Top 133 Financial services Jobs in Birmingham, Al

Business Relationship Specialist
Publix Employees Federal Credit Union —Birmingham, AL
- Hybrid work
- Clean driving record
- Computer literacy
- Writing skills
- Profit sharing
- Paid holidays
Quick Apply
10h
Virtual Personal Banker
FIREFIGHTERS FIRST CREDIT UNION —Birmingham, AL
- $58,557 - $65,063 a year
- Urgently hiring
- Remote
- Mid-level
- High school diploma or GED
- AD&D insurance
- Paid holidays
Quick Apply
Financial Consultant
WealthBridge Financial Group —Birmingham, AL
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Trust Relationship Specialist
Regions —Birmingham, AL
- $50,500 - $63,650 a year
- Overtime
- 5 years
- Word processing
- Research
- Health savings account
- Health insurance
Commercial Banking Relationship Manager
Valley National Bank —Birmingham, AL
- $98,400 - $171,900 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Business Banker I
Valley National Bank —Birmingham, AL
- $98,400 - $171,900 a year
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Consumer Payment and Partnerships Manager
Regions —Birmingham, AL
- $152,376.95 - $194,760.00 a year
- Full-time
- Office
- Bachelor's degree
- Product management
- Health savings account
- Health insurance
Financial Professional
New York Life —Birmingham, AL
- $94,931.16 - $114,325.70 a year
- Full-time
- Hybrid work
- Business development
- In-person
- Communication skills
- Disability insurance
- Health insurance
Quick Apply
FINANCIAL SERVICES REPRESENTATIVE
Ryan Goolsby Agency, State Farm —Vestavia Hills, AL
- $65,000 - $125,000 a year
- Full-time
- Mid-level
- Office
- In-person
- Paid time off
Quick Apply
Internal Mortgage Loan Officer
Hope Enterprise Corporation —Birmingham, AL
- Full-time
- Hybrid work
- Research
- Mid-level
- Office
- Paid holidays
- Disability insurance
Quick Apply
9d
Relationship Manager II - C&IB (F)
PNC Financial Services Group —Birmingham, AL
- Full-time
- Customer service
- 5 years
- Public speaking
- Wellness program
- Health savings account
Financial Consultant Partner - Birmingham, AL
Charles Schwab —Birmingham, AL
- $27.40 - $39.28 an hour
- Office
- Business development
- Senior level
- Paid parental leave
- Employee stock purchase plan
7d
Commercial Banking Leader
Regions —Birmingham, AL
- $202,708 - $252,090 a year
- Full-time
- 7 years
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- Health insurance
Relationship Banker II - Birmingham AL: Homewood Independence Branch
Regions —Homewood, AL
- $46,120.20 - $55,160.00 a year
- Overtime
- Ability to walk for extended periods
- Computer literacy
- Mid-level
- Health savings account
- Health insurance
FIVE Star Loan Officer
Integrity Home Lending —Birmingham, AL
- $20,000 - $300,000 a year
- Extended hours
- Remote
- Bilingual
- Mid-level
- High school diploma or GED
- 401(k)
Quick Apply
10d
Senior Small Business Relationship Banker - Birmingham AL: Crestline Branch
Regions —Birmingham, AL
- $51,997.12 - $60,730.00 a year
- Overtime
- Microsoft Excel
- Microsoft Outlook
- Ability to walk for extended periods
- Health savings account
- Health insurance
Fiduciary Solutions Specialist
Renasant Bank —Birmingham, AL
- Customer service
- 5 years
- Writing skills
Retail Client Manager - Consumer Vehicle Lending/Dealer Sales - Birmingham, AL Market
Bank of America —Birmingham, AL
- Full-time
- 5 years
- Mid-level
- High school diploma or GED
Treasury Management Representative
BankFirst Financial Services —Birmingham, AL
- Full-time
- Mid-level
- High school diploma or GED
- Business development
Quick Apply
7d
Planning Strategist
Savant Wealth Management —Birmingham, AL
- $127,500 - $175,000 a year
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health savings account
- AD&D insurance

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financial services jobs near birmingham, al

Business Relationship Specialist

Publix Employees Federal Credit Union -
Birmingham, AL

Quick Apply

Job Details

10 hours ago

Benefits

Profit sharing
Paid holidays
Health insurance
Dental insurance
401(k)
Tuition reimbursement
Paid time off
Cell phone reimbursement
Vision insurance

Qualifications

Computer operation
Financial sales
Product presentation
Customer relationship building
Writing skills
Client rapport building
Research
Sales presentations
Driver's License
Financial product expertise
Presentation preparation
Community relationship building
Technical Proficiency
Consultative selling

Full Job Description

Publix Employees Federal Credit Union (PEFCU) was established over 60 years ago to provide financial services with lifetime value to Publix Super Markets, Inc. employees and their families.

PEFCU Benefits/Perks:

Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
Generous Paid Time Off program (approximately 3 weeks a year)
11 paid holidays per year
401(k) retirement plan
Profit sharing
Pay for performance incentive programs
Time off for giving back to your community!
Tuition reimbursement
And much, much more!!!

Business Relationship Specialist

Join us as a Member Advocate - Business Relationship Specialist and become a driving force in PEFCU's mission of becoming the preferred financial partner for all Publix associates. This role is about making a difference in the financial well-being of our members & potential members through the education of our products and services.

You’ll be responsible for developing and expanding relationships within the Birmingham market.

What you will do…

Schedule and conduct presentations to promote membership, product and services, and drive account opening at on-site events.
Collaborate with partners to have credit union presentations and information tables in the communities we serve.
Act as a PEFCU ambassador to create robust brand awareness in a defined territory of grocery stores.
Execute the company-wide business relationship program.
Cultivate strong rapport through consistent communication and touch points via phone, email, and personal visits to retail locations.
Lead the charge in new memberships, loan referral, and building relationships with eligible individuals.
Proactively drive the engagement of our online banking, ensuring consistent messaging and branding.
Identify and capitalize on opportunities to showcase PEFCU's products and services.
Provide members with a personalized and rewarding experience
Keep abreast of the credit union's vision, products, and services to represent and promote them effectively.
Plan, organize and represent PEFCU at sponsored events, including community events, trade shows, and networking events.
Maintain reporting, tracking, and measurement of community outreach initiatives and results.
Research and recommend networking opportunities to the management.
Assist the marketing team with the opening of new branches.

What you need…

2-3 years of experience in a bank or credit union, supermarket experience a plus
Knowledge of lending theory, industry practice
Ability to work independently
Ability to build relationships quickly and effectively through listening and interacting with members and associates.
Strong interpersonal skills, including the ability to build trust and rapport
Presentation skills to create and deliver compelling presentations to effectively communicate information and ideas.
Strong financial product knowledge
Approachable and engaging
Maintain a high level of professionalism
Knowledgeable in consultative sales principles
Ability to provide exceptional member experience
Problem-Solving Skills
Ability to communicate effectively both verbally and in writing, as well as present financial products accurately
Self-motivated and goal-oriented
Ability to work in a fast-paced, member-focused environment
Planning and organization skills
Passionate about finding ways to help members and the community
Computer proficiency

Position also requires...

The flexibility to travel to multiple store locations in the greater Birmingham area
Must have access to an automobile, a valid driver's license with a good driving record, and adequate automobile-related insurance.

What’s in it for you…

Competitive pay
Pay for performance incentive programs
Incentive Programs
Profit Sharing
Monthly car and phone allowance
Medical, Dental and Vision insurance plans with one option at NO cost for employee only coverage!
Stellar benefits/perks
Work/life balance

We are committed to improvement, driven by feedback, and focused on organizational growth. We expect and demonstrate our values (Integrity, Collaboration, Service, Inclusion and Ownership) every day, creating an environment where all associates can add value and feel valued.

Apply now!

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.

Quick Apply

Refine Your Search

financial services jobs in birmingham, al

Business Relationship Specialist

Virtual Personal Banker

Financial Consultant

Trust Relationship Specialist

Commercial Banking Relationship Manager

Business Banker I

Consumer Payment and Partnerships Manager

Financial Professional

FINANCIAL SERVICES REPRESENTATIVE

Internal Mortgage Loan Officer

Relationship Manager II - C&IB (F)

Financial Consultant Partner - Birmingham, AL

Commercial Banking Leader

Relationship Banker II - Birmingham AL: Homewood Independence Branch

FIVE Star Loan Officer

Senior Small Business Relationship Banker - Birmingham AL: Crestline Branch

Fiduciary Solutions Specialist

Retail Client Manager - Consumer Vehicle Lending/Dealer Sales - Birmingham, AL Market

Treasury Management Representative

Planning Strategist

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