Financial Services Advisor - Customer Solutions
Washington Trust Bank
Washington Trust Bank in Portland, OR is seeking a Financial Service Representative to provide professional financial advice, guidance, and solutions to customer inquiries. The role involves opening branch products, handling teller duties as needed, and supporting sales through outside leads and community involvement. The position requires strong communication skills, the ability to sell products, and a commitment to security and compliance. #J-18808-Ljbffr Washington Trust Bank
- Financial Solutions Advisor Stage I (FSA I) As a Financial Solutions Advisor Stage I (FSA I), you obtain... ...network by interacting with banking customers, small business owners, and higher... ...degree or minimum one year of financial services industry or sales experience....CustomerWork at officeImmediate startMonday to FridayShift workDay shift
- Mechanics Bank seeks a Wealth Advisor affiliated with LPL Financial to deliver comprehensive advisory services at the branch level. You will work with NDIPs, serve existing... ...ones by delivering personalized financial solutions. The position emphasizes sales and service...Suggested
- Bank of America is hiring a financial advisory professional to help clients achieve their financial goals through tailored solutions including brokerage products and banking services. The role involves planning with clients, making referrals to partners, and maintaining...SuggestedWork at officeFlexible hours
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Portland, Oregon. This role involves obtaining key Securities Industry licenses and learning foundational advisor skills to build and manage client relationships effectively. You will receive world...Suggested
- ...Bank, affiliated with LPL Financial, is hiring a Wealth Advisor to serve as a dedicated representative... ...NDIPs and advisory solutions, building relationships with branch teams and customers to drive investments and... ...with strong customer service and cross-sell opportunities...CustomerLocal area
- ...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...priorities and connecting clients to solutions that meet the financial goals... ...Business Acumen Customer and Client Focus Oral Communications...CustomerWork at officeFlexible hoursShift workWeekend workDay shift
$20 - $25 per hour
Overview The Financial Aid Advisor guides students and their influencers through... ...and offer creative solutions that help students overcome... ...proactively with Admissions, Student Services, Education, Employment... ...(3) years of experience in customer service or sales (preferred...CustomerImmediate startRemote workFlexible hours- ...common purpose to help make financial lives better through the power... ...- whether shaped by military service, community college education,... ...priorities and connecting clients to solutions that meet the financial goals... ...+ Business Acumen + Customer and Client Focus + Oral Communications...CustomerWork at officeFlexible hoursShift workWeekend workDay shift
$43k - $75k
...Halsey St. Job Family Group: Retail Banking Sales & Service Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works...CustomerContract workPart timeLocal areaImmediate startDay shift$48.8k - $90.6k
...Financial Analyst About the role We are seeking a Financial Analyst to join the... ...designs and manufactures test and measurement solutions that help engineers work through... ...measurement solutions, we work with our customers to eliminate the barriers between inspiration...CustomerInternship- LPL Financial collaborates with banks to provide a comprehensive... ...suite of financial services tailored to their... ...to join our employee advisor model as a Wealth... ...services to the branch customers and prospective customer... ...approach to financial solutions for an assigned book of...CustomerWork at officeLocal area
- Bank of America is hiring a Financial Services Advisor to help clients reach their financial goals. The role involves advising on brokerage products, mortgages and banking solutions, meeting with clients, and expanding client relationships. Candidates should have licenses...Work at officeFlexible hours
$96k - $120k
...cybersecurity, cloud and infrastructure solutions. Through its Advanced... .... WWT provides products and services to large enterprise, global... ...identifying and communicating financial risk, and working cross... ...conditions. Support analysis of customer profitability and headcount...CustomerFull timeWork experience placementFlexible hoursShift work- ...assist community members in planning their financial futures. We are looking for highly self-... ...communication skills and a positive, customer-focused attitude. A bachelor's degree in... ...secure their futures with tailored financial solutions. #J-18808-Ljbffr MassMutual OregonCustomer
- U.S. Bank seeks a Relationship Banker to engage customers across in-person, appointment, and virtual channels, offering tailored financial solutions and guiding clients through digital products and services. You will open accounts, process requests, and build lasting relationships...Customer
- ...disciplined growth, and long-term customer relationships define success.... ...banking needs, products and services through scheduled... ...customers progress toward their financial goals through planning, digital... ...deposit, credit, and investment solutions. In addition, this role supports...CustomerTemporary workWork experience placementImmediate start
- ...a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities... ...available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals...CustomerTemporary work
- ...a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities... ...available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals...CustomerTemporary work
$18 - $25.14 per hour
...will: Participate in delivery of exceptional customer experience by building relationships through... ...outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially Assist customers with basic requests related...CustomerWork experience placementWork at officeImmediate start$28.99 - $35.43 per hour
...journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the... ...preferences. Identifies solutions for new and existing clients based... ...business banking products and services including digital products and...CustomerTemporary workLocal areaFlexible hours$33.01 - $40.35 per hour
...journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the... ...excellent customer service in accordance with the U.S. Bank... ...providing comprehensive financial solutions to small businesses with annual...CustomerTemporary workLocal area- ...for taking care of our customers and employees and... ...tailored to suit their financial needs. As a Private Client... ...the best products and services for their needs... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...innovative financial solutions to millions of consumers...CustomerImmediate startAfternoon shift
$20.2 per hour
...relationships by delivering exceptional customer service. The personal banker will continue to... ...and assists clients with their financial needs. Personal Bankers will develop skills... ...consultative conversations, and identify solutions that support customers’ financial...CustomerWork at office$23.5 - $28.5 per hour
...Relationship Banker II is a frontline financial partner (financial MDs) that... ...offer tailored products and services to help them reach their... ...in a fast-paced sales or customer service role within the financial... ...on the belief that financial solutions should put people first. That...CustomerHourly payFull time$23.5 - $28.5 per hour
...Relationship Banker II is a frontline financial partner (financial MDs) that... ...offer tailored products and services to help them reach their... ...in a fast-paced sales or customer service role within the financial... ...on the belief that financial solutions should put people first. That...CustomerHourly payFull time- ...utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring,... ..., lifelong relationships and put our customers at the heart of everything we do. We also...CustomerFull timeImmediate startAfternoon shift
- BMO U.S. is seeking a customer-focused professional to deliver exceptional service and provide tailored financial guidance in a branch environment. You will assess customer needs, discuss everyday banking and lending solutions, and promote digital self-serve options to...Customer
$20.67 - $31.25 per hour
...problem solver, trusted advisor, and partner to the people... ...and provide guidance and solutions to assist in client's financial wellness both in person and... ...provide effective and customized financial wellness recommendations... ...coverage of client service needs. Timeliness and...CustomerHourly payWork experience placementFlexible hoursDay shift- Bank of America is seeking a client-facing advisor in Washington to provide comprehensive financial guidance and customized solutions. You will triage leads, refer to business partners, and meet clients to review goals and investment opportunities. The role requires licenses...
- ...utmost hospitality, using the latest banking solutions and cutting‑edge financial technology combined with friendly and attentive service. You will welcome and assist clients that... ..., lifelong relationships and put our customers at the heart of everything we do. We also...CustomerAfternoon shift
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