5 дней назад
Banking Advisor II (MLO)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Banking Advisor II (MLO) (Private Banking/Credit): Advising high-net-worth clients on credit, cash management, and other banking products with an accent on financial analysis, credit risk mitigation, and regulatory compliance. Focus on originating and documenting banking products, managing client portfolios, and expanding relationships and sales revenue.
Location: Fort Worth, Texas, United States; in-office position
Company
is a banking corporation providing private banking, credit, cash management, and related financial services.
What you will do
- Advise current and prospective high-net-worth clients on credit and cash management solutions.
- Introduce and sell banking products and services while building relationships with clients, internal partners, external partners, and centers of influence.
- Support client banking transactions and handle the origination, financial analysis, negotiation, and documentation of credit and non-credit products.
- Manage and monitor a book of business to support client satisfaction, retention, and sales growth.
- Analyze, evaluate, and mitigate credit risk while ensuring compliance with banking policies and regulations.
Requirements
- University or college degree, typically a bachelor's degree, or a comparable combination of education, certifications, and experience.
- 3+ years of relevant or direct industry experience.
- Experience with client relationship management, credit analysis and verification, financial analysis, portfolio management, sales negotiation, and value selling.
- Strong decision-making, critical-thinking, communication, problem-solving, and prioritization skills.
- Must work in the Fort Worth office; employment visa sponsorship and STEM OPT participation are not provided.
- Subject to applicable FDIA, SAFE Act, and/or FINRA background and registration requirements for relevant roles.
Culture & Benefits
- Inclusive, supportive in-office workplace focused on customer service, risk management, and employee contribution.
- Medical, prescription drug, dental, and vision coverage, with health savings account options.
- Life insurance, disability protection, 401(k) matching, pension, and stock purchase plans.
- Paid parental leave, up to 11 paid holidays, occasional absence days, and 15–25 vacation days depending on career level and service.
- Educational assistance, wellness programs, dependent care support, and adoption, surrogacy, and doula reimbursement.
Будьте осторожны: если работодатель просит войти в их систему, используя iCloud/Google, прислать код/пароль, запустить код/ПО, не делайте этого - это мошенники. Обязательно жмите "Пожаловаться" или пишите в поддержку. Подробнее в гайде →
Похожие вакансии
6 дней назад
Relationship Manager II (Banking)
71 869 - 114 797$
12 дней назад
Business Banking Relationship Manager III (Business Banking)
111 440 - 183 082$
5 дней назад
CRE Commercial Relationship Manager III
6 дней назад
Sales Associate (Personal Lending)
12 дней назад
Business Banking Lead Relationship Liaison
29 - 48$
10 дней назад