- TD Bank (Tampa, FL)
- …+ Extensive network of outside referral sources for new business + Excellent credit and financial analysis skills + Effective negotiation skills **Customer ... gather related financial and general business information as directed, coordinate financial analyses needed to make credit decisions + Contributes and/or… more
- Atria Wealth Solutions (Fort Worth, TX)
- …Team! CUSO Financial Services, LP (CFS), in its partnership with EECU Credit Union, is seeking a Financial Advisor to provide investment and retirement ... services for its members in the Fort Worth, TX area . EECU Credit Union is a not-for-profit...training). Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding… more
- Atria Wealth Solutions (Lunenburg, MA)
- Through its relationship with CUSO Financial Services, LP (CFS) Workers Credit Union is seeking a Financial Advisor to join their team in the Lunenburg, MA ... area . About Workers Credit Union: Since 1914,...culture program. + Cross-sell products and services of the Credit Union best suited to the financial … more
- Atria Wealth Solutions (Richmond, VA)
- …member base in and around the Richmond, Virgina area . Argent Credit Union is a full-service, not-for-profit financial cooperative headquartered in Chester ... Through its relationship with CUSO Financial Services, L. P. (CFS) Argent Credit...team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding… more
- Atria Wealth Solutions (Allentown, PA)
- …relationship with CUSO Financial Services, L. P. (CFS) First Commonwealth Federal Credit Union is seeking a Financial Advisor to provide retirement and ... its member base in and around the Lehigh Valley area . Established in 1959, First Commonwealth Federal Credit...team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding… more
- Comerica (San Francisco, CA)
- …complex customer relationships to ensure ongoing profitability and complete conformity with credit terms. Ensures the sale of additional financial services. ... Maintains an in-depth understanding of commercial, economic and financial circumstances and how they impact the customers and...experience or 7 years of experience in Lending or Credit Vice President, Portfolio Manager IV +… more
- Heritage Financial Credit Union (Central Valley, NY)
- …Description Join a Purpose-Driven Team at Heritage Financial Credit UnionWhere Integrity, Excellence, Teamwork, ... and Community Matter! Heritage Financial Credit Union is a member-owned ...balance and maintain cash drawer, etc. + Assist Branch Manager as necessary in balancing and maintaining ATMs and… more
- Atria Wealth Solutions (King, NC)
- Through its relationship with CUSO Financial Services, LP (CFS) Allegacy Federal Credit Union is seeking a Financial Advisor to join their team in the King ... NC area . ABOUT ALLEGACY: Do you get a thrill out of...in one of the most unique entities of the financial industry. Allegacy Federal Credit Union is a… more
- Comerica (Sherman Oaks, CA)
- Job Description Portfolio Manager III- Private BankingThe Portfolio Manager is responsible for managing a portfolio of existing relationship for customers within ... Banking to ensure ongoing profitability and complete conformity with credit terms. This role will ensure the sale of...terms. This role will ensure the sale of additional financial services. It will also maintain a basic understanding… more
- Atria Wealth Solutions (Cincinnati, OH)
- …organization that thrives on teamwork and collaboration? Through its relationship with CUSO Financial Services, L. P. (CFS) General Electric Credit Union is ... team. Provides regular feedback to the branch employees, identified credit union executives and sales manager regarding...financial services industry, preferably in a bank or credit union + Excellent communications skills, both verbal and… more