6 banking advisor jobs at 5 companies in Davidson, NC
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Hybrid Wealth Banking Advisor - Charlotte, North Carolina, United States
Charlotte or Cleveland or Los Angeles County or California or Colorado or District of Columbia or Illinois or Maryland or Maine or Massachusetts or Minnesota or New Jersey or New York or Virginia or Washington
$29-$50/hr HybridContract, Full Time
2+ YOEAssociate's in business/accounting/finance/banking (or equivalent), 2+ years client service experience in banking, SAFE/NMLS compliance within 30 days, proficiency with Microsoft Office and CRM, U.S. work authorization required.
Microsoft Excel, Microsoft Word, Microsoft Outlook, Microsoft Teams, CRM/SalesForce.com, Client Central
2mo
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Senior Advisor, Financial Services | Forensic and Litigation Consulting
Atlanta or Washington or Dallas or Charlotte or Denver or Los Angeles or New York City or Miami or Chicago
$162k-$507k/yr HybridFull Time
10+ YOE10+ years in financial services (banking, compliance, risk), expert witness or litigation support experience preferred, strong analytical and communication skills, ability to analyze financial documents and provide testimony.
3w
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Global Treasury & Payments Advisor I
New York or Charlotte
$75k-$117k/yr HybridFull Time
1+ YOEBachelor's degree with 1 year experience or HS/GED with 5 years in treasury/cash management/commercial banking or related; strong sales, analytical, and project management skills.
CRM
1w
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Wholesale Payments Client Onboarding Advisor
Orlando or Atlanta or Charlotte
OnsiteFull Time
3+ YOEBachelor's in business or equivalent,3+ years banking or project management experience,strong verbal/written communication,client management and negotiation skills,knowledge of wholesale payments,proficient in Microsoft Excel/Office/Outlook.
Microsoft Excel, Microsoft Office, Internet, Microsoft Outlook
1mo
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Senior Global Treasury & Payments Advisor
San Diego or Charlotte or New York
$120k-$192k/yr HybridFull Time
6+ YOEBachelor's+6 years or HS/GED+10 years in Treasury Management/Liquidity/Corporate Banking. Strong consultative sales, client engagement, analytical skills, and familiarity with treasury management systems.
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.