23 banking advisor jobs at 12 companies in Cortez, FL
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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.
1mo
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Personal Banking Advisor - Bradenton, FL
Bradenton, Florida, United States
OnsiteFull Time
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.
1w
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Branch Advisor
Palm Harbor, Florida, United States
OnsiteFull Time
High school diploma, GED, or equivalent; strong communication, multitasking, sales, customer service, banking software, Microsoft Office Suite, recordkeeping, and teamwork skills required.
Microsoft Office Suite, Sugar, Coconut
1w
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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
4d
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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.
2mo
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Financial Advisor - St Pete
St Pete Beach, Florida, United States
OnsiteFull Time
8+ YOEBachelor's degree in business/admin/finance; 8+ years of job-specific experience; licenses including Series 7, 66, 63/65, Variable Annuity, Life/Accident & Sickness; NMLS registration required.
Banking software, Microsoft Office
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
3d
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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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Senior Advisor, SBL Solutions - RJ Bank
Saint Petersburg, Florida, United States
HybridFull Time
1+ YOEAdvanced knowledge of securities-based lending, loan structure, collateral and documentation; strong communication, escalation management, and coaching experience.
1mo
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Senior Home Lending Advisor, Fort Myers, FL
Cape Coral or Port Charlotte or Fort Myers
OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; 3+ years mortgage lending/sales experience in retail banking; knowledge of FHA/VA/FNMA/FHLMC guidelines; excellent communication; NMLS registration required upon hire; subject to background/credit checks.
National Mortgage Licensing System and Registry (NMLS), Windows, Chase.com
3d
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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.
2d
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Business Solutions Advisor - College Plaza Financial Center - Bradenton, FL - Bilingual Spanish Required
Bradenton, Florida, United States
OnsiteFull Time
Bilingual Spanish proficiency, high school diploma/GED, business-to-business sales or small business banking experience, strong communication and customer service skills, proven sales performance, and outbound phone sales experience.
spreadsheets
2d
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Business Solutions Advisor - College Plaza Financial Center - Bradenton, FL - Bilingual Spanish Required
Bradenton or Bradenton or Bradenton
OnsiteFull Time
1+ YOERequires bilingual Spanish proficiency, high school diploma/GED, 1 year of experience, business-to-business sales or small business banking experience, strong communication, customer service, sales, and relationship-building skills.
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