Financial Consultant
Nusenda Credit Union
Overview Nusenda Credit Union is dedicated to excellent member service, care for our community, and being a great place to work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their careers. Our competitive employee benefits include several health and wellness options, competitive 401(k) matching contributions, professional development, and tuition assistance and more! Thank you for your interest in joining the Nusenda team! Position We are currently seeking a Full-Time Financial Consultant to join our St. Michaels Branch who can work 37-40 hours per week , with open availability Monday-Saturday . What You'll Do Assist members with their financial needs through a consultative needs-based approach. Identify and educate members on value-added products/services to meet individual needs to include opening and closing accounts/memberships, consumer loans (excluding home loan products), and answering questions about products and services. Refer members to specialized departments, as needed. Support the Teller line, as needed. Handle problem resolution with your authority level. Process transactions in accordance with established policies, procedures, laws and regulations, and with a high degree of accuracy. What You’ll Need Three to five years of similar or related experience High School Diploma or GED Key Skills And Experience Knowledge of Teller and Platform Operations. Ability to provide exceptional service. Accuracy in numbers, procedural detail, processing, and balancing negotiable instruments. Must be able to handle multiple responsibilities, meet deadlines, deal with sensitive information and handle problem resolution. Effectively communicate with internal and external customers appropriately via in person, email, etc. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. #J-18808-Ljbffr Nusenda Credit Union
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...Suggested
- We are currently seeking a Full‑Time Financial Consultant to join our St. Michaels Branch who can work 37‑40 hours per week , with open availability Monday‑Saturday . As a Financial Consultant, you will be a trusted financial resource to existing and potential members...SuggestedFull timeLocal area
- ...someone who thrives onrecruiting, developing and mentoringothers. You’ll be responsible for identifying top talent, coaching new financial representatives, and cultivating a culture of service, growth, and long-term success. Key responsibilities Recruit, select and onboardnew...SuggestedLocal areaNight shift
- ...Experienced in leadership, networking, education, customer service, or other client‑facing roles Passionate about helping others succeed financially You do not need a traditional financial background. We’re looking for strong communicators and relationship builders who want to...SuggestedWork at officeImmediate start
$50k
Job Overview As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from over 100 years of history. We're...SuggestedWork at officeWork from homeHome officeFlexible hours- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...affords personal and professional growth opportunities. Learn more at Overview of Job Function Job Summary: Integral part of the Financial Planning and Analysis team. Responsibilities include financial planning and analysis on a corporate level; budgeting, forecasting,...Local areaShift work
- ...A global financial services company seeks a Financial Advisor for their Advisor Development Program in Santa Fe, New Mexico. The role... ...communication skills and will engage with clients through a consultative approach. Comprehensive training and mentorship will be provided...Traineeship
$38.92k - $57.24k
...and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well‑being while making banking easy. UMB's branches offer many opportunities to...Local areaFlexible hoursAfternoon shift$38.92k - $57.24k
...product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being... ...-BW2 Who we are We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we...Local areaFlexible hoursAfternoon shift$44.69k - $54.62k
...relationships and recommending and selling products and services. They use product knowledge in every interaction to identify needs and offer financial solutions that help customers secure financial well‑being while keeping banking easy. A Personal Banker receives extensive...Local areaFlexible hoursAfternoon shift- ...and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of...Full timeWork at officeLocal area
- ...work. We strive to make a positive difference in the lives of our members and the communities we serve to help them achieve their financial goals. Diversity, equity, and inclusion are part of our culture and values. As an employer of choice, we invest in people and their...Local area
- ...production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within...
$35.75k - $52.04k
...request. California Privacy Notice If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB. #J-18808-Ljbffr UMB Financial CorporationLocal areaFlexible hoursAfternoon shift$40 per hour
A cybersecurity company is seeking experienced professionals to evaluate AI-generated content and tackle technical problems within the cybersecurity field. Candidates should have at least 2 years of experience, coding skills, and strong analytical abilities. This role offers...Remote jobHourly pay$40 per hour
A leading tech company is seeking experienced cybersecurity professionals to join their team, focusing on evaluating AI-generated security content. Candidates should have at least 2 years of experience in cybersecurity roles such as penetration testing or incident response...Remote jobHourly payFlexible hours$20 - $24 per hour
...SolomonEdwards SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational and technology consulting and operations support. We work with some of the world’s most prominent companies to help them envision and...Hourly payWork experience placementWork at officeLocal area$25.93 - $41.43 per hour
...relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us. INCLUSION AND EQUAL OPPORTUNITY...Hourly payWork at officeRemote work- ## Financial Services RepresentativeApplylocations: Santa Fe, NMtime type: Full timeposted on: Posted Yesterdayjob requisition id: REQ - 5356****Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to...Work at officeLocal area
$25.93 - $41.43 per hour
City National Bank is seeking a Mortgage Loan Processor III in Santa Fe, NM. This role involves processing home equity lines of credit, purchases, and refinances, ensuring timely loan closings. Candidates must have a high school diploma, at least 3 years of mortgage experience...Hourly pay- Job Title Financial Services Representative Job Description Summary The Financial Services Representative serves as the bank's front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions...Work at office
- Responsibilities Maintains proactive communication with loan originators, members, and internal partners to resolve issues and provide updates. Manages loan pipeline to meet service level agreements, processing timelines, and closing deadlines. Reviews applications to ...Work at office
$15 per hour
Hourly Pay: Starting at $15 What you’ll do: Guide customers toward upward credit mobility through good financial choices. Provide top-tier customer service, assisting customers with questions, concerns, and products. Process and prepare loan applications. Take and...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$101.23k - $172.36k
...Investment Consultant What is the opportunity? Expand and deepen the network of Independent Financial Advisors, CPAs and attorneys referring clients to Rochdale and to communicate and meet high net worth investors who have expressed an interest in CNR investment services...Remote work- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$20 - $23.53 per hour
...Experience: Education or experience equivalent to a High School diploma or G.E.D certificate, in addition to 2-3 years of banking, financial operations or related experience. Experience working with the New Mexico Motor Vehicle Department (MVD) is preferred but not...Hourly payWork at officeLocal areaRemote work- ...and compliance support provided by Corporate! Proven track record developing referral partner relationships with Realtors, CPA's, Financial Planners, etc. Maintains a database of past clients for marketing purposes. History of closing at least 3-5 units per month. An...Remote work
- ...1892, we've been committed to serving our communities and supporting the team members who make it all possible. As a full‑service financial institution, we offer a full range of relationship‑focused services to meet personal, business, and wealth‑management financial objectives...Full timeWork at officeWeekend workAfternoon shift
$56.22k - $70.26k
...dealerships while adhering to the credit union's established policies and procedures. Competent with loan processing systems, financial software, and Microsoft Office Suite (Word, Excel, Outlook). Deliver high-quality service to both internal and external customers...Work at officeLocal areaWeekend work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- financial planning assistant Santa Fe, NM
- financial advisor training program Santa Fe, NM
- financial planning administrator Santa Fe, NM
- jde finance consultant Santa Fe, NM
- financial consultant Santa Fe, NM
- financial advisor development program Santa Fe, NM
- financial counselor Santa Fe, NM
- financial associate Santa Fe, NM
- financial advisor associate Santa Fe, NM
- finance associate Santa Fe, NM



