- Flagstar Bank (Bayside, NY)
- Position Title Branch Banking Client Consultant I-PT Location Bayside, NY 11364 Job Summary A Branch Banking Client Consultant I provides customers with ... maintaining operational standards, and assist the team in meeting branch goals. Pay Range: $17.00 - $21.25 - $25.50...required 0 - 3 years of customer service and sales experience, required Experience in financial services… more
- Fidelity Investments (Tampa, FL)
- Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... create complex financial plans, then join a team that is a...your family strike the right balance. We offer training in- branch , regionally, nationally, and virtually to help you with… more
- Fidelity Investments (Redmond, WA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... Working in our Investor Center, you will develop customized financial plans through a wide range of products and...your family strike the right balance. We offer training in- branch , regionally, nationally, and virtually to help you with… more
- Morgan Stanley (Morristown, NJ)
- …Team COO is a senior level position that serves as a lead coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales organization, ... * Maintain and develop client relationships by developing strategies to meet their financial goals through financial planning and wealth management * Advise… more
- Fidelity Investments (Middleton, WI)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... note this role requires in-person attendance in the assigned Branch location. Certifications: Certified Financial Planner (CFP)...Series 65 - FINRA, Series 66 - FINRA Category: Sales Fidelity's hybrid working model blends the best of… more
- United Rentals, Inc. (Baltimore, MD)
- …Inside Sales Rep, you will serve as a key customer contact and consultant at our branch , with responsibility for recommending solutions to the customer, ... multi-task, learn plenty and build your ability to drive sales and branch growth. What you'll do:...and your family. In addition to our health and financial plans, we also offer: Paid Parental Leave United… more
- Rondout Savings Bank (Kingston, NY)
- …retention of existing relationships. *Collaborate with senior leadership to set annual sales forecasts and branch performance goals. *Accountable for achieving ... Independently identify customers and prospects with additional profit potential and financial services' needs, develop and expand these sales opportunities… more
- Security Service Federal Credit Union (San Antonio, TX)
- …path to support this. Most of our branch managers and assistant branch managers started in a Teller/Banker role!Member Consultant I: High school diploma ... of Security Service products and services to help our members reach their financial goals. You will build and nurture long-lasting relationships by promoting our… more
- StateJobsNY (Latham, NY)
- Duties Description Under the supervision of the Programming Branch Chief, Director of Facilities and Engineering or other appropriate professional or designated ... appraisal report to determine value. *Drafts scope of service and reviews consultant prepared appraisals. *Prepares draft permits and licenses for the private use… more
- US Bank (Reno, NV)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... proactive outreach and follow up, asking questions and learning about their financial needs, and banking channel preferences. Identifies solutions for new and… more
- PNC (Berwyn, PA)
- …valued, and have an opportunity to contribute to the company's success. As a Financial Sales Consultant , within PNC's Organizational Financial Wellness, ... the needs of various businesses and their employees. The Financial Sales Consultant role is...and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help… more
- Charles Schwab (Austin, TX)
- …resource in helping clients in finding financial success. As a Financial Consultant in the Financial Solutions Branch , you will advocate on behalf of ... status quo" and transform the finance industry together. The Financial Solutions Branch (FSB) is part of...and deliver appropriate advice and solutions through a repeatable sales process that focuses on addressing clients' needs. +… more
- US Bank (Columbus, OH)
- …customer's needs both reactively and proactively** **- Experience in the financial services industry preferred** **Client Relationship Consultant 2** **Basic ... customer's needs both reactively and proactively** **- Experience in the financial services industry preferred** **Client Relationship Consultant 3** **Basic… more
- Wells Fargo (Pomona, CA)
- **About this role:** Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) **In this role, you will:** + Sit within assigned bank branches and originate ... mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor...job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a… more
- Wells Fargo (Sugar Hill, GA)
- **About this role:** Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional ... + Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees… more
- US Bank (Overland, MO)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant 3** **Basic ... meet customer's needs both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant 4** **Basic… more
- US Bank (Bloomington, IL)
- …meet customer's needs both reactively and proactively - Experience in the financial services industry preferred Client Relationship Consultant 2 **Basic ... meet customer's needs both reactively and proactively - Experience in the financial services industry preferred Client Relationship Consultant 3 **Basic… more
- KeyBank (North Salt Lake, UT)
- …and partner to the people and businesses in our Key Bank communities. The Financial Wellness Consultant (FWC) is a Banker who also conducts Teller transactions ... and provide guidance and solutions to assist in client's financial wellness in person as well as through proactive...certificates of deposit, etc.). + Developing strong partnerships with branch teammates and line of business partners - focusing… more
- PNC (Wilmington, NC)
- …basis. Some responsibilities may be performed remotely, at manager's discretion. As a Financial Wellness Consultant , you will work within the PNC Retail Out ... of Branch network,...Relationship Building, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales Opportunities **Competencies** Business… more
- Wells Fargo (Randallstown, MD)
- …+ Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees ... outlined in the job expectations below **Required Qualifications:** + 2+ years of sales experience, or equivalent demonstrated through one or a combination of the… more
