- Banco Popular Puerto Rico (Mayaguez, PR)
- …Location: Mayaguez, PR Company: Popular Workplace Type: On-site Telephone Banking Consultant (Mayaguez) Popular is committed to developing and providing growth ... invite you to take look at the following opportunity: Sales & Support, 03 Applying for a position within...+ Duration: Approximately 8 weeks + Location: La Hacienda branch , Cabo Rojo + Start Date: November 24, 2025… more
- Regions Bank (Clayton, MO)
- …Diploma or GED equivalent + Five (5) years of sales or sales /management, coaching/ training experience in a financial services environment + Life Insurance ... careers section of the system. **Job Description:** At Regions, the Platform Investment Consultant is responsible for educating our licensed bankers to best meet our… more
- Magnifi Financial (Maple Grove, MN)
- Job Duties POSITION SUMMARY Responsible for consulting with Magnifi Financial members in person, on the phone and through digital channels. Educates, recommends, and ... * Consults with members to identify and recommend Magnifi Financial products and services based on financial ...* May perform opening and/or closing duties for the branch . * Contributes to the mission and visibility of… more
- US Bank (Portland, OR)
- …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
- US Bank (Lakewood, CO)
- …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 ... educating clients on available deposit and loan products and services, and recommending financial solutions based on each customer's unique goals and needs. They are… more
- Wells Fargo (St. Louis, MO)
- …Management, or WIM, is one of the United States' leading providers of financial and investment services. WIM provides a full range of personalized wealth management, ... to meet clients' unique needs and help them achieve financial goals. Our mission is to help clients pursue...Manage the ongoing relationship with the new advisor and branch during the transition period + Provide onsite and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …and** **Responsibilities:** * Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. * ... Assists with educating financial advisors on the benefits of offered products and...their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. * Assists with… more
- US Bank (Hermiston, OR)
- …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 ... (less than 20 hours per week) during peak business times in a branch . Builds and fosters relationships with clients through proactive outreach (includes outbound… more
- United Rentals (Dawsonville, GA)
- …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:**...you will serve as a key customer contact and consultant at our Fluid Solutions branch , with… more
- City National Bank (San Diego County, CA)
- …development and communication of sales strategies and tactics that mobilize all branch sales colleagues to achieve and sustain superior results * Works ... colleagues. * Responsible for the onboarding of all new branch sales colleagues and for the integration...tools. * Ability to act as an effective mentor/coach/business consultant . * Demonstrated ability to execute, implement and communicate… more