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

We're looking for a Relationship Advisor - Personal Banker to deliver an amazing Member experience through sales and service model. · 1 year cash handling required · 1 year of Sales and/or Advising required · 1 year hospitality industry or financial institution experience require ...

+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. · ...

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

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 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. · ...

The Client Relationship Associate provides daily customer support and enables the efficient and effective practice management of our Financial Advisor teams. · This role works closely with their Advisor(s) to support the delivery of advice, guidance and investment solutions to in ...

Are you knowledgeable about Medicare? Do you have a passion for helping seniors gain a better understanding on the various options available and enjoy connecting them with the right plans? · Our Medicare Partnership Program is designed to assist financial offices all over the cou ...

Wealth Advisor to serve as internal subject matter expert in tax planning, strategic lending (SBLOC), charitable giving. · This role sits at center of team-based wealth management model, partnering closely with senior advisors to design implement sophisticated strategies for clie ...