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Mortgage Banking Officer/Mortgage Loan Officer- Montgomery, Alabama

Overview At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class...

Posted 3 days ago

Overview At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below.Responsibilities Responsible for all mortgage loan production throughout the assigned district outside the branches and inside their assigned branch(s). Acts as an advisor to potential and existing mortgage customers. Maximize production with referrals from local builders, real estate agents and contractors. Ensure an exceptional customer experience is maintained with all potential and existing customers. Ensure all aspects of mortgage applications are in compliance with all applicable state and Federal laws, regulations and bank policies and procedures. * Increase mortgage loan volume through effective selling. * Advise customer on the mortgage loan that is appropriate for their individual financial circumstances. * Become a leader in the community when it comes to mortgages and mortgage knowledge. * Build and deepen relationships with industry-specific center of influences like real estate agents and contractors. * Build and deepen relationships with their assigned branch(s) supporting them with their customers' mortgage needs. * Maximize the bank's resources to assist in selling and establishing relationships. * Comply with all appropriate bank policies and regulatory guidelines. * Always deliver an exceptional customer experience. Qualifications * Must meet the credit history and criminal background requirements associated with Nationwide Mortgage Licensing System and Registry registration process, to include FBI fingerprint criminal history and review of credit report. * Bachelor's degree in business, finance or related field or equivalent professional experience. * Three years of significant mortgage sales experience in the consumer mortgage and home equity business. * Must exhibit a friendly and helpful attitude along with the ability to interact positively with district level executives and branch staff. * Demonstrate ability to coach the process of identifying needs and implementing an effective solution in a slow or rapid growth environment. * Ability to solve complex issues. * Ability to utilize a personal computer and Microsoft Office desktop word processing and spreadsheet applications. * Excellent verbal and written communication skills.

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Financial Relationship Specialist- Montgomery Area Branches

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place wh...

Posted Yesterday

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with prior Teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development and upward mobility. At Regions our mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. Financial Relationship Specialists are responsible for providing an exceptional customer experience and contribute to improving the financial wellness of our customers. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing * Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts * Works to create and establish relationships with customers, remaining well-informed about the customer's relationship with the bank * Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier * Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution * Refers customers to an internal team of experts when more complex financial goals and needs are recognized * Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. Minimum Requirements: * High school diploma or GED Skills & Qualifications: * Ability to assist customers with digital banking offerings * Strong customer focus * Ability to handle multiple priorities simultaneously Preferred Experience: * 1-2 years prior banking, sales, and/or customer service experience * 2+ years prior cash handling or Teller experience Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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2018 Campus - Financial Advisor Development Program

Bank Of America Corporation Montgomery AL, 36101

: Merrill Lynch Overview: Merrill Lynch provides a high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent cli...

Posted Yesterday

Job Description: Merrill Lynch Overview: Merrill Lynch provides a high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent clients with a personal wealth profile of at least $250,000 of investable assets. The Financial Advisor Development role is a 12 month training program for strong performing intern conversions who wish to build a wealth management business and become a full-fledged Financial Advisor. It is a structured and disciplined program that demonstrates our on-going commitment to the growth and progress of our Merrill Lynch Financial Advisors. FADP participants will have the opportunity to build upon their learnings from their intern experience by passing required FINRA registration exams, learning the client centric goals-based approach for client service, build business acumen to understand the vast opportunities to leverage with clients across Bank of America and Merrill Lynch, and complete a robust training curriculum with key milestones. Throughout the 12 month program, participants will have on the job application with work assignments, knowledge checks and assessments to determine progress. Advisor development participants will have exposure to the strategy, initiatives, tools and roles within the Merrill Lynch Wealth Management organization and will also get exposure to: * Bank of America and Merrill Lynch products and services * Goals Based Wealth Management * Client Experience Standard Required Qualifications: * Completion of a Bachelor's Degree * Graduation date between Fall 2017 – Spring 2018 * Must have been a part of the 2017 MLWM FA Summer Analyst Program or the 2017 Consumer Summer Analyst Program (undergraduate) * Legal authorization to work in the US now and in the future without sponsorship Preferred Qualifications: * Demonstrates leadership abilities * Effective oral and written communication * Adaptable to fast paced, changing environments * Ability to think independently, and work collaboratively * Recommendation from Intern Hiring Manager during intern experience Training: The FA Development Associate receives: * A base salary through the full 12 months in the program. Upon completion of the program, Advisor Development program graduates may become eligible for continued development in a team based financial advisor role * The strength and name recognition of Merrill Lynch and Bank of America * World class investment, sales, and business management training throughout their career * Cutting edge Technology and industry leading platform to leverage for success * Access to a full array of investment and banking solutions for your clients * Mentors and Managers located within your local office to work with you towards your success * Curriculum that includes CFP course work, wealth management curriculum, licensing and essential skills training from Managers and Mentors Locations: Nationwide, specific geographies vary Bank of America will consider for employment qualified applicants with criminal histories consistent with San Francisco ordinance 17-14 and federal law applicable to Bank of America. Posting Date: 07/25/2017 Location: Montgomery, AL, CARMICHAEL CENTER, 4001 CARMICHAEL RD, Birmingham, AL, 569 BROOKWOOD VLG (AL9568), Scottsdale, AZ, SCOTTSDALE KIERLAND, 14648 N Scottsdale Rd, Phoenix, AZ, 2555 E CAMELBACK RD (AZ3912), Tucson, AZ, 6401 N Campbell Ave (AZ5501), Little Rock, AR, CYPRESS PLAZA OFFICE BLDG., 2200 N RODNEY PARHAM RD, San Diego, CA, MERRILL LYNCH PLAZA, 11811 BERNARDO PLAZA CT, Sacramento, CA, 1435 RIVER PARK DR (CA3012), San Jose, CA, 50 W SAN FERNANDO ST (CA3805), Walnut Creek, CA, 1331 N CALIFORNIA BLVD (CA4813), San Francisco, CA, 101 CALIFORNIA ST (CA5332), Menlo Park, CA, 333 MIDDLEFIELD RD (CA5811), Westlake Village, CA, 2815 TOWNSGATE RD (CA6811), Irvine, CA, 100 Spectrum Center Dr (CA6813), Newport Beach, CA, 520 NEWPORT CENTER DR (CA6814), Costa Mesa, CA, CENTER TOWER, 650 TOWN CENTER DR, Long Beach, CA, LANDMARK SQUARE, 111 W OCEAN BLVD, Los Angeles, CA, CENTURY CITY MAIN OFFICE, 2049 Century Park E, Beverly Hills, CA, 9560 WILSHIRE BLVD (CA9801), Pasadena, CA, 800 E COLORADO BLV, - United States Travel: No Full / Part-time: Full time Hours Per Week: 37.5 Shift: 1st shift

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Financial Advisor Development Program

Bank Of America Corporation Montgomery AL, 36101

: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth ...

Posted Yesterday

Job Description: THE FADP PROGRAM SETS YOU UP FOR SUCCESS AS A FINANCIAL ADVISOR Our advisor development program is an award-winning program[1] for professionals who wish to build a wealth management business. You will be a part of a best-in-class training curriculum and new advisor mentoring that has been our strength since 1946. The program is designed to help you come up to speed quickly as a successful financial advisor. We'll help you develop the critical skills and knowledge necessary for establishing a robust wealth management business—acquiring clients, developing relationships, providing tailored strategies and more. You will also be able to use the deep resources and full capabilities of both Merrill Lynch and Bank of America. With our tools, powerful platform and ongoing team support, you can spend more time on what matters most to you and your clients. Our open-door, collaborative culture will give you the type of leadership support you need and the confidence that your firm is always behind you. Compensation and program benefits: * Base salary through the full 43 months with bonus potential * Preparation for registration exams, including Series 7 and Series 66 * Ongoing access to firm and banking partners to meet client needs * Market viewpoints, investment strategies, and model portfolios that help you scale efficiently from a unified Chief Investment Office * Wealth Outlook tools platform to manage clients' goals-based financial strategies What you'll do: As a Merrill Lynch Financial Advisor, you will leverage your Merrill Lynch support team to help your clients pursue and meet their goals. Your responsibilities are, but not limited to: * Developing and/or growing a book of business to meet and exceed pre-defined goals * Effectively sourcing prospective clients * Recommending investment products and services that are suitable for prospects and clients based on their goals * Balancing investment management, sales activities, and new client development * Establishing and maintaining a relationship with the management team to effectively deliver reports and receive mentorship Who you are: You are open-minded and ready to make a career transition to grow as a Financial Advisor. You demonstrate rapid advancement by exceeding goals while adhering to high professional standards and integrity. You are not afraid to take initiative, actively use our resources, and are uncompromising about serving your clients' best interests. You have: * Strong relationship and interpersonal skills * Bachelor's degree or higher About us Merrill Lynch Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals and businesses. We specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our advisors help clients pursue the life they envision through a one-on-one relationship committed to their needs. We're here to provide a supportive environment so you can focus on assisting your clients better and deepen relationships. [1] Merrill Lynch's Financial Advisor Development program (FADP), formerly called Merrill Lynch Practice Management Development (PMD) program, won a Gold Award for "Best Sales Training and Performance Program" in the 2017 Brandon Hall Group Sales Performance Awards. Posting Date: 04/26/2018 Location: Montgomery, AL, CARMICHAEL CENTER, 4001 CARMICHAEL RD, Birmingham, AL, BRUNO CAPITAL BUILDING, 100 GRANDVIEW PL, Gadsden, AL, 224 BROAD ST (AL9224), Tuscaloosa, AL, 601 TOWNCENTER BLVD (AL9310), Birmingham, AL, 569 BROOKWOOD VLG (AL9568), Fairhope, AL, 601 N SECTION ST (AL9601), Mobile, AL, MERRILL LYNCH, 3674 DAUPHIN ST, Dothan, AL, 4801 W MAIN ST (AL9801), Pensacola, FL, 815 S PALAFOX ST (FL9812), Destin, FL, 34990 EMERALD COAST PKWY (FL9813), Fort Walton Beach, FL, 45 EGLIN PKWY NE (FL9816), Panama City, FL, 1022 W 23RD ST (FL9869), - United States Travel: Yes, 5% of the time Full / Part-time: Full time Hours Per Week: 37.5 Shift: 1st shift

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Financial Relationship Specialist- Green Lantern

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place wh...

Posted 2 days ago

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with prior Teller, limited banking, or some retail sales experience who are interested in beginning a career with opportunities for growth, development and upward mobility. At Regions our mission is to make life better for our customers and communities. The purpose of this role is to create meaningful personal connections with customers, identify ways for Regions to meet customer needs, and assist in resolving end to end customer sales and service inquiries. Financial Relationship Specialists are responsible for providing an exceptional customer experience and contribute to improving the financial wellness of our customers. The successful candidate should be ambitious and adaptable with a desire to educate customers on the ability to bank when, where, and how they want. This requires an individual who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Provides a consistent optimal customer experience, primarily handling customers' transactional needs, including but not limited to performing teller activities such as deposits, withdrawals, payments, and balancing * Answers customer inquiries regarding products and services, fulfills basic servicing requests, and opens basic Consumer products such as checking and savings accounts * Works to create and establish relationships with customers, remaining well-informed about the customer's relationship with the bank * Educates customers on standard consumer products, emerging bank technology and digital solutions such as mobile, online, and ATM offerings, all designed to make banking easier * Assists branch and fellow team members with achieving goals by assisting with basic tasks to aid in customer problem resolution * Refers customers to an internal team of experts when more complex financial goals and needs are recognized * Achieves required levels of outbound phone calls using generated customer and prospect lead lists to educate customers on emerging technology and assist with meeting their financial needs * Ensures safe and sound banking practices, including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. Minimum Requirements: * High school diploma or GED Skills & Qualifications: * Ability to assist customers with digital banking offerings * Strong customer focus * Ability to handle multiple priorities simultaneously Preferred Experience: * 1-2 years prior banking, sales, and/or customer service experience * 2+ years prior cash handling or Teller experience Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Financial Advisor (Ct-Mgm)

First Command Financial Services, Inc. Montgomery AL, 36101

First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leader...

Posted 3 days ago

First Command Financial Services is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. Ideal candidates will also possess integrity, assertiveness, strong listening and communication skills and a passion for helping military families pursue financial security. As a First Command Financial Advisor you will have: * An opportunity to directly engage with the military community by partnering with local military organizations, military units, and other affiliates that support the military community * Marketing support in the form of both local and national activities and assistance in developing a personal marketing plan matched to your strengths * A proven onboarding and training program that will prepare you to build and grow a successful financial planning practice * Opportunities for continued professional development * The ability to be in control of your career trajectory and to be compensated based on your hard work and the results you achieve * Career advancement opportunities throughout the United States and overseas Required Skills If you possess a bachelor's degree, military experience (preferred) and proven leadership skills and would like to join our elite force of Financial Advisors executing against a mission to help military service members and their families pursue financial security, we invite you to apply today at www.wehireleaders.com. First Command Financial Services has been helping military families pursue their goals and dreams through coaching and guidance since 1958. To learn more about our mission and vision, visit www.firstcommand.com. In the recruiting of Financial Advisors, First Command does not discriminate on the basis of race, color, religion, national origin, sex, marital status, disability, age or veteran status. No information solicited by First Command from you is intended to be used in a discriminatory manner. All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command. ©2018 First Command Financial Services, Inc. parent of First Command Financial Planning, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc. and First Command Bank. Securities and brokerage services are offered by First Command Financial Planning, Inc., a broker-dealer. Financial planning and investment advisory services are offered by First Command Advisory Services, Inc., an investment adviser. Insurance products and services are offered by First Command Insurance Services, Inc. in all states except Montana, where as required by law, insurance products and services are offered by First Command Financial Services, Inc. (a separate Montana domestic corporation). Banking products and services are offered by First Command Bank. Securities products are not FDIC insured, have no bank guarantee and may lose value. A financial plan, by itself, cannot assure that retirement or other financial goals will be met. First Command Financial Services Inc. and its related entities are not affiliated with or endorsed by the U.S. government or the U.S. armed forces.

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Financial Sales Advisor I- Personal Banker- Montgomery- Normandale

Bbva Montgomery AL, 36101

Overview At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class...

Posted 3 days ago

Overview At BBVA, we are working to make banking better for everyone. That is where you come in. We are looking for smart, team oriented people who want to be part of a first-class workforce that gives people the tools they need to meet their financial goals, all while delivering an outstanding client experience. Learn more below. Responsibilities Mission Market retail banking products and services to consumer and small business customers, face to face or over the phone, in order to grow, retain and maximize profit for the bank. Offer customized banking solutions to customers utilizing the account recommendation tool (ART) to capture the customer conversation and needs. Utilize Customer Relationship Management (CRM) to manage customer contact and leads to maximize new and existing deposit relationships through cross-selling of all retail banking products. Deliver an exceptional customer service experience while responding to daily customer inquiries. Qualifications requirements associated with Nationwide Mortgage Licensing System and Registry and/or Financial Industry Regulatory Authority registration process. 2. Two years of proactive sales experience preferred for FSA (two years required for Sr. FSA and three years required for Sr. FSA II). 3. Retail banking experience preferred (two years required for Sr. FSA & three years required for Sr. FSA II) 4. Must be a mortgage certified employee (MCE) for Sr. FSA II. 5. Life and Health insurance required (Sr. FSA and Sr. FSA II only) 6. Series 6 and 63 investment licensing preferred. (preferred for Sr. FSA only & required for Sr. FSA II) 7. Excellent oral and written communication skills. 8. Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers Bachelor's degree preferred or equivalent professional experience. 9. Excellent oral and written communication skills. 10. Exhibit a professional, helpful attitude along with the ability to positively interact with customers and co-workers. 11. Demonstrate ability to identify customer needs and implement an effective solution in a rapidly changing environment. 12. Able to meet deadlines and manage pressure to attain banking center sales while delivering an excellent customer experience. 13. Demonstrate proficient computer skills. 14. Assertive communication skills along with a focus for sales. * The position requires regular and predictable attendance and the ability to be punctual. *

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Financial Relationship Consultant- Team Lead In Training- Arrowhead

Regions Financial Corporation Montgomery AL, 36101

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place wh...

Posted Yesterday

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with retail or sales experience that are interested in a career with opportunities for growth, development and upward mobility. This role was previously known as a Branch Team Leader. At Regions, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Consultant Team Leaders are responsible for individual and team goals, and coach a team of bankers who meet with customers and prospects both in person and on the phone to determine and proactively meet their banking and financial solutions goals and needs. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Successfully complete internal training and coaching requirements within designated time period * Achieves branch targets and goals by proactively identifying customer needs and providing expert level guidance and perspective about Regions solutions * Provides consistent and timely coaching and guidance to junior level bankers to assist with strengthening their product knowledge and identifying customer needs * Resolves escalated customer and associate issues, primarily in Branch Manager's absence. This may include scheduling, counseling associates, and input into hiring decisions * Achieves required levels of outbound phone calls associated using generated customer and prospect lead lists and prior customer conversations * Ensures a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when additional financial goals and needs are recognized * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Minimum Requirements: * High school diploma or GED (College degree preferred) * Completion and mastery of all internal training requirements within five (5) quarters * Demonstrated performance of individual goals for at least three (3) consecutive quarters post -training Preferred Experience: * Previous supervisory experience within a bank environment * 3+ years previous banking and/or lending experience * 3+ years experience handling cash in a bank environment * 3+ years prior relationship based client consultation Preferred Qualifications & Skills: * College degree * Insurance License * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Montgomery, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Financial Relationship Consultant - Clanton Branch

Regions Financial Corporation Clanton AL, 35046

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place wh...

Posted Yesterday

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored for a set period of time. You may review, modify, or update your information by visiting and logging into the careers section of the system. Job Description: This position offers an exciting opportunity for candidates with retail or sales experience that are interested in beginning a career with opportunities for growth, development and upward mobility. This role was previously known as a Financial Services Specialist. At Regions, our mission is to make life better for our customers and communities and we are looking for candidates committed to helping customers reach their financial goals by understanding and meeting customer needs. Financial Relationship Consultants are responsible for meeting with customers and prospects both in person and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. The successful candidate should be individually driven and competitive, as well as motivated to work as a team to achieve a common goal. This requires a candidate who is motivated by a fast paced and energetic environment, with the ability to provide personalized customer service. Primary Responsibilities: * Achieves branch targets and goals by identifying customer needs and providing appropriate guidance and perspective about Regions solutions * Achieves required levels of outbound phone calls using generated customer and prospect lead lists and prior customer conversations * Educates and advises customers on Regions Consumer and Business products and services, including all loan and deposit types * Provides a consistent optimal customer experience, including handling customer's transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they want * Ownership and resolution of customer issues * Refers customers to an internal team of experts when complex financial goals and needs are recognized * Ensures safe and sound banking practices including adherence to all applicable laws and regulations This position requires the tracking of time and is eligible for overtime under the non-exempt FLSA classification for hours worked in excess of 40 per week. This position is incentive eligible. This position requires registration with the national Mortgage Licensing System and Registry (NMLS). Please refer to (http://mortgage.nationwidelicensing.org) for more information. Minimum Requirements: * High school diploma or GED Preferred Experience: * 1-2 years previous banking and/or lending experience * 1-2 years experience handling cash in a bank environment * 1-2 years prior relationship based client consultation Preferred Qualifications & Skills: * College degree * Insurance License * Ability to assist customers with digital banking offerings * Strong communication and customer focus * Ability to handle multiple priorities simultaneously Location:Clanton, Alabama EEO/AA/Minorities/Females/Disabled/Veterans

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Alabama-Branch Financial Specialist(Eastmont)

Valley National Bancorp Montgomery AL, 36101

The Branch Financial Specialist provides effective support of sales and service activities within the banking office and develops new business by educating potential clients.This i...

Posted 3 days ago

Mortgage Banking Officer/Mortgage Loan Officer- Montgomery, Alabama

Financial Relationship Specialist- Montgomery Area Branches

2018 Campus - Financial Advisor Development Program

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Financial Relationship Specialist- Green Lantern

Financial Advisor (Ct-Mgm)

Financial Sales Advisor I- Personal Banker- Montgomery- Normandale

Financial Relationship Consultant- Team Lead In Training- Arrowhead

Financial Relationship Consultant - Clanton Branch

Alabama-Branch Financial Specialist(Eastmont)

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Mortgage Banking Officer/Mortgage Loan Officer- Montgomery, Alabama

Financial Relationship Specialist- Montgomery Area Branches

2018 Campus - Financial Advisor Development Program

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Financial Advisor Development Program

Financial Relationship Specialist- Green Lantern

Financial Advisor (Ct-Mgm)

Financial Sales Advisor I- Personal Banker- Montgomery- Normandale

Financial Relationship Consultant- Team Lead In Training- Arrowhead

Financial Relationship Consultant - Clanton Branch

Alabama-Branch Financial Specialist(Eastmont)

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