28 banking advisor jobs at 16 companies in Temple Terrace, FL
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Senior Banking Advisor
Tampa, Florida, United States
OnsiteFull Time
Northern TrustNasdaq: NTRS: Global provider of wealth, asset, and banking services.
5+ YOERequires 5+ years in financial analysis, client servicing, commercial lending, or leasing; advanced banking knowledge, investment and trust knowledge, negotiation, leadership, sales, and communication skills.
Lake Michigan Credit Union: Member-owned nonprofit credit union providing personal and business banking, loans, mortgages, investments, and insurance.
3+ YOERequires 3–5 years of related experience, high school diploma or equivalent, strong communication and consultative skills, banking product knowledge, sales ability, and problem-solving expertise.
High school diploma/GED, strong communication and customer-service skills, proficiency with banking software and Microsoft Office, ability to process teller transactions, open accounts, cross-sell products, and work evenings/weekends.
Synovus BankNew York Stock Exchange: SNV: Financial services provider offering retail and commercial banking solutions.
10+ YOECollege degree preferred in finance or business; 10+ years in banking or financial services; loan, banking regulation, credit analysis, leadership, communication, analytical, and client service expertise required.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Valley National BankNASDAQ: VLY: Regional bank providing commercial, retail, and wealth financial services.
3+ YOEHigh school diploma or GED and 3 years of banking experience in customer service or treasury management; commercial banking servicing experience and strong communication, analytical, and organizational skills required.
BMO Private Wealth: Private-wealth group serving high-net-worth families and businesses with banking, investing, planning, and trust services.
7+ YOERequires 7+ years of relevant experience and a post-secondary degree or equivalent. HNW client experience, broad wealth management knowledge, expert banking product knowledge, and advanced relationship, networking, business development, and financial planning skills required.
The Bank of Tampa: Privately owned community bank serving Tampa Bay businesses, professionals, organizations, families, and individuals with commercial and personal banking.
2+ YOERequires 2+ years in treasury management, cash management, or commercial banking, proven business development success, Microsoft Office proficiency, a driver's license, and regular Tampa Bay market calling.
Microsoft Office, Microsoft Word, Microsoft Excel, Microsoft Outlook, CRM
Centennial Bank: Provides commercial and retail banking services.
5+ YOEBachelor's degree and 5 years of related banking experience required. Requires communication, financial analysis, cyber security, risk assessment, Microsoft Office, Excel, and Adobe DC proficiency.
10-Key, Microsoft PowerPoint, Spreadsheet, Word Processing, Accounting, Alphanumeric Data Entry, Contact Management, Database, Human Resources Systems, Payroll Systems, Microsoft Office, Microsoft Excel, Adobe DC
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOESeries 7, 63, and 65 or Series 7 and 66; 12+ years of private banking or complex financial services experience; business development, wealth planning, negotiation, sales, and client relationship skills.
Bank of America Private BankNYSE: BAC: U.S. private wealth bank serving wealthy individuals, families and institutions with banking, lending, investment and trust services.
12+ YOERequires Series 7 and 63/65 or Series 7/66 licenses, 12+ years of private banking or complex financial services experience, business development ability, wealth planning expertise, and strong client, sales, negotiation, and collaboration skills.
Raymond James Bank, N.A.: Florida-chartered commercial bank providing corporate, real-estate, lending, deposit, and personal banking services to individuals and businesses.
1+ YOEAdvanced knowledge of securities-based lending, loan structure, collateral and documentation; strong communication, escalation management, and coaching experience.
TruistNYSE: TFC: US-based banking and financial services institution.
Bachelor's degree in business, accounting, finance, or banking; FINRA Series 7 and 66 licenses; state health and life insurance licenses; securities sales and client relationship experience; Microsoft Office skills.
ChaseNYSE: JPM: U.S. consumer and commercial bank serving individuals, families and businesses with banking, lending, cards and investment services.
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
Huntington BankNASDAQ: HBAN: A regional bank offering consumer, commercial, and financial services.
3+ YOEBachelor's degree, state life and health licenses within 90 days, and 3+ years of wealth management, financial advisory, sales, or relationship management experience serving high-net-worth clients.