Phone Banking Advisor - Financial Solutions Expert
Bank of America ATM
Bank of America is seeking a role in its in-house client solutions team. The role focuses on connecting clients with a broad range of banking solutions to meet financial goals, balancing service with sales opportunities, and providing subject-matter expertise on financial products. Responsibilities include building relationships, answering inquiries, selling and fulfilling banking products, and guiding clients to the best options while managing risk and ensuring compliance. #J-18808-Ljbffr Bank of America
$28.85 - $33.65 per hour
...Loan Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...an impact. As a Financial Solutions Advisor Stage I (FSA I), your journey... ...begin your role in a phone‑based capacity until another...TelephoneHourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...Loan Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...potentially begin your role in a phone-based capacity until another...TelephoneTemporary workWork at officeMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...Loan Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...potentially begin your role in a phone-based capacity until another...TelephoneTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$70k - $80k
...Loan Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...potentially begin your role in a phone-based capacity until another...TelephoneTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Loan Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...comprehensive advice and customized solutions to clients to help them... ...potentially begin your role in a phone-based capacity until another...TelephoneTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$70k - $80k
...Loan Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...and banking and money managed solutions Recommends banking and investments... ...begin your role in a phone‑based capacity until another...TelephoneTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$28.85 - $33.65 per hour
...FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...Originators; FINRA. At Bank of America, we are guided by... ...common purpose to help make financial lives better through the power... ...Join us! As a Financial Solutions Advisor Stage I (FSA I), your... ...potentially begin your role in a phone-based capacity until another...TelephoneWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...brand of relationship banking and fostering a... ....Think of us as financial partners, because... ...client assets. Our advisors average $575,000 in... ...insurance subject expert whose function is... ...LTC and Insurance solutions.About the Role:A Senior... ...rapport via phone, webinar, and in person...TelephoneFull timeImmediate start
$22 - $28 per hour
...Standards and providing customized solutions to help clients achieve their financial goals. This includes offering... ...often collaborating with internal Bank partners. Relationship bankers are... ...services.Performs proactive outbound phone calls to current and prospective consumer...TelephoneWeekend work- Bank of America in Tarzana, CA is hiring a Financial Solutions Advisor Stage I to guide clients through initial licensing steps (SIE, Series 7/66) and to build lasting client relationships. The role starts in a financial center, focusing on core banking, investments, and...
$28 - $33 per hour
Overview Financial Solutions Advisor Registration Candidate - South Bay Market. This requisition contains... ...opening for every location listed. At Bank of America, we are guided by a common... ...unlocking community knowledge in a new way. Experts add insights directly into each...Full timeInternshipWork at officeImmediate startMonday to FridayShift workDay shift- Bank of America is hiring a Financial Solutions Advisor Stage I to begin by obtaining Securities Industry licenses (SIE, Series 7 and 66) through dedicated classes, building the foundational skills to advise clients and manage relationships. Once licensed, you will work...Work at office
- ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...them, both in person and over the phone, to build lasting relationships, understand... ...and connect them to our team of experts to help with specialized financial...TelephoneImmediate startAfternoon shift
$22 - $28 per hour
...Standards and providing customized solutions to help clients achieve their financial goals. This includes offering... ...often collaborating with internal Bank partners. Relationship bankers are... ...services. Performs proactive outbound phone calls to current and prospective...TelephoneWeekend work- U.S. Bank seeks a Premier Relationship Banker to cultivate strong client relationships across in-branch, appointment, and virtual channels... ..., educate customers on deposits and loans, and promote digital solutions while supporting occasional work at nearby locations. The role...Casual work
- Empyrean Solutions specializes in Financial Risk and Performance Management solutions for financial institutions... ...modelers, data analysts and product experts of the Professional Services team... ...2026. Interest or experience in banking, financial risk management or financial...
- U.S. Bank in Tahoe City, CA seeks a Relationship Banker to build strong client relationships, open accounts, and advise on banking solutions. The role emphasizes proactive outreach, digital product guidance, and accurate processing of customer needs. You will greet clients...
$22 - $25 per hour
...come join our team! At Cathay Bank - we strive to provide a... ...can make a difference in the financial future of our communities. Responsible... ..., make appropriate financial solutions and recommendations and... ...appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial...Full timeFlexible hoursWeekend work- ...through integrated, customized solutions that blend risk strategy, digital... ...are looking to add an experienced Financial Services Cyber Intelligence Subject Matter Expert to an already outstanding team.... ...to the threat landscape facing banks, insurance companies, private equity...Temporary workWork experience placementLive inWork at officeLocal area
- ...utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly... ...them, both in person and over the phone, to build lasting relationships, understand... ...and connect them to our team of experts to help with specialized financial...TelephoneImmediate startAfternoon shift
$50k - $100k
...Centinela Ave Job Family Group: Retail Banking Sales & Service Join us in building something... ...provides advice and guidance regarding financial solutions that are in the best interests of... ...the use of social media, tablets, Smart phones, online tools, and applications....TelephoneContract workPart timeLocal areaImmediate startDay shift- Bank of America is seeking a client‑facing financial professional to plan and execute financial strategies using brokerage products and banking services. You will align investment options with client goals while ensuring regulatory requirements are met. A Securities license...Work at office
$21 - $27 per hour
...Summary & Mission: We, at Tri Counties Bank, believe in the vision of the helpful and... ...attention and care, learning about their financial circumstances, assisting them with... ...banking more convenient. Employ appropriate solutions for customers. Follow through and honor...TelephoneHourly payLocal area- ...Reinvention and we help the world's leading Financial Services organizations reinvent finance... ...faced by Finance executives in banking, insurance and capital markets, helping... ...configure planning, forecasting, and reporting solutions on leading EPM platforms under the direction...Live inWork at officeLocal area
- Live In Enid is seeking a Teller to join our front-line banking team in California. You will handle cash and a variety of transactions, providing accurate, friendly service to customers in lobby or drive-through settings. Responsibilities include promoting a welcoming environment...Live in
- ...referral sources such as realtors, builders, financial service providers and others as well as... ...financial information (tax returns, bank statements) and other related documents that... ...deadlines with minimal supervision Excellent phone and service skills Develop and maintain...TelephoneWork at officeRemote work
$133k - $200k
...the Role:Serves as the key banking relationship manager for assigned... .... Maintains a "trusted advisor" role, engaging in dialogue... ...banking insights and solutions. Drives financial performance through profitable... ...as the Commercial client “expert” and the go-to-person providing...Full timeWork at office$58k - $69k
...application services. our consulting and Industry solutions help organizations and society move... .... As a Global Top Employer, we have experts in more than 50 countries. We also offer... ...will never ask for payment or banking information and will only use @nttdata.com...Temporary workWork experience placementWork at officeRemote workFlexible hours$21 - $24 per hour
TITLE: FINANCIAL SERVICE REPRESENTATIVEII (TELLER II) DEPARTMENT: ARDEN BRANCH REPORTS TO: ASSISTANT... ...in Synapsys and conducts follow up via phone/email to ensure members’ needs have been... .... *Enroll members in online and mobile banking. *Identifies and reports fraudulent...TelephoneHourly payTemporary workWork experience placementWork at office
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