5 banking advisor jobs at 3 companies in Liberty, NC
1w
Save
Mark Applied
Hide
Financial Advisor
Cary, North Carolina, United States
OnsiteFull Time
4+ YOEBachelor's degree and 4 years of financial advisory, planning, brokerage, or bank-based investment experience. Requires Series 7, Series 66 or Series 63/65, and North Carolina life and health insurance license.
5d
Save
Mark Applied
Hide
Business Connect Advisor- Triad, NC
Greensboro or Winston-Salem
RemoteFull Time
4+ YOEBachelor’s degree or equivalent experience; 4+ years of business or commercial banking sales experience; business banking product knowledge; relationship-building, negotiation, communication, problem-solving, and computer application skills.
Microsoft Office
2mo
Save
Mark Applied
Hide
Letters of Credit Trade Advisor II
Greensboro, North Carolina, United States
OnsiteFull Time
5+ YOE5+ years commercial lending or banking experience; college degree in business or equivalent; expertise in letters of credit, trade finance, risk and regulatory compliance; strong communication and leadership skills; SWIFT knowledge preferred.
SWIFT
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Winston-Salem, North Carolina, United States
OnsiteFull Time
Provide client service support to Financial Advisors, manage client requests, follow policies, and promote banking and investment solutions; strong communication and technology skills.
Microsoft Word, Microsoft Excel, PowerPoint, Salesforce
1mo
Save
Mark Applied
Hide
Wealth Management Client Associate
Winston Salem, North Carolina, United States
OnsiteFull Time
1+ YOEProvide client service support to Financial Advisors, deliver accurate client materials, promote banking solutions, and use Microsoft and CRM tools; 1 year experience preferred.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce