Relationship Banker & Lending Advisor
Truist
Truist is seeking a customer-oriented professional to provide industry-leading client service in person and by phone, developing and expanding client relationships while offering financial solutions that meet client needs. The role includes cross-training to perform teller duties as needed. You will engage in consultative conversations, help meet branch sales targets, and refer more complex needs to internal specialists, while adhering to controls, policies and risk management requirements to #J-18808-Ljbffr Truist
- ...leading client service experience in person and on the phone, developing and expanding client relationships while cross-training for teller duties. You will handle deposits, lending options, and refer complex needs to specialists, contribute to meeting sales targets, and...SuggestedWeekend work
- ...York seeks a Regular/Temporary Retail Assistant who delivers outstanding client service, drives branch sales, and grows consumer relationships through consultative conversations. The role requires Mortgage Licensing Act compliance within 30 days, weekend availability,...SuggestedTemporary workWeekend work
- TD in Jupiter, FL is seeking a customer-focused banking professional to cultivate long-term client relationships and deliver personalized banking solutions across multiple locations. You will identify and pursue opportunities, provide needs-based guidance, and coordinate...Suggested
- ...'s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...and network by partnering with experts in small business, lending, and investments Manages financial center traffic, appointments...SuggestedWork at officeFlexible hoursShift workWeekend workDay shift
- ...Relationship Bankers are responsible for identifying customer needs and matching them with the appropriate bank products and services to enhance... ...goals. Able to learn Trustmark consumer and/or mortgage lending guidelines and process applicable loans within 2 years of employment...SuggestedNight shift
- ...JPMorgan Chase & Co. in the U.S. Private Bank seeks an experienced Private Banker to advise high-net-worth families on building, preserving and managing wealth. You’ll use investments, planning, credit, and banking know-how to support current clients and attract new business...Local area
- ...through the development and expansion of new and existing client relationships. Provides financial solutions that meet client needs based on... ...training classes and web-based learning. Advises on consumer lending options and takes loan applications. Adheres to internal...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
- ...opportunities are posted here as they become available. Voya Financial Advisors®, Inc., a leading independent broker-dealer in the defined... ...documents Territory management and business development Relationship building Fund knowledge and product/pricing knowledge At...Local area
$72.28k - $108.16k
...capabilities. Candidates may be considered for any role in the Financial Advisor Job Family. The specific position and corresponding title/... ..., responsible for providing client service & developing the relationship to achieve greater share of wallet by helping clients achieve...Local areaWork from homeFlexible hours- ..., 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 FridayShift workDay shift
- ...licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...employees with practical, accessible guidance to make informed financial decisions for their future. Role Description The Financial Advisor role is a full-time, remote position focused on providing retirement and financial education to school district employees. On a day...Full timeRemote work
$100k - $120k
...Service Advisor Location: Jupiter, Florida Are you passionate about building long-term relationships with clients and guiding them toward financial freedom? An innovative and rapidly growing wealth management firm is seeking a Service Advisor to join their team and play...Full timeWork at officeFlexible hours$61k - $119k
...Education Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...’s financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training...Full timeContract workFor contractors$45k - $100k
...Financial Advisor OpportunityJoin a financial services firm where your contributions are valued. Edward Jones is a Fortune 500 company... ...and professional development.Key responsibilities:Build relationships to create new clients via face-to-face and virtual sourcing strategies...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Prudential Advisors is looking for an Experienced Financial Advisor in the Florida market area who is interested in working with Prudential’s existing client base. This exciting Advisor position will allow you to grow your career and business, helping the people and families...
- ...HBKS Wealth Advisors (HBKS), an independent personal financial planning and wealth management firm with offices in four states, 14 locations, and approximately $6 billion in assets under management. HBKS Wealth Advisors is part of the HBK CPAs and Consultants (HBK) family...Temporary workLocal areaFlexible hoursNight shift
- ...We are recruiting for top tier Financial Advisors/Teams in the Florida market. Miami Boca Tampa Marathon/Keys Orlando Naples Sarasota/Fort Myers Melbourne Domestic or International Excellent opportunity to move to one of the nation's top firms and be a leader in the market...
$120k - $200k
...informed decisions with confidence and clarity, guided by a trusted advisor. Our firm high-performance culture built on integrity,... ...grow with us. POSITION SUMMARY We are seeking an experienced and relationship-driven Financial Advisor to join our growing team in Maitland,...Work at office- ...educate them on self-service options, and accurately process cash transactions. You will build relationships, follow compliant processes, and collaborate with experts in lending and investments to meet client financial goals. The role requires strong communication,...Work at officeWeekend work
- ...and valued by building lasting relationships, doing the right thing,... ...needs. As a Private Client Banker in Branch Banking, you are the... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...Compliance with Dodd Frank/Truth in Lending Act* High school degree, GED...Immediate startAfternoon shift
- Fifth Third Bank in Saint Johns, Florida is seeking a Personal Banker Associate I who will complete a 4-8 week onboarding program, rotations in operations and Sales & Service, and earn a certification to advance in the Retail Personal Banker family. The role uses consultative...
- Regions Bank in Gulfport, Florida is seeking a Senior Consumer Relationship Banker to meet with customers and prospects to assess financial... ...Banking Households, building deep relationships and guiding with lending, investments, and wealth opportunities. The role emphasizes...
- ...Corporation in Mount Dora, Florida seeks a Senior Consumer Relationship Banker to meet with customers in person and by phone, uncover financial... ...on Preferred Banking Households with affluent solutions, lending, investments, and wealth opportunities. Candidate should be...
- ...Regular or Temporary teller with strong client service to build relationships and provide financial solutions through consultative... ...includes cross-training to perform teller duties, advising on lending options, and contributing to branch sales targets while maintaining...Temporary workWeekend work
$24 - $33.5 per hour
...multiple bank locations playing a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and... ...referring clients for mortgage solutions, or other residential lending activities Champions the client experience by ensuring continuity...Work at officeLocal areaWork from homeFlexible hours- Regions Bank is seeking a Senior Consumer Relationship Banker in Mount Dora, FL. You will meet with customers and prospects to assess financial needs and proactively offer products, wealth guidance, lending, and saving strategies. The role emphasizes deepening relationships...
$25 - $26.77 per hour
...s risk culture and strives for operational excellence Builds relationships with clients to meet financial needs Follows established processes... ...and network by partnering with experts in small business, lending, and investments Manages financial center traffic,...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...products and services and developing, expanding and retaining relationships. Supports team sales process by conducting consultative conversations... ...training classes and web-based learning. Advises on consumer lending options and takes loan applications. Adheres to internal...Full timeTemporary workPart timeWork at officeNight shiftWeekend workDay shift
- ...banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients... ...clients for mortgage solutions, or other residential lending activitiesAdheres to all policies, procedures, and regulatory...Work at officeLocal areaWork from homeFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Lending Advisor. Be the first to apply!
- personal banker Florida, NY
- private mortgage banker Florida, NY
- private banker Florida, NY
- behavioral health counselor Florida, NY
- intake counselor Florida, NY
- day camp counselor Florida, NY
- college counselor Florida, NY
- licensed professional counselor Florida, NY
- counselor Florida, NY
- summer camp counselor Florida, NY

