Strategic Relationship Banker & Lending Advisor
Truist Inc
Truist Wealth in Melbourne, FL seeks a Regular/Temporary client sales professional who delivers industry‑leading service while expanding client relationships. You will provide financial solutions through consultative conversations and referrals to partners, with cross‑training to perform teller duties when needed.
The role focuses on meeting service and sales targets, conducting consultative conversations, advising on lending options, and maintaining compliance.
#J-18808-LjbffrVacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Strategic Relationship Banker & Lending Advisor in Melbourne, FL vacancy
- ...experienced and results-driven Financial Advisor to join us. If you're passionate about... ...personalized financial advice and strategic planning to help them reach their unique... ...unique needs of each member. Sales & Relationship Building: Follow a consultative...SuggestedFull timeContract workWork at officeRemote workMonday to Friday
Cetera Financial Group
Palm Bay, FL13 hours ago $85k - $100k
...The Search is partnering with an independent financial planning firm in Melbourne to hire a Senior Servicing Advisor. This is a client-focused advisor role serving an established book of existing clients. The firm is a collaborative team that trusts its people to own...SuggestedFull timeWork at officeThe Search, LLC
Melbourne, FL4 days ago- ...through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on... ...classes and web-based learning. # Advises on consumer lending options and takes loan applications. # Adheres to internal controls...SuggestedFull timePart timeWork at officeShift workNight shiftWeekend workDay shift
Truist Inc
Melbourne, FL4 days ago $100k
...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need... ...address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time...SuggestedPermanent employmentFull timeWork at officeLocal areaFlorida Financial Advisors
Melbourne, FL3 days ago$100k
...Florida Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need... ...address each of the clients desired goals Maintain strong relationship with clients, helping them track their progress over time...SuggestedPermanent employmentWork at officeLocal areaFlorida Financial Advisors
Palm Bay, FL2 days ago- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ..., and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending...Immediate startAfternoon shift
- ...Private Client Banker You have a passion for taking care of our... ...valued by building lasting relationships, doing the right thing, exceeding... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...Compliance with Dodd Frank/Truth in Lending Act* ~ High school degree,...Immediate startAfternoon shift
- ...through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on... ...classes and web-based learning. # Advises on consumer lending options and takes loan applications. # Adheres to internal controls...Temporary workWork at officeNight shiftWeekend work
- ...What You’ll Do: The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside... ...expanded within the community Proven ability to build and maintain relationships with centers of influence such as attorneys, accountants and...Flexible hours
Bernstein Global Wealth Management
Palm Bay, FL1 day ago - ...to launch a career with no income ceiling? Florida Financial Advisors is hiring driven, people-focused sales pros to become licensed... ...goals Develop customized financial plans Build lasting relationships and track client progress over time What we're looking...Permanent employmentInternshipWork at office
Florida Financial Advisors
Melbourne, FL6 days ago - ...LPL Financial LLC is seeking a Registered Client Service Associate to provide administrative support to one or more advisors in Lakeland, FL. The role emphasizes client service, appointment scheduling, and seamless operation of client management systems. The candidate...
LPL Financial
Melbourne, FL1 day ago - ...the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you... ...Influence to acquire, expand and retain relationships. Creates customer loyalty and grows... ...Problem Solving Prospecting. Retail Lending Selling. Understanding Customer Needs...Full timeTemporary workPart timeWork experience placementWork at officeShift work
PNC Financial Services Group
Melbourne, FL2 days ago - ...companys success. As a Senior Personal Banker within PNC's Retail Bank organization, this... ...Influence to acquire, expand and retain relationships. Leads by example in driving customer... ..., Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs...Full timeTemporary workPart timeWork experience placementBank staffWork at office
PNC Financial Services Group
Melbourne, FL1 day ago - ...experienced and results-driven Financial Advisor to join us. If you're passionate about... ...personalized financial advice and strategic planning to help them reach their unique... ...the unique needs of each member. Sales & Relationship Building: Develop strong connections with...Full timeContract workWork at officeRemote workMonday to Friday
Cetera Financial Group
Palm Bay, FL3 days ago - ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
First Command
Satellite Beach, FL13 hours ago - ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity...Afternoon shift
- JPMorgan Chase & Co. in Palm Bay, FL, seeks a Private Client Banker in Branch Banking to serve affluent clients with a proactive, advice-based approach and to grow their banking relationships. You will collaborate with Specialists to connect clients to experts, guide them...
- Join to apply for the Financial Advisor role at First Command Financial Services, Inc. 3 days ago Be among the first 25 applicants Job Description First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been...Hourly payMinimum wageTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Senior Branch Premier Banker (SAFE) Are you looking for more... ...grows, deepens, and manages relationships with affluent customers and... ..., investments, credit, home lending, and business banking. In addition... ...relationships through strategic outreach, referrals, and pre...Temporary workWork experience placementImmediate start
Wells Fargo
Palm Bay, FL23 hours ago - ...Lead Investment Banker Tampa, FL Southeast Region About... ..., exit planning, and strategic transactions, helping entrepreneurs... ...developing strategic client relationships, and hiring and leading a... ...attorneys, accountants, wealth advisors, and professional referral...Remote work
Now Exit
Palm Bay, FL1 day ago - ...PNC Financial Services Group, Inc. is hiring a Personal Banker based in Melbourne, FL 32940 at the Wickham Road Branch. Bilingual... ...position involves presenting PNC solutions, growing customer relationships, and working with ecosystem partners to expand wallet share while...Work at office
PNC Financial Services Group
Melbourne, FL1 day ago $1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Full-time student; juniors and seniors preferred Entrepreneurial...Full timeFor contractorsInternshipSummer internshipLocal areaFlexible hoursNorthwestern Mutual
Palm Bay, FL1 day ago- ...grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities... ...be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$1,000 per month
...growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are you a fit for this internship? Full-time student; juniors and...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Melbourne, FL3 days ago$88.9k - $168.3k
...various other members of management tasked with managing risk. Our advisors help our clients with identifying and prioritizing risk and... ..., procedures, and work-programsOwn process level client relationships and collaboration with external stakeholdersLead risk assessment...Full timeWork experience placementInternshipLocal areaRemote workRSM International
Melbourne, FL5 days ago- ...financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to...
Paulson Investment Company, LLC
Palm Bay, FL1 day ago - L3Harris Technologies in Melbourne, FL is seeking a Senior SAP Financial Analyst to lead the design, implementation, and ongoing support of SAP FI/CO to align financial reporting with business objectives. The role requires strong financial acumen, technical SAP expertise...
L3Harris Technologies
Melbourne, FL4 days ago - ...need or referring the client to the appropriate branch team members or specialist. # Understand the importance of Integrated Relationship Management (IRM) to ensure we seamlessly deliver Truist expertise and solutions for our clients’ unique needs. # Participate fully...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
Truist Inc
Melbourne, FL5 days ago - ..., making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the utmost...
Aumni
Melbourne, FL5 days ago - ...candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose-driven, this could be a great fit. Both Part-time and Full-time openings...Full timePart time
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Relationship Banker & Lending Advisor. Be the first to apply!
