financial services advisor

Bank of America

<div>Job Description:
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill&rsquo;s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor &ndash; from acquiring, building and managing client relationships to considering a client&rsquo;s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA&rsquo;s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
We&rsquo;ll help you<ul><li>
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.</li><li>
Get training and one-on-one coaching from Academy managers who are invested in your success.</li><li>
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.</li><li>
Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 &amp; 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired &amp; your Series 7 &amp; 66 within 120 Days - a requirement for the role.</li><li>
Build your network. Starting at a financial center, you&rsquo;ll interact with banking customers, small business owners and higher net worth clients alike. You&rsquo;ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.</li><li>
Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.</li><li>
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.</li></ul>
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to<ul><li>
Unlimited potential for financial growth.</li><li>
A strong referral base from across the business through our relationship with one in every two households.</li><li>
Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.</li><li>
Robust marketing support to reach wider audiences with greater appeal.</li><li>
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.</li><li>
Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.</li></ul>
We&rsquo;re a culture that<ul><li>
Believes in responsible growth and has a proven dedication to supporting the communities we serve.</li><li>
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.</li><li>
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.</li><li>
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.</li></ul>
Required Qualifications:<ul><li>
Displays confidence working in a sales role</li><li>
Builds strong client relationships through effective communication and collaboration</li><li>
Displays a proactive mindset and effective time management</li><li>
Demonstrates a results-driven mindset and prioritizes client interests</li><li>
Identifies appropriate client solutions through application of learnings and new information</li><li>
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies</li></ul>
Desired Qualifications:<ul><li>
Bachelor&rsquo;s degree and/or a minimum of one year of financial services industry or sales experience</li><li>
Learns and adapts to new technology or applications</li><li>
Executes multiple tasks simultaneously</li></ul> 
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Park Ave

FirstRand

<div><h1 class="jobSectionHeader">Job Description</h1>
To provide a positive customer experience by being helpful and sensitive to customer needs, expectation and providing product solutions including directing customers to the correct channel (eChannels and Self Service) whilst adhering to policy and process.<div><div>
Hello Future Universal Advisor</div><div>
Welcome to FNB, the home of the #changeables. We are a trusted partner, deeply invested in creating a better world by delivering innovative, integrated, and customer-centric financial solutions.</div><div>
As part of our FNB Points of Presence (POP) team, you will be surrounded by unique talent in an inclusive environment that values diversity and collaboration. This role focuses on delivering a seamless, exceptional customer experience within a branch environment while proactively identifying customer needs and providing appropriate banking solutions.</div><div>
As a Universal Advisor, you will be responsible for delivering compliant sales and service solutions to walk-in and existing customers in a high-volume service environment. You will ensure every interaction is value-driven, ethical, and aligned to FAIS, FICA, Treating Customers Fairly (TCF) principles, and FNB governance while actively promoting digital and self-service channels.</div><div>
Now&rsquo;s the time to imagine your potential in a team where you can become the best version of yourself.</div><div> 
Are you someone who can:</div><div><ul><li>
Engage customers in a positive and professional manner by being helpful</li></ul></div><div><ul><li>
by living up to our brand promise of &ldquo;How can we help you?&rdquo; at all times</li></ul></div><div><ul><li>
Understand customer needs to identify, sell, and cross-sell products aligned to customer needs and provide appropriate banking and financial solutions</li></ul></div><div><ul><li>
Educate customers on the correct banking platforms suited to their needs to proactively migrate customers to digital, e-Channels, and self-service platforms</li></ul></div><div><ul><li>
Fulfil transactions above set benchmarks while delivering exceptional service</li></ul></div><div><ul><li>
Manage leads, referrals, and customer follow-ups within agreed turnaround times</li></ul></div><div><ul><li>
Maintain accurate customer records and ensure compliance with FAIS, FICA, TCF, and internal governance</li></ul></div><div><ul><li>
Always conduct yourself in an ethical and professional manner</li></ul></div><div><ul><li>
Take accountability for personal performance, learning, and career development</li></ul></div><div><ul><li>
Stay informed on product offerings, systems, and industry developments</li></ul></div><div><ul><li>
Contribute to team success and adapt to changing customer and business needs</li></ul></div><div> 
Qualification &amp; Experience Requirement</div></div><div><div><ul><li>
Minimum Qualification: Grade 12/ NQF Level 4</li></ul></div><div><ul><li>
Preferred Qualification: NQF Level 5 Certificate in Banking, Business Administration, Customer Service, or related fields recognized by FAIS</li></ul></div><div><ul><li>
1&ndash;3 years of experience in customer‑facing environments, service delivery, or client support within financial services</li></ul></div><div> 
You will be an ideal candidate if you possess the following:</div><div><ul><li>
Strong understanding of FAIS, TCF principles, and regulatory compliance</li></ul></div><div><ul><li>
Proven ability to meet sales, service, and customer experience targets</li></ul></div><div><ul><li>
Must not be an unrehabilitated insolvent</li></ul></div><div> 
You will have access to:</div><div><ul><li>
Opportunities to build strong customer relationships within a dynamic POP environment</li></ul></div><div><ul><li>
A challenging, fast-paced branch setting</li></ul></div><div><ul><li>
Continuous learning and development aligned to your career path</li></ul></div><div><ul><li>
Opportunities to make a meaningful impact as a brand ambassador within a local market</li></ul></div><div> 
You can be a match if you are:</div><div><ul><li>
Client-focused with a strong ethical mindset</li></ul></div><div><ul><li>
Passionate about service excellence and problem-solving</li></ul></div><div><ul><li>
Confident in needs-based selling and solution delivery</li></ul></div><div><ul><li>
Agile, adaptable, and comfortable in a high-volume environment</li></ul></div></div><div><div><ul><li>
A strong communicator with excellent interpersonal skills</li></ul></div><div><ul><li>
Results-driven with strong planning and organisational skills</li></ul></div><div><ul><li>
Detail-oriented with high compliance awareness</li></ul></div><div><ul><li>
Able to work independently and collaboratively within a team</li></ul></div><div> 
Apply now if you are ready to take the next step in your career as an FNB Points of Presence: Universal Advisor. We look forward to engaging with you!</div><div>
All appointments will be made in line with FirstRand Group&rsquo;s Employment Equity Plan. The Bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. This information will be kept confidential unless required by law.</div></div><h1 class="jobSectionHeader"> 
Important Closing Date Note</h1>
Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.
16/05/26<div><div><div><div><div><div><div>
All appointments will be made in line with FirstRand Group&rsquo;s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.</div></div></div></div></div></div></div></div>

Universal Advisor

KeyBank

<div>Location:
2501 Tongass Avenue - Ketchikan, Alaska 99901
Job Summary 
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography&mdash;clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them. 
 
Essential Functions<ul><li>
Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.</li><li>
Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.</li><li>
Acts as a resource to identify and resolve more complex client servicing issues.</li><li>
Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.</li><li>
Consistently attains individual activity, behavior, and outcome goals and expectations.</li><li>
Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.</li><li>
Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.</li><li>
Develops strong partnerships with branch teammates and line of business partners &ndash; focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.</li><li>
Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.</li><li>
Work on Saturdays as directed by management.</li><li>
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice</li><li>
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key&rsquo;s clients and Key.</li></ul> 
Education<ul><li>
High School Diploma GED, or equivalent business experience (required)</li></ul> 
Work Experience<ul><li>
Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)</li><li>
Experienced in cash handling. (required)</li><li>
General understanding of PC with Windows based applications and calculator. (required)</li><li>
Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)</li></ul> 
Licenses and Certifications<ul><li>
Notary License within 180 Days (preferred)</li></ul> 
Skills<ul><li>
Knowledgeable about the client&rsquo;s accounts and business with the bank and uses sound judgment with clients and transactions.</li><li>
Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).</li><li>
Strong work ethic and high level of integrity.</li><li>
Excellent time management skills.</li><li>
Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.</li><li>
Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.</li><li>
Educating clients on financial concepts, products, and services to empower them to make informed decisions.</li><li>
Developing trust and rapport with clients through consistent, personalized interactions and effective communication.</li><li>
Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.</li><li>
Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.</li><li>
Ability to gain market insight and spot trends to provide sound financial strategies.</li></ul> 
Core Competencies<ul><li>
All KeyBank employees are expected to demonstrate Key&rsquo;s Values and abide by Key&rsquo;s Code of Conduct.</li></ul> 
Physical Demands<ul><li>
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 &ndash; 10 lbs., occasional lifting of up to 30 lbs.</li></ul> 
Driving Requirements<ul><li>
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.</li></ul> 
Work Location Category<ul><li>
Office-Based</li></ul>
#INDPB
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 07/17/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.</div>

Financial Wellness Associate

Wells Fargo

<div>About this role: 
 
Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. 
 
In this role, you will:<ul><li>
Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Bank function</li><li>
Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact</li><li>
This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below</li></ul>
Required Qualifications:<ul><li>
6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education</li><li>
Successfully completed Securities Industry Essentials (SIE) exam or equivalent</li></ul>
Desired Qualifications:<ul><li>
FINRA registration including Series 7 and 66 (or FINRA recognized equivalents)</li><li>
State Variable, Life and Health insurance licenses</li><li>
Financial services experience</li><li>
Client services experience</li><li>
Experience developing and managing client relationships</li><li>
Sales or sales support experience</li><li>
A BS/BA degree or higher</li></ul>
Job Expectations:<ul><li>
Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary</li><li>
US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required</li><li>
This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents.</li><li>
Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process.</li><li>
This position is not eligible for Visa sponsorship.</li></ul>
Posting location: 
 
3550 Market St 
PHILADELPHIA, PA 19104 
 
Compensation includes an hourly base pay rate that meets or exceeds applicable minimum wage requirements, with the opportunity to earn additional commission. All pay complies with applicable minimum wage laws.
 
 
Posting End Date:
 
14 May 2026 
*Job posting may come down early due to volume of applicants.
 
 
We Value Equal Opportunity 
 
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. 
 
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. 
 
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. 
 
Applicants with Disabilities 
 
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo . 
 
Drug and Alcohol Policy 
 
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. 
 
Wells Fargo Recruitment and Hiring Requirements: 
 
a. Third-Party recordings are prohibited unless authorized by Wells Fargo. 
 
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.</div>

Associate Bank Financial Advisor

United Federal Credit Union

<div>General Summary (What is done and why)
The Member Service Advisor (MSA) reinforces and builds member relationships through efficient response to members' service requests and solicitation of new loan and deposit product purchases. This position is responsible for consistently exceeding member expectations and meeting sales goals by matching the full range of Credit Union products and services with an informed understanding of members' needs and making appropriate lending recommendations based on established guidelines. 
Essential Functions, in Priority Order (Majority of duties, but not meant to be all inclusive or prevent other duties from being assigned as necessary)
1. Sell and deliver Credit Union loan, deposit, investment, business, electronic and convenience products, and services. This includes gathering information to complete loan applications, evaluating credit reports, offering solutions to members, and submitting recommendations based on established lending guidelines.
2. Act as the primary source of product information and service support for member and staff inquiries, timely problem resolution and account maintenance. Maintain a high knowledge of all Credit Union products and services.
3. Provide accurate, complete, and consistent documentation in a timely manner.
4. Participate in and contribute to training and team development to assist in adaptation to new processes and systems.
5. Perform teller functions as needed. 
Education (Minimum education required to perform the duties of this position)
<ul><li> High school diploma or equivalent.</li></ul>
<ul><li> Some college preferred.</li></ul> 
Experience (Minimum experience required to perform the duties of this position)
In addition to the education requirement:
<ul><li> Minimum of two years' experience in a related sales field.</li></ul>
<ul><li> Sales or referral experience with proven results.</li></ul>
<ul><li> NMLS registration required upon hire.</li></ul> 
Knowledge, Skills, and Abilities (Minimum technical and communication skill levels and licenses/certificates normally required to perform the duties of this position)
<ul><li> Honesty and integrity</li></ul>
<ul><li> Excellent communication skills.</li></ul>
<ul><li> Good business writing skills.</li></ul>
<ul><li> Computer literacy and keyboarding skills.</li></ul>
<ul><li> Thorough knowledge of lending principles.</li></ul>
<ul><li> Analysis and resolution skills.</li></ul>
<ul><li> Self-motivated with demonstrated sales skills.</li></ul>
<ul><li> Phone sales solicitation skills.</li></ul>
<ul><li> Knowledge of Credit Union products, services, and banking regulations.</li></ul>
<ul><li> Ability to engage members in conversations to increase product penetration.</li></ul> 
Required Competencies
<ul><li> Problem Solving</li></ul>
<ul><li> Drive for Results</li></ul>
<ul><li> Time Management</li></ul>
<ul><li> Dealing with Ambiguity</li></ul>
<ul><li> Demonstrates Courage</li></ul>
<ul><li> Interpersonal Savvy</li></ul>
<ul><li> Customer Focus</li></ul>
<ul><li> Integrity and Trust</li></ul>
<ul><li> Self-Development</li></ul>
<ul><li> Business Acumen</li></ul> 
Mental Requirements
<ul><li> Ability to identify member and staff needs.</li></ul>
<ul><li> Ability to use good judgment and make sound decisions quickly.</li></ul>
<ul><li> Ability to work under pressure.</li></ul>
<ul><li> Proven problem-solving abilities.</li></ul>
<ul><li> Ability to concentrate in a multi-task environment.</li></ul>
<ul><li> Ability to maintain a positive attitude when resolving member/staff issues.</li></ul> 
Tools and Equipment Used
<ul><li> All available general office equipment as needed.</li></ul>
<ul><li> All available computer software and hardware as needed.</li></ul>
<ul><li> Cash dispense machine.</li></ul>
<ul><li> Drive-thru equipment.</li></ul> 
Working Relationships/Contacts (Positions with which incumbent has frequent contact)
<ul><li> Daily, personal/written/phone contact with MSA staff.</li></ul>
<ul><li> Daily, personal/written/phone contact with Credit Union managers.</li></ul>
<ul><li> Daily, personal/written/phone contact with Credit Union members.</li></ul> 
Physical Demands (Physical effort generally associated with this position)
Work involves standing and walking for brief periods of time, but most work is done from a seated position. There is potential for eyestrain from reading the computer screen. Must be able to talk and keyboard simultaneously. Deadlines, workloads, and pressure to achieve goals may cause increased stress levels. 
Working Conditions (Typical working conditions associated with this type of work and environmental hazards, if any, that may be encountered in performing the duties of this position)
Internal - Work is normally performed in climate-controlled office environment, where exposure to conditions of extreme heat/cold, poor ventilation, fumes and gases is limited. Noise level is moderate and includes sounds of normal office equipment (computers, telephones, etc.). No known environmental hazards are encountered in normal performance of duties. Length of day is unpredictable; long hours may be required to accommodate deadlines or special meetings.
External - Some travel may be required; however, information on environmental conditions is not available. 
EOE/Vets/Disability</div>

Member Service Advisor-Fernley

<div>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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. 
 
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates&rsquo; physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. 
 
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. 
 
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! 
Job Description: 
This job is responsible for providing specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of the client's life plan. Key responsibilities include acquiring new and deepening existing client relationships by conducting client meetings and presenting customized solutions to clients to help them achieve their financial goals. Job expectations include effectively balancing sales performance, operational risk, and client relationship care by leveraging specialized expertise.
Responsibilities:<ul><li>
Recommends financial advice and guidance that align with client financial goals and needs</li><li>
Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank</li><li>
Analyzes client financial needs and applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client's unique priorities</li><li>
Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs</li><li>
Makes decisions on client requests and makes referrals to appropriate internal partners based on client needs</li><li>
 Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates during meetings to assist with team delivery of an exceptional client experience</li></ul>
Required Qualifications:<ul><li>
Has demonstrated experience and proven success with business-to-business sales and/or small business banking</li><li>
Has strong communication skills with the ability to effectively influence clients</li><li>
Has effective customer service skills with ability to manage the full client end-to-end experience and problem resolution</li><li>
Has a proven sales track record</li><li>
Can build productive partnerships and working relationships</li><li>
Is experienced with outbound phone sales</li></ul>
Desired Qualifications:<ul><li>
Experience with financial information, spreadsheets and financial skills</li><li>
Experience with in-person customer service and sales</li><li>
Experience working with small business clients</li><li>
Experience meeting or exceeding goals</li><li>
A working knowledge of small business products and services</li><li>
Bilingual skills</li></ul>
Skills:<ul><li>
Client Management</li><li>
Client Solutions Advisory</li><li>
Customer and Client Focus</li><li>
Referral Identification</li><li>
Risk Management</li><li>
Client Experience Branding</li><li>
Credit Documentation Requirements</li><li>
Credit and Risk Assessment</li><li>
Pipeline Management</li><li>
Referral Management</li><li>
Attention to Detail</li><li>
Collaboration</li><li>
Issue Management</li><li>
Prospecting</li><li>
Relationship Building</li></ul>
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40</div>

Business Solutions Advisor - Chicago Michigan and Illinois Financial Center

Financial Advocates

Job Title: Administrative Assistant, Financial ServicesLocated: Bend, ORJob Description:Ocean&rsquo;s Edge is looking for a full-time Administrative Assistant to support their growing wealth management team. If you are a detail-oriented professional, have a passion for delivering an exceptional client experience and are interested in the financial services industry, this position is for you.Essential Duties and Responsibilities: Duties include but are not limited to:o Prepare and process new account paperwork for advisors and clientso Prepare any additional follow-up forms for clients per advisor&rsquo;s requesto Create and maintain client accountso Manage and handle advisor notificationso Setup meetings and maintain calendarso Follow through with all paperwork to ensure it is in good ordero Manage in and outbound call with professionalismo Mail agreements, brochures, and other client account paperwork to clientso Research and resolve account issues or miscellaneous questions for clients and advisorso Maintain files and prepare correspondence and documents for advisors and clientso Maintain a professional office environmentCompetencies: To perform the job successfully, an individual should demonstrate the following competencies:o Strong technology/computer aptitudeo Identify and resolve problems in a timely mannero Intuitive and resourceful to gather, analyze and resolve complicated issueso Respond promptly and accurately to client questions and needso Meet commitments and maintain confidentialityo Exhibit sound and accurate judgmento Demonstrate accuracy and thoroughnesso Monitor own work to ensure qualityo Strong attention to detailo Strong time management skillso Thrive in a fast-paced environmentEducation and/or Experience:Associate degree or higher in Business, Finance, Economics, Administration, or equivalent related experience and/or training. Series 7, 63, 65 and/or 66 is preferred but not required. Knowledge of investments, financial operations, insurance, and trusts are a plus.About Ocean&rsquo;s Edge:Ocean&rsquo;s Edge has a dedicated commitment to continued education to ensure that an advisor remains up to date with the latest strategies, tools, and insights to navigate complexities effectively. Additionally, the advisor engages with a community of professionals such as tax experts, estate planners, and legal advisors can provide a comprehensive approach to financial planning. This collaborative network allows for a thorough consideration of all aspects of a client's financial situation, from tax-efficient investment strategies to comprehensive estate planning. By working with an advisor who values ongoing learning and partnerships, clients can be confident that their financial well-being is guided by the most current expertise and a diverse range of specialists, tailored to client&rsquo;s unique goals and circumstances.How to apply:If this sounds like a position in which you would excel and would like to join a dynamic team, please send us your resume and cover letter attached as a word document to the attention of Danny and send to: careers @ financial advocates.com. Please use your last name somewhere in your resume's file name.If you are a qualified candidate, we will respond by phone or email. Please note, emails from us may go into your spam/junk file.We look forward to hearing from you!Pay: $18.00 - $25.00 per hourBenefits:<ul><li>401(k)</li><li>Health insurance</li><li>Paid time off</li></ul>Work Location: In person

Administrative Assistant

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