- Citizens (Boston, MA)
- …a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible ... delivering personalized financial strategies to mass affluent clientele. The Virtual Financial Advisor will be based out of a Citizens corporate office location and… more
- Citizens (Weston, MA)
- …plan that meets the client's goals. The Citizens PCFA is a branch-based advisor who excels in a collaborative environment that emphasizes the paramount importance of ... as a condition of employment. A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services. Demonstrated track record in new… more
- Heritage Bank (Bellevue, WA)
- …of bank products and services to clientele while serving as a trusted advisor . This position will also have responsibility for underwriting, structuring, and closing ... and trust. Work to establish his/her role as a trusted financial advisor . Evaluate the overall resources and capabilities of the client/prospect's business,… more
- Skidmore College (Saratoga Springs, NY)
- …budgeting, spending, and compliance with College/SGA financial policies, serving as the primary advisor to the SGA VP for Financial Affairs and the Budget & Finance ... and budget availability. Reconcile and resolve banking issues. Reconcile SGA checking/ credit accounts monthly and quarterly; investigate and clear missing or… more
- Hajoca Corporation (Arlington, TX)
- …innovative ways to grow sales with existing customers and become their trusted advisor . * Generate sales leads that develop into new customers. * Identify ... team. * Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that...changes in a customer's business that might cause a credit risk. * Successfully complete required safety and compliance… more
- Hajoca Corporation (Greenville, OH)
- …ways to grow sales with existing customers and become their trusted advisor . * Identify opportunities for value-added services and articulate our solutions. * ... procedure. * Communicate to the Profit Center Manager and Credit Manager any changes in a customer's business that...changes in a customer's business that might cause a credit risk. * Complete various daily, weekly and monthly… more
- Hajoca Corporation (Salt Lake City, UT)
- …opportunities to grow sales with existing customers and become a trusted advisor . * Identify opportunities for value-added services and clearly articulate solutions. ... and the PCM any changes in a customer's business that may affect credit risk. * Successfully complete required safety and compliance training programs. * Perform… more
- HSBC (Beverly Hills, CA)
- Senior Credit Advisor Brand: HSBC Area of Interest: Private Banking Location: Beverly Hills, CA, US, 90210 Work style: Hybrid Worker Date: 13 Dec 2025 In ... people, our investors, our communities and the planet we all share. The Senior Credit Advisor will be the go-to expert on all credit and risk-based products… more
- Capital One (Mclean, VA)
- Business Director - Credit Advisor , Partnership Card Deal Evaluations As a Business Director at Capital One, you will apply your strategic and analytical skills ... promotes continuous learning, and rewards innovation. This role is for a Credit Advisor to support Capital One's growing business. The position is in Card… more
- Bank of America (Denver, CO)
- Credit Advisor , Global Wealth & Investment Management Denver, Colorado;San Francisco, California **To proceed with your application, you must be at least 18 ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Denver/ Credit - Advisor --Global-Wealth Investment-Management\_25037156) **Job Description:** At Bank of… more
- Bank of America (San Marcos, CA)
- Credit Solutions Advisor - San Marcos - Spanish Language Preferred San Marcos, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Marcos/ Credit -Solutions- Advisor San-Marcos Spanish-Language-Preferred\_25035935) **Job Description:** ** Credit… more
- PNC (Brecksville, OH)
- …have an opportunity to contribute to the company's success. As an LOB Consumer Credit Risk Advisor within PNC's Balance Sheet Analytics & Modeling Decisioning ... or in the field on a regular basis. Role Overview: As a Consumer Credit Risk Advisor , you will review both automated and manual credit decisions to ensure… more
- Oriental Bank (San Juan, PR)
- The Advisor , Commercial Credit contribute to the overall management and profitability of the Bank's Large loan portfolio via adequate adjudication of related ... credits, within the Bank's Credit Policies and in compliance with local and state...Juan, PR Main Duties & Responsibilities + Perform annual credit reviews of commercial existing portfolio and periodic loan… more
- Truist (Charlotte, NC)
- …**Please review the following job description:** The Business Unit Risk Advisor engages with Structured Credit Originations (Asset-Based Lending, Equipment ... metrics, management and remediation of issues, and serving as a risk advisor to business unit stakeholders. **Essential Duties and Responsibilities** Following is a… more
- Truist (Jupiter, FL)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . * Advanced and proven working knowledge of deposit, credit ... America) **Please review the following job description:** Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients.… more
- JPMorgan Chase (Palo Alto, CA)
- …our product suite to them? You have found the right team! As a Letter of Credit Product Advisor - Vice President within the Commercial Bank, you are client ... and product delivery activities for our Standby Letter of Credit (SBLC) offering. You will provide consistent, high quality...transparency on the process + Act as a trusted advisor to your respective portfolio for any Letter of… more
- First Horizon Bank (Tampa, FL)
- …track record working complex credit deals and/or in tandem with a senior credit advisor . + Advanced and proven working knowledge of deposit, credit ... in the community. + Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex wealth relationships.… more
- Bank of America (Newport Beach, CA)
- …hiring of individuals with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators **Minimum Education ... of delivering lending services to clients by demonstrating an understanding of credit , lending guidelines, and the mortgage process. This position is subject to… more
- Bank of America (Chandler, AZ)
- …identifying broader product and service solutions that meet their investment, savings and credit needs. As a Financial Solutions Advisor (FSA), this person will ... Financial Solutions Advisor - Bilingual Spanish (Series 7 and 66 required) Chandler, Arizona;Jacksonville, Florida **To proceed with your application, you must be at… more
- PNC (TX)
- …have an opportunity to contribute to the company's success. As a Product Advisor within PNC's Small Business Banking organization, this is a remote position. Work ... Texas. This individual will support our Small Business Banking Credit products and should possess experience in business ...Credit products and should possess experience in business credit . This is a remote position. Work may be… more
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