relationship advisor

First Gulf Fin Commercial Broker

<p><b>Walk-in Interview</b> &ndash; Telecaller / Relationship Officer / Sales Officer (Credit Card Sales)</p><p>We are hiring for Telecaller, Relationship Officer, and Sales Officer roles for Credit Card Sales. Candidates with strong communication skills and a sales-driven mindset are encouraged to apply.</p><p><b>Job Responsibilities:</b></p><ul><li>Promote and sell credit card products to potential customers</li><li>Build and maintain customer relationships</li><li>Achieve assigned sales targets</li><li>Follow up with leads and maintain records</li></ul><p><b>Requirements:</b></p><ul><li>Good communication and convincing skills</li><li>Sales experience preferred (Freshers can apply)</li><li>Target-oriented mindset</li></ul><p><b>Salary</b>: Fixed + performance-based incentives (salary based on target achievement)</p><p><b>Walk-in Details:</b></p><p>Date: 20/04/2026 - 25/04/2026</p><p>Time: 10:30 AM - 03:30 PM</p><p>Location: 1505, Al Owais Business Tower, 64 Al Sabkha St - Al Sabkha - Deira - Dubai</p><p><b>Documents Required:</b></p><p>Updated Resume</p><p>KYC Documents</p><p>For more details, contact: +971 567512751</p><p>Pay: AED2,500.00 - AED3,500.00 per month</p><p>Work Location: In person</p>

Relationship Officer

Dhanguard LLC

<p><b>About the Role:</b></p><p><b>Dhanguard Business Setup &amp; Banking Services is seeking a motivated and customer-focused Business Setup Advisor to join our dynamic sales team. This role offers an exciting opportunity for freshers from any sales background&mdash;whether from your home country or within the UAE&mdash;to grow your career in a fast-paced, supportive environment.</b></p><p><b>Key Responsibilities:</b></p><ul><li>Assist clients in setting up their businesses across Mainland, Freezone, and Offshore jurisdictions.</li><li>Guide clients through the licensing, documentation, and visa processes efficiently and accurately.</li><li>Promote company business setup and banking services to prospective clients.</li><li>Convert inquiries into successful business setups through excellent customer service and follow-ups</li><li>Maintain strong client relationships and ensure satisfaction throughout the setup process.</li><li>Stay updated on the latest UAE business regulations and market trends to provide accurate advice.</li></ul><p><b>Requirements:</b></p><ul><li>Strong communication and interpersonal skills.</li><li>Customer-oriented with a proactive attitude and eagerness to learn.</li><li>Ability to work effectively in a team and meet sales targets.</li><li>Strong understanding of business setup or eagerness to learn quickly is an advantage.</li></ul><p><b>What We Offer:</b></p><p>Competitive monthly salary with attractive performance-based incentives.</p><p>Opportunities for career growth and professional development within the company.</p><p>Dynamic and supportive work environment.</p><p>Employment visa and health insurance will be provided<b>.</b></p><p><b>Job Type: Full-time</b></p><p><b>Contract: 24 Months</b></p><p><b>Pay: AED3000- AED4000</b></p><p>Job Type: Full-time</p><p>Pay: AED3,000.00 - AED4,000.00 per month</p><p>Work Location: In person</p>

Business Setup Advisor

VyStar Credit Union

<div><p>At VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement-available to all full and part time employees. Part time positions start at a minimum of 30 hours per week.</p><p></p><p>
We encourage you to become a part of VyStar Credit Union's family of employees.</p><p></p><ul><li><b>SELECTION PROCESS:</b></li></ul><p><b>
As part of our preliminary recruiting process, we kindly ask candidates to complete an online assessment sent to their email from our third-party vendor, HireVue. To be considered, please complete the assessment within the allotted time. If you don't receive it after applying, check your spam folder. Assessment results are valid for 6 months.</b></p>
ACCOUNTABILITY STATEMENT<br>
<br>
The Relationship Specialist I responsibilities include providing unbelievable member experiences with every member interaction both in-person and on the phone, identifying member cues, asking open-ended discovery questions, and growing consumer and business relationships by identifying member needs and properly positioning VyStar financial solutions. This key relationship building position must be able to describe VyStar Credit Union&rsquo;s value proposition versus competitors and convey the importance of educating and proactively helping members with their financial goals.<p></p><p><b>
ESSENTIAL RESPONSIBILITIES</b></p><ul><li><p>
Use each member interaction both on the phone and in-person to provide unbelievable member experiences from greeting and welcoming, to strengthening and enhancing member relationships through quality conversations and cross-selling credit union solutions effectively.</p></li><li><p>
Identify member cues, ask open-ended discovery questions, and grow consumer and business relationships by identifying member needs.</p></li><li><p>
Understand and position consumer and business deposit, credit, insurance, and investment solutions appropriately.</p></li><li><p>
Handle personal and business account transactions, open accounts, and process various types of loan applications.</p></li><li><p>
Explain basics of credit and savings options and effectively refer more complex business products, mortgage solutions, investments options, and insurance.</p></li><li><p>
Provide additional services to members such as account maintenance, notary, wire transfer, savings bond redemption, safe deposits box services, fraud claims, and credit card disputes.</p></li><li><p>
Support and participate in all Credit Union initiatives and campaigns.</p></li><li><p>
Exercise sound judgment and discretion while remaining compliant with well-defined limits and guidelines.</p></li><li><p>
Work with relative independence to accomplish tasks.</p></li><li><p>
Exhibit a high degree of integrity, trustworthiness, and professionalism always.</p></li><li><p>
Exude a positive and professional attitude with members and partners consistently.</p></li><li><p>
Resolve member problems independently, seeking to find ways to a &ldquo;yes&rdquo; whenever possible, and escalating more complex concerns.</p></li><li><p>
Embrace VyStar&rsquo;s Standards of Excellence, Behaviors of Excellence, Being Unbelievable, and the Great 8 Member Service Commitments.</p></li><li><p>
Actively lead by example through community service supporting the VyStar brand.</p></li><li><p>
Utilize excellent verbal and written communication skills.</p></li><li><p>
Utilize all available relationship-building and documentation tools to ensure comprehensive follow-up with members, fostering continued growth in member relationships through proactive engagement and personalized service.</p></li><li><p>
Engage proactively with members through outbound calls to understand needs and provide comprehensive solutions related to VyStar Credit Union&rsquo;s products and services, resulting in booked sales.</p></li><li><p>
Address and overcome objections effectively while educating members about the wide array of offerings available.</p></li><li><p>
Perform other duties as assigned.</p></li><li><p>
All employees and business units, as first line of defense, are expected to proactively help identify, assess, manage, and report risks within their domain of work. To enhance a healthy risk culture and support our growth for good pillar, employees will maintain vigilance in safeguarding our operations while ensuring compliance with regulatory mandates. The Risk team serves as the second line of defense by providing risk oversight and credible challenge whereas the Audit team serves as the third line of defense by providing risk assurance.</p></li></ul><p></p><p><b>
JOB QUALIFICATIONS</b></p><p></p><p><b>
EDUCATION</b></p><ul><li><p>
High School Diploma/GED is required.</p></li><li><p>
Associate&rsquo;s degree is preferred.</p></li></ul><p></p><p><b>
EXPERIENCE</b></p><ul><li><p>
Previous experience in a sales and/or customer service position, community service, military service, asking questions, offering recommendations and making referrals is preferred, preferably with a financial institution.</p></li></ul><p></p><p><b>
KNOWLEDGE, SKILLS &amp; ABILITIES</b></p><ul><li><p>
Ability to process accurate transactions and requests.</p></li><li><p>
Must possess and utilize excellent listening skills, verbal, and written communications skills.
</p></li><li><p>Proficient in the use of the Internet and Microsoft Office.</p></li><li><p>
Must have an outgoing personality and a strong desire to help people.</p></li><li><p>
Must be professional in appearance and attitude.</p></li><li><p>
Must be able to handle many tasks in a fast-paced environment.</p></li><li><p>
Must possess strong critical thinking and decision-making abilities.</p></li><li><p>
Strong communication skills and a genuine passion for sales are essential for success in this role.</p></li><li><p>
May stand throughout entire shift in order to assist members or other staff.</p></li></ul><p></p><p><b>
DISCLAIMERS AND WORK ENVIRONMENT</b></p><p></p><p>
Nothing in this position description is an implied contract for employment. The position description is intended to be an accurate account of the essential functions. The functions are not all encompassing and are subject to change at any time by management.</p><p></p><p>
The work environment characteristics described are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.</p><p></p><p>
As required or requested, may exert up to 20 pounds of force occasionally and/or a negligible amount of force constantly to lift, carry, push, pull or otherwise move objects.</p><p></p><p><b>
ADDITIONAL JOB DESCRIPTION</b></p><p></p><p>
Incumbent is expected to demonstrate each of the following VyStar Excellence behaviors in performing the duties and responsibilities of their job.</p><ul><li><p><b>
Focus </b>Focus your full attention by carefully listening to and observing your client or member.</p></li><li><p><b>
Connect</b> Consistently be friendly and approachable. Demonstrate you care.</p></li><li><p><b>
Understand</b> Listen empathetically and ask questions. (70%/30%)</p></li><li><p><b>
Counsel</b> Recommend solutions based on your client&rsquo;s or member&rsquo;s needs and objectives.</p></li><li><p><b>
Advance </b>Ensure that member's expectations were exceeded. Verify necessary follow-up action.</p></li></ul><p></p><p><b>
VyStar Credit Union is not seeking outside assistance or accepting unsolicited resumes from staffing agencies or search firms for employment or contractor opportunities. Any resumes submitted by an outside vendor to any employee at VyStar via e-mail, internet, or directly to hiring managers without a valid written search agreement with the Talent Acquisition / HR department will be deemed the sole property of VyStar Credit Union.
</b></p><p></p><p><b>No placement fee will be paid if a candidate is hired as a result of the referral, or through other means.</b></p><p></p><p>
Thank you for your inquiry regarding our current job opening. Your resume will be carefully reviewed against the position requirements. Should your experience and skills match, you will be contacted by one of our Human Resources department staff members.</p><p></p><p>
Thank you again for your interest in this position!</p><p></p><p><i>
VyStar Credit Union Human Resources</i></p></div>

Relationship Specialist I

MONEY CONCEPTS FINANCIAL SERVICES

<p><b>Job Summary:</b></p><p>The role involves promoting and selling credit cards and personal loan products to potential customers, achieving sales targets, and building strong customer relationships. The candidate should have strong communication skills and a passion for sales.</p><p><b>Key Responsibilities:</b></p><ul><li>Identify and approach potential customers through cold calling, field visits, and referrals</li><li>Promote bank products such as credit cards and personal loans</li><li>Explain product features, benefits, interest rates, and eligibility criteria</li><li>Assist customers with application processes and documentation</li><li>Meet or exceed monthly sales targets</li><li>Maintain a strong pipeline of prospects and follow up regularly</li><li>Ensure compliance with bank policies and regulatory guidelines</li><li>Build and maintain long-term customer relationships</li></ul><p><b>Requirements:</b></p><ul><li>Bachelor&rsquo;s degree or related field (preferred)</li><li>Experience in banking sales or financial services is an advantage</li><li>Strong communication and interpersonal skills</li><li>Ability to work under pressure and achieve targets</li><li>Basic knowledge of banking products and financial concepts</li></ul><p><b>Skills:</b></p><ul><li>Sales and negotiation skills</li><li>Customer handling and relationship management</li><li>Time management and organizational skills</li><li>Goal-oriented mindset</li></ul><p><b>Salary &amp; Benefits:</b></p><ul><li>Fixed salary + attractive commission/incentives</li><li>Performance-based bonuses</li><li>Career growth opportunities within the bank</li></ul><p>Job Types: Full-time, Permanent, Fresher</p><p>Pay: From AED2,500.00 per month</p><p>Work Location: In person</p>

BlueDot Cares

<div><p>Senior Care Advisor &mdash; Chapel Hill / Durham</p><p>
Base + Commission | $85,000&ndash;$120,000 OTE</p><p></p><p>
BlueDot Cares is launching in Chapel Hill and Durham, and we're hiring our founding Senior Care Advisor to build the home care market. This is a B2B healthcare sales role for someone who loves being out in the field, building referral relationships with hospitals, SNFs, ALFs, and physicians, and closing families on home care services.</p><p></p><p>
The Role</p><p>
You own the home care pipeline in Chapel Hill / Durham. Build a portfolio of 75+ referral relationships through disciplined daily field activity. Conduct discovery calls and in-home assessments with families. Close new home care clients. Partner with the Home Care Director and Senior Placement Advisor to grow the territory.</p><p></p><p>
What You'll Do</p><ul><li>10&ndash;15 in-person sales calls per day. Non-negotiable. Hospitals, SNFs, ALFs, ILFs, home health, hospice, physicians, geriatric care managers, elder law attorneys.</li><li>Execute the 52 Weeks Marketing System: weekly routes, monthly themes, consistent follow-up.</li><li>Conduct discovery calls and in-home assessments with families.</li><li>Close new home care clients.</li><li>Partner with the Home Care Director and Senior Placement Advisor on territory growth.</li><li>Sell and educate on the GUIDE Dementia Program &mdash; our key competitive edge.</li></ul><p></p><p>
What You Bring</p><ul><li>3+ years of B2B sales experience, ideally in healthcare, home care, home health, hospice, or medical sales.</li><li>Hunter mentality. Proven track record of building referral-based pipelines and closing.</li><li>Relationship-driven. You earn trust.</li><li>Ownership mindset. You run the territory like it's your business.</li><li>Valid driver's license and reliable vehicle.</li></ul><p></p><p>
Compensation</p><ul><li>Base salary: $55,000</li><li>Uncapped commission &mdash; $85,000&ndash;$120,000 OTE fully ramped</li><li>Car allowance, mileage, and benefits (business calls via Dialpad app on personal phone &mdash; no company phone provided)</li></ul><p></p><p>
Why BlueDot</p><ul><li>Dementia care leader &mdash; GUIDE Program + essentiALZ-certified caregivers set us apart.</li><li>Founding advisor in a brand new market &mdash; you build it.</li><li>Systems-driven sales culture. Proven playbook, not a territory and a wish list.</li><li>Scaling from 1 to 100 markets. Get in early.</li></ul><p></p><p>
To Apply</p><p>
Apply through the Workable portal. Three short screening questions. Strong applicants will hear back within 48 hours.</p></div>

Senior Care Advisor (B2B Healthcare Sales)

Baird

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Winnetka</b><b>, </b><b>IL</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026565
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li></ul><ul><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li></ul><ul><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li></ul><ul><li>May schedule client appointments and/or conference room for appointments.
</li></ul><ul><li>Assemble/generate materials including paperwork and reports for client meetings.
</li></ul><ul><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li></ul><ul><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li></ul><ul><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li></ul><ul><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li></ul><ul><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li></ul><ul><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li></ul><ul><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li></ul><ul><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li></ul><ul><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li></ul><ul><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li></ul><ul><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li></ul><ul><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li></ul><ul><li>Detail oriented with an emphasis on accuracy.
</li></ul>Strong organizational skills <ul><li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li></ul><ul><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li></ul><ul><li>Good analytical and critical problem-solving skills.
</li></ul><ul><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:
</b></p><ul><li>$24.36-$36.67 hourly rate
</li></ul><ul><li>Bonus potential up to 8.5% of base pay
</li></ul><ul><li>Compensation and bonus are commensurate with experience, performance and/or firm profitability
</li></ul><ul><li>You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.
</li></ul><div><div>#LI-PWM3</div></div></div></div></div></div></div></div><p></p>

Client Specialist

<p></p><div><div><div><div><div><div><p>In a vital branch support role, you&rsquo;ll partner with Financial Advisor and team members to ensure clients &ndash; whether local or remote &ndash; come first and achieve their long-term goals.</p><p></p>
<ul><div><b>Danvers</b><b>, </b><b>MA</b><b>
</b></div><div></div><div><b>Private Wealth Management</b><b>
</b></div><div></div><div><b>R2026446
</b></div><div></div><div><b>On-Site</b></div></ul></div><div><div><b>
</b></div></div></div></div></div></div><p></p><div><div><div><div><div><p><b>About the Role:</b>
</p><p>As a Client Specialist at Baird, you&rsquo;ll play a pivotal role in delivering outstanding client service and operational support to one or more Financial Advisors. You&rsquo;ll be at the heart of the client experience&mdash;coordinating onboarding, managing communications, supporting account operations, and helping organize impactful client events. Your work will directly contribute to the success of Baird&rsquo;s Private Wealth Management business, where true wealth management means understanding each client&rsquo;s unique vision and tailoring solutions to help them succeed.<br>
</p><p>
</p><p><b>The Impact You&rsquo;ll Make:</b>
</p><ul><li>Responsible for client onboarding coordination, which includes managing Financial Advisor(s) prospect pipeline, assisting with proposal generation, preparing new account paperwork, opening accounts, transitioning new assets to Baird and establishing an ongoing communication/client service plan.
</li><li>Gain knowledge of and leverage partnership with Baird&rsquo;s Corporate Resource Groups to provide the best wealth management solutions to clients.
</li><li>Answers all incoming phone calls and handles as appropriate. Manages client needs where possible and advises Financial Advisor of action taken.
</li><li>May schedule client appointments and/or conference room for appointments.
</li><li>Assemble/generate materials including paperwork and reports for client meetings.
</li><li>Understand and ensure business adherence with firm and financial industry regulatory policies.
</li><li>May manage FA and Team&rsquo;s social media presence (website, LinkedIn, X, etc.).
</li><li>Maintain Client Relationship Management (CRM) system for Financial Advisor(s), as well as leverage the platform to manage the client relationship through mailings, reporting, e-mail tracking, and more, with the goal of implementing well-defined client service models.
</li><li>May organize and coordinate seminars and client events at the direction of Financial Advisor(s). Develops client lists, designs material and seminar/meeting content, coordinates PowerPoint presentations and follows through with client contact.
</li><li>Seek ways to enhance FA(s) business effectiveness and marketability.
</li><li>Initiates and completes all transactions required to fully service client accounts i.e. paperwork, correspondence, client request fulfillment and special projects as needed.
</li><li>May enter security orders including stocks, bonds, fixed income, options, annuities and other investment vehicle orders per Financial Advisors&rsquo; instructions or upon client&rsquo;s verbal direction.
</li><li>May also provide back-up to other teams and the branch when necessary, as well as perform other duties and special projects as necessary.
</li><li>Proactively review investment opportunities on a daily basis &amp; notify Financial Advisor(s) to take action on those opportunities with the goal of driving the Financial Advisors&rsquo; business. Specifically, this may include funds available/money line, maturing securities, reorg items, and previous days&rsquo; activities.
</li></ul><p><b>What You&rsquo;ll Bring to Baird:</b>
</p><ul><li>2+ years of prior industry and/or administrative work experience.
</li><li>Must have Active Securities Industry Essentials (SIE) Exam, Series 7, and Series 66 or Series 63 and Series 65 licenses or be willing to study and obtain within 18 months of hire. Training and resources to be provided and paid for by Baird. If not fully licensed, title will be Client Assistant.
</li><li>Proficient in Microsoft Office suite (Word, Excel, PowerPoint) with the ability to learn and effectively navigate Baird&rsquo;s Private Wealth Management technology platforms.
</li><li>Excellent verbal and written communication skills; ability to adeptly exchange ideas and information.
</li><li>Detail oriented with an emphasis on accuracy.
</li>Strong organizational skills <li>- consistent ability to prioritize workflow of team to achieve specific goals in a timely manner.
</li><li>Understands compliance regulations and correspondence policies. Maintains client confidentiality in all situations.
</li><li>Good analytical and critical problem-solving skills.
</li><li>Bachelor&rsquo;s degree preferred, not required.
</li></ul><p><b>Compensation and Benefits:</b></p><ul><li>
$24.35-$36.67 hourly rate</li><li>
Bonus potential up to 8.5% of base pay</li><li>
Compensation and bonus are commensurate with experience, performance and/or firm profitability</li><li>
You&rsquo;ll have the opportunity to advance your career while enjoying our comprehensive benefits designed for your life, career and future.</li></ul><div><div>
#LI-PWM2</div></div></div></div></div></div></div></div><p></p>

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5551 relationship advisor jobs Near Me

Relationship Officer

Business Setup Advisor

Relationship Specialist I

Relationship Officer

Senior Care Advisor (B2B Healthcare Sales)

Client Specialist

Client Specialist