Senior Relationship Banker & Financial Wellness Coach
Vantage West Credit Union
Vantage West Credit Union is seeking a Senior Relationship Banker at the Tatum & Shea location in Phoenix to drive member engagement and sales through consultative conversations and proactive service. The role emphasizes complex transactions, mentorship, and collaboration across branches to sustain a high-performance team. The Senior Relationship Banker guides colleagues, maintains compliance, and fosters a positive culture while delivering tailored financial solutions and exceptional service to #J-18808-Ljbffr Vantage West Credit Union
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Relationship Banker & Financial Wellness Coach in Phoenix, AZ vacancy
$23.62 - $30.99 per hour
...Senior Relationship Banker The Senior Relationship Banker drives branch success... ...on member engagement and financial solutions. Senior Relationship... ...and support management in coaching. They consistently model... ...elevated decision making as well as expertise in policy and...FinancialSenior16 hoursFull timeLocal areaFlexible hours- ...Senior Banker - 7th and Bell Financial Center Phoenix, Arizona, United States Jul 29, 2026 Job Description... ...physical, emotional, and financial wellness through affordable, competitive and... ...include deepening client relationships through platform services, supporting...FinancialSeniorWork at officeFlexible hoursWeekend work
Bank of America
Phoenix, AZ2 days ago $121.27k - $170k
...REDW is the place to do it! Senior Wealth AdvisorWhat You’ll DoBuild and manage client relationships (new + existing)Lead client meetings... ...recommendationsSupport financial planning and portfolio managementCollaborate... ...PTO + 10 holidaysMonthly wellness reimbursementGrowth &...FinancialSeniorWork from home- ...Sequoia Financial Group seeks a Wealth Strategist to construct complex financial plans and serve as a primary contact for Private Wealth, Sentinel Family Office, and channel partners. You will collaborate with the client advisory team to exceed client expectations, leveraging...FinancialSeniorWork at office
Sequoia Financial Group
Phoenix, AZ2 days ago $25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...' physical, emotional, and financial wellness through affordable, competitive, and flexible... ...for operational excellenceBuilds relationships with clients to meet financial needsFollows...FinancialHourly payWork at officeFlexible hoursWeekend workDay shiftBank of America
Phoenix, AZ2 days ago$140k
Senior Audit ManagerPhoenix, AZBase Salary Up to $140,000 DOEHybrid... ...preparing financial statements with full disclosuresStrong... ...accounting staffStrong client relationship management and business development... ...range of industries within a well-established and growth-focused...FinancialSenior$41.71k - $65k
...advice and guidance regarding financial solutions that are in the... ...appointments, and building new relationships within the community. Addresses... ...for this position as well as restrictions on performing... .... From in-depth training and coaching, to manager support and network...FinancialContract workPart timeLocal areaImmediate startDay shiftBMO U.S.
Phoenix, AZ2 days ago$25 - $26.77 per hour
...guided by a common purpose to help make financial lives better through the power of every... ...' physical, emotional, and financial wellness through affordable, competitive, and flexible... ...for operational excellence Builds relationships with clients to meet financial needs...FinancialHourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Phoenix, AZ1 day ago$120k
...boutique CPA firm is looking to add a heavy Senior tax Accountant to their staff. This is a... ...ResearchGenerating trial balances and financial statementsResponding to IRS and other taxing... ...years of tax experience in a CPA firm as well as experience of financial statement...FinancialSenior- ...Relationship Banker Phoenix, Arizona To proceed with your application, you must be at least... ...by a common purpose to help make financial lives better through the power of every... ...teammates' physical, emotional, and financial wellness through affordable, competitive and...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
Bank of America
Phoenix, AZ3 days ago $48k - $100k
A leading financial institution is seeking an Experienced Financial Advisor in Phoenix, Arizona, to deliver comprehensive wealth management... ...include providing financial planning, maintaining client relationships, and driving business growth. The position offers a...FinancialSenior- ...Support advisors in all aspects of financial plan design and analysis Cultivate advisor relationships to drive client satisfaction, continued utilization, and retention of planning services Follow Paraplanning team standards Communicate and align expectations with advisors...FinancialSeniorWork at office
Jobtailor
Phoenix, AZ3 days ago $140k
...firms, is looking for a stellar Senior Audit Manager to join their... ...and compilationsPrepare financial statements with full disclosuresPlan... ...new client relationships, and strengthen existing relationshipsRecognize... ...CPASelf-motivatedWork well in a team environmentExcellent...FinancialSenior- ...a role focused on managing complex wealth management client relationships in Phoenix, Arizona. The position involves developing marketing... ...at least 5 years of relevant experience, particularly in financial analysis or commercial lending. Excellent communication skills...FinancialSenior
- BridgePort Financial is seeking a client-centered Wealth Advisor to deliver personalized investment... ...guidance, financial planning, and relationship management. You will manage client... ...Advisors on portfolio construction, and coach teammates to maintain consistency in service...FinancialSenior
- ...CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum Qualifications RequiredBachelor...FinancialSenior
- Jobtailor is seeking a Paraplanning support role to assist with comprehensive financial plans and client interactions. You will collaborate with the Paraplanning team, present plans professionally, and stay current on wealth planning concepts and industry trends. This position...FinancialSenior
- RBC Wealth Management in Phoenix is seeking a Senior Financial Associate to be a key member of a large producing FA Team, growing client assets and supporting advisory services. You will conduct in-depth portfolio analyses, recommend investments, educate clients, and implement...FinancialSenior
- This highly visible role requires partnering with operations to explain results, develop models, and support budgeting and forecasting while delivering actionable recommendations for improved performance. #J-18808-LjbffrFinancialSenior
Brainworks
Phoenix, AZ3 days ago - A financial services company in Phoenix seeks a Financial Advisor to enhance relationships and develop new business opportunities. The role involves managing a portfolio of high-net-worth clients, offering tailored financial solutions, and utilizing CRM software to maintain...FinancialSenior
- ...resources, and process cash transactions accurately while uncovering financial goals. You will have in-depth conversations to connect... ...that support clients and the bank. The role emphasizes relationship building, compliance with laws, and delivering an exceptional...Financial
$260k - $365k
...Greenberg Traurig (GT), a global law firm, has an exciting full-time employment opportunity for a senior level Associate in the Financial Regulatory & Compliance Practice. They can be based in our Miami, DC, New York, Chicago, Atlanta, Phoenix or Dallas office. We offer...FinancialSeniorFull timeTemporary workWork at officeFlexible hours- ...WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. You will engage with clients to understand their financial objectives and provide tailored advice and strategies that align with their goals. You will leverage your financial...FinancialSeniorFull time
Oliver Wyman
Phoenix, AZ2 days ago - ...Sprouts Farmers Market is seeking a Senior Financial Analyst, FP&A, to drive forecasting, budgeting and financial insight across the organization. The role partners with business leaders to build financial models, analyze performance trends and support long-range planning...FinancialSenior
Sprouts Farmers Market
Phoenix, AZ4 days ago - Greenberg Traurig, LLP seeks a senior Associate for its Financial Regulatory & Compliance Practice in one of our offices including Phoenix. The role requires substantial regulatory expertise, a strong writing and research background, and a proven ability to handle complex...FinancialSenior
- ...Job Description What is the opportunity? As a Senior Financial Associate, you will be a key member of a large producing team and will be actively... ...applicable Leaders who support your development through coaching and managing opportunities Ability to make a difference and...FinancialSeniorWork at officeFlexible hours
RBC Capital Markets, LLC
Phoenix, AZ2 days ago - Alerus Financial in Phoenix seeks seasoned Wealth Advisors to deepen relationships with high-net-worth clients and drive new business. You will deliver holistic financial guidance, collaborate with specialists, and lead client reviews and planning to help clients reach...FinancialSenior
- Huntington National Bank in the United States is seeking a Financial Relationship Banker to help customers achieve their financial goals through deposit, loan and service offerings. You will focus on retaining and growing consumer and business relationships by identifying...Financial
- ...CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.Minimum QualificationsBachelor...FinancialSenior
- ...Arizona. The role involves engaging clients to educate them on self-service banking transactions while building strong relationships to meet their financial needs. Candidates should possess a Bachelor's degree, have a strong focus on customer service, and be adaptable to...FinancialFull timeShift workWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Relationship Banker & Financial Wellness Coach. Be the first to apply!
Related searches