7 banking advisor jobs at 5 companies in Culpeper, VA
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Business Banking Treasury Management Advisor II
Vienna, Virginia, United States
$109k-$203k/yrOnsiteFull Time
PNC Financial ServicesNYSE: PNC: Provides banking, lending, and investment services to customers.
5+ YOE3+ MgmtBachelor's degree and 5+ years of industry-relevant experience typically required, with 3+ years of prior management experience typically expected. Requires financial analysis, credit, relationship management, sales, and risk management skills.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
7+ YOEFour-year degree required, 7+ years fiduciary experience with business development and relationship management, strong communication, analytical skills, and proficiency with Microsoft products and proprietary bank platforms.
United BankNASDAQ: UBSI: Provides consumer banking, commercial lending, and wealth management services.
3+ YOEBachelor's degree required, 3+ years working with commercial clients and banking experience, treasury services knowledge, Microsoft Office proficiency, strong communication and problem-solving skills, and up to 10% regional travel.
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
12+ YOESeries 7/63/65 (or Series 7/66) licensure expected or obtained within 90 days, SAFE Act registration when originating mortgages, 12+ years private banking/complex financial services experience, ability to drive new business for $3M+ investable assets.
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
12+ YOESeries 7/63/65 or Series 7/66 required (or willing to obtain within 90 days); SAFE Act registration for mortgage origination; 12+ years private banking/complex financial services experience; ability to drive new business for $3M+ investable assets; strong interpersonal and sales skills.
Financial Advisor, Truist Investment Services, Reston, VA
Reston, Virginia, United States
OnsiteFull Time
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
Bachelor's in business/accounting/finance/banking (or equivalent), Series 7 and 66 (or 63/65), state health and life insurance licenses, securities sales and client relationship experience, Microsoft Office competence, strong analytical and interpersonal skills.
Congressional Federal Credit Union: Financial cooperative providing personal banking and lending services.
1+ YOE1+ years relevant experience, two-year college degree required, strong verbal/written communication, digital banking proficiency, empathy and problem-solving for member support.