Banking Client Advisor

3 weeks ago


Oklahoma City, United States CareerBuilder Full time

Banking Client Advisor JOB SUMMARY:
The Banking Client Advisor is responsible for growing the Banking Division by building deposit, loan, and fee income balances to grow bank revenue. Prospects for new business within designated segments and market area. Provides financial advice to our customers; sells appropriate bank products and services to those prospects and customers. Identifies potential clients and make appropriate product referrals.
* Develops contacts of existing and potential new retail business members. Makes formal presentations to potential clients.
* Builds and maintains relationships with customers to help identify financial products and services that meet their personal and business needs.
* Researches local market demographics and trends to identify prospective retail members and businesses then contacts them to develop retail business relationships to solicit new business opportunities.
* Identifies opportunities to promote and establish ancillary services with existing and new business accounts.
* Maintains knowledge of competitor offerings.
* Responds and resolves customer issues and inquiries in branch and via telephone.
* Assists customers' with selection of all financial services.
* Processes customer transactions efficiently and accurately in a fast-paced environment.
* Maintains and balances currency and coin as well as cash management records.
* Balances and settles cash drawer in conjunction with proofing transactions.
* Meets with Branch management/staff to keep them aware of the bank's products, their features, and benefits.
* Exercises awareness with regard to possible suspicious activity, money laundering or fraudulent behavior and reports any such incidents to the BSA department. Performs all job functions in compliance with all company policies and federal, state, and local laws and regulations as applicable to the position, including, but not limited to BSA/AML, OFAC and GLBA/privacy rules.
* Performs related responsibilities as required or assigned.
Location
Requirements
Knowledge/Skills/Abilities
* Advanced knowledge of Retail Banking Business Development policies, procedures, and practices.
* Advanced knowledge of the bank's products and services.
* Advanced knowledge of sales strategies and business development.
* Excellent written and oral communication skills.
* Excellent persuasion and sales skills.
* Proficient in Microsoft Office applications (Word, Excel, & Outlook).
* Ability to provide creative solutions using appropriate banking products and services.
* Ability to work independently and give effective group presentations with a variety of personal.
* Exemplifies the Gateway Values: Growth Oriented, Make a Difference, "Get it Done" Attitude, Team Player, Street Smart
Equivalent Education/Experience
* Requires a high school diploma or equivalent work experience.
* 5 years of banking or cash handling experience.
* Prefer sales and operational experience.
* Prefer Bachelor's Degree in Business, Finance, Accounting, Economics, or equivalent years of experience

#J-18808-Ljbffr



  • Oklahoma City, United States Gateway First Bank Full time

    Description Banking Client Advisor JOB SUMMARY: The Banking Client Advisor is responsible for growing the Banking Division by building deposit, loan, and fee income balances to grow bank revenue. Prospects for new business within designated segments and market area. Provides financial advice to our customers; sells appropriate bank products and services to...


  • Daly City, United States Wells Fargo Full time

    Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function. Review basic or tactical client goals and risk tolerance, as Financial Advisor, Financial, Associate, Advisor, Client Service, Client Relations, Banking


  • City of Industry, United States Bank Of Montreal Full time

    Application Deadline:05/02/2024 Address:13300 Crossroads Parkway North. Job Family Group:Commercial Sales & Service. Provides exceptional, daily operational service support to grow the Banks market share and maximize profitability of client relation Client Service, Service Advisor, Advisor, Client Relations, Skills, Banking, Business Services

  • Financial Advisor

    4 weeks ago


    Iowa City, United States Lead Advisor Full time

    We are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are...

  • Financial Advisor

    3 weeks ago


    Iowa City, United States Lead Advisor Full time

    We are helping our client in Iowa City, hire a Financial Advisor. Their practice is a fast-growing independent advisory firm with offices in Iowa City providing financial planning and wealth management services to their clients. Their company is positioned to optimize client outcomes and maintains firm positioning around that ethos. As such, no products are...


  • Salt Lake City, United States The Bank of America Corporation Full time

    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders Client Advisor, Business Development, Advisor, Private, Solutions, Client Relations

  • Commercial Lender

    3 weeks ago


    Oklahoma City, United States SNI Banking Full time

    COMMERCIAL LENDER - OKLAHOMA CITY - ONSITE - 5 YEARS MIN EXP - SALARY BASED ON MARKET/EXP/PRODUCTION - $105k-$150k (base) Commercial Banking Officer with a proven track record of building relationships to develop lower-middle market relationship with corporations and not-for-profit entities with annual revenues generally ranging from $5 million to $500...

  • Commercial Lender

    3 weeks ago


    Oklahoma City, United States Sni Banking Full time

    COMMERCIAL LENDER - OKLAHOMA CITY - ONSITE - 5 YEARS MIN EXP - SALARY BASED ON MARKET/EXP/PRODUCTION - $105k-$150k (base) Commercial Banking Officer with a proven track record of building relationships to develop lower-middle market relationship with corporations and not-for-profit entities with annual revenues generally ranging from $5 million to $500...

  • Commercial Lender

    4 weeks ago


    Oklahoma City, United States SNI Banking Full time

    COMMERCIAL LENDER - OKLAHOMA CITY - ONSITE - 5 YEARS MIN EXP - SALARY BASED ON MARKET/EXP/PRODUCTION - $105k-$150k (base)Commercial Banking Officer with a proven track record of building relationships to develop lower-middle market relationship with corporations and not-for-profit entities with annual revenues generally ranging from $5 million to $500...

  • Commercial Lender

    4 weeks ago


    Oklahoma City, United States SNI Banking Full time

    COMMERCIAL LENDER - OKLAHOMA CITY - ONSITE - 5 YEARS MIN EXP - SALARY BASED ON MARKET/EXP/PRODUCTION - $105k-$150k (base)Commercial Banking Officer with a proven track record of building relationships to develop lower-middle market relationship with corporations and not-for-profit entities with annual revenues generally ranging from $5 million to $500...


  • Kansas City, United States AIB Full time

    **Branch Customer Advisor, Retail Banking, Westport** **Location:** Westport, IE **Role:** Branch Customer Advisor Location: Westport This role is being offered on a Temporary basis. (23 month contract) **Were looking for someone who:** * Evidence of excellent customer relationship skills, ability to engage with customers and represent AIB with expertise ...


  • Garden City, United States Neiman Marcus Full time

    NEIMAN MARCUS GROUP Neiman Marcus Group (NMG) has been the premier destination for luxury fashion and goods, superior service, and an elevated retail experience for more than a century. Today, 9,000 associates contribute to the success of NMGs brand Client Advisor, Designer, Customer Experience, Advisor, Selling, Client Relations, Business Services

  • Client Advisor, SoHo

    3 weeks ago


    New York City, United States AMIRI Full time

    Purpose & objective: AMIRI is looking for an enthusiastic Client Advisor to join the its SoHo location! The AMIRI Client Advisor is responsible for delivering quality client service, achieving individual sales goals, building lasting  dynamic client relationships through expert product knowledge and selling techniques, as well as understanding luxury...


  • Salt Lake City, United States LVMH Full time

    PosteOur Client Advisor is an ambassador and guide through the Maison of Louis Vuitton. You will strive to discover your clients, delivering the best experience while conveying your passion for the product. With us, every career is a journey, filled with excitement and challenge, desire and daring. Our store located in City Creek, Salt Lake City has an...


  • West Valley City, United States LVMH Full time

    Poste Our Client Advisor is an ambassador and guide through the Maison of Louis Vuitton. You will strive to discover your clients, delivering the best experience while conveying your passion for the product. With us, every career is a journey, filled with excitement and challenge, desire and daring. Our store located in City Creek, Salt Lake City has an...


  • Rapid City, South Dakota, United States Bank of America Full time

    Job Description:At Bank of America, we re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when...


  • Traverse City, Michigan, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...


  • Oklahoma City, United States The Judson Group Full time

    Judson Group has been retained by a prominent financial advisory firm in the search for a Chief Investment Officer/Senior Advisor . The CIO/Senior Advisor will primarily be responsible for planning and directing all aspects of the firms’ investment programs. The CIO/Senior Advisor will work closely with the firm’s founder to improve the investment...

  • Financial Advisor

    4 weeks ago


    Forest City, United States United Bank Full time

    Job Description The Financial Advisor works in concert with the retail branch banking system in a geographically defined territory to provide comprehensive investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental sales and offer ongoing financial solutions to potential new clients...


  • Salt Lake City, United States BankTalent HQ Full time

    Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in...