564 banking advisor jobs at 125 companies in United States
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Banking Advisor
Greenfield, Massachusetts, United States
$20-$24/hrOnsiteFull Time
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.
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.
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.
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.
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.
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
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.
Bachelor’s degree in business or related field; prior sales and customer service experience; ability to travel; NMLS registration; residential mortgage originations experience preferred.
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.
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
Regional Business Banking Advisor | Bend, OR (Remote)
Bend or Eugene
$71k-$88k/yrRemoteFull Time
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.
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.
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/hrHybridContract, Full Time
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
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.
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.
Business Banking Relationship Advisor - Plano, TX Area
Plano, Texas, United States
OnsiteFull Time
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
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.