565 banking advisor jobs at 117 companies in United States
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Banking Advisor
Los Angeles or Pasadena
$132k-$224k/yr OnsiteFull Time
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.
2mo
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Commercial Banking Advisor
Knoxville, Tennessee, United States
OnsiteFull Time
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
1mo
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Banking Advisor I (MLO)
Sarasota, Florida, United States
OnsiteFull Time
2+ YOECollege degree (preferred), ~2+ years relevant experience, client relationship and portfolio management skills, decision making, communication, and ability to follow banking compliance; subject to background checks.
2w
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Personal Banking Advisor
Weymouth, Massachusetts, United States
$20-$22/hr OnsiteFull Time
High school diploma or equivalent; electronic banking channel experience preferred. Requires effective communication, business and financial analysis, computer use, and occasional travel and lifting.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay
1w
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Hybrid Wealth Banking Advisor
Charlotte or California or Colorado or Cleveland or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington or Los Angeles County
$29-$50/hr HybridContract
2+ YOERequires an associate degree or equivalent training, 2–4 years of client service experience, banking or relationship banking experience, Microsoft Office proficiency, and SAFE/NMLS compliance within 30 days.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Salesforce, Client Central
3mo
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Advisor, Startup Banking - Austin
Austin, Texas, United States
$75k-$115k/yr RemoteFull Time
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
1mo
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Relationship Advisor Bilingual
Wappingers Falls, New York, United States
$21-$25/hr OnsiteFull Time
1+ YOEHigh school diploma, English and Spanish fluency, NYS Notary within 12 months, NMLS registration, 1+ year customer service or teller experience, cash-handling and sales skills.
TellerInfinity, Lean Six Sigma
6d
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Personal Banking Advisor - Cape Coral
Cape Coral, Florida, United States
OnsiteFull Time
3+ YOERequires 3–5 years of similar experience, high school diploma or equivalent, strong communication and consultative skills, banking product knowledge, sales ability, and problem-solving expertise. NMLS registration and county notary certification required.
1mo
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Preferred Banking Advisor (Relationship Banker)
Chandler, Arizona, United States
OnsiteFull Time
3+ YOE3+ years related experience in treasury management, branch operations, lending or deposit sales; high school diploma required, bachelor\u0002s preferred; strong sales, regulatory knowledge, and communication skills.
2mo
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Banking AI Advisor (Customer Success)
United States
RemoteFull Time
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
3w
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Wealth Private Banking Advisor
Lexington or Louisville
OnsiteFull Time
8+ YOERequires a four-year degree, 10–15 years of leadership experience, 8–10 years of financial services sales, FINRA 7 and 63 licenses, life and health insurance licenses, and strong relationship-building skills.
Trusted Wealth Relationship and Advisory Process (Wrap), Customer Relationship Management (CRM)
1w
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Personal Banking Advisor (Seventeenth Street Office)
Altoona, Pennsylvania, United States
$17/hr OnsiteFull Time
2+ YOEHigh school diploma and 2+ years of strong customer service experience required; professional communication, problem-solving, computer proficiency, and ability to lift up to 25 pounds needed.
1w
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Virtual Banking Relationship Advisor II
Exton, Pennsylvania, United States
HybridFull Time
2+ YOEHigh school diploma required; college degree preferred. Requires 2–4 years of retail or contact center experience, contact center technology and data analysis knowledge, strong communication, service, and performance skills.
2mo
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Advisory, Corporate Banking
New York City, New York, United States
OnsiteFull Time
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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Private Banking Senior Credit Advisor
Beverly Hills, California, United States
OnsiteFull Time
Expertise in end-to-end credit underwriting for varied credit products, client-facing Private Banking experience, credit memo preparation, and Microsoft Office proficiency.
Microsoft Office
4d
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Americas - Frontier Industry Advisor - Banking
New York City, New York, United States
$108k-$188k/yr HybridFull Time
5+ YOEBachelor's degree plus 7+ years or master's degree plus 5+ years of customer-facing experience in financial services, consulting, technology, or related work; banking transformation expertise required.
Microsoft cloud, Microsoft data, Microsoft AI, Frontier AI, Microsoft security, Microsoft low-code, Microsoft productivity, Microsoft business applications
3w
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Wealth Advisor I
Normal, Illinois, United States
$69k-$108k/yr OnsiteFull Time
3+ YOEBachelor's degree and 3+ years of banking or financial advisor experience preferred, or equivalent education and experience. CFP or CTFA preferred; trust accounting software is a plus.
Trust Accounting Software
1mo
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Private Banking Senior Credit Advisor
Beverly Hills or San Francisco
$200k-$298k/yr HybridFull Time
Extensive credit underwriting experience across diverse products, client-facing skills, credit memo creation, credit and portfolio risk management, and Microsoft Office proficiency.
Microsoft Office
1mo
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Sr. Sales Advisor - Innovation Banking
San Francisco or New York
$39-$52/hr HybridFull Time
1+ YOEBachelor's OR HS/GED with additional experience; 1+ year administrative/professional experience (or 5 years with HS); preferred 2+ years and expertise in Pitchbook and Outreach.IO.
Pitchbook, Outreach.IO, InMail, ZoomInfo
5d
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Member Advisor
New Ulm, Minnesota, United States
$17-$26/hr OnsitePart Time, Seasonal
2+ YOEHigh school diploma or GED required; associate degree preferred. Requires 2–3 years of customer service experience, with lending experience preferred, plus communication, analytical, computer, and digital banking skills.
digital banking platforms, online banking, mobile banking, digital wallets, remote deposit capture
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