Client Solutions Advisor - Banking & Finance
National Black MBA Association
Bank of America is seeking an experienced client advisor to deliver personalized financial guidance and build strong client relationships across the full spectrum of borrowing and banking services. You will meet with clients, identify needs, and present tailored solutions to help them achieve their financial goals. The role emphasizes balancing sales goals with operational risk and exceptional client service, with deployment across market locations based on business needs and training at a #J-18808-Ljbffr National Black MBA Association
- Job Description:At Bank of America, we are guided by a common purpose to help make... ...Responsible Growth and delivering for our clients, teammates, communities and... ...make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining...SuggestedFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$28.85 - $33.65 per hour
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them achieve their...SuggestedHourly payTemporary workWork at officeFlexible hoursShift workDay shift$70k - $80k
...Bank Of America Financial Advisor At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and... ...comprehensive advice and customized solutions to clients to help them achieve their...SuggestedTemporary workWork at officeShift workDay shift$28.85 - $33.65 per hour
Job Overview As a financial advisor at Bank of America, you will provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. You will triage client leads, make referrals to business partners based on client needs and asset...SuggestedHourly payShift workDay shift- Financial Solutions Advisor - Washington DC Market At Bank of America, we are guided by a common purpose to help make financial lives better through the power... ...is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day....SuggestedTemporary workMonday to Friday
- Bank of America in Rockville, MD seeks a financial professional to advise clients, plan financial outcomes, and assemble brokerage and banking solutions. You will triage referrals, review goals, and tailor investment strategies to client needs, while pursuing required...
- Chase is seeking a Relationship Banker in a branch to represent our brand with hospitality, using banking solutions and fintech to serve clients in a welcoming environment. You will acquire, manage, and retain relationships while addressing clients' financial needs and...Weekend workAfternoon shift
$28.85 - $33.65 per hour
...responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key... ...products, such as stocks, bonds, mutual funds, annuities, and banking and money‑managed solutions. Recommend banking and investment...Hourly payTemporary workShift workDay shift- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...providing comprehensive advice and customized solutions to clients to help them achieve their financial...Temporary workWork at officeShift workDay shift
- Bank of America is seeking a role focused on delivering comprehensive financial advice and customized solutions to clients in Maryland. You will triage leads, refer to partners, and meet clients to review goals and recommend products. The position emphasizes SAFE Act registration...
$98k - $163k
Job Family:Finance & Accounting ConsultingTravel Required:Up to 10... ...Agencies (FCA) Energy & Environment clients. This group of clients... ...practice areas to bring integrated solutions that combine strategy,... ...recruitment event. Never provide your banking information to a third party...Full timeWork at officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda... ...of age. Acknowledge ( Bank of America employees are... ...Advisors and Wealth Management Client Associates help clients pursue... ...referrals Deliver customized solutions and the full resources of Bank...Work at officeShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Greater Maryland... ...of age. Acknowledge ( Bank of America employees are... ...Advisors and Wealth Management Client Associates help clients pursue... ...and executing highly customized solutions to meet client needs Recommending...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- Bank of America is seeking a Financial Advisor in Gaithersburg, MD to provide comprehensive guidance and customized solutions to clients. You will triage leads, refer to partners based on asset thresholds, and meet with clients to review goals and recommend products. Licenses...
$120k - $160k
...Credit Union is not only a great place to bank, but also a great place to work! We have... ...management, treasury, and business checking solutions to loan members. - Developing deposit... ...to mitigate risks while meeting clients' needs. - Monitoring the portfolio for...Temporary workLocal area$150k - $190k
...John Marshall Bank is looking for an experienced Commercial Lender... ...new commercial and consumer clients through networking, referrals... ...tailored financial solutions Interview applicants and evaluate... ...Bachelors Degree in Business, Finance or related field At least...Local areaFlexible hours$25.51 - $35.71 per hour
...Rockville, MD Capital Bank N.A. is headquartered in Maryland... ...consumer banking services to clients primarily in Maryland, DC, and... ...with cutting-edge technology solutions and a comprehensive suite of... ...meet crucial deadlines such as financing contingencies and closing...Hourly payWork at office- ...Relationship Manager under the SAFE Act to deepen client relationships with affluent and high‑net‑worth... ...holistic financial planning and tailored solutions. You will coordinate with product specialists to address banking, credit and investment needs, and lead high‑touch...
- ...are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly...Afternoon shift
$23.84 - $39.74 per hour
...record in relationship-based sales, branch banking, and retail banking are highly preferred... ...to provide proactive basic sales solutions through customer outreach for basic customer... ...to assess potential ways to add value to clients banking relationship and transition to...Hourly pay- Chase in Rockville, MD is seeking a Banking Services Associate to deliver attentive, friendly service and build lasting client relationships in-branch and over the phone. You will manage clients, tailor financial solutions, and promote Chase digital tools while meeting...
- Bank of America in Gaithersburg is hiring for a client relationships role focused on acquiring and deepening client connections and providing tailored financial solutions. You will balance sales with risk and service, while guiding clients through the bank's full range...
- Fulton Bank seeks a Commercial Relationship Manager to grow and manage a portfolio of middle-market customers, overseeing lending... ...the primary banking contact, delivering tailored financial solutions with a client-centric approach. You will work in a hybrid/onsite setting...
$250k
...help increase sales to individual consumer clients. **Responsibilities:*** Work with... ...opportunities, and present product offers/financial solutions* Understand and comply with Citibank... ...years of relevant experience* Previous banking, retail, or sales experience preferred*...Full time- Job Description At Bank of America, we are guided by a common purpose to help make financial... ...Growth and delivering for our clients, teammates, communities and shareholders... ...life priorities and connecting clients to solutions that meet the financial goals. Responsibilities...Work at officeFlexible hoursWeekend work
- ...memorable experiences for our clients and employees, making them... ...connect clients to technology solutions such as leveraging the Chase... ...ATMs to help them with their banking needs whenever, wherever, and... ...credit cards, mortgages, auto financing, investment advice, small business...Immediate startAfternoon shift
- ...are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ...and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly...Immediate startAfternoon shift
- ...with deep expertise across all Workday Finance modules to support, optimize, and evolve... ...Accounts Receivable, Procurement, Expenses, Banking & Settlement, and Business Assets.-... ...documentation skillsExperience building analytics solutions for infrastructure, operations and/or...Full timeTemporary workFor contractorsFor subcontractorLocal areaImmediate start
$29.6 - $37 per hour
Capital Bank N.A. is headquartered in Maryland and has been serving our communities since... ...and consumer banking services to clients primarily in Maryland, DC, and Northern Virginia... ..., paired with cutting-edge technology solutions and a comprehensive suite of products and...Hourly payWork at office$40.5k - $67.5k
...customer's share of wallet. Positions PNC solutions to drive new revenue and customer... ...lobby engagement, ultimately elevating client loyalty. Delivers a full PNC conversation... ...Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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