28 banking advisor jobs at 15 companies in Euless, TX
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Senior Banking Advisor
Fort Worth, Texas, United States
OnsiteFull Time
Northern TrustNASDAQ: NTRS: Financial services for individuals, families, and global institutions.
5+ YOE5+ years in financial analysis, client servicing, commercial lending or leasing; strong negotiation and relationship skills; ability to structure complex financing; knowledge of banking and wealth management.
Business Banking Relationship Advisor - Plano, TX Area
Plano, Texas, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
3+ YOE3+ years consultative sales experience in financial services, ability to manage business client relationships, analyze financial statements, strong communication and leadership, proficiency with Microsoft Office.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce.com, ACT
Illinois or San Francisco or Dallas or New Jersey or New York City or New York or Chicago or Atlanta
$235k-$314k/yrRemoteFull Time
SalesforceNYSE: CRM: Sells cloud-based customer relationship management and business software solutions.
10+ YOE10+ years financial services or consulting leadership; expert in banking/insurance/wealth, executive workshops, framework design, specialist enablement, sales acumen, program management, and strong communication.
Salesforce, Financial Services Cloud, Data Cloud, Slack, Agentforce
Texas CapitalNASDAQ: TCBI: Provides commercial banking, wealth management, and personal financial services.
10+ YOE10+ years banking experience with private banking focus; Series 7 and 63; Bachelor's in Finance/Accounting/Business Admin; MBA/CFA/CFP preferred.
Columbus or Frisco or California or Colorado or New York or Washington or Maryland or District of Columbia or Illinois or New Jersey or Vermont or Ohio or Maine or Connecticut or Virginia or United States
8+ YOE8+ years in consumer credit/banking compliance, HS/GED minimum; Bachelors preferred. CIPP, CAMS, CRCM (preferred); subject matter expertise in compliance, risk, or privacy; strong analytical and strategic advising skills; U.S. work authorization required.
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/yrHybridFull Time
FTI ConsultingNYSE: FCN: Global business advisory firm helping organizations manage change and risk.
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.
Centennial BankNYSE: HOMB: Provides personal and commercial banking and financial services.
5+ YOEBachelor's degree and 5+ years banking experience; ability to sell cash management products, prepare RFP responses, perform risk assessment, and deliver training; strong communication and analytical skills.
10-Key, Microsoft PowerPoint, Microsoft Excel, Adobe DC
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yrOnsiteFull Time
Western Alliance BankNYSE: WAL: National commercial bank providing specialized financial and business solutions.
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's in business/finance/accounting/banking, 5+ years working with affluent clients and lending, NASD Series 7/66 (or completion within 90 days), NMLS/SAFE compliance within 30 days, strong sales/relationship and presentation skills, Microsoft Office proficiency.
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
10+ YOEBachelor in a financial field required (master's preferred), 10+ years in finance/banking/insurance, strong Excel and MS Office skills, P&C license mandatory or ability to obtain, strong communication and analytical skills.
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOE3+ years mortgage lending and sales in retail banking; Bachelor's degree or equivalent; knowledge of FHA/VA/ FNMA/FHLMC guidelines; NMLS registration required.
HuntingtonNASDAQ: HBAN: Provides regional commercial, consumer, and mortgage banking services.
5+ YOEBachelor's degree, obtain state life and health licenses within 90 days, 5+ years wealth management/financial advisory/sales experience, securities and life insurance licenses preferred, strong communication and multitasking skills.
BMOTSX: BMO: Provides personal and commercial banking, investment, and wealth services.
7+ YOEUndergraduate degree in finance/economics/accounting, MBA or equivalent preferred, 7+ years in investment banking/corporate finance, ESOP and M&A transaction experience, capital markets and credit knowledge, leadership and mentoring skills.