Relationship Advisor - Midtown Branch, Kansas City, MO, US

We're looking for a Relationship Advisor - Personal Banker to join our team at Mazuma Credit Union. As a key member of our sales and service model, you will be responsible for delivering exceptional Member experiences and exceeding their expectations. · ...

+We're looking for a Relationship Advisor with a heart for helping people to make Kansas City a better place to live, work and bank. This role is responsible for delivering an amazing Member experience through sales and service model. · +Evaluate Members' needs and educate them o ...

+We're seeking a Relationship Advisor to join our team at Mazuma Credit Union. As a key member of our sales and service model, you will work with Members and Team Members directly and indirectly to engage and connect, evaluate to identify needs, educate on solutions, and enrich t ...

Mazuma is a local Credit Union that has been in business since 1948. · ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong relationships with Members of Mazuma Credit Union.The Role centers on gaining a deep understanding of each Member's financial needs and providing personalized guidance and solut ...

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. · This role will lead client review meetings, · present and update financial plans, · and clearly communicate CAPTRUST's investment ph ...

CAPTRUST is seeking a dynamic and client-focused Financial Advisor Relationship Manager to serve as the primary point of contact for our clients. · This role will lead client review meetings, present and update financial plans, and clearly communicate CAPTRUST's investment philos ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong, lasting relationships with Members of Mazuma Credit Union.This role centers on gaining a deep understanding of each Member's financial needs and providing personalized guidance ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong relationships with members of Mazuma Credit Union. · ,Achieving both individual and team sales goals requires actively promoting credit union products/services/participating in ...

The Relationship Advisor delivers exceptional member service and fosters strong relationships with Members of Mazuma Credit Union. · Gain deep understanding of each Member's financial needs. · Provide personalized guidance and solutions tailored to those needs. · ...

Mazuma Credit Union is seeking a Relationship Advisor to deliver exceptional member service and foster strong relationships with Members. · Minimum of 1 year of experience in customer service · ...

This position requires receiving incoming calls to determine products or services needed by members. · Assists members with transactions · Determines products or services required by members · ...

The Relationship Advisor is responsible for delivering exceptional member service and fostering strong lasting relationships with Members of Mazuma Credit Union. · ...

We are seeking a detail-oriented Associate Wealth Management Advisor to support financial planning and investment implementation in a fiduciary-focused wealth management environment. · Serve as a key support advisor for ongoing client relationships, · Conduct review meetings and ...

Zenith Advisors is committed to assisting businesses in optimizing their financial strategies by reducing costs and enhancing benefits. · ...

We're seeking an Advisor Support Specialist to serve as a primary point of contact for financial advisors and investment professionals. · Support advisors and investment professionals by addressing questions related to investment portfolios, account activity, and donor-advised fu ...

This is a full-time remote position for a Commission Sales Associate. The role involves identifying and reaching out to potential clients, understanding their financial and business needs, and presenting tailored solutions offered by Zenith Advisors. · The role involves identifyi ...

This role is essential in delivering a distinctive, trusted, and premium experience to Lockton's private clients. By enabling teams and Sales teams with refined, best-inclass marketing, this leader strengthens relationships, enhances credibility, and ensures Lockton continues to ...

The Head of PRS Marketing leads the strategy, development and execution of premium relationship driven marketing programs supporting Lockton's private client and family office segments. · This leader will bring a deep understanding of the high net worth mindset and expectations b ...

The Havens Group has been retained by a confidential, founder-led retirement and Medicare education platform in the Kansas City metro to hire a Director of Retirement Planning & Distribution. · ...