2mo
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Relationship Advisor
Fort Wayne, Indiana, United States
OnsiteFull Time
Experience in banking, customer service, or sales; ability to manage a member portfolio; strong communication and relationship-building skills; comfortable with technology and financial documents.
CRM software, financial systems
1mo
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Relationship Advisor Part-Time (Apopka)
Apopka, Florida, United States
OnsitePart Time
1+ YOEPart-time Relationship Advisor with 1+ year sales/service experience; high customer service orientation; strong communication and relationship-building skills.
Windows, Microsoft Office, Symitar/Epysis, Synapsys, Meridian Link, OpenClose
6d
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Relationship Advisor
Palm Beach, Florida, United States
OnsiteFull Time
7+ YOEBachelor's or equivalent,7–10 years fiduciary/personal trust experience,strong knowledge of fiduciary/financial products,excellent communication,judgment,and relationship management;must be authorized to work in the U.S. without sponsorship.
3w
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Relationship Advisor
Marianna, Florida, United States
$32/hr OnsiteFull Time
1+ YOE1–3 years related experience; high school diploma/GED; ability to type and use computers/10-key; knowledge of BSA/AML and loan documentation; SAFE Act registration required; cash-handling and cross-selling skills.
Microsoft Windows, Microsoft Word, Microsoft Outlook, Microsoft Excel, 10-key calculator
1mo
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Relationship Advisor
Rotterdam, New York, United States
$21-$25/hr OnsiteFull Time
1+ YOEHigh school diploma or GED, NYS notary public within 12 months, NMLS registration, minimum 1 year customer service/sales experience in a financial or retail setting; teller/cash handling preferred.
TellerInfinity, ATM, Internet Banking, mobile app, audio response, Contact Center
4w
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Client Relationship Advisor (59056)
Farmington, Missouri, United States
OnsiteFull Time
2+ YOERelationship-driven advisor experience; 2+ years financial services/banking/wealth management preferred. Series 7 and 66, Life/Health/Annuity licenses (or ability to obtain), CRM and financial planning software experience, strong communication and organization.
CRM, client tracking tools, financial planning software
3w
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Relationship Advisor I
Jeffersonville, Indiana, United States
$24/hr OnsiteFull Time
1+ YOEHigh school diploma/GED and 1+ years related experience; engage members, advise on lending and financial products, and perform member account transactions with strong communication and financial literacy.
2mo
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Relationship Advisor - Trust Services Group
Harrisburg, Pennsylvania, United States
OnsiteFull Time
5+ YOEProvide high-quality client service; administer trust/investment accounts; maintain relationships; identify opportunities.
MS Word, MS Excel, MS PowerPoint
3w
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Relationship Advisor II- Technology
Denver, Colorado, United States
$64k-$86k/yr HybridFull Time
1+ YOEBachelor's with 1 year banking/customer-service experience OR High School/GED with 5 years experience. Strong organizational, time management, written and verbal communication, and teamwork skills.
2mo
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Financial Relationship Advisor
Salt Lake City or Saint Louis or Charlotte
OnsiteFull Time
2+ YOETwo+ years client management; FINRA Series 7 and 66 (or 63/65) licenses or equivalents; ability to obtain required licenses.
Microsoft Office
3w
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Advisor Relationship Manager
Urbandale or Dallas
OnsiteFull Time
2+ YOE2–4 years financial industry experience, associate’s degree or equivalent preferred, Iowa insurance license within 60 days, CRM proficiency, strong communication and troubleshooting skills.
CRM
1mo
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Member Relationship Advisor
Merrill, Wisconsin, United States
OnsiteFull Time
1+ YOEAt least 1 year sales experience with proven success; strong communication and sales skills; ability to multitask across phone, email, text and chat; able to open accounts, collect basic loan applications, and promote products.
2w
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Member Relationship Advisor
Middletown, Kentucky, United States
$22/hr OnsiteFull Time
High school diploma or equivalent; customer service experience; ability to communicate financial products, operate computer/calculator/copier, maintain professional demeanor; self-motivated and team-oriented.
computer, calculator, copier
2mo
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Relationship & Investment Advisor
Honolulu, Hawaii, United States
$55k-$75k/yr OnsiteFull Time
1+ YOEBachelor's degree in finance or business; 1 year related experience; CFA/CIMA/CPA or similar designations; Japanese language desirable.
3mo
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Private Client Relationship Advisor
Washington, District of Columbia, United States
$120k-$140k/yr OnsiteMultiple Commitments Available
10+ YOEBachelor’s degree in Finance or Business; 10+ years of relevant experience; experience with trusts and fiduciary relationships; CTFA preferred; strong client service and communication; able to work in Washington D.C.; authorized to work in the United States.
4d
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Relationship Advisor MRC (Hybrid) (62729)
Overland Park, Kansas, United States
$18-$20/hr HybridFull Time
1+ YOE1 year customer service experience; high school diploma or equivalent; proficiency with Windows and Microsoft Office; strong communication, problem-solving, and phone stamina; ability to meet sales and service metrics.
Windows, Microsoft Outlook, Microsoft Word, Microsoft Excel
3mo
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Member Relationship Advisor II
West Chester, Pennsylvania, United States
$21-$29/hr OnsiteFull Time
2+ YOEHigh School diploma required; 2 years college preferred; 2+ years financial services experience preferred.
Microsoft Office
1mo
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Member Relationship Advisor 1
Exton, Pennsylvania, United States
OnsiteFull Time
1+ YOEHigh school diploma (college preferred), 1+ year retail experience (contact center a plus), proficiency with contact center technologies and data analysis, strong communication, ability to work under pressure, and successful completion of SAFE Act background checks.
3w
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Member Relationship Advisor - Montgomery County
Kensington, Maryland, United States
$25-$30/hr OnsiteFull Time
2+ YOEHigh school/GED required (college preferred), 2+ years related experience, ability to be a state Notary Public, proficiency with Microsoft Office (Word, Excel, Outlook, PowerPoint) and Fiserv preferred, travel to multiple branches, strong interpersonal and presentation skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Fiserv
3w
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Financial Relationship Advisor- Cedar Creek
Louisville, Kentucky, United States
OnsiteFull Time
1+ YOEHigh school/GED; 1–3 years related experience; cash-handling preferred; strong customer service, problem-solving, and confidentiality; proficiency with Microsoft Word, Excel, PowerPoint, Internet and Email; ability to handle currency and member interactions.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Internet, Email, OFAC
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