Top 4013 Phone banker Jobs in United States

Virtual Wealth Advisor - Albany, NY / Saratoga Spring, NY / Clifton Park, NY
Citizens Financial Group —Albany, NY
- $65,000 - $70,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Mortgage Banker
Falcon National Bank —Isanti, MN
- $75,000 - $95,000 a year
- Full-time
- Basic math
- Mid-level
- Office
- Health savings account
- Paid holidays
Quick Apply
Mortgage Banker Assistant
Atlantic Bay Mortgage Group —Arlington, VA
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Research
- Health insurance
- 401(k)
Assistant Branch Manager
WaFd Bank —Chelan, WA
- $24.92 - $35.78 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Management
- Paid parental leave
- AD&D insurance
Personal Banker
Bank7 —Oklahoma City, OK
- Full-time
- Mid-level
- Office
- Finance
- Health savings account
- Health insurance
Quick Apply
Universal Banker I
Century Bank —Los Alamos, NM
- Full-time
- Background check
- Writing skills
- Office
- Health savings account
- Health insurance
Quick Apply
4d
Universal Banker III
Century Bank —Santa Fe, NM
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
1d
Senior Universal Banker
Century Bank —Santa Fe, NM
- Full-time
- Background check
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply
1d
Assistant Branch Manager - Mendon
Charles River Bank —Mendon, MA
- $58,000 - $78,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
Special Assets Officer
Busey Bank —Clayton, NM
- $103,000 - $134,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Wellness program
Quick Apply
11d
Entry - Mortgage Broker Trainee (Phone Sales)
Shield Home Loans —Irvine, CA
- $4,000 - $9,000 a month
- Full-time
- Bilingual
- Sales
- Customer service
- Health insurance
- Dental insurance
Quick Apply
Entry Level Insurance Sales Agent - Hybrid Remote (OR)
Bankers Life —Bend, OR
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- No experience needed
- Organizational skills
- Entry level
Quick Apply
Member Services Representative
HRCU —Rochester, NH
- From $21 an hour
- Full-time
- Background check
- Office
- High school diploma or GED
- Paid training
- Health savings account
Quick Apply
Relationship Coordinator (Loan Processor) - Bastrop, TX
FRONTIER BANK OF TEXAS —Bastrop, TX
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Universal Banker
Midwest Regional Bank —Arnold, MO
- From $16 an hour
- Full-time
- Customer service
- Basic math
- Pass drug screening
- Health savings account
- Health insurance
Quick Apply
Special Assets Officer
Busey Bank —Roy, NM
- $103,000 - $134,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Profit sharing
- Wellness program
Quick Apply
11d
Retail Banker
Premier Bank —Dubuque, IA
- From $20 an hour
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid training
- Health savings account
Quick Apply
Universal Banker- Sag Harbor
Apple Bank for Savings —Sag Harbor, NY
- $21.98 - $32.97 an hour
- Extended hours
- Hybrid work
- Microsoft Excel
- Writing skills
- Mid-level
- Paid holidays
- Disability insurance
Administrative Accounting Associate
Integrity Warranty —Ooltewah, TN
- $45,000 - $65,000 a year
- Full-time
- Microsoft Excel
- Office
- Administrative experience
- Health insurance
- Dental insurance
Quick Apply
Universal Banker
Midwest Regional Bank —Sunset Hills, MO
- From $16 an hour
- Full-time
- Basic math
- Pass drug screening
- Office
- Health savings account
- Health insurance
Quick Apply

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phone banker jobs near united states

Virtual Wealth Advisor - Albany, NY / Saratoga Spring, NY / Clifton Park, NY

Citizens Financial Group
Albany, NY

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Job Details

Full-time
$65,000 - $70,000 a year

Benefits

Health insurance
Dental insurance
Tuition reimbursement
Paid time off
Parental leave
Vision insurance
Opportunities for advancement
Retirement plan

Qualifications

Life Insurance License
Financial sales
Life insurance knowledge
Series 7
Experience practicing in the securities industry
Series 63

Full Job Description

Description

Citizens Wealth Management is honored to be a high quality provider in the investment services industry and is focused on growing our market share in the states we currently operate. We are currently hiring talented Virtual Wealth Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers.

The Virtual Wealth Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele. The Virtual Wealth Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The primary objective of this trusted advisor is to grow client assets, retain and acquire new clients through being the single point of contact for investment needs. The Virtual Wealth Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements. This role will require a holistic delivery, in a virtual capacity, of outstanding service and sales solutions to meet clients’ financial needs and goals.

The successful candidate will work with a set circuit of branches and engage with customers in a virtual capacity to determine their investment needs, recommend investment strategies and present investment choices by analyzing the client’s information including assets, income, debts and other liabilities, cash flow and tax status. The Virtual Wealth Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the client’s circumstances. The Virtual Wealth Advisor strives to meet and exceed identified sales goals. The Virtual Wealth Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.

Primary responsibilities include

Focus on clients: Aspire to deliver world-class customer service
Drive sales: Analyze the client’s investment needs and achieve sales growth goals by delivering an exceptional virtual experience
Build book of business: Proactively seek ways to develop and expand client relationships
Maximize personal efficiency: Have attention to detail, be self-motivation, and resourcefulness to achieve branch and personal goals
Grow your own capabilities: Actively participate in opportunities to expand knowledge, influencing and interpersonal skills

Qualifications, Education, Certifications and/or Other Professional Credentials

Active Series 7, 66 (65 and 63), and life insurance licenses
Established track record of top-ranked sales performance
Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales
Able to adapt quickly to changing requirements or environments

Pay Transparency

The salary range for this position is $65,000 - $70,000 per year plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.

Hours and Work Schedule

Hours per Week: 40
Work Schedule: M-F

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

Benefits

Awards We've Received

Dave Thomas Foundation’s Best Adoption-Friendly Workplace

Disability:IN World's Top Disability Inclusive Business

Glassdoor
Best Place to Work in Consulting, Finance & Insurance

Human Rights Campaign Corporate Equality Index 100 Award

Newsweek America's Most Charitable Company

The Banker's
US Bank of the Year

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Refine Your Search

phone banker jobs in united states

Virtual Wealth Advisor - Albany, NY / Saratoga Spring, NY / Clifton Park, NY

Mortgage Banker

Mortgage Banker Assistant

Assistant Branch Manager

Personal Banker

Universal Banker I

Universal Banker III

Senior Universal Banker

Assistant Branch Manager - Mendon

Special Assets Officer

Entry - Mortgage Broker Trainee (Phone Sales)

Entry Level Insurance Sales Agent - Hybrid Remote (OR)

Member Services Representative

Relationship Coordinator (Loan Processor) - Bastrop, TX

Universal Banker

Special Assets Officer

Retail Banker

Universal Banker- Sag Harbor

Administrative Accounting Associate

Universal Banker

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