Lending & Financial Solutions Advisor
Gulf Coast Educators Federal Credit Union
Gulf Coast Educators Federal Credit Union is seeking a reliable Financial Sales Representative to join our lending department. Located in Pasadena, Texas, this role involves building strong member relationships and achieving established sales goals. Your responsibilities will include interviewing loan applicants, preparing loan documents, and ensuring compliance with lending regulations. A thorough understanding of regulations such as the Truth in Lending Act and Bank Secrecy Act is essential for success in this role. #J-18808-Ljbffr Gulf Coast Educators Federal Credit Union
- Gulf-Coast-Educators-Federal-Credit-Union is seeking a reliable Financial Sales Representative in Pasadena, Texas. This role entails... ...relationships, achieving sales goals, and an extensive knowledge of lending regulations. You will prepare loan applications and ensure...Suggested
- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Pearland, Texas; Houston, Texas; Sugar Land, Texas; Rosenberg, Texas; Baytown, Texas; Pasadena, Texas To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
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- ...Financial Solutions Advisor - Registration Candidate - South Houston Area Houston, Texas;Pearland, Texas; Houston, Texas; Sugar Land, Texas; Pearland, Texas; Galveston, Texas; Baytown, Texas To proceed with your application, you must be at least 18 years of age....SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...Quality Talent Group is hiring for a banking position in Pasadena, Texas. Join a top-ranked financial services firm that prioritizes talent development and inclusivity. The role offers a comprehensive benefits package including health coverage, 401(k), and tuition reimbursement...SuggestedBank staff
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- ...Small, and Business Banking division. This role offers a chance to build strong customer relationships while providing tailored financial solutions. The ideal candidates will have a commitment to customer service and meet Loan Originator requirements. Comprehensive...
- ...advice tailored to suit their financial needs. As a Private Client... ...Specialists (Private Client Advisors, Mortgage Bankers and Business... ...with Dodd Frank/Truth in Lending Act* ~ High school degree, GED... ...and cities grow, delivering solutions to solve all their financial...Immediate startAfternoon shift
- ...Bank of America Financial Center Position At Bank of America, we are guided by a common... ...life priorities and connecting clients to solutions that meet the financial goals.... ...partnering with experts in small business, lending, and investments Manages financial center...Work at officeFlexible hoursShift workWeekend workDay shift
- ...conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that meet the financial goals. Location This... ...by partnering with experts in small business, lending, and investments Manages financial center traffic...Flexible hoursShift workWeekend workDay shift
- A leading financial services company in Webster, TX is seeking a Financial Advisor to help clients with personalized financial planning. This role involves building a client base, presenting financial solutions, and leveraging industry-leading training. Ideal candidates...Full time
$50k - $80k
Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. Base pay range $...Full timeWork at officeFlexible hours- ...opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners... ...'s share of wallet. Positions PNC solutions to drive new revenue and customer... ..., Problem Solving, Prospecting., Retail Lending, Selling., Understanding Customer Needs##...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Bank of America in Pearland, Texas is seeking a Financial Advisor. You will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Responsibilities include triaging client leads, recommending products, and conducting...Monday to Friday
- ...bankers in Kemah, Texas for full-time and part-time roles in their Consumer, Small, and Business Banking division. Join a leading financial services employer recognized for career development and inclusive culture. This opportunity offers a comprehensive benefits package...Full timePart time
- ...effective sales and service. The role focuses on developing commercial banking relationships, enhancing profitability, and complying with lending policies. The ideal candidate will possess 3-5 years of lending experience and strong skills in communication, marketing, and...
- ...Shell Wealth Services Advisor Fairmont - Pasadena, TX 77505 Overview Position Type... ...- Friday : 9:00 AM - 5:00 pm A Financial Advisor with Shell Wealth Services shapes... ...and develop a service model to provide solutions that support their financial goals. Achieve...Full timeLocal areaMonday to FridayFlexible hoursShift work
- ...kitchen and bath projects. The role involves greeting customers, providing design guidance, and using design tools to propose tailored solutions. Designers will also highlight promotions and ensure a clean, welcoming showroom. Experience in customer service or retail is...
- ...support to members. This role focuses on building and maintaining relationships, assisting with account management, and recommending financial products. The ideal candidate has a high school diploma, at least two years of customer service or financial service experience,...Full timeFlexible hours
- ...relationships with clients to meet their financial needs. Follow established processes and... ...partnering with experts in small business, lending, and investments. Manage financial... ...‑solving skills to identify and deliver solutions that meet client needs. Effective communicator...Flexible hoursShift workWeekend workDay shift
- ...Financial Sales Representative GCEFCU is looking for a Financial Sales Representative who is reliable, driven and takes pride in building strong member relationships to join our lending department. This position will be located at our Mortgage and Insurance building...
$18.5 per hour
...relationships while supporting branch operations and financial services. This role identifies member financial needs and provides solutions such as new accounts, loan products, and... ...and recommend appropriate banking and lending solutions • Process loan applications,...Weekly payFull timeTemporary workPart timeShift workRotating shift- ...professional, and personal service to all members. Assist members and potential members with their financial service needs; explain products and services, offer solutions to member issues, respond to problems and direct members to the appropriate team members when...Full timeMonday to FridayFlexible hoursShift workRotating shift
$102k - $150k
...with Development, revenue modeling, and risk assessment to inform pricing, development and investment decisions Provide strategic financial insights to the development team to support negotiations with counterparties, customers & off takers Maintain and develop transaction...Full time- ...Meets with clients to gather, discuss, and understand personal financial information such as current income, expenses, insurance... ...accounts including wrap accounts, SMA’s, professionally managed solutions, mutual funds, ETF’s, UIT’s and structured investment products...Work at officeImmediate start
- A leading insurance and financial solutions firm in Webster, Texas is seeking driven individuals for an entry-level role to create personalized insurance solutions. You will work closely with clients, nurturing relationships while receiving extensive support for career...Full timeTraineeship
- A dynamic financial services firm in Webster, TX is seeking a Financial Advisor to build long-lasting client relationships and deliver comprehensive financial guidance. The ideal candidate has 3+ years of experience, holds CFP® or CFA credentials, and possesses an active...
- Qualifications At least 18 years of age High school diploma, high school equivalency or currently attending high school Ability to communicate clearly and professionally in both Spanish and English Six months of work experience in a retail or customer service environment...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...members and building and maintaining relationships with members to help them achieve their financial goals. The role identifies members’ financial needs and offers appropriate solutions, such as opening new accounts, providing loan options, and assisting with investments....Hourly payFull timeContract workWork at officeShift work
- 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 customer relationships, new and existing account holders, to offer bank products...Work experience placementWork at officeFlexible hoursAfternoon shift
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