Member Lending Advisor - Build Finances & Solutions
OnPath Federal Credit Union
OnPath FCU is seeking a Lending Advisor in New Orleans to build relationships with members, educate them on loan processes, and offer personalized solutions. You will handle inquiries, process applications, and guide members toward appropriate financial products. The role emphasizes excellent service, teamwork, and adherence to lending policies, with on-site work and opportunities to support member financial success. #J-18808-Ljbffr OnPath Federal Credit Union
$22.8 - $28.5 per hour
OnPath Credit Union in Metairie, LA is seeking a Lending Advisor to build relationships with members, answer questions, educate on loan processes, and help with deposits and other services. This on-site role focuses on delivering an exceptional member experience. Candidates...SuggestedHourly pay$22.8 - $28.5 per hour
...Lending Advisor At OnPath Credit Union, we share a passion for delivering exceptional service. Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities to help them achieve financial success...SuggestedHourly payContract workWork at office$70k - $250k
...help clients achieve their financial goals through personalized financial planning. The role involves building a client base, educating clients on financial solutions, and taking ownership of their financial plans. With opportunities for professional growth and development...Suggested$99k - $232k
...Specialty/Competency: Finance Industry/Sector: Not Applicable... ...for coaching, leveraging team member's unique strengths, and... ...enterprise performance management solutions that help clients modernize planning... ...and serve as a trusted advisor across finance transformation...SuggestedFull timeH1b$96.14k - $120.17k
...is seeking a Senior Commercial Loan Officer responsible for building member relationships, developing commercial loans, and mentoring junior... ...The ideal candidate should have 5 to 10 years of commercial lending experience, strong negotiation skills, and a focus on...Suggested$61k - $119k
...Financial Advisor Opportunity Becoming a financial advisor at Northwestern... ...focused on client-building and obtaining licenses. Our award... ...Trust Services Retirement Solutions Business Needs Analysis Northwestern... ...adviser, broker-dealer, and member of FINRA and SIPC, and...Full timeContract workFor contractorsWork at office- ...and over the phone, helping customers manage transactions and banking needs. The role emphasizes building relationships and guiding customers to Regions' digital solutions. Requirements include a high school diploma or GED, ability to work Saturdays, and lifting up to...
$50k - $75k
...Acquisition Specialist - State Farm Agent Team Member means becoming an essential part of a... ...needs, presenting thoughtful insurance solutions, and working toward clear sales... ...communication with a results-driven approach while building meaningful relationships with customers....For contractorsWork at officeFlexible hours- ...Mutual in Metairie, Louisiana, is seeking a Financial Advisor to help clients achieve their financial goals. This role involves building a client base, crafting personalized financial plans, and managing clients' finances throughout various life stages. With an...
- ...Representative in Metairie, LA. In this role, you will assist middle-income clients by providing education on risk protection and financial solutions. Responsibilities include developing marketing plans, conducting client appointments, and maintaining compliance. The position...
$96.14k - $120.17k
...Your primary role will involve building relationships with our members, offering personalized solutions and identifying opportunities... ...to the Credit Union’s lending policies, guidelines, and federal... ...existing clients to ensure their financing needs are met as their...Work at officeLocal area$96k - $120k
...Openings: 1 Role Your primary role will involve building relationships with members, offering personalized solutions, and identifying opportunities to help them... ...Committee. Provide input on local economic trends and lending product adjustments. Credit Analysis & Risk...Work at officeLocal area- ...clients, providing needs-based financial solutions. Capable of supporting clients in-person... .... Responsible for working as an active member of the branch office sales/service team... ...communication practices, and relationship building and management needed. Skill(s):...Bank staffWork at officeNight shift2 days per week3 days per week
- Acquisition Specialist - State Farm Agent Team Member Full Time in New Orleans - LA Replies... ...needs, presenting thoughtful insurance solutions, and working toward clear sales... ...communication with a results-driven approach while building meaningful relationships with customers....Full time
$36k
...you will be a key team member in the branch. Your primary... .... About Republic Finance We have helped our... ...consumer loans, flexible lending options, and... ...and voluntary product solutions. Completes loan applications... ...issues. Effectively builds trust with customers and...Hourly payTemporary workWork at officeFlexible hours- ...financial expertise to offer comprehensive solutions, including investment opportunities,... ...Requirements Bachelor's degree in finance, accounting, or a related field. Experience... ...with clients. Demonstrated ability to build and maintain client relationships. Licenses...
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los... ...capitalize on referrals Deliver customized solutions and the full resources of Bank of... ...and driving growth Proven relationship building and business development skills Desired...Work at officeShift workDay shift
- ...Job Description Financial Advisor Jobs at First Command: Shaping... ...here, it's a foundation for building a meaningful, long-term... ...families on managing day-to-day finances, building lifetime assets, and... ..., transitioning service members and military spouses to start...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$50k
...9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud... ...believe makes us the best place to start or build your career. View our Purpose,... ...Adaptable to new information seeking the right solutions for clients Comfortable in your...Work at officeWork from homeHome officeFlexible hours- ...revenue generating relationships Provides lending services to Private Wealth Management... ...approach and review to provide appropriate solutions Accountable for attainment of goals set... ...applicable committees as assigned as a member and/or participant to ensure knowledge...Local area
$46.12k - $55.16k
...guidance and perspective about Regions’ solutions Conducts outbound phone calls using generated... ...assigned by the Branch Manager; as a member of the branch team, ensures sound... ...large sums of cash Excellent relationship-building skills Strong communication and customer...Full timeFlexible hours- ..., Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions. This role requires collaborating with clients to open accounts, address issues, and drive product sales. Ideal candidates will have...
- ...Senior Home Lending Advisor Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional... ...within formal and dotted-line reporting relationships. Builds role as the internal and external mortgage expert and maintains...Work experience placementLocal areaImmediate startRelocation
$500 per month
...Representative Keesler Federal Credit Union team members enjoy competitive salaries and a wide... ...or related experience. Completion of Lending Class, New Accounts training, Sales and... ...of giving or obtaining information, building relationships, or soliciting cooperation...Temporary workWork at officeWork from homeVisa sponsorshipWork visaFlexible hoursNight shift- ...financial services representatives. This role offers comprehensive training and mentorship to help you build a successful business by providing financial solutions to individuals and businesses. No prior financial experience is necessary—we provide the tools and resources...Work at officeLocal areaRemote workFlexible hours
- ...Associate, Investment Banking, Leveraged Finance Join a purpose driven winning team, committed... ..., systems, and knowledge to deliver solutions that Scotiabank can provide within the... ...and a keen desire to learn new concepts, build a platform, and enhance banking skillset...Work experience placement
- ...accuracy and courtesy. You will deliver exceptional client interactions, respond to servicing requests, and promote digital banking solutions to encourage self-service adoption. Responsibilities include opening/closing procedures, balance accuracy, risk and compliance...
- ...Portfolio Manager 3 is a supporting member of the client's Credit... ...documentation review of new/renewal lending documents, both internally... ...Banking, Equipment Finance, Private Banking, etc. Annual... ...solve problems with effective solutions ~ Collaborative and highly...Work at officeLocal area
- ...into your account. Essential Duties And Responsibilities Build and maintain relationships with clients and prospects through... ...opportunities and provide tailored product and service solutions. Refer clients to business partners and subject matter experts...Work at officeLocal areaAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Member Lending Advisor - Build Finances & Solutions. Be the first to apply!
- financial planning administrator New Orleans, LA
- financial advisor development program New Orleans, LA
- wealth advisor New Orleans, LA
- financial planner cfp New Orleans, LA
- private wealth advisor New Orleans, LA
- associate corporate finance New Orleans, LA
- financial associate New Orleans, LA
- estate planning consultant New Orleans, LA
- financial advisor New Orleans, LA
- financial advisor associate New Orleans, LA

