7 banking advisor jobs at 5 companies in Clemmons, NC
3d
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Business Financial Advisor
Asheboro, North Carolina, United States
OnsiteFull Time
Build business banking relationships, evaluate financial needs, develop quality prospects, meet growth goals, collaborate on credit approvals, and follow policy guidelines.
5h
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Financial Advisor Assistant
Asheboro, North Carolina, United States
OnsiteFull Time
10+ YOEHigh school diploma or equivalent, minimum 10 years in financial services, Microsoft Office proficiency, knowledge of banking products and compliance regulations, and strong analytical, communication, and client service skills.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
2mo
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Senior Home Lending Advisor, Concord, NC
Concord or Harrisburg or Mooresville
OnsiteFull Time
3+ YOE3+ years mortgage lending and proven sales experience in retail banking; knowledge of FHA, VA, FNMA, and FHLMC guidelines; excellent communication skills.
2mo
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Letters of Credit Trade Advisor II
Greensboro, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years commercial lending or banking experience; college degree in business or equivalent; expertise in letters of credit, trade finance, risk and regulatory compliance; strong communication and leadership skills; SWIFT knowledge preferred.
SWIFT
3w
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Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
3w
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
1mo
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Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, ensure timely and accurate client materials, promote banking solutions, and use technology platforms. High school diploma and 1 year experience required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce