- Charles Schwab (Phoenix, AZ)
- …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
- PNC (Cleveland, OH)
- …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
- Wells Fargo (Gardena, CA)
- Job Description **About this role:** Wells Fargo is seeking a Community Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For ... + Sit within assigned bank branches and originate mortgage loans. Collaborate with branch leadership, participate in branch huddles, mentor and coach employees… more
- Wells Fargo (Douglasville, 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
- SF Fire Credit Union (San Francisco, CA)
- …CA 94114* What You'll Be Doing + Performs all the duties of a Financial Service Consultant I without supervision + Meets established individual and team ... empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to...meeting the service standards established by the Credit Union. * Branch Location: Noe Valley, 3908 24th St, San Francisco,… 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
- US Bank (Fort Mitchell, KY)
- …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 (Hempstead, NY)
- **About this role:** Wells Fargo is seeking a Mortgage Bank Sales Consultant (SAFE) in Consumer Lending as part of Home Lending. For additional information on ... + Sit within assigned bank branches and originate mortgage loans; collaborate with branch leadership, participate in branch huddles, mentor and coach employees… more
- PNC (Coral Gables, FL)
- …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
- Zions Bancorporation (Los Angeles, CA)
- …& Middle Market Excellence Awards. We are looking for a **Senior Level Treasury Management Sales Consultant who will sit in one of our offices in either Los ... employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families,...for 70 years and has more than 80 full-service branch offices across the state. This dedication has helped… more