564 banking advisor jobs at 125 companies in United States

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Banking Advisor
Greenfield, Massachusetts, United States
$20-$24/hr OnsiteFull Time
Greenfield Savings Bank
Greenfield Savings Bank: Community bank providing personal, business, and trust banking services.
1+ YOECustomer-service and sales experience; 1+ year banking or sales and cash-handling experience; strong interpersonal, communication, and compliance awareness.
2w
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Banking Advisor
Los Angeles or Pasadena
$132k-$224k/yr OnsiteFull Time
Northern Trust
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
3+ YOE3+ years finance/client servicing or commercial lending experience; advanced banking, investment, and credit knowledge; negotiation, sales, and communication skills; ability to originate and manage complex client relationships.
1w
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Preferred Banking Advisor
Chandler, Arizona, United States
OnsiteFull Time
Western Alliance Bank
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
3+ YOE3+ years experience in treasury management, branch operations, lending or deposit sales; high school diploma required, bachelor’s preferred; intermediate knowledge of banking products, regulatory compliance, and sales; strong communication skills.
1mo
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Commercial Banking Advisor
Knoxville, Tennessee, United States
OnsiteFull Time
Builtwell Bank
Builtwell Bank: Provides consumer and commercial banking and mortgage loan services.
10+ YOE10+ years experience in a strong sales environment; financial analysis, credit analysis, CRM proficiency; ability to conduct 15–20 face-to-face calls weekly and serve as a trusted financial advisor.
CRM
2d
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Banking Advisor I (MLO)
Cleveland, Ohio, United States
$64k-$106k/yr OnsiteFull Time
PNC Financial Services
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
2+ YOEBachelor's degree and 2+ years relevant experience typically required; client relationship, credit analysis, sales and communication skills; knowledge of banking products and risk management.
2w
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Personal Banking Advisor
East Bridgewater, Massachusetts, United States
$23-$27/hr OnsiteFull Time
South Shore Bank
South Shore Bank: Full-service mutual bank providing personal and business financial solutions.
High school diploma or equivalent; cash-handling and teller duties; experience with Internet/Mobile banking channels preferred; strong math, communication, and problem-solving skills.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay, ATM, calculator
1mo
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Advisor, Startup Banking - Austin
Austin, Texas, United States
$75k-$115k/yr RemoteFull Time
Rho
Rho: Integrated banking and finance platform for startups and businesses.
2+ YOE2+ years full-cycle B2B sales; experience selling business banking/credit card products to SMBs/Middle-Market; strong local network; proven hunter with multi-stakeholder sales; proficient with Salesforce and LinkedIn Sales Navigator.
Salesforce, LinkedIn Sales Navigator
2mo
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Mortgage Banking Advisor
Wilmington, Delaware, United States
$44k/yr OnsiteFull Time
WSFS Bank
WSFS BankNASDAQ: WSFS: Provides regional banking, wealth management, and cash logistics services.
Bachelor’s degree in business or related field; prior sales and customer service experience; ability to travel; NMLS registration; residential mortgage originations experience preferred.
4d
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Personal Banking Advisor - Bradenton, FL
Bradenton, Florida, United States
OnsiteFull Time
Lake Michigan Credit Union
Lake Michigan Credit Union: Provides personal banking, mortgage, and investment services to members.
3+ YOE3+ years banking or related experience, high school diploma, ability to meet sales targets, NMLS registration and notary certification required, strong communication and problem-solving skills.
1w
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Personal Banking Advisor (Float)
Massachusetts, United States
$23-$27/hr OnsiteFull Time
South Shore Bank
South Shore Bank: Providing comprehensive personal and commercial banking and lending services.
High school diploma or equivalent; ability to work across multiple branch locations; familiarity with electronic delivery channels and strong customer service and sales skills.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay
3d
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Regional Business Banking Advisor | Bend, OR (Remote)
Bend or Eugene
$71k-$88k/yr RemoteFull Time
Oregon Community Credit Union
Oregon Community Credit Union: Member-owned credit union offering personal and business banking services.
5+ YOE5+ years commercial/business banking experience, bachelor's in finance or equivalent, experience structuring credit, proficiency with financial core/digital systems and Microsoft Office, strong relationship development and sales skills, must reside in Bend, OR.
Microsoft Office Suite
2d
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Personal Banking Advisor (Blair County)
Altoona, Pennsylvania, United States
$17/hr OnsiteFull Time
Reliance Bank
Reliance Bank: Community bank providing personal and commercial financial services in Pennsylvania.
2+ YOEHigh school diploma, 2+ years customer service experience, ability to commute between branches, strong communication and computer skills, ability to lift up to 25 lbs.
1mo
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Banking AI Advisor (Customer Success)
United States
RemoteFull Time
Glia
Glia: Provides AI customer service software for financial institutions.
4+ YOE4+ years in customer success/consulting/account management, proven SaaS expertise, fintech experience preferred, bachelor's degree required, strong AI literacy, data-driven communication, and willingness to travel ~30%.
ChatGPT, Claude, ChannelLess® Architecture
3mo
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Commercial Banking Client Advisor
Mobile, Alabama, United States
OnsiteFull Time
Oakworth Capital Bank
Oakworth Capital BankOTCQX: OAKC: Provides private banking, commercial banking, and wealth management services.
5+ YOEBachelor’s degree or equivalent; 5+ years commercial lending experience preferred; excellent communication; proficiency in Office and CRM tools.
Microsoft Office, CRM (e.g., Microsoft Dynamics), Core Banking system, Horizon
1mo
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Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States
Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington
$29-$50/hr HybridContract, Full Time
Accenture
AccentureNYSE: ACN: Consulting, technology, and operations services for global businesses.
2+ YOEAssociate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central
3w
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Advisory, Corporate Banking
New York City, New York, United States
OnsiteFull Time
Rogo: Provides a generative AI platform for financial institutions.
3+ YOE3+ years front-office experience in corporate or commercial banking; outstanding project management and communication skills; highly organized, detail-oriented, and action-oriented; LLM knowledge a plus.
1mo
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Wealth Advisor - Banking Channel
Seattle or Alpharetta
RemoteFull Time
Merit Financial Advisors
Merit Financial Advisors: Independent wealth management and financial advisory services firm.
5+ YOE5+ years in affluent/private wealth or HNW bank advisory; bachelor’s in finance/business/economics or equivalent experience; Series 65 or Series 7 & 66 preferred; strong relationship-building and holistic planning skills.
1d
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Business Banking Relationship Advisor - Plano, TX Area
Plano, Texas, United States
OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
3+ YOE3+ years consultative sales experience in financial services, ability to manage business client relationships, analyze financial statements, strong communication and leadership, proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce.com, ACT
2d
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Relationship Advisor II- Start Up Banking
Boston, Massachusetts, United States
$67k-$90k/yr HybridFull Time
First Citizens Bank
First Citizens BankNasdaq: FCNCA: Provides full-service consumer, commercial, and wealth management banking.
1+ YOEBachelor's +1 year banking/financial services or HS/GED +5 years experience; strong communication, organizational and time-management skills; KYC/BSA/AML knowledge preferred.
2mo
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Financial Advisor - Client Service Advisor
Coral Gables, Florida, United States
OnsiteFull Time
Synovus
SynovusNASDAQ: PNFP: Provides regional banking, investment, and wealth management services.
8+ YOEMinimum 8+ years of job-specific experience with advanced knowledge of investments, lending, and private banking.
Microsoft Office, Banking software, Investment systems