17 banking advisor jobs at 7 companies in Foster, RI
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Personal Banking Advisor
Weymouth, Massachusetts, United States
$20-$22/hrOnsiteFull Time
South Shore Bank: Providing comprehensive personal and commercial banking and lending services.
High school diploma or equivalent; electronic banking channel experience preferred. Requires effective communication, business and financial analysis, computer use, and occasional travel and lifting.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay
South Shore Bank: Providing comprehensive personal and commercial banking and lending services.
High school diploma or equivalent; electronic banking channel experience preferred. Requires effective communication, document handling, financial calculations, computer use, and occasional travel within the market area.
Internet Banking, Mobile Banking, Mobile Deposit, eStatements, Bill Pay
Member Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry)
Warwick or Westerly or Wakefield or North Kingstown or Coventry
OnsiteFull Time
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
0+ YOEHigh school diploma or GED; excellent communication and service orientation; ability to multitask; willing to travel within the credit union's footprint; proficient with Microsoft Office and banking software a plus.
Hartford or Groton or Stamford or Stratford or Hamden or Bethel or Danbury or Monroe or Shelton
$17/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOERequires 3+ years of mortgage lending and retail banking sales experience, local real estate market knowledge, communication skills, FHA/VA/FNMA/FHLMC guideline knowledge, and NMLS registration under the SAFE Act.
Member Relationship Advisor I - (Universal Banker)
South Kingstown or Rhode Island
OnsiteFull Time
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
2+ YOEHigh school diploma or GED, strong communication and service skills, Microsoft Office proficiency, and ability to multitask. Two years of banking or teller experience and loan-processing knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, CuneXus
Member Relationship Advisor I - (Universal Banker)
Woonsocket, Rhode Island, United States
OnsiteFull Time
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma/GED required; strong verbal/written communication, Microsoft Office and internet proficiency, customer service and sales orientation; ability to multitask, lift 25 lbs, and travel within the credit union footprint. Banking experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Internet, CuneXus
Member Relationship Advisor I - (Universal Banker / Bilingual Spanish)
Central Falls, Rhode Island, United States
OnsiteFull Time
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma or GED required. Requires strong communication, organizational, analytical, problem-solving, sales, and computer skills; banking experience and loan processing knowledge preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CuneXus, Internet
Senior Home Lending Advisor - Medway MA - Medway Branch
Medway, Massachusetts, United States
OnsiteFull Time
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 guidelines, local real estate market knowledge, excellent communication, NMLS registration required.
Financial Solutions Advisor Registration Candidate - Concord Center Financial Center
Concord, Massachusetts, United States
$29-$34/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEProvide financial advice, triage client leads, make referrals, recommend banking and investment solutions; obtain required industry licenses and SAFE Act registration; high school diploma required.
Senior Home Lending Advisor - Hudson MA - Hudson Branch
Hudson, Massachusetts, United States
$15/hrOnsiteFull Time
JPMorgan ChaseNYSE: JPM: Global financial services firm providing banking and investment solutions.
3+ YOEBachelor's degree or equivalent; 3+ years mortgage lending and sales in retail banking; knowledge of local real estate; FHA/VA/FNMA/FHLMC guidelines; strong communication.
Member Relationship Advisor I - Floating (Chapel, Manville, Cumberland Hill, Lincoln)
Cumberland or Manville or Lincoln
FieldFull Time
Navigant Credit Union: Provides banking and financial services to members in Rhode Island.
High school diploma or GED required; strong communication, organizational, sales, and problem-solving skills; Microsoft Office proficiency; ability to travel within the credit union footprint. Banking experience preferred.
Microsoft Word, Microsoft Excel, Microsoft Outlook, CuneXus, Internet
Business Solutions Advisor - Norwood Route One Financial Center - Norwood, MA
Norwood, Massachusetts, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
1+ YOEHigh school diploma or equivalent and 1 year of experience required. Requires business-to-business sales or small business banking, communication, customer service, sales, relationship-building, and outbound phone sales skills.
Business Solutions Advisor - Norwood Route One Financial Center - Norwood, MA
Norwood, Massachusetts, United States
$26-$35/hrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
High school diploma or equivalent plus business-to-business sales or small business banking experience, strong communication, customer service, sales, relationship-building, outbound phone sales, and risk assessment skills.
Lending Transaction Manager – Lending and Banking Services
New York City or Boston or Springfield
$145k-$190k/yrHybridFull Time
MassMutual: Sells life insurance, retirement plans, and investment services.
6+ YOE6+ years financial services experience (or Bachelor's), including 4+ years lending transaction management; FINRA Series 7 required/obtainable within 90 days; strong transaction leadership, advisor-facing communication, and Microsoft Office proficiency.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Degreed
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Provide client service support to Financial Advisors, manage client materials, follow policies, and promote banking solutions; strong communication and computer skills required.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce