14 banking advisor jobs at 4 companies in Eustis, FL
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Strategic Advisor
Orlando, Florida, United States
$120k-$130k/yrRemoteFull Time
Engage fi: Guides financial institutions through technology vendor selection and strategy.
10+ YOEBachelor's degree,10+ years banking experience (sales preferred),proven sales record,strong communication,presentation and negotiation skills,self-managed,proficient with Microsoft Office.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
5+ YOEBachelor's degree in business/finance; at least 5 years in financial services with banking/investment experience; FINRA licenses; strong relationship management and advisory skills.
Microsoft Office, CRM software, Financial planning software
Engage fi: Guides financial institutions through technology vendor selection and strategy.
10+ YOE10+ years in banking/financial services sales; strong communication; strategic advisory and relationship management; ability to prospect and close opportunities.
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOEHigh School Diploma or GED; 1 year customer service experience; proficient with Windows, Microsoft Office; experience with core banking apps preferred.
Windows, Microsoft Office, Symitar/Episys, Synapsys, MeridianLink, MortgageBot, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOEHigh school diploma, 1+ years sales or member service and cash-handling experience, strong communication, customer service skills, and proficiency with core banking systems and Microsoft Office.
Microsoft Office, Windows, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOE1+ year sales or member service experience, cash handling, high school diploma or equivalent, strong communication, customer service and sales skills, proficiency with core banking systems and Microsoft Office.
Microsoft Office, Windows, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOEHigh school diploma or equivalent, 1+ year sales or member-service experience with cash handling, strong communication, customer service and sales skills, proficiency with core banking systems and Microsoft Office.
Microsoft Office, Windows, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOEHigh school diploma, 1+ year sales or member service experience with cash handling, strong communication, proficiency with Microsoft Office and core banking systems, availability Monday–Saturday, customer-focused and sales-oriented.
Microsoft Windows, Microsoft Office, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOE1+ year sales or member service experience, cash handling, high school diploma or equivalent, strong communication and customer-service skills, ability to learn core banking systems.
Microsoft Office, Windows, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
Addition Financial: Member-owned financial cooperative providing banking and credit services.
1+ YOE1+ year sales or member service experience with cash handling; high school diploma; strong communication, sales, and transaction-processing skills; proficiency with core banking systems and Microsoft Office.
Microsoft Windows, Microsoft Office, Symitar, Epysis, Synapsys, Meridian Link, OpenClose
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending and retail banking sales experience, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, excellent communication and Windows PC skills.
National Mortgage Licensing System and Registry (NMLS), Windows, Chase.com
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/sales in retail banking, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, strong communication and consultative skills, intermediate PC/Windows skills.
National Mortgage Licensing System and Registry (NMLS), Windows
2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank
New York or Atlanta or Austin or Baton Rouge or Baltimore or Birmingham or Boston or Chicago or Cleveland or Dallas or Denver or Greenwich or Los Angeles or Irvine or Las Vegas or Minneapolis or Palo Alto or Pasadena or San Diego or San Francisco or Seattle or Westlake Village or Summit or Washington or Long Island City or Rochester or Walnut Creek or Manhattan Beach or Philadelphia or Pittsburgh or Cincinnati or Scottsdale or St Louis or New Orleans or Oklahoma City or Tulsa or Columbus or Miami or Jacksonville or San Antonio or Orlando or Tampa or Fort Lauderdale or Fort Worth or Grand Rapids or Indianapolis or Milwaukee or Naples or Nashville or Palm Beach or Raleigh
$100k-$110k/yrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
Pursuing Bachelor's or Master’s (non-MBA) with graduation Dec 2026–Jun 2027, attending a U.S. college, authorized to work in the U.S.; strong interpersonal, analytical, communication, and organizational skills.
TruistNYSE: TFC: Offers personal banking, business lending, and investment management services.
4+ YOEUndergraduate degree or 4+ years banking experience; strong organizational and communication skills; proficiency in Microsoft Office; ability to support multiple advisors, triage client requests, and travel occasionally overnight.