21 banking advisor jobs at 13 companies in Auburndale, FL
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Float Personal Banking Advisor- New Tampa
Tampa or New Tampa or Grand Rapids
OnsiteFull Time
3+ YOERequires 3–5 years of related experience, high school diploma or equivalent, strong communication and consultative skills, banking product knowledge, sales ability, and problem-solving expertise.
HSA, IRA, NMLS
3mo
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Senior Wealth Advisor
Winter Park, Florida, United States
$125k-$175k/yr OnsiteFull Time
5+ YOE5+ years as a financial/wealth advisor with proven client acquisition and asset growth; background in wirehouse/BD/bank/RIA; CFP or CFA preferred; bachelor’s degree preferred; strong communication and sales orientation.
2w
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Financial Advisor
Orlando, Florida, United States
OnsiteFull Time
10+ YOE10+ years in banking or financial services; finance or business degree preferred; knowledge of loan documents, regulations, bank products, Microsoft Office, credit analysis, client service, and leadership.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
1mo
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Strategic Advisor
Orlando, Florida, United States
$120k-$130k/yr RemoteFull Time
10+ YOEBachelor's degree,10+ years banking experience (sales preferred),proven sales record,strong communication,presentation and negotiation skills,self-managed,proficient with Microsoft Office.
Microsoft Office
2w
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Commercial Client Advisor
Tampa or Tampa
OnsiteFull Time
3+ YOEHigh school diploma or GED and 3 years of banking experience in customer service or treasury management; commercial banking servicing experience and strong communication, analytical, and organizational skills required.
Treasury
1w
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Wealth Advisor, Director
Sarasota or Tampa or Naples
$92k-$171k/yr OnsiteFull Time
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience, broad wealth management knowledge, expert banking product knowledge, and advanced relationship, networking, business development, and financial planning skills required.
1w
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Treasury Management Advisor
Tampa, Florida, United States
FieldFull Time
2+ YOERequires 2+ years in treasury management, cash management, or commercial banking, proven business development success, Microsoft Office proficiency, a driver's license, and regular Tampa Bay market calling.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
2d
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Global Client Advisor
Miami or Broward County or Fort Lauderdale
OnsiteFull Time
2+ YOERequires 2–5 years of banking experience, a college degree or 5+ years in retail sales or financial services, international-client expertise, 2+ years preparing KYC, and fluent English and Spanish.
Microsoft Office Suite
2d
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Global Client Advisor
Miami or Broward County or Fort Lauderdale
OnsiteFull Time
2+ YOERequires bilingual English and Spanish proficiency, a college degree or 5+ years in retail sales or financial services, international banking experience, 2+ years preparing KYC documentation, and knowledge of BSA/AML requirements.
Microsoft Office Suite, NMLS
1mo
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Relationship Advisor Full-Time (Kissimmee)
Kissimmee, Florida, United States
OnsiteFull Time
1+ YOEHigh school diploma or equivalent, 1+ year sales or member-service experience with cash handling, strong communication, customer service and sales skills, proficiency with core banking systems and Microsoft Office.
Microsoft Office, Windows, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
1w
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Treasury Management Advisor II
Tampa, Florida, United States
OnsiteFull Time
5+ YOEBachelor's degree and 5 years of related banking experience required. Requires communication, financial analysis, cyber security, risk assessment, Microsoft Office, Excel, and Adobe DC proficiency.
10-Key, Microsoft PowerPoint, Spreadsheet, Word Processing, Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems, Microsoft Office, Microsoft Excel, Adobe DC
2w
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Small Business Direct Advisor- Tier II- Orlando/Atlanta
Orlando or Atlanta
OnsiteFull Time
5+ YOEBachelor’s degree in accounting or finance or equivalent experience; 5+ years of small business or business banking sales/client management; business banking, lending, cash cycle, negotiation, communication, and computer application skills.
Microsoft Office
1mo
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Senior Home Lending Advisor, South Orlando, FL
Lakeland or Winter Haven or Orlando
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending and retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, excellent communication and Windows PC skills.
National Mortgage Licensing System and Registry (NMLS), Windows, Chase.com
1w
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Private Bank Wealth Advisor II
Tampa, Florida, United States
OnsiteFull Time
3+ YOEBachelor's degree, state life and health licenses within 90 days, and 3+ years of wealth management, financial advisory, sales, or relationship management experience serving high-net-worth clients.
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