Relationship Banker & Lending Advisor
Dormont Manufacturing Co
Dormont Manufacturing Co is looking for a client service representative in Idaho to deliver exceptional client service both in person and over the phone. This role involves building and expanding client relationships while providing financial solutions based on needs assessments. Successful candidates must have 2 years of experience in client sales and service and must be compliant with the SAFE Mortgage Licensing Act. Other responsibilities include engaging clients, advising on consumer lending options, and supporting team goals. #J-18808-Ljbffr Dormont Manufacturing Co
- Dormont Manufacturing Co is seeking a skilled Mortgage Originator responsible for developing business relationships to generate mortgage lending opportunities. The ideal candidate will manage client interactions, advise on product guidelines, and adhere to regulatory compliance...Suggested
$350k
...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active... ..., develop and retain full-service relationships with both UHNW & HNW clients....Suggested$125k - $175k
...services for broker-dealer and investment advisors. We're a small, growing team where... ...real impact from day one. Role Securities Lending Trader Location New York, NY Experience... ...an established network of counterparty relationships and demonstrate a proven track record...Suggested$25 per hour
...Relationship Banker Chase Bank Financial District, 214 Broadway Share Apply on Company... ...- Partner with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship... ...Compliance with Dodd Frank/Truth in Lending Act Preferred Qualifications,...SuggestedAfternoon shift- Simmons Bank in Tishomingo, OK is seeking a Relationship Banker II to build and maintain client relationships while providing exceptional customer service. The position involves facilitating consumer loan requests, handling account transactions, and ensuring compliance...Suggested
$100 per hour
Personal Financial Advisor | $200/hr Remote | Mercor role at Crossing Hurdles This range is provided by Crossing Hurdles. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $100.00/hr - $200.00/hr At Crossing...Remote jobHourly payFull timeContract workFlexible hours- ...First United.* Serve as the primary field-based financial advisor for small business clients, meeting customers at their... ...partnering closely with Retail Banking, Treasury Management, and Lending to deliver relationship-based solutions for small business clients.* Actively...Bank staffWork at office
$100 per hour
A leading financial services firm is seeking a Personal Financial Advisor to support AI development with real-world financial insights. This remote position offers $100-$200 per hour, requiring expertise in personal finance, investment strategies, and strong problem-solving...Remote jobHourly payFlexible hours- ...Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and... ...High-Net Worth clients, including a Wealth Relationship Manager and field experts such as... ...Specialists, Portfolio Consultants and Home Lending Officers. Citi has many locations across...Full timeWork at office
- ...grow a dedicated client portfolio through relationship management, financial services support,... ...client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service... ...including day-to-day banking, investments, lending and estate planning. Cultivate your network...Bank staffLocal areaFlexible hoursAfternoon shift
$70k
For additional information, please review .The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary... ...to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)* Acquire new clients through converting...Full timeWork at office- ...Prudential Financial Business Development Manager at Prudential Advisors Prudential Advisors is looking for driven, motivated self-... ...PFC Buffalo, NY $53,125.00-$84,995.00 1 month ago Senior Home Lending Advisor - Buffalo, NY We’re unlocking community knowledge in a...Full time
- ...looking for the next generation of financial advisors—those with a passion for people and... ...clients, identifying needs, developing relationships, reviewing investment goals, and... ...around the world by connecting them to the lending, investing and giving they need to remain...Work at officeImmediate startShift workDay shift
- Firsthorizon is seeking a Relationship Banker responsible for engaging clients through consultative conversations and promoting banking products. The ideal candidate will have 2 to 5 years of experience as a Universal Banker or Teller. The role emphasizes excellent customer...
- ...unified financial operating system that integrates banking, investing, portfolio management, insurance, credit, lending, and tax strategy. Combining human advisors with AI intelligence, Zecher provides a seamless, personalized, and proactive "Personal CFO" experience. The...Full time
- Citi Wealth - Wealth Advisor - Vice President Job Req Id: 26930645 Location(s): Miami,... ...responsible for deepening existing client relationships and driving the delivery of... ...across deposits, investments, mortgage, and lending. Provide expert investment advice and solutions...
$100k - $160k
...capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment... ...philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services...Full timeTemporary workPart time- M&T Bank Corporation is hiring a Relationship Banker in Orange, New Jersey. This role focuses on understanding customer needs through proactive outreach and service. The successful candidate will manage customer relationships, identify sales opportunities, and assist with...
- KeyBank in Kent, Washington is seeking a Private Client Banker to serve as a trusted advisor and partner for clients with up to $2 million in... ...will have strong sales experience, a focus on customer relationships, and a commitment to enhancing client financial health...
- A leading financial institution in Georgia is seeking a Client Relationship Consultant 2 in Newton. You will build and foster strong client relationships, engaging customers through various channels while providing counsel and solutions tailored to their needs. Required...Relocation package
- Consumers Bancorp, Inc. is seeking candidates for customer service roles in Kentucky. No banking experience is required as we provide paid training to help you start or grow your career in banking. Your responsibilities will include delivering friendly service, processing...
$123.75k
...you! Santander offers private bankers the strength of a global... ...you will serve as a trusted advisor to clients and families, helping... ...investable assets. As the primary relationship manager, you will be... ...Identify cross‑border banking, lending, and investment needs, leveraging...Hourly payFull timeContract workLocal areaShift work- ## Relationship BankerApplylocations: Brookfield, OHtime type: Part timeposted on: Posted 9 Days... ....****Position Title:** Relationship Banker **Business Unit:** Retail**Reports to:**... ...banking transactions, account servicing, and lending. The incumbent is responsible for the...Work at office
$20.67 - $31.25 per hour
...Be a problem solver, trusted advisor, and partner to the people and... ...communities. Personal Bankers engage clients in deeper conversations... ...to develop and expand relationships based on their unique financial... ...products, home equity, unsecured lending, certificates of deposit, etc...Hourly payWork experience placementFlexible hoursDay shift- ...As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking... ...TruthinLendingAct This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such...Immediate startAfternoon shift
- ...Overview As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest... ...procedures, and regulatory requirements. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending...Immediate startAfternoon shift
$25 - $27.88 per hour
...cash transactions accurately and efficiently for clients. Build relationships with clients to understand their financial and life priorities... ...and network by partnering with experts in small business, lending, and investments. Manage cash responsibilities effectively. Required...Hourly payShift workWeekend workDay shift- Join JPMorganChase as a Senior Home Lending Advisor in New York, NY, where you will utilize your expertise in home lending products to serve... ...role, you will coach branch teams, work collaboratively with bankers, and create an exceptional customer experience. The ideal...
$173.52k - $195.21k
...Senior Advisor Financial Compliance and Change Management Title: Senior Advisor Financial Compliance and Change Management First Date... ...and cooperation among people with no direct reporting relationships. Must be capable of building a strong and successful network,...Work at office- ...growing financial services firm is seeking a Financial Services Advisor for its New York location. This role offers entry-level to... ...guidance on retirement and insurance strategies, and build long-term relationships. The firm offers competitive compensation including...Remote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Relationship Banker & Lending Advisor. Be the first to apply!
- private banker New York, NY
- private mortgage banker New York, NY
- personal banker New York, NY
- summer camp counselor New York, NY
- genetic counselor remote New York, NY
- college guidance counselor New York, NY
- education counselor New York, NY
- drug and alcohol counselor New York, NY
- program counselor New York, NY
- licensed professional counselor New York, NY

