10 banking advisor jobs at 5 companies in Bloomfield, KY
2w
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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)
2w
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Senior Business Banking Director-Growth Advisors & market RMs
Chicago or St Louis Park or Indianapolis or Louisville or Nashville or Milwaukee
$136k-$279k/yr OnsiteFull Time
10+ YOEBachelor's in accounting/finance/economics/management or equivalent experience; minimum 10 years commercial/business banking experience; senior leadership and relationship management experience; knowledge of deposit, treasury, and lending products.
1mo
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Financial Advisor - Securities Administration
Georgetown or Frankfort or Lawrenceburg
OnsiteFull Time
Requires state life & health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65); knowledge of investment products; experience in investment sales; ability to coach bank staff; bachelor's degree preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint
1mo
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Customer Service Advisor 1 - State Street
New Albany, Indiana, United States
OnsiteFull Time
High school diploma required; banking, cash handling, sales and customer service experience preferred; proficiency with Microsoft Outlook 365 and general banking software; strong communication and organizational skills.
Microsoft Outlook 365
3d
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Customer Service Advisor 1 - Peachtree
New Albany or Louisville
OnsiteFull Time
1+ YOEHigh school diploma or GED required. Banking experience preferred; three years of cash handling, sales, and customer service experience preferred.
1w
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Customer Service Advisor 1 - Bradford
Georgetown, Kentucky, United States
OnsiteFull Time
High school diploma required. Banking, cash handling, sales, and customer service experience preferred. Requires Microsoft Outlook 365 proficiency, computer skills, communication, organization, and multitasking.
Microsoft Outlook 365
2d
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Customer Service Advisor 1 - Float - Spring Street
Sellersburg or Floyds Knobs or New Albany or New Albany or New Albany
OnsiteFull Time
1+ YOEHigh school diploma or GED required. Banking experience preferred; three years of cash handling, sales, and customer service experience preferred.
3mo
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Senior Home Lending Advisor-Louisville, KY
Louisville or Indianapolis
OnsiteFull Time
3+ YOE3+ years mortgage lending and sales in retail banking; Bachelor's degree or equivalent; knowledge of FHA/VA/FNMA/FHLMC; real estate market knowledge; excellent communication skills.
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
HybridFull Time
Provide client service support to Financial Advisors; identify needs; maintain client materials; adapt to bank policies; strong client focus.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
3mo
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Wealth Management Client Associate
Lexington, Kentucky, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure accurate client materials, promote banking solutions, and support day-to-day team activities; high school diploma/GED required; 1 year experience; client-centric, detail-oriented, tech-savvy.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce