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Bank Jobs in Albuquerque, NM

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Bank • albuquerque nm

Last updated: 1 day ago

Financial Advisor/Wealth Manager

Professions IncAlbuquerque, NM, United States
Full-time

Our client is one of the top lending institutions in the USA.Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform.The average i... Show more

External Affairs Coordinator

DCI BiologicalsAlbuquerque, NM, United States
Full-time

Sierra Donor Services - New Mexico (SDS) is looking for a dynamic and enthusiastic team member to join us to save lives!! Our mission at SDS is to save lives through organ and tissue donation, and ... Show more

Relationship Banker I - Journal Center - Albuquerque, NM

U.S. BankAlbuquerque, NM, United States
$20.00–$23.00 hourly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

Business Banking - Business Banking Officer I

NBH BankAlbuquerque, NM, United States
Full-time

Our Bankers understand the complexities of people's lives and offer simple solutions.That's the basics of Relationships.When you choose our Company, you have an opportunity to make an impact beyond... Show more

2027 Jansky Fellowships

National Radio Astronomy ObservatoryALBUQUERQUE, New Mexico, United States, 87101
$75,000.00 yearly
Full-time

National Radio Astronomy Observatory.Green Bank Observatory, PO Box 2, GREEN BANK, West Virginia, United States of America• NRAO Headquarters, 520 Edgemont Rd, CHARLOTTESVILLE, Virginia, United Sta... Show more

Remote Online Survey Taker - No Previous Experience (Paid)

Clubshop | USAlbuquerque, New Mexico
Remote
Full-time

Discover The System Surveoo That’s Helping Newbies Earn Daily.Turn your free time into daily earnings by answering simple surveys.No product or tech skills needed.Join For Free And Start Earn... Show more

Cash Management Services Teller Manager

Loomis Armored US, LLCAlbuquerque, NM, US
Full-time

Cash Management Services Teller Manager Job Overview * This position is responsible for managing directly and through subordinates, operational and production activities in the C... Show more

Personal Banker I - Express Bank

BOK FinancialAlbuquerque, NM, US
Full-time

Pay Transparency Salary Range:.BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc.BOK Financial Private Wealth, Inc.BOKF, NA operates TransFund and Cavanal Hill Invest... Show more

Financial Solutions Advisor Registration Candidate - Coors Financial Center

Bank of AmericaAlbuquerque, NM, United States
Full-time

Financial Solutions Advisor Stage I.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.We do this by driving Responsible... Show more

J.P. Morgan Wealth Management Private Client Advisor - Albuquerque, NM

ChaseAlbuquerque, NM, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen... Show more

VP, Treasury Management

Enterprise Bank & TrustAlbuquerque, NM, United States
Full-time

Develop new business and provide support to bank prospects and clients.Make calls with RM's and business banking officers to identify client needs and recommend solutions.Develop referral sources f... Show more

Teller/Customer Service Rep FT (ABQ - Jefferson)

First American BankAlbuquerque, NM, USA
Full-time
Quick Apply

Summary: Greet bank customers and provide quality service as a teller and personal banker.Responsibilities: Duties include teller transactions, opening and maintaining new accounts, accept note pay... Show more

Bank Manager

BmoAlbuquerque, NM, United States
$51,800.00–$95,900.00 yearly
Part-time

Retail Banking Sales & Service.Guides, directs, and coaches employees to deliver exceptional service to BMO customers and prospects.Understands the needs of BMO customers or prospects to provide sa... Show more

Teller Albuquerque

WELLS FARGO BANKALBUQUERQUE, New Mexico, United States of America
Full-time

Are you looking for more? Find it here.At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping ... Show more

Delivery Driver - Sign Up and Start Earning

DoorDashAlbuquerque, NM, United States

DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day.As a Dasher, you’ll stay busy with a variety o... Show more

 • Promoted

Business Banking Client Manager

Sunflower BankAlbuquerque, NM, United States
Full-time

Business Banking Client Manager.Since our founding in 1892, we've been committed to serving our communities and supporting the team members who make it all possible.As a full-service financial inst... Show more

Trust Officer, JD

Talent StoreAlbuquerque, NM, United States
Full-time +1

Trust Officer Or Senior Trust Officer.Trust Officer or Senior Trust Officer, with a JD to the core team in Albuquerque.With the support of an Ops team and Trust Associates, the Trust Officer provid... Show more

Assistant Community Manager - Arrowhead Pointe

GreystarAlbuquerque, NM, United States
$20.00–$23.00 hourly
Full-time

Greystar is a leading, fully integrated global real estate platform offering expertise in property management, investment management, development, and construction services in institutional-quality... Show more

Business Banking Relationship Manager

U.S. BancorpAlbuquerque, NM, United States
$114,750.00–$140,250.00 yearly
Full-time

Business Banking Relationship Manager.Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communiti... Show more

Wealth Management Advisor - Albuquerque

US BankAlbuquerque, NM, United States
$65,000.00–$80,200.00 yearly
Full-time

Bank, we're on a journey to do our best.Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed.We b... Show more

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Financial Advisor/Wealth Manager

Financial Advisor/Wealth Manager

Professions IncAlbuquerque, NM, United States
30+ days ago
Job type
  • Full-time
Job description

Our client is one of the top lending institutions in the USA. Over the past 8 years, we have assisted this client in the hiring of 250+ experienced Financial Advisors to their platform. Here are a few highlights:

The average investment revenue of our placed candidates over the past 8 years is greater than $450K.
Our 3 year retention of placed candidates with our client is 95%+.

GENERAL FUNCTION:

Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist themin efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.

Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the company's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

  • Achieving sales goals while serving the clients' best interests.
  • Plan and conduct individual and group coaching sessions with retail bank employees.
  • Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
  • Handle daily client needs and problems and prioritize and delegate tasks to resolve.
  • Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
  • Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
  • Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
  • Ability to delegate tasks and follow-through.
  • Prepare necessary internal reports for sales tracking.
  • Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
  • Conduct internal and external seminars to focus on business development and growth.
  • Serves as a coach and mentor.
  • Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
  • Guide and promote progress toward established goals for team.
  • Recognize and reward achievement of goals.

MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:

  • Prior Brokerage Industry Experience.
  • Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses.
  • Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
  • Ability to motivate others in a team environment.
  • Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
  • Demonstrated ability to simplify and communicate complex financial concepts.
  • Proven experience in building strong internal and external client relationships.
  • Highly developed knowledge of the securities business, investment products and financial solutions.
  • Highly developed sales and presentation skills.