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
- ...Job Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...SuggestedTemporary workMonday to FridayShift workDay shift
- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Galveston, Texas; Baytown, Texas; Houston, Texas; League City, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas To proceed with your application...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- Bank of America seeks an entry- level Financial Solutions Advisor Stage I to begin with Securities Industry license training, including SIE, Series 7 and Series 66 exams. You will learn to acquire, build and manage client relationships, guiding them through their financial...SuggestedWork at office
- ...of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...to learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your...SuggestedWork at officeImmediate startMonday to FridayShift workDay shift
- ...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...SuggestedFull timeTemporary workPart timeWork experience placementWork at office
- ...Pasadena, TX is seeking a Full Time Loan Officer - Commercial SBA to join our commercial lending team. You will grow and retain profitable relationships by delivering value-added solutions, managing credit processes, and cross-selling banking products. The role requires...Full time
- ...This is accomplished by focusing on the delivery of value-added solutions to our clients and prospects that will help them reach their... ...experience is preferred. Typically, a minimum of 4 years direct lending or credit support related experience with focus on business relationships...Full timeWork at officeMonday to Friday
- ...to leverage that information in creating customized customer solutions. Managing Risk - Assessing and effectively managing all of... ...subject to additional background checks as required by Consumer Financial Protection Bureau regulations. Spanish Speaking - Preferred...Full timeTemporary workPart timeWork experience placementWork at office
$20.91 - $32.41 per hour
...Financial Counselor Inspired by faith. Driven by innovation. Powered by humankindness. CommonSpirit Health is building a healthier future for all through its integrated health services. As one of the nation's largest nonprofit Catholic healthcare organizations, CommonSpirit...Full time$20.91 - $32.41 per hour
...Job Summary and Responsibilities Provides financial counseling services for patients receiving or who have received services at the facility by administering hospital financial assistance programs. Responsible for counseling insured and uninsured patients regarding...- ...current security and compliance requirements and recommend security solutions or actions Assess network threats such as computer viruses... ...regarding regulatory issues pertaining to security in a financial institution Must have strong analytical and problem-solving...Full timeLocal areaFlexible hoursShift workNight shiftWeekend work
- ...hiring a Senior Consumer Relationship Banker to meet customers in person and by phone. You will identify needs and tailor solutions across lending, deposits, investments, and wealth options for Preferred Banking Households. You must be driven, able to work with a team,...
- The Personal Banker at Wellby Financial in La Porte, TX, will support branch staff and build relationships with members to help them meet financial goals. You will open accounts, present loan options, and assist with investments while delivering excellent service and meeting...
- Description 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 with the ability to...
$95.68k - $158.23k
The Senior Financial Analyst assists in all decision support functions as well as the annual operating and capital budget processes utilizing... ...care/ clinicsIdentifies problems or trends and evaluates for solutions. Research and prepare variance analysis and explanations ....Full timeTemporary workWork experience placementWork at officeLocal area- ...higher responsibilities within a supportive banking team. The position emphasizes strong communication, ability to educate customers about Regions solutions, and adherence to banking policies, with overtime eligibility and a performance-based incentive #J-18808-Ljbffr...
- ...relationships, and ensuring outstanding service while meeting sales targets. You will work closely with branch teams to deliver financial solutions tailored to member needs. Candidates must have a High School Diploma and at least two years of relevant experience, with...Full time
- ...Finance team. This role supports a broad range of accounting and financial activities, including accounting close, reconciliations,... ...Investigate discrepancies and support resolution with a practical, solution-oriented approach Cross-Functional Collaboration...For contractorsWorldwide
- * 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 and services * Follow...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...and building and maintaining relationships with members to help them achieve their financial goals. The role is expected to identify their financial needs and offer appropriate solutions, such as opening new accounts, providing loan options, and helping members with their...Hourly payFull timeContract workWork at officeShift work
- 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...
$57.72k
...both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering... ...Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations...Full timeWork at officeFlexible hours$57.72k
...both in person and on the phone to determine their financial needs, and meeting those needs by proactively offering... ...Households to include more complex, affluent solutions, wealth opportunities, investments, lending, debt consolidation, and in-depth saving conversations...Full timeWork at officeFlexible hours- ...provides hands-on support across accounting close, reconciliations, financial reporting, controls, audit readiness, and transactional... ...discrepancies, determine root causes, and coordinate practical solutions with the appropriate stakeholders. Document procedures, recurring...Full timeFor contractorsLocal areaShift work
- Bank of America in Pasadena, TX is hiring a Financial Advisor to deliver personalized financial guidance and plan development for clients. You will work with brokerage products, banking solutions, and investment strategies to meet client goals, triage referrals, and build...
- Prosperity Bank seeks a Full Time Loan Officer in Pasadena to grow and retain profitable relationships by delivering value-added solutions. The role requires seasoned client relationship skills, product knowledge, and strong transaction execution. Credit process management...Full time
- ...self-service transactions, while building relationships to meet financial goals. You will process cash transactions, educate clients on online and mobile banking, and collaborate with experts in lending and investments. Weekend and extended hours may be required; training...Weekend work
- First Community Bancshares, Inc. in Pasadena, TX, is seeking a full-time Teller to provide exceptional customer service in a high-volume bank environment. You will handle cash transactions, promote bank products, and ensure accurate processing while speaking Spanish and...Full timeFlexible hoursWeekend workAfternoon shift
- St. Luke's Health - Patients Medical Center seeks a financial counselor to assist patients with understanding and managing medical costs, including applying for financial assistance and charity programs. You will coordinate with physicians, patient access teams and external...
- Wellby Financial in Webster, Texas is seeking a dedicated Personal Banker to support branch banking teams and engage with members in achieving... ..., identifying financial needs, and offering appropriate solutions. The ideal candidate will have strong customer service and...
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