Top 380 Banking advisor Jobs in Addison Tx

Banking Relationship Specialist (Senior Relationship Banker)
Bank OZK —Carrollton, TX
- Full-time
- Writing skills
- Mid-level
- High school diploma or GED
- Dental insurance
- Paid time off
Financial Representative
Northwestern Mutual —Dallas, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
Quick Apply
3d
Senior Vice President, Financial Planning & Analysis
Consolidated Analytics —Plano, TX
- $125,000 - $190,000 a year
- Full-time
- Background check
- CPA
- 11+ years
- Health savings account
- Health insurance
Quick Apply
2d
Financial Advisor - Dallas/Tyler
Thrivent —Dallas, TX
- Background check
- Mid-level
- Business development
- Paid training
- AD&D insurance
Quick Apply
VP, Wealth Advisor- Trust & Wealth
Bank OZK —Dallas, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Dental insurance
- Paid time off
Financial Advisor - AI Trainer
DataAnnotation —Dallas, TX
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
6d
Financial Advisor - AI Trainer
DataAnnotation —Plano, TX
- $50 - $60 an hour
- Part-time
- Remote
- English
- Master's degree
- Doctor of Philosophy
Quick Apply
6d
Financial Representative
Northwestern Mutual —Frisco, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development
- Paid training
- Health savings account
Quick Apply
3d
Chief Financial Officer
Stark Lane, Inc. —Dallas, TX
- CPA
- Office
- Microsoft Office
- Health insurance
- Paid time off
Quick Apply
Senior Pega Developer, AVP
Citi —Irving, TX
- $107,120 - $160,680 a year
- Full-time
- 5 years
- Office
- SQL
- Paid holidays
- Disability insurance
Trust & Estate Settlement Advisor
Busey Bank —Dallas, TX
- $98,000 - $127,055 a year
- Full-time
- Microsoft Outlook
- CPA
- 5 years
- Profit sharing
- Wellness program
Quick Apply
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Dallas, TX
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
Engagement Partner - Financial Services
CGI Group, Inc. —Westlake, TX
- $140,300 - $217,000 a year
- Office
- 8 years
- Presentation skills
- Paid parental leave
- Paid holidays
Financial Representative / Financial Advisor
Northwestern Mutual —Dallas-Fort Worth, TX
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- No experience needed
- Paid training
- Health savings account
Quick Apply
3d
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Dallas, TX
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
1d
Corporate Controller
Leoforce —Lewisville, TX
- $180,000 - $230,000 a year
- CPA
- ERP systems
- Office
Quick Apply
10d
Universal Banker
AMERICAN BANK OF COMMERCE —Addison, TX
- Monday to Friday
- Writing skills
- Pass drug screening
- Office
- AD&D insurance
- Paid holidays
Quick Apply
Financial Advisor
First Command Financial Services, Inc. —Addison, TX
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
5d
Real Estate Analyst
Guggenheim Partners —Frisco, TX
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Writing skills
Financial Advisor
OVO Financials —Carrollton, TX
- $75,000 - $350,000 a year
- Part-time
- Hybrid work
- Research
- Mid-level
- Math
- Flexible schedule
- Life insurance
Quick Apply
12d

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banking advisor jobs near addison tx

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK -
Carrollton, TX

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Job Details

Full-time

Benefits

Dental insurance
Paid time off
Vision insurance
401(k) matching

Qualifications

Computer operation
High school diploma or GED
Desktop applications
Productivity software

Full Job Description

Why Bank OZK?:

Founded on a legacy of more than 120 years in banking, Bank OZK is much more than just a company. We’re nationally recognized as an industry leader in financial services. That means we combine exceptional service with innovative technologies to deliver smart solutions to our clients across the country. We’re investing in small businesses, fueling economies in local communities and changing skylines in the largest cities across America. Here, we're not simply filling roles. We're fostering even greater careers.

The foundation for a great career starts with an exceptional team and a comprehensive benefits package. We believe in providing our dedicated team members with the best resources to support their physical, mental and financial wellbeing, including generous PTO, 401(k) matching, health, dental, vision (and pet!) insurance as well as special perks and discounts. Learn more about Bank OZK benefits.

Job Purpose & Scope:

Responsible for providing sales leadership and coaching to team members, utilizing knowledge of banking products and services to build professional relationships with customers and prospects, and engaging in meaningful conversations regarding their financial needs and goals. Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times.

Essential Job Functions:

Cultivate professional relationships with customers, utilizing assessment tools and engaging customers in meaningful conversations to uncover needs, make appropriate recommendations, and submit referrals to banking center team members or line of business partners.
Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Conduct outbound business development and community involvement activities.
Actively participate in morning huddles, calling efforts, business development, and constructive coaching conversations with leadership.
Facilitate and process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and proactively resolve client concerns in a timely, professional, and positive manner, escalating issues to next level of authority, as needed.
Proactively serve as a role model for banking center team members and coach relationship-building activities.
Collaborate effectively with line of business partners to foster teamwork, exceptional customer service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations, as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Enthusiastically support the bank’s values and mission.
Display a high degree of integrity, trustworthiness, and professionalism at all times.
Actively promote teamwork, leading by example and taking initiative to assist others.
Complete all essential training timely.
Display enthusiasm for continuous learning, accepting and applying constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance to work.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities:

Knowledge of bank products and services (e.g., online banking, mobile banking applications, banking cards)
Knowledge of bank policies and procedures
Ability to provide excellent customer service and demonstrate a helpful, friendly, approachable, enthusiastic, and professional disposition
Ability to demonstrate confidence and act as a trusted advisor.
Ability to communicate effectively both verbally and in writing
Ability to demonstrate team player approach, capable of thriving in a continually changing environment
Ability to demonstrate critical thinking skills and accurate and efficient productivity, including attention to detail
Ability to work without close supervision
Ability to maintain confidentiality
Ability to follow policy and procedure including safety and security procedures
Ability to travel to other work locations (e.g., training, staffing shortages), as needed
Skill in using computer and Microsoft Office applications necessary to perform essential job functions

Basic Qualifications:

High school diploma or equivalent required; bachelor’s degree preferred
1+ year retail customer service and/or sales experience required
Knowledge of business and consumer products required
Knowledge of, experience with and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred
Proven ability to achieve sales goals and financial targets preferred
Experience in a leadership and/or coaching role strongly preferred
NMLS, or successful completion of NMLS process within 30 days of hire, required.

Job Expectations:

Operate customary equipment and technology used in a business environment, with or without accommodation.

Note: This description is not an exhaustive list of all job functions, duties, skills, and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.

#LI-MR2

#BRS

EEO Statement:

Bank OZK is an equal opportunity employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, sexual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law. Member FDIC.

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banking advisor jobs in addison tx

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Business Banking Treasury Management Advisor - Relationship Manager I

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