Banking Solutions Advisor - Call Center
Dr. Mylissa's Medical Boutique
Dr. Mylissa's Medical Boutique in Jacksonville, Florida, is seeking a Client Service Representative to assist clients through incoming calls, addressing card servicing and short‑term lending needs. The role requires strong problem-solving skills and the ability to provide customized solutions for clients' financial goals. The ideal candidate will need a High School diploma and display a passion for improving clients' financial lives. Training starts on July 6, 2026, with a full-time schedule of 40 hours per week. #J-18808-Ljbffr
$76.56k - $106.84k
...Citibank (Switzerland) AG is seeking a Wealth Solutions Advisor in Jacksonville, Florida. The ideal candidate will enhance client... ...excellence. This role involves managing inbound and outbound calls, fulfilling banking and lending needs, and providing tailored financial...Suggested$76.56k - $106.84k
## Wealth Solutions Advisor SAFE ActApplyremote type: Hybridlocations: Jacksonville Florida United... ...for proactive investment and banking guidance/education, which includes account... ...distribution of both inbound and outbound calls. Additionally, you must demonstrate the...SuggestedFull timeWork at office- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining... ..., you will begin working in a financial center where you will help to deliver Bank of...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial... ...Merrill Participant Services Financial Solutions Advisors (FSA) engage participants in goals-based... ...transitioning to retirement. Through a contact center environment, FSAs leverage the Bank of...SuggestedTemporary workWork at officeShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...clients through referrals or financial center clientele • Provides coaching and...SuggestedTemporary workShift workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial... ...clients through referrals or financial center clientele • Provides coaching and...Temporary workWork at officeMonday to FridayShift workDay shift
- ...At Bank of America, we’re creating real, meaningful relationships with individuals... ...looking for the next generation of Financial Solutions Advisors—those with a passion for growing a long... ...lives better. Through a contact center environment, FSAs leverage the Bank of...Shift workDay shift
- ...Services Associate with an innovative global bank in Jacksonville, FL. Contract role with... ...needs are better aligned with digital solutions. Confidently articulate the value proposition... ..., but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer...Contract workWork experience placementWork at officeWorldwide2 days per week3 days per week
- ...Private Wealth Advisor The Synovus Private Wealth Advisor works on or with a team of... ...understand their clients' needs and offer solutions to meet or exceed their clients'... ...advice and counsel, as relevant, in areas of banking and lending services, personal trust and...Work at office
- ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland... ...you must be at least 18 years of age. Bank of America employees are required to meet... ...on referrals Deliver customized solutions and the full resources of Bank of America...Shift workDay shift
- ...expected to work as client facing subject matter expert responsible for designing and implementing customized solutions in Financial Supply Chain Management and banking process areas in SAP S/4HANA environment. Candidate should have hands on experience from at least 2 end...Contract work
$39.6k
...for candidates with prior teller, limited banking, or some retail sales experience who are... ...on standard consumer products and digital solutions such as mobile, online, and ATM offerings... ...solutions May conduct outbound phone calls using generated customer and prospect lead...Full timeFlexible hours$167.2k - $226.2k
...methodologies. Preferred Requirements Banking or financial services experience ,... ...services and a network of financial centers. The Company's commitment is to deliver... ...our clients high-performing, high-yield solutions backed by exceptional service, always giving...For contractorsWork experience placement- ...responsible for providing a premier client and financial advisor experience by providing expert advice, counsel and solution creation to solve client liability management... ...and ensure that it is in line with UBS Bank USA's core value proposition. This is achieved by...Flexible hours
- ...oversee the accounting related to mortgage banking including hedging activity and... ...accounting and planning for purchases, sales, calls, maturities, transfers, and restructurings... ...activities. Process efficiency and strategic solutions: Work to continually enhance internal...
$145k - $185k
...of the Commercial Finance group-delivers asset-backed lending solutions for commercial aircraft, engines, and parts, along with cash flow... ..., or related field ~8 years of experience in commercial banking, asset-based lending, corporate lending, or investment banking...Work at office- ...uncover financial needs, guiding them towards financial wellness, and developing strong customer relationships through effective solutions. The ideal candidate will have at least 1 year of sales experience and demonstrate strong communication skills. Competitive hourly...Hourly pay
- ...Make banking a Fifth Third better® We connect great people to... ...Personal Banker I is a Financial Center position focused on using the... ...and recommend appropriate solutions using our value proposition.... ...presentations, business sales calls, community financial literacy...Work experience placementWork at office
- ..., execute, and continuously improve analytics and data‑quality solutions that support risk and compliance priorities. Responsibilities Risk... ...plans. Required Qualifications 10+ years of experience in banking and analytics, including senior‑level stakeholder engagement and...Work at office
- ..., execute, and continuously improve analytics and data-quality solutions supporting risk and compliance priorities. What you will do: Lead... ...plans. Required Qualifications: 10+ years of experience in banking and analytics, including senior-level stakeholder engagement and...Full timeWork at office
$91k - $136k
...active approach to risk management within the risk guidelines of the Bank Ensures the timely communication of issues that are relevant... ...best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer....Work at officeLocal areaWork from homeFlexible hours$50k - $80k
...Financial Advisor Join to apply for the Financial Advisor role at First Command Financial Services, Inc. Overview First Command has been... ...on a comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management What We...Hourly payMinimum wageFull timeFor contractorsInternshipWork at officeLocal areaHome office- ...Fidelity. The Expertise We’re Looking For Customer service, phone, or financial services experience will prepare you for this role Banking, insurance, or financial experience is an excellent addition to your experience We will support you while you learn the FINRA licensing...
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial... ...comprehensive financial plan that includes: Savings/banking Investments/wealth management Insurance/risk management...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...executive decision-making. Monitor sell-side research, earnings calls, consensus estimates, and market sentiment; aggregate and... ...Proficiency in investor relations, equity research, investment banking, corporate finance, FP&A, or a related field. Strong understanding...Flexible hours
- ...partnered with a well-capitalized regional banking institution to identify top talent for... ...Demonstrated success in developing business through centers of influence, including CPAs, attorneys,... ...after closing Conduct systematic call planning and annual relationship reviews...Local area
$167.2k - $226.2k
...teams to deliver complex initiatives successfully. Qualified candidates will have over 5 years of experience in project management, especially in banking or financial services. Competitive salary ranging from $167,200 to $226,200 based on experience. #J-18808-Ljbffr...- ...enhancing member relationships through exceptional interactions via phone and in person, along with identifying needs and cross-selling solutions. The ideal candidate will possess strong sales and customer service skills and be proficient with Microsoft Office applications. A...Work at office
- ...significant client portfolio, developing new business relationships, and analyzing credit for loans. Candidates should have over 7 years of banking experience in commercial lending and business development, with a preferred Bachelor's degree. This full-time position includes...Full time
- ...service. Assesses customer needs, shares and educates the digital strategy and directs them to the appropriate service areas or banking representatives. Executes a variety of customer transactions in accordance with applicable policies and procedures, and with a high...Work at officeNight shift
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