Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Client-Focused Retail Banking Advisor

Bank of Montreal

Bank of Montreal in Plano, TX, seeks a Retail Banking professional to deliver exceptional service and identify customer needs, guiding clients toward tailored financial solutions across branch and digital channels. You will engage in needs assessments, propose lending, deposit and investment options, and support transactions while following regulatory requirements. This role emphasizes teamwork and risk-aware, customer-centric growth. #J-18808-Ljbffr Bank of Montreal

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Client-Focused Retail Banking Advisor in Plano, TX vacancy
  •  ...off delicious menu items ~ Flexible schedules in a fun, team-focused environment ~ Paid time off, medical, dental & vision benefits...  ...supervisors, co-workers, and non-employees such as customers, clients, vendors, consultants, etc. Any conduct in violation of these company... 
    Suggested
    Local area
    Immediate start
    Flexible hours
    Shift work
    Night shift

    Smashburger

    Richardson, TX
    2 days ago
  • $110k - $130k

     ...Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Sales Associate in Commercial Banking, you will play an integral part in contributing to new sales targets,... 
    Suggested
    Work at office

    JPMorgan Chase Bank, N.A.

    Plano, TX
    3 days ago
  •  ...school diploma or equivalent required. Previous experience in retail, service, or fitness sales strongly preferred. Experience in a customer-facing role with a focus on relationship-building and client satisfaction. Interest or passion for fitness, wellness, and... 
    Suggested
    Hourly pay
    Temporary work
    Work at office
    Afternoon shift

    Spartan Fitness Llc

    Richardson, TX
    1 day ago
  •  .... SWTHZ is the leading luxury boutique contrast therapy studio focused on accelerating the adoption of deliberate exposure to heat and...  ...front desk operations including check-ins, payment processing, and client care Maintain a clean, welcoming studio space, including... 
    Suggested
    Full time
    Flexible hours
    Afternoon shift

    SWTHZ - Contrast Therapy Studio

    Parker, TX
    2 days ago
  •  ...retention, and growth while assisting the Account Executive to focus on business development efforts in the market. The Sales Associate...  ...) in ensuring a successful delivery of services for their clients. This position reports to the Director of the Division. Role... 
    Suggested
    Full time
    Contract work
    Work at office

    FMGI, Inc.

    Plano, TX
    3 days ago
  • $15 - $19.5 per hour

     ...store operations. This role blends luxury‑retail service, omni‑channel selling, and team...  ...and Service standards. Build lasting client relationships through personalized styling...  ...added in brainstorming settings. Customer Focus: Is dedicated to meeting the expectations... 
    Minimum wage
    Flexible hours
    Shift work
    Night shift

    Tapestry

    Parker, TX
    13 hours ago
  •  ...Full-Time ONSITE Serenity is growing its client-facing team and we're looking for a Member...  ...experience. Ideally in hospitality, retail, concierge, sales-adjacent, or premium service...  ...personally, you learn from it and stay focused on the outcome ~ Strong active listening... 
    Full time
    Immediate start
    Shift work

    Serenity Healthcare, LLC

    Richardson, TX
    2 days ago
  • A global investment firm is seeking a Private Client Adviser in Plano, Texas. This role involves engaging with Canadian high-net-worth clients through phone calls, analyzing their financial needs, and offering investment solutions. Candidates must have a minimum of 2 years... 

    Fisher Investments

    Plano, TX
    3 days ago
  • $400 - $600 per week

     ...inbound sales calls, promote and sell Mosquito Squad services, with a focus on our 14-day barrier treatment program. While working a...  ...new and former customers • Complete required forms / update CRM client record Qualifications • Highly motivated and determined • Excellent... 
    Hourly pay
    Part time
    Flexible hours

    Mosquito Squad

    Richardson, TX
    3 days ago
  •  ...innovative, and have the best culture in retail. Join our team today! The Sales Associate...  ...in promoting a customer and product-focused sales culture, where our values and guiding...  ...goals including gift card sales. Signs up clients for reward program. Builds and... 
    Local area
    Flexible hours
    Shift work
    Night shift

    Chico's FAS

    Plano, TX
    2 days ago
  •  ...for supporting Management in promoting a customer and product-focused sales culture, where our values and guiding principles are at the...  ...achieves add on goals including gift card sales. Signs up clients for reward program. Builds and maintains a solid customer following... 
    Local area
    Flexible hours
    Shift work
    Night shift

    Chico's FAS

    Plano, TX
    4 days ago
  • $15 per hour

     ...an exciting growth journey with the best Retail Team in the industry. Our culture is...  ...about delivering a transformational client experience, building our brand one customer...  ...There's no "I" in Tory Client & Brand Focused – We put ourselves in Tory's shoes Live... 
    Casual work
    Flexible hours
    Shift work
    Night shift
    Weekend work
    Afternoon shift

    Tory Burch

    Parker, TX
    3 days ago
  •  ...We have an opening for a talented Retail Associate to support the preparation and delivery...  ..., manage daily responsibilities with a focus on quality and efficiency, maintain accurate...  ...of company offerings to better serve clients. To excel in this position, you should have... 
    Weekly pay
    Flexible hours
    Shift work

    TradeJobsWorkForce

    Plano, TX
    5 days ago
  • $9.72k - $16.52k

     ...The Defense Solutions Industry Verticals Product Advisor is responsible for developing and executing product strategies that support...  ...strategy expertise, and a demonstrated ability to develop customer-focused solutions that address mission-critical logistics,... 
    Full time
    For contractors

    Federal Express Corporation

    Plano, TX
    13 days ago
  • $9.72k - $16.52k

     ...The Aerospace Solutions - Industry Verticals Product Advisor is responsible for developing and executing product strategies that support...  ...stakeholders to identify needs and develop innovative customer-focused solutions. Apply customer-centered design principles to... 
    Full time
    Work at office

    Federal Express Corporation

    Plano, TX
    13 days ago
  • $11.13 per hour

     ...Overview As a Part Time Retail Store Associate at Office Depot, your part-time role is...  ...activities, and prioritizing unparalleled client satisfaction. The Store Associate will...  ...training tools and process inventory. Client focused, positive and engaging, action oriented,... 
    Hourly pay
    Minimum wage
    Part time
    Work at office
    Local area

    The ODP Group, LLC

    Plano, TX
    4 days ago
  • $14.25 - $15 per hour

     ...The Team Player is to deliver a great client experience through assessing needs, product...  ..., depth perception and ability to adjust focus Must be able to have manual dexterity...  ...functions of the job within the environment. RETAIL LOCATIONS: Works with the public in an... 
    Hourly pay
    Temporary work
    Part time
    Summer work
    Seasonal work
    Local area
    Flexible hours
    Shift work
    Night shift

    ASICS

    Parker, TX
    1 day ago
  • $12.5 per hour

     ...The Workforce Development Program assists clients with assessments, education, job...  ...landfills. Every dollar that is generated from retail stores is invested back into creating employment...  ...the Values Results Driven Customer Focus Communication Job Skills Knowledge... 
    Hourly pay
    Flexible hours
    Afternoon shift

    Goodwill Dallas

    Plano, TX
    4 days ago
  •  ...ideas to the company's overall success. Employee Owned. Customer Focused. At Highland Homes your career can begin as a Part-Time...  ...fashion. The PTSA must also be familiar with all build-to-suit clients, their plans and the progress of their homes. As needed, the PTSA... 
    Hourly pay
    Contract work
    Part time
    Work at office
    Home office
    Flexible hours
    Day shift
    Afternoon shift

    Highland Homes

    Plano, TX
    4 days ago
  •  ...Retail Banking Specialist - San Diego, CA Branch Come join our thriving retail banking team and bring your passion for great customer service...  ...knowledge and a friendly, responsive approach. Rather than focus on sales goals, the Bank is known for our competitive rates,... 
    Work at office
    Local area
    Relocation
    Monday to Friday
    Night shift

    Monet

    Addison, TX
    1 day ago
  •  ...innovation are imperatives for all Banking & Financial Services firms,...  ...and Financial Services (BFS) clients in North America. This role...  .... You will act as a trusted advisor and thought leader, helping...  ...Specialist / solution-led sales focused on "value-add" offerings at... 

    NTT DATA

    Plano, TX
    3 days ago
  • Talbots is seeking a part-time retail associate at Store 00109 Plano, TX to deliver exceptional customer experiences and build lasting client relationships. You will work in a fashion-forward environment, helping clients with styling and product recommendations while representing... 
    Part time
    Weekend work
    Afternoon shift

    KnitWell Group

    Plano, TX
    2 days ago
  • $37.24k - $55.86k

     ...Associate provides operational support, working closely with sales, client management, sales support, and leadership teams to ensure...  ...above and beyond to prepare them for the life they want to live, focusing on their overall well-being — mind, body, and wallet. As one of... 
    Full time
    H1b
    Work at office
    Work from home
    Visa sponsorship
    Work visa
    Flexible hours
    1 day per week

    Guardian Life

    Plano, TX
    3 days ago
  • $19.8 - $22.9 per hour

     ...role at Sephora: As a Beauty Advisor , you’ll be the face of Sephora—welcoming every client with warmth, confidence, and a...  ...week Be available during peak retail operations (nights, weekends...  ...retail, hospitality, or client-focused environment A passion for beauty... 
    Hourly pay
    Full time
    Part time
    Flexible hours
    Shift work
    Night shift
    Weekend work

    Sephora

    Plano, TX
    1 day ago
  •  ...enhanced value that delivers results for our clients and partners. We're on the lookout for...  ...impact. Job Overview The Retail Support Specialist (RSS) delivers hands-on...  ...Provide professional, friendly, and solution-focused support to AT&T customers inside national... 
    Flexible hours
    Afternoon shift

    DSI Systems

    Plano, TX
    4 days ago
  •  ...general upkeep, gain knowledge of company offerings to better serve clients, and respond promptly to inquiries and resolve basic issues....  ...procedures and company policies, manage daily responsibilities with a focus on quality and efficiency. To excel in this position, you should... 
    Weekly pay
    Flexible hours
    Shift work

    TradeJobsWorkforce

    Plano, TX
    4 days ago
  • Cigna-Evernorth Services Inc. seeks a Product Owner Senior Advisor for the Plano, TX location to drive development and innovation of healthcare...  ...Services, we are committed to enhancing the lives of our clients, customers and patients. Join us in driving growth and... 
    Full time
    Local area
    Work from home

    CIGNA

    Plano, TX
    3 days ago
  • $14 per hour

     ...sell Massage Envy’s membership programs, retail products, and premium services to meet or...  ...make personalized recommendations to match clients with the right wellness solutions....  ...Maintain a time management plan to stay focused and maximize sales opportunities throughout... 
    Full time
    Part time

    Pcrk Group

    Rowlett, TX
    12 hours ago
  •  ...while experiencing a fulfilling and rewarding professional path. Responsibilities of Sales Associate : Cultivate and maintain client relationships through effective communication. Deliver impactful and informative product presentations. Conduct virtual... 
    Full time
    Contract work
    Remote work
    Work from home
    Visa sponsorship

    Stratford Davis Staffing Llc

    Plano, TX
    12 hours ago
  • $80k

     ...You’ll Do as a Remote Sales Associate: Connect with potential clients to understand their financial goals and challenges ....  ...job, it’s an opportunity to truly change lives . As a trusted advisor, you’ll help individuals and families secure their financial futures... 
    Full time
    Remote work

    Christiansky Agency

    Plano, TX
    12 hours ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Client-Focused Retail Banking Advisor. Be the first to apply!