Senior Relationship Banker & Personal Finance Advisor

Bank of America ATM

Bank of America is seeking a Customer Service Specialist at a Colorado financial center. You will serve as the first contact for clients, uncover personal banking needs, offer suitable solutions, and connect clients to specialists.

Expect outbound calls, follow-ups, and high-quality client care in a fast-paced environment. The role requires at least 1 year of sales experience, strong communication skills, and the ability to multitask while meeting regulatory requirements.

#J-18808-Ljbffr

Apply

Vacancy posted 2 days ago

Similar jobs that could be interesting for youBased on the Senior Relationship Banker & Personal Finance Advisor in Arvada, CO vacancy

Director, Senior Wealth Advisor
$166k - $227.5k
Director, Senior Wealth AdvisorLocation: Cherry Creek... ...clients and growing relationships through trust, expertise... ..., Senior Wealth Advisor leads the delivery of... ...primary advisor, creating personalized financial plans that integrate... ...s degree in Business, Finance, or a related field...
Personal
Senior
Full time
Work at office
Flexible hours
First Western Trust
Denver, CO
5 days ago
Sr. Registered Advertising Compliance Analyst - World Financial Group/Transamerica Financial Advisors
$78k - $88k
...Qualifications:FINRA Series 65 or 66 (dependent on investment advisor support), or other FINRA registrations based on assigned responsibilitiesExperience... ...for remote positions. Please note:We will never request personal information such as ID or payment for equipment upfront....
Personal
Senior
Work at office
Remote work
Visa sponsorship
Relocation package
3 days per week
Transamerica
Denver, CO
4 days ago
Key Private Bank Sr. Relationship Manager
$116k - $216k
...clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise, acting as the primary client advisor, developing and implementing strategies based...
Personal
Senior
Full time
Work experience placement
Work at office
Local area
Flexible hours
Night shift
KeyBank
Denver, CO
8 days ago
Senior UHNW Private Wealth Advisor
...FNBO in Denver is seeking an UHNW Financial Advisor to serve ultra-affluent clients with sophisticated needs. You will work with a... ..., and banking solutions. The role emphasizes building trusted relationships, strategizing on investments, trusts, estate planning, and business...
Senior
First National Bank
Denver, CO
15 hours ago
Relationship Banker - Westminster
$22.03 per hour
...Full Time - Regular Westminster Colorado Job Description Personal Banker Do you enjoy helping people, solving problems, and learning new things? Central Bank is hiring a Relationship Banker to join our Westminster Team. As a Relationship Banker, you will be responsible...
Personal
Full time
Monday to Friday
Central-Bank-c44c5195
Westminster, CO
3 days ago
Public Sector Relationship Manager - Hybrid & Senior Banker
...KeyBank in Superior, CO seeks an experienced Relationship Manager in Public Sector to originate, structure, and distribute... ...solutions to public entities, including tax-exempt financing issuers. You will be a trusted advisor with deep product knowledge and credit analysis...
Senior
Key Bank
Superior, CO
5 days ago
Senior Wealth Advisor - Ultra High Net Worth
$200k
...Senior Wealth Advisor Multi-Family Office Increase your chances of reaching the interview stage by reading the complete job... ...Office seeks a Senior Wealth Advisor to develop and manage relationships with high net worth and ultra-high net worth individuals and...
Senior
Work at office
Immediate start
Relocation package
3 days per week
Leah Yosef International
Denver, CO
3 days ago
Relationship Banker - CO METRO NORTH
...understood. We build lasting relationships by doing the right thing, exceeding... ...inclusion. As a Relationship Banker in a Chase Branch, you will... ...meet with them, both in person and over the phone, to build... ...credit cards, mortgages, auto financing, investment advice, small business...
Personal
Immediate start
Afternoon shift
Aumni
Arvada, CO
5 days ago
Financial Advisor - Denver Metro Area
...and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you... ...lives of service and faith.Provide personal, actionable and achievable advice and connect... ...and maintain genuine, long-term relationships throughout generations based on trust and...
Personal
Thrivent Financial for Lutherans
Denver, CO
3 days ago
Financial Advisor
$70k - $130k
...You’re Worth. Becoming a financial advisor at Northwestern Mutual is an opportunity... ...build a client base, develop long-term relationships, and create a practice that generates ongoing... ...Develop strong relationships with both personal and professional contacts Create and...
Personal
Full time
Temporary work
Flexible hours
Northwestern Mutual
Lakewood, CO
13 hours ago
Healthcare Provider Finance, Supply Chain, HCM Consultant - Senior Manager
$124k - $280k
...a Healthcare Provider Finance, Supply Chain, HCM Consultant... ...transformation. As a Senior Manager you will lead... ...serve as a strategic advisor through complex... ...holiday pay, vacation, personal and family sick leave,... ...adverse, and negative relationship to responsibilities such...
Personal
Senior
Full time
H1b
PwC
Denver, CO
4 days ago
Financial Advisor
...experienced and results-driven Financial Advisor to join us. If you're passionate about... ...'ll empower our members by providing personalized financial advice and strategic planning... ...needs of each member. Sales & Relationship Building: Follow a consultative sales...
Personal
Full time
Contract work
Work at office
Remote work
Monday to Friday
Cetera Financial Group
Denver, CO
4 days ago
Associate Wealth Advisor (Denver, CO)
$95k - $110k
Why Work at Mercer Advisors?For more than 40 years, Mercer... ...focuses on deepening relationships with an established... ...leverage to the Senior Wealth Advisor and their... ...Economics, Accounting or Finance related); Master’s degree... ...Consultant (ChFC), Personal Financial Specialist (...
Personal
Temporary work
Work at office
Local area
Remote work
Monday to Friday
Flexible hours
Mercer Advisors
Denver, CO
4 days ago
Virtual Financial Advisor - Denver - Hybrid
$23.8 - $26.45 per hour
...Virtual Financial Advisor – HybridDenver, ColoradoBring your skills to a deeply purposeful... ...at Thrivent, you'll:Leverage your relationship-building skills and build sales experience... ....Meet with clients virtually to provide personal, actionable and achievable advice and connect...
Personal
Hourly pay
Full time
Work at office
Local area
Remote work
3 days per week
Thrivent Financial for Lutherans
Denver, CO
3 days ago
Business Development Financial Advisor
$125k - $175k
...seeking a Business Development Financial Advisor who will assist in bringing in new... ...others:ResponsibilitiesDevelop Client Relationships: Work directly within custodial distribution... ...surrounding you with opportunities for personal growth.Our Employee Benefits Package...
Personal
Temporary work
Work at office
Local area
Immediate start
Flexible hours
CAPTRUST
Denver, CO
5 days ago
Audit Senior, Supervisor or Manager
...Bachelor's degree in Accounting or Finance or a similar... ...becoming a trusted financial advisor to their clients.So if you are... ...Support and motive audit and senior staff, as well as review work... ...bonus plan Two weeks vacation + personal time accrual at a rate of .77...
Personal
Senior
CyberCoders
Louisville, CO
8 days ago
Financial Advisor/Wealth Manager - Denver, CO
$100k
...Financial (a Florida Financial Advisors Company) provides the... ...their own. You don’t need prior finance experience to join our team,... ...traditional focus of our clients’ personal and financial lives by... ...desired goals Maintain strong relationship with clients, helping them...
Personal
Permanent employment
Work at office
Local area
Four Corners Financial Advisors (FCFA)
Englewood, CO
16 hours ago
J.P. Morgan Wealth Management - Executive Director, Wealth Advisor
...businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning... ...and ability in understanding clients’ financial situations and personal circumstances ~ Must be able to coach colleagues, Financial Advisors...
Personal
Local area
Testing Site - JPMC
Denver, CO
3 days ago
Senior Home Lending Advisor- Denver CO
...high-energy team as a Senior Home Lending Advisor in Chase Home... ...Works together with bankers, meets with their customers... ...-line reporting relationships. Builds role as the... ...services, including personal banking, credit cards, mortgages, auto financing, investment advice,...
Personal
Senior
Work experience placement
Local area
Immediate start
Relocation
Aumni
Denver, CO
4 days ago
Senior Private Banker
$140k - $250k
...offer a full range of relationship-focused services to meet personal, business, and wealth-management... ...of a full-time Senior Private Banker at our Denver, CO... ...families. As a trusted advisor, this position manages... ...Degree in Accounting, Finance, or other related field...
Personal
Senior
Full time
Flexible hours
Sunflower Bank, N.A.
Denver, CO
17 days ago
Financial Advisor
$175k - $330k
...Financial Advisor (Client Relationship & Financial Planning) If you're someone who enjoys building relationships, helping others, and creating... ...and business owners to understand their goals. Create personalized financial plans that align with each client's unique...
Personal
Immediate start
Flexible hours
Tailored Management Services
Denver, CO
4 days ago
Finance Transformation Consultant - Finance Operations, Senior Manager
$124k - $280k
...Operations practice, within Finance Consulting services,... ...as a strategic advisor, you leverage your influence... ...reporting. As a Senior Associate, you will mentor... ...strong client relationships. You will deepen your... ...outcomes and grow your personal brand. ResponsibilitiesEnhance...
Personal
Senior
Full time
H1b
PwC
Denver, CO
8 days ago
Merrill Advisor Development Program - Financial Advisor: Greater Denver Market
$80k - $90k
...Advisor Development Program - Financial Advisor Merrill Wealth Management is a leading provider of comprehensive wealth management... ...help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe...
Personal
Interim role
Work at office
Local area
Immediate start
Shift work
Day shift
Bank of America
Englewood, CO
2 days ago
Financial Advisor - PNC Wealth Management
$57.75k - $96.25k
...the company's success. As a Financial Advisor within PNC Wealth Management, you will... ...planning experts guide you in creating personalized solutions on behalf of you and your clients... ...Acquires, expands and maintains client relationships through business development and client...
Personal
Full time
Temporary work
Part time
Work experience placement
Work at office
PNC Financial Services Group, Inc.
Denver, CO
11 hours ago
Commercial Banking Relationship Manager
$83.38k - $163.3k
...Commerce Banking Relationship ManagerBuilding a career here is more than just steps on a ladder... ...new businessServe as the primary advisor for an assigned portfolio of diverse and... ...life insurance, paid vacation, and paid personal time. In addition, we offer career development...
Personal
Full time
Bank staff
Shift work
Commerce Bank
Denver, CO
4 days ago
Senior Manager, Business Risk
...work, innovative thinking, and personal accountability are qualities... ...Transamerica Financial Advisors, 2) Protection Solutions and... ...Transamerica Corporate, which includes Finance, People and Places, General... ...levels of managementStrong relationship-building and collaboration...
Personal
Senior
Full time
Contract work
Work at office
Remote work
Worldwide
Visa sponsorship
Transamerica
Denver, CO
6 days ago
Senior Investment Associate
$160k - $215k
...currently searching for a Senior Investment Associate... ...management teams, advisors, and other market participants... ...build and maintain relationships with investment... ...Bachelor’s degree in finance, economics, accounting... ...culture is grounded in personal growth and employee well...
Personal
Senior
Temporary work
Work at office
Local area
Flexible hours
Alder Companies
Denver, CO
5 days ago
Senior Banker
$25.97 - $31.75 per hour
...financial center clients, helping to uncover personal banking needs of both individual and... ...include deepening client relationships through platform services, supporting clients... ...Degree or Bachelor’s Degree in business, finance or a related field Experience working...
Personal
Senior
Hourly pay
Work at office
Flexible hours
Shift work
Weekend work
Day shift
NBMBAA
Arvada, CO
11 hours ago
Personal Banker Denver Metro Area
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE... ...this frontline role, you will build relationships with customers by supporting everyday... ...digital tools to help them manage their finances with confidence. You will support account...
Personal
Work experience placement
Flexible hours
Wells Fargo
Arvada, CO
2 days ago
Senior Banker
$25.97 - $31.75 per hour
...financial center clients, helping to uncover personal banking needs of both individual and... ...include deepening client relationships through platform services, supporting clients... ...Degree or Bachelor's Degree in business, finance or a related field Experience working in...
Personal
Senior
Hourly pay
Work at office
Flexible hours
Shift work
Weekend work
Day shift
Bank of America
Arvada, CO
3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Relationship Banker & Personal Finance Advisor. Be the first to apply!