoples Bancorp (OH)

    Gary, IN
    4 days ago
  • $23 per hour

     ...value proposition centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are...  ...to deliver premium results for you. The Position Our bank client is seeking to fill a Personal Banker role in the Shereville, IN... 
    Hourly pay
    Local area

    The Symicor Group

    Schererville, IN
    1 day ago
  • Fifth Third is seeking a Personal Banker I for Crown Point, IN. This Financial Center position focuses on using a consultative sales process to meet the financial needs of customers. Responsibilities include processing transactions, acquiring new households, and cross-selling...

    Fifth Third

    Crown Point, IN
    12 hours ago
  • $41.71k - $65k

    Bank of Montreal is seeking an experienced professional to join their Retail Banking Sales & Service team in Crown Point, Indiana. The ideal candidate will deliver exceptional service, assessing customer needs to recommend tailored financial solutions and support transactions... 

    Bank of Montreal

    Crown Point, IN
    1 day ago
  • A leading mortgage company in Merrillville is seeking a Sales Manager to direct branch sales activities and ensure quality loan generation. The ideal candidate has a Bachelor...  ...of loan officers, and establishing market referral partners. This position offers a competitive... 

    CrossCountry Mortgage, LLC

    Merrillville, IN
    12 hours ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives...  ...Responsible Growth and delivering for our clients, teammates, communities and shareholders...  ...Pipeline Management Prospecting Referral Identification Referral Management... 
    Work at office
    Shift work
    Weekend work
    Day shift

    Bank of America Corporation

    Merrillville, IN
    more than 2 months ago
  • Peoples Bank in Gary, Indiana is seeking an operationally strong individual to oversee day-to-day banking center operations. The role focuses...  ...and a minimum of two years of banking experience. They will lead the teller line activities and mentor staff to achieve the bank's... 

    Peoples Bank

    Gary, IN
    12 hours ago
  • WealthBridge Financial Group is looking for a results-oriented Private Wealth Advisor in Crown Point, Indiana. In this role, you'll engage with clients to understand their financial objectives and provide tailored advice. You will leverage your expertise to offer comprehensive... 

    WealthBridge Financial Group

    Crown Point, IN
    2 days ago
  • $41.71k - $50k

    Koitecc Solutions is looking for a customer service representative to join the BMO team in Gary, Indiana. This role focuses on delivering exceptional service to BMO customers by identifying their needs and providing relevant financial solutions. The ideal candidate will...

    Koitecc Solutions

    Gary, IN
    1 day ago
  • A leading financial services company is seeking a Financial Advisor in Merrillville, Indiana. This role involves developing a business book, managing client relationships, and recommending investment strategies...  ...an office-focused culture. #J-18808-Ljbffr Bank of America
    Traineeship
    Work at office

    Bank of America

    Merrillville, IN
    3 days ago
  •  ...At Bank of America, we are guided by a common purpose to help make financial lives...  ...Responsible Growth and delivering for our clients, teammates, communities, and shareholders...  ...impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins... 
    Work at office
    Immediate start
    Monday to Friday
    Shift work
    Day shift

    Bank of America Corporation

    Merrillville, IN
    8 days ago
  •  ...Merrillville, Indiana is looking for a Chief Audit Executive to lead its internal audit function. This role involves ensuring compliance...  ...within financial services, along with advanced knowledge of banking regulations and strong leadership skills. #J-18808-Ljbffr Centier... 

    Centier Bank

    Merrillville, IN
    12 hours ago
  • Centier Bank in Merrillville is seeking a leader for their Credit Underwriting team. This role involves evaluating complex Commercial Real Estate loans, managing day-to-day operations, and providing expert training to team members. Qualified candidates will have a Bachelor... 

    Centier Bank

    Merrillville, IN
    1 day ago
  • JPMorgan Chase & Co. is seeking a Branch Manager in Munster, Indiana. The role involves leading branch operations, fostering a...  ...high-performing team, and growing client deposits and investments....  ...have a strong background in retail banking, exceptional leadership skills,... 

    JPMorgan Chase & Co.

    Munster, IN
    2 days ago
  • $50k

     ...people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re...  ...your own practice, supported by branch associates, a home-office team and...  ...business, networking, introductions and referrals, social media and speaking... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Gary, IN
    9 days ago
  • $45 - $85 per hour

    Base Pay Range $45.00/hr - $85.00/hr Lead Control Systems Specialist Merrillville, IN...  ...project manager for inclusion into reports to client. Responsible for quality of the control...  ...assistance Disability insurance Referrals increase your chances of interviewing at... 
    Permanent employment
    Full time

    CONTECH CONTROL SERVICES

    Merrillville, IN
    1 day ago
  •  ...Job Description: The Lead Patient Financial Counselor serves as a subject matter expert and frontline leader supporting the patient financial counseling team. This role provides day to day guidance, training, and workflow coordination while actively assisting patients... 
    Work at office

    Powers Health

    Munster, IN
    3 days ago
  • $50 - $60 per hour

     ...A Master’s or PhD (completed or in progress) is strongly preferred. Relevant backgrounds include Financial Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE position... 
    Hourly pay
    Contract work
    Work experience placement
    Remote work
    Flexible hours

    Data Annotation

    Crown Point, IN
    a month ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Branch Banking Advisor & Client Referrals Lead. Be the first to apply!