Engineering Shoring Advisor United RentalsEngineering Shoring AdvisorOrlando, FLIf you'd like the chance to make your mark with the world's largest equipment rental provider, come build your future with United Rentals! The actual pay rate offered to candidates varies depending upon a wide range of factors including specific position, location, education, training, experience, skills, and ability.
Manager Financial Analysis Marriott Vacations WorldwideManager Financial AnalysisOrlando, FLThe Manager Financial Analysis assists the Market Director of Finance, Field Operations (MDOF) or Director of Finance, Field Operations (DOF) by providing leadership, guidance and support with financial compliance and adherence of the management agreement with the nonprofit property owners’ association and the financial and accounting analysis of the on-site ancillary business operations. o General Finance and Accounting - The ability to perform bookkeeping procedures, proficiently use financial systems technology, and accurately complete general ledger entries; knowledge of database structures in order to obtain financial queries; establish Cash flow statements and cash flow forecast with a good understanding the financials flows and the working capital needs.
Universal Representative Insight Credit UnionUniversal RepresentativeKissimmee, FLFull timeReceives and processes/posts member/nonmembers financial transactions, including deposits, withdrawals, and loan payments; sells money orders and gift cards to members; transfers amounts from member accounts as directed. Assists with initiating and completing a variety of services, including but not limited to account maintenance, debit card and check orders, wire transfers, ACH requests and fraud inquires.
Assistant Branch Manager Insight Credit UnionAssistant Branch ManagerClermont, FLFull timeThe Assistant Branch Manager directs and coordinates the activities of personnel in a branch, assisting the Branch Manager in ensuring the branch meets organizational, financial, operational, service and growth plans. Services members and assists with account related questions and answers about products, services, and consumer loans; research/resolves problems within their authority.
NewSenior Commercial Relationship Manager First Horizon BankSenior Commercial Relationship ManagerOrlando, FLHeadquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. Responsible for reviewing closing documents, communicating with clients and identifying portfolio weaknesses and trends and alerting management (Group Manager, Market President, Senior Credit Officer) to deteriorating portfolio conditions.
Financial Advisor Northwestern MutualFinancial AdvisorOrlando, Florida$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Merrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: CENTRAL FLORIDA & ASSOCIATES MarketOrlando, FLEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. 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.
Service Financial Advisor Foundation Risk Partners CorpService Financial AdvisorWinter Park, FLThis role is ideal for an experienced advisor who excels in relationship management, financial planning, and strategy implementationbut prefers to focus on servicing and advising rather than business development. The Service Financial Advisor will work directly with clients to ensure effective execution of financial strategies, ongoing portfolio management, and a best-in-class client experience.
Financial Advisor - Kissimmee, FL TD BankFinancial Advisor - Kissimmee, FLKissimmee, FloridaEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Advisor - PNC Wealth Management PNC BankFinancial Advisor - PNC Wealth ManagementAltamonte Springs, FloridaIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Advisor - Kissimmee, FL The Toronto-Dominion BankFinancial Advisor - Kissimmee, FLKissimmee, FL$72,280–$108,160 / yearEnsures all NEW clients receive the complete on-boarding experience, which includes: a thorough client discovery, completion of a financial needs analysis to provide goals-based advice, an introduction to the centralized client servicing team as per client need, and completion of all requisite client documents. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Financial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor - Windermere Financial Center - Bilingual in Mandarin / English RequiredFLKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Advisor - First Horizon Bank LPL Financial Holdings IncFinancial Advisor - First Horizon BankOrlando, FLThis employment opportunity at First Horizon Bank in Orlando, FL would allow you to join the Investment Program at First Horizon Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to First Horizon Bank for financial solutions.
Financial Solutions Advisor - Orlando Metro Market Bank of America CorpFinancial Solutions Advisor - Orlando Metro MarketAltamonte Springs, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Apopka, FL Bank of America CorpFinancial Solutions Advisor - Apopka, FLApopka, FLResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clientele• Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Skills:• Advisory• Account Management• Client Experience Branding• Customer and Client Focus• Oral Communications• Issue Management• Client Solutions Advisory• Pipeline Management• Active Listening• Attention to Detail• Risk Management• Policies, Procedures, and Guidelines• Client Management• Causation Analysis• Written CommunicationsShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor - PNC Wealth Management The PNC Financial Services Group IncFinancial Advisor - PNC Wealth ManagementOrlando, FLIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Financial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English Required Bank of America CorpFinancial Solutions Advisor Registration Candidate - Windermere Financial Center - Bilingual Fluency in Mandarin / English RequiredFLI was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Aid Advisor (Online Division) Herzing UniversityFinancial Aid Advisor (Online Division)Winter Park, FL$20.54–$27.78 / hourSchedule: A 40 hour work-week schedule will be determined based on preference and business needs falling during typical business hours for Herzings Online Division, with one shift with evening hours and minimal Saturday hours required. Current staff, faculty/adjunct at Herzing University: log into UKG and navigate to Menu > Myself > My Company > View Opportunities to apply using the internal application process.
Financial Solutions Advisor – Apopka, FL Bank of AmericaFinancial Solutions Advisor – Apopka, FLApopka, FloridaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Virtual Premier Advisor - Brevard, FL Truist BankVirtual Premier Advisor - Brevard, FLOrlando, FloridaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Premier Advisor - Orlando, FL Truist BankPremier Advisor - Orlando, FLOrlando, FloridaUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. (In a de novo circumstance [limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the defined mass affluent market segment within the Truist footprint).
Virtual Premier Advisor - Brevard, FL Truist Financial CorpVirtual Premier Advisor - Brevard, FLOrlando, FLCompletion or enrollment in professional level certification programs (preference in rank order): Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Accredited Asset Management Specialist AAMS®, Certified Trust and Financial Advisor CTFA®, Chartered Life Underwriter CLU®, CRPC® - Chartered Retirement Planning Counselor, or ChFC® - Chartered Financial Consultant®. Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services.
Premier Advisor - Orlando, FL Truist Financial CorpPremier Advisor - Orlando, FLOrlando, FLUtilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated delivery of a broad range of retail solutions including banking, mortgage, planning, investments, and insurance services. General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Senior Wealth Advisor Beacon Pointe Advisors LLCSenior Wealth AdvisorWinter Park, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth. Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisor firms with headquarters in Southern California and affiliate offices nationwide.
J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Orlando (Windermere and Bayhill)Orlando, FLFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist BankFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FloridaGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. 2. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Financial Consultant, Truist Investment Services, Winter Park, FL Truist Financial CorpFinancial Consultant, Truist Investment Services, Winter Park, FLWinter Park, FLGeneral Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorWinter Park, FLThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
NewAdvisor Development Program: Grow Your Client Practice Bank of AmericaAdvisor Development Program: Grow Your Client PracticeOrlando, FLA financial services leader in Florida seeks a Financial Advisor to engage and advise high-net-worth clients. This role offers comprehensive training to promote professional development, and requires excellent relationship-building and analytical skills.
NewPrivate Client Advisor: Digital Wealth & Holistic Guidance AumniPrivate Client Advisor: Digital Wealth & Holistic GuidanceOrlando, FLYour two years of experience and knowledge will be crucial in fostering relationships and providing client education on investment technologies. We offer a competitive total rewards package including salary, commission, comprehensive healthcare, retirement savings plans, and more.
NewWealth Advisor & Client Growth Specialist FairygodbossWealth Advisor & Client Growth SpecialistOrlando, FLThe successful candidate will consult on investment strategies, manage client relationships, and provide tailored financial plans. Fairygodboss is seeking a Financial Advisor to join its Wealth Management team in Orlando, FL.
NewSr Manager, Wealth Advisor - Schwab Wealth Advisory Charles SchwabSr Manager, Wealth Advisor - Schwab Wealth AdvisoryOrlando, FLWhat you haveRequired Qualifications:CFP® designation or CFA® designationBachelor's degreeActive and valid FINRA Series 7 license May be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license required May be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
Wealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or Orlando CliftonLarsonAllen LLPWealth Advisor - Wealth Advisory - Serving Existing Clients - Atlanta or OrlandoOrlando, FLPractice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services.
Sr Manager, Technology Consultant Advisor Services The Charles Schwab CorpSr Manager, Technology Consultant Advisor ServicesOrlando, FLRemoteThe Business Consulting and Education (BCE) team is part of Schwab Advisor Services and creates and delivers industry-leading consulting, benchmarking, and education programs that help advisors achieve their goals and gain competitive advantage. The team's success is grounded in its deep expertise in core business issues firms face and its ability to create highly relevant and scalable programs that convert insights into actions that advisors can implement in their firms.
NewCFO | Greater Orlando | Public Manufacturing Company Daley and AssociatesCFO | Greater Orlando | Public Manufacturing CompanyLake Mary, FLThe position serves as a strategic advisor to executive leadership and the Board, supporting capital markets activities including debt and equity financing, investor relations, and equity-related accounting matters. The CFO will oversee SEC reporting, technical accounting, and public company financial operations, ensuring timely filings, strong disclosure controls, and SOX-ready governance processes.
Senior Home Lending Advisor, Orlando Kissimmee, FL JPMorgan Chase & CoSenior Home Lending Advisor, Orlando Kissimmee, FLOrlando, FLRequired Qualifications, Capabilities, and Skills: • Bachelors degree or equivalent work experience in sales and/or real estate • 3+ years of mortgage lending and proven sales experience in retail banking • Knowledge of real estate market in local area • Excellent written and oral communication skills • Knowledge of FHA, VA, FNMA, and FHLMC guidelines. Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization.
Senior Home Lending Advisor, South Orlando, FL JPMorgan Chase & CoSenior Home Lending Advisor, South Orlando, FLFLJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Cruise & Tour, Servicing Travel Advisor III - Chase Travel (Heathrow, FL - Hybrid) JPMorgan Chase & CoCruise & Tour, Servicing Travel Advisor III - Chase Travel (Heathrow, FL - Hybrid)FLAs a Travel Advisor in the Cruise and Tour Department, you will assist our customers with cruise and tour packages, handle travel components related to their reservations, fulfill promotions, and conduct outreach to ensure a seamless travel experience. Your main responsibilities will include managing daily requests, coordinating pre-check requirements for ships or tours, booking travel add-ons, and accommodating special requests from our customers.
Servicing Travel Advisor III - Chase Travel (Hybrid - Heathrow, FL) JPMorgan Chase & CoServicing Travel Advisor III - Chase Travel (Hybrid - Heathrow, FL)FLAssist other Travel Advisors in real time with questions related to traveler policies and different booking applications; coach Advisors on best practices for servicing all customers; monitor and manage agent errors, escalations, and customer exceptions; and update tracking information in a database. Demonstrating problem-solving skills and functioning as a service specialist, you will take the necessary steps to recognize, research, and resolve issues through diagnosis and discussion of a particular problem, with a focus on delivering service excellence.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerOrlando, FL$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
NewSr Manager, Wealth Advisor - Schwab Wealth Advisory Charles Schwab CareersSr Manager, Wealth Advisor - Schwab Wealth AdvisoryOrlando, FLQualificationsCFP® designation or CFA® designationBachelor's degreeActive and valid FINRA Series 7 licenseMay be obtained with a 120-day condition of employmentActive and valid FINRA Series 66 license requiredMay be obtained with a 120-day condition of employmentFive or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing.
Relationship Advisor Part-Time (Lake Mary) Addition Financial CareersRelationship Advisor Part-Time (Lake Mary)Lake Mary, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
NewRelationship Advisor Part-Time (St.Cloud) Addition Financial CareersRelationship Advisor Part-Time (St.Cloud)St. Cloud, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
Relationship Advisor Part-Time (Apopka) Addition Financial CareersRelationship Advisor Part-Time (Apopka)Apopka, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
Relationship Advisor Part-Time (Contact Center) Addition Financial CareersRelationship Advisor Part-Time (Contact Center)Lake Mary, FloridaPerforms monetary and non-monetary transactions including, but not limited to transfers, pay by phone, stop payments, changes of address, opening sub-accounts, etc. Understands credit bureau report, identifies additional lending opportunities, educates member on best practices to improve credit score, while meeting or exceeding all lending goals.
Relationship Advisor Full-Time (Oviedo) Addition Financial CareersRelationship Advisor Full-Time (Oviedo)Oviedo, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
Relationship Advisor I (Floater) Addition Financial CareersRelationship Advisor I (Floater)Lake Mary, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our members' needs, teaching them about emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery - all while demonstrating absolute integrity in everything they do. • Demonstrate understanding of all AFCU products to make 15 qualified referrals monthly and cross-sell opportunities with a 5% win-rate of total monthly calls with additional products added.
Relationship Advisor Full-Time (Contact Center) Lake Mary Addition Financial CareersRelationship Advisor Full-Time (Contact Center) Lake MaryLake Mary, FloridaPerforms monetary and non-monetary transactions including, but not limited to transfers, pay by phone, stop payments, changes of address, opening sub-accounts, etc. Understands credit bureau report, identifies additional lending opportunities, educates member on best practices to improve credit score, while meeting or exceeding all lending goals.
NewRelationship Advisor Part-Time (Pine Hills) Addition Financial CareersRelationship Advisor Part-Time (Pine Hills)Orlando, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.
Relationship Advisor Full-Time (Fern Park) Addition Financial CareersRelationship Advisor Full-Time (Fern Park)Casselberry, FloridaThese team members will engage directly in promoting financial education and success by identifying and learning about our member’s needs, teaching them, and emerging digital and financial solutions offered by the credit union, and continuously working to improve the lives of our members through exceptional service delivery-all while demonstrating absolute integrity in everything they do. Proficiency in credit union systems including windows and Microsoft Office Software: experience with those core banking applications (Symitar/Epysis, Synapsys, Meridian Link, OpenClose, etc.) highly desired.