Deal Advisor - Coldwell Banker - Arizona
Compass International Holdings
Deal Advisor - Coldwell Banker Realty The Deal Advisor serves as a trusted resource for agents, supporting successful real estate transactions and fostering professional growth. This role combines expertise in transaction management, contract review, agent coaching, and training, with a commitment to responsive service and collaborative problem‑solving. The Deal Advisor ensures agents have the guidance and tools needed to navigate complex transactions, comply with legal requirements, and build their business. Key Responsibilities Approve all documents in Transaction Manager for assigned territory, ensuring accuracy and compliance with company standards and state regulations. Review and sign listing agreements and disclosures, ensuring compliance with company and regulatory standards. Review and authorize form modifications as needed for transactions. Request and manage contract changes, communicating clearly with agents to resolve discrepancies and facilitate timely corrections. Respond to agent inquiries on transactions, contracts, and representation through email, phone, and/or virtual meetings. Address agency questions and provide guidance on disclosure requirements to agents. Track and document all agent interactions using the company‑provided systems, maintaining records of topics discussed, dates, and agent names to support ongoing service and improvement. Conduct in‑person and virtual training sessions on transaction processes, local contract management, common errors and issues, coaching, adapting content to meet agent needs. Provide strategic guidance on commission and fee discussions, including coaching agents on objection handling during commission negotiations for listings. (Note: This does not include discussions about an agent's commission split with the company, which remains the responsibility of the Branch Leader.) Present content and field Q&A at sales meetings to support agent understanding and engagement. Collaborate with sales leadership and peers to share best practices, support agent success, promote Deal Advisor, and contribute to a positive, inclusive workplace culture. Skills and Qualifications Active Broker's license in the state of service required. Minimum 5-7 years of experience in residential real estate transactions, with strong knowledge of real estate laws, contracts, and procedures required. Ability to multi‑task on a daily basis, transitioning between responsibilities. Exceptional communication skills—able to explain complex concepts clearly, listen actively, and build trust with agents and colleagues. Strong organizational abilities, with attention to detail and a commitment to maintaining accurate records. Collaborative mindset, open to feedback and eager to share knowledge and learn from others. Self‑motivated and adaptable, comfortable with emerging technology and new approaches to business growth. Proficiency with Microsoft Office and internet platforms. #J-18808-Ljbffr Compass International Holdings
- ...alternative application process. Relationship Banker Customer Service Tucson, AZ, US 8 days... ...of Bank 34 and Commerce Bank of Arizona, bringing over 90 years of dedicated service... ...to customers and team members. Ability to deal with difficult problems involving multiple...SuggestedTemporary workLocal areaNight shift
- Coldwell Banker Realty in Tucson is seeking a Deal Advisor to support real estate agents through transaction management, contract review, and coaching. You will help navigate complex transactions, ensure compliance with legal requirements, and provide tools to grow agents...SuggestedContract work
$25 - $28 per hour
...Position Summary The Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated... ...offers diverse employment opportunities - both remote and onsite in Arizona, Colorado, Florida, Illinois, Indiana, Kansas, Missouri, New...SuggestedTemporary workWork at officeLocal areaImmediate startRemote workFlexible hours$21.42 - $28.12 per hour
...Branch 7394 Nexus Rd Tucson, AZ 85747, USA The Senior Relationship Banker drives branch success through exceptional member service,... ...Tuition Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full‑time employees 100%...Suggested16 hoursFull timeLocal areaFlexible hours$19.21 - $25.22 per hour
GENERAL SUMMARY: As a Relationship Banker II, you'll be a trusted financial partner and high-performing sales professional responsible... ...Reimbursement - We have partnered with the University of Arizona Global Campus to offer eligible full-time employees 100% tuition...Suggested16 hoursFull timeFlexible hours$19 - $22.72 per hour
GENERAL SUMMARY: The Relationship Banker I is a results-driven sales and service professional... ..., and proactive, they serve as trusted advisors to our members. This role is eligible... ...We have partnered with the University of Arizona Global Campus to offer eligible full-time...16 hoursFull timeFlexible hours$41.71k - $65k
Application Deadline:09/13/2026 Address: 4380 N Campbell Avenue Job Family Group: Retail Banking Sales & Service **Bilingual in English and Spanish is preferred** Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides...Full timeContract workPart timeLocal areaImmediate startDay shift- Vantage West is seeking a Relationship Banker II in Arizona to grow member relationships and drive branch success through proactive outreach and consultative conversations. The role includes becoming a Financial Coach for members and expanding product adoption, with a...
- ...First Convenience Bank in Tucson, AZ is seeking a Personal Banker to deliver exceptional customer service and handle cash in a high-volume sales environment at the FCB Marana Wal-Mart location. You will assess customer needs and promote bank products while maintaining...Weekend workAfternoon shift
- ...all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Full Time Personal Banker within PNC's Branch Banking organization, you will be based in Tucson, AZ at the Foothills Mall Branch. Bilingual fluency in...Full timeTemporary workPart timeWork experience placementWork at office
- Customer Service Representative Under direct supervision, provide exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Evaluate new and existing customer relationships and recommend bank products and services...Work experience placementWork at officeFlexible hoursAfternoon shift
- First National Bank Texas in Tucson, AZ seeks a Customer Service Teller to manage cash transactions in a high-volume sales setting and assist customers with bank products. You will operate under supervision, balance daily activity, and contribute to a positive customer...Weekend workAfternoon shift
- ...Personal Banker Want to help strengthen your community's financial health? Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over...Work at office
- ...Southwest Heritage Bank is seeking a Relationship Banker in Tucson to handle new account transactions and guide customers in selecting accounts and financial services, including retirement accounts and direct deposits. The role involves cross-selling products, opening...
- Job Description At the company, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Work at officeFlexible hoursShift workWeekend workDay shift
$23 - $26 per hour
...Position SummaryThe Relationship Banker II combines expertise in customer service, sales, and operational management at an elevated skill level within the banking team. The Relationship Banker II is an advanced role within the banking industry, combining the responsibilities...Temporary workWork at officeLocal areaImmediate startFlexible hours$10k - $49.99k
Alternate Titles: Financial Advisor Trainee Tucson, Insurance Agent Career Southern Arizona, Wealth Management Career Change Tucson Location: Tucson, AZ; Oro Valley, AZ; Marana, AZ; Catalina Foothills, AZ; Vail, AZ; Green Valley, AZ; Sahuarita, AZ; Nogales, AZ; Rio Rico...Contract workFor contractorsTraineeshipSelf employmentSeasonal workWork at officeLocal areaFlexible hours- Busey is seeking a Relationship Banker II to blend customer service, sales, and operational duties at an advanced level within the banking team. The role combines teller and personal banker responsibilities with emphasis on delivering comprehensive financial services and...
- JPMorganChase’s Chase Branch is looking for a Relationship Banker to deliver hospitality, guidance, and tailored financial solutions to clients. You will represent the brand in person and via technology, helping customers manage their financial needs using Chase Mobile...
- PNC in Tucson, AZ is seeking a Full Time Personal Banker at the Foothills Mall Branch to help customers manage their finances and grow wallet share through proactive service and tailored solutions. Based in Tucson, you will engage customers, educate them on PNC digital...Full time
- United States Digital Space LLC is seeking a customer-focused banking professional to engage clients in the lobby, educate on self-service resources, and process cash transactions accurately. You will engage in in-depth conversations to understand client priorities and ...Weekend work
$19 - $22.72 per hour
Vantage West in Tucson, AZ is seeking a Relationship Banker I to blend sales with service and build strong member relationships through meaningful financial conversations and tailored solutions. You will guide members, educate on digital options, and collaborate with Wealth...Hourly pay- ...build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and...Immediate startAfternoon shift
- Bank of Montreal (BMO) is seeking a customer-focused specialist in Retail Banking Sales & Service in Tucson, AZ. You will deliver exceptional service, identify customer needs, and provide guidance on financial solutions across everyday banking, lending, and small business...
$19 - $22.72 per hour
Vantage West Credit Union is seeking a Relationship Banker I who builds strong member relationships through meaningful financial conversations and solution-based selling. The role focuses on uncovering member needs and recommending deposits, loans, and services to help...Hourly pay- Vantage West Credit Union in Tucson, AZ is seeking a Relationship Banker II to grow member relationships and drive branch success through proactive outreach and consultative conversations. The role involves handling complex accounts, offering tailored financial guidance...
- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline role, you will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled...Work experience placementFlexible hours
- Vantage West is hiring a Senior Relationship Banker at the Rita Ranch Branch in Tucson, AZ. The role focuses on delivering exceptional... ...mentoring teammates and upholding compliance. As a trusted advisor, you will engage members through consultative conversations, identify...
- Vantage West Credit Union in Tucson, AZ, seeks a Relationship Banker II to grow member relationships and drive branch sales through proactive outreach and consultative conversations. You will be a trusted financial partner and provide tailored recommendations that help...
- Vantage West Credit Union is seeking a Senior Relationship Banker who drives branch success through exceptional member service, consultative sales, and effective operational support. This role develops future leaders while fostering engagement and financial solutions for...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Deal Advisor - Coldwell Banker - Arizona. Be the first to apply!

