14 banking advisor jobs at 6 companies in Putnam, CT
3mo
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Member Relationship Advisor I. - Floating (Westerly, Wakefield, N. Kingstown, Coventry)
Warwick or Westerly or Wakefield or North Kingstown or Coventry
OnsiteFull Time
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.
Microsoft Office, Banking software
4d
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Member Relationship Advisor I - (Universal Banker)
South Kingstown or Rhode Island
OnsiteFull Time
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
1mo
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Member Relationship Advisor I - (Universal Banker)
Woonsocket, Rhode Island, United States
OnsiteFull Time
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
1w
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Centralized Advisor - M&T Bank
Hartford, Connecticut, United States
$70k-$73k/yr OnsiteFull Time
3+ YOERequires Series 7 and Series 66 or Series 63/65, an insurance license, and at least three years of investment sales experience.
1w
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Centralized Advisor - M&T Bank
Hartford, Connecticut, United States
$70k-$73k/yr OnsiteFull Time
3+ YOERequires Series 7 and 66 or 63/65, an insurance license, and at least three years of investment sales experience.
LPL Financial
4d
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Member Relationship Advisor I - (Universal Banker / Bilingual Spanish)
Central Falls, Rhode Island, United States
OnsiteFull Time
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
2mo
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Senior Home Lending Advisor - Medway MA - Medway Branch
Medway, Massachusetts, United States
OnsiteFull Time
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.
NMLS, Windows
4w
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Financial Solutions Advisor Registration Candidate - Concord Center Financial Center
Concord, Massachusetts, United States
$29-$34/hr OnsiteFull Time
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.
2mo
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Senior Home Lending Advisor - Hudson MA - Hudson Branch
Hudson, Massachusetts, United States
$15/hr OnsiteFull Time
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.
5d
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Member Relationship Advisor I - Floating (Chapel, Manville, Cumberland Hill, Lincoln)
Cumberland or Manville or Lincoln
FieldFull Time
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
3d
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Business Solutions Advisor - Norwood Route One Financial Center - Norwood, MA
Norwood, Massachusetts, United States
$26-$35/hr OnsiteFull Time
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.
3d
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Business Solutions Advisor - Norwood Route One Financial Center - Norwood, MA
Norwood, Massachusetts, United States
$26-$35/hr OnsiteFull Time
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.
2mo
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Lending Transaction Manager – Lending and Banking Services
New York City or Boston or Springfield
$145k-$190k/yr HybridFull Time
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
1mo
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Wealth Management Client Associate
Providence, Rhode Island, United States
$25-$44/hr OnsiteFull Time
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