Relationship Banker I: Trusted Financial Advisor
Simmons Bank
Simmons Bank is seeking a Relationship Banker I in Edmond, OK. This full-time role focuses on building and maintaining client relationships while providing exceptional service and financial solutions. Ideal candidates will have a high school diploma, customer-facing experience, and be motivated to achieve individual and branch goals. Responsibilities include account management, consumer loan facilitation, and compliance with banking regulations. Join Simmons Bank to empower customers with tailored financial solutions through a team-oriented approach. #J-18808-Ljbffr Simmons Bank
- A leading financial services provider in Massachusetts is seeking a Relationship Banker responsible for building strong customer relationships and providing tailored financial solutions. The ideal candidate should have significant sales experience and exceptional customer...Financial
- A regional financial institution in Massachusetts is seeking a Wealth Management Officer to direct the administration of fiduciary accounts, including investment management and personal trusts. You'll act as an advocate for clients by facilitating their financial dealings...Financial
- ...regional community bank with the full financial capabilities to meet the unique needs... ...in empowering our associates to be a trusted advisor while providing them with the... ...choices on how they wish to bank. As a Relationship Banker (RB), you will be responsible for building...FinancialNight shift
- ...First United. The Position Job Title Business Relationship Banker Job Description Summary The Business... ...relationships with small business clients while serving as a trusted financial advisor. This role is primarily performed outside of bank premises...FinancialBank staffWork at officeLocal area
- Koitecc Solutions is seeking a Relationship Banker to represent our brand in the Massachusetts area. In this role, you will offer banking solutions... ...have at least one year of sales experience in banking or financial services and demonstrate excellent communication skills....Financial
$60k - $120k
...Financial Advisor Associate Training, Licensing & Mentorship Provided Remote / Hybrid Opportunities... ...is required. If you're motivated, relationship-oriented, and eager to learn, we'll... ...This is an opportunity to become a trusted advisor who helps individuals,...FinancialImmediate startRemote work$20 - $22.36 per hour
The Cape Cod Five Cents Savings Bank seeks a Relationship Banker to provide exceptional customer care. Responsibilities include advising customers on financial products, performing banking transactions, and maintaining customer confidentiality. The ideal candidate will...Financial- Koitecc Solutions is looking for a Relationship Banker to enhance client experiences through attentive service and strong relationship management... .... You will work closely with clients to understand their financial needs and provide tailored solutions, integrating technology...Financial
$60k - $100k
...Financial Advisor - Oklahoma City, OK Oklahoma City, OK - Oklahoma City, OK 73131 Overview... ...opportunity to grow meaningful client relationships, build your book of business, and help... ...Performance Outcomes Gain the trust and confidence of team members and advisory...FinancialFull timeWork at officeLocal areaRemote workRelocationShift work- Simmons Bank is seeking a Relationship Banker I in Oklahoma City, OK. This role focuses on building and retaining client relationships through... ...exceptional service while helping customers achieve their financial goals. As a Relationship Banker, you will manage consumer loans...Financial
- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with... ...programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve...Financial
$50k
...Join a financial services firm where your contributions are valued... ...clients and 20,000 financial advisors across the U.S. and Canada,... ...Key Responsibilities Build relationships to create new clients via... ...and concerns to accelerate trust and create personalized, comprehensive...FinancialWork at officeWork from homeHome officeFlexible hours$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern... ...· Investment & Advisory Services · Trust Services · Retirement Solutions ·... ...help them achieve their goals Grow relationships with clients to support them through every...FinancialFull timeContract workFor contractorsWork at office$45k - $100k
...professional crossroads, a career as a financial advisor may be the right change for you.... ...why they are important to accelerate trust and help them stay on track. Edward Jones... ...development Key Responsibilities Build relationships to create new clients via face-to-face...FinancialTraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- A financial services company in Oklahoma City is seeking a Private Wealth Banker to act as a trusted advisor. Responsibilities include managing complex loans, delivering financial solutions, and developing client relationships. Candidates should have a Bachelor's degree...Financial
- ...Wealth Advisor Build the Practice You've Always Wanted Remote... ...sounds familiar, Strategic Financial Concepts may be exactly what... ...builders, leaders, and trusted professionals. At SFC, you... ...stronger businesses, deeper client relationships, and lasting enterprise...FinancialRemote work
- Business Relationship Banker Summary: The Business Relationship Banker is a field‑based, growth‑driven professional responsible for... ...relationships with small business clients while serving as a trusted financial advisor. This role is primarily performed outside bank premises,...FinancialWork at officeLocal area
$38.25k - $61k
Relationship Banker, South Sandwich, MACountry: United States of America**It Starts Here:**Santander... ...a global leader and innovator in the financial services industry and is evolving... ...a Relationship Banker you serve as a trusted advisor to customers, focusing on building...FinancialHourly payContract workWork experience placementWork at officeShift workAfternoon shift- Join to apply for the Financial Advisor - Oklahoma City role at Thrivent . Get AI-powered advice on this job and more exclusive... ...and programs. Develop and maintain genuine, long-term relationships based on trust and understanding, serving clients in your community. Make...Financial
- ...Make an impact providing expert financial advice with heart. Thrivent is a... ...complete Thrivent’s comprehensive advisor onboarding program. After onboarding... ...and maintain genuine, long‑term relationships throughout generations based on trust and understanding, with the...Financial
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start... ...Funding • Investment & Advisory Services • Trust Services • Retirement Solutions •... ...to help them achieve their goals Grow relationships with clients to support them through every...FinancialWork at office- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...FinancialTraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates... ...the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...FinancialTraineeshipWork at officeShift workDay shift
- ...investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates... ...the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...FinancialInterim roleWork at officeLocal areaImmediate startShift workDay shift
$72.2k - $101.98k
...on the idea that transforming financial lives starts by giving our... ...Empower Yourself. The Wealth Advisor is an essential member of a dedicated... ...will focus on relationship management and delivering thoughtful... ...and skilled at establishing trust and building long‑term client...Financial16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hours- An established industry player is seeking a Relationship Banker I to foster customer relationships and provide personalized service. This role emphasizes the importance of building trust and understanding customer needs while adhering to regulatory standards. Join a team...
- ...Financial Advisor – WEOKIE Credit Union LPL Financial partners with TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at TruStage located at WEOKIE Credit Union in Oklahoma City, OK would allow you to join WEOKIE...FinancialLocal area
- A financial services company located in Massachusetts seeks a Wealth Advisor to provide excellent client experiences and manage relationships. This role involves delivering financial planning services, coordinating ongoing reviews, and expanding client relationships. The...Financial
- Overview パーソナル・ファイナンシャルアドバイザーは、個人のファイナンシャルニーズを評定し、投資、税法、保険の知識を駆使して、そのニーズを満たすためのアドバイスを行う。クライアントに引退資金、遺産相続、大学学資、一般投資などで助言を与える。 通常、パーソナル・ファイナンシャルアドバイザーは個人でクライアントを持ち、多くの時間をクライアント獲得のための営業に費やす。潜在顧客獲得のためにセミナーやレクチャーを行うなど、人脈作りは重要。 Responsibilities 個人のファイナンシャルニーズを評価し、投資、税法、保険の知識...Financial
- Thrivent, located in Massachusetts, is seeking a dedicated financial advisor to help clients navigate their financial journeys. This role... ...through purpose-based advice while building long-term relationships in the community. As part of a supportive culture, you will...Financial
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