LOMA

LOMA Finance Jobs

50 jobs found

Banking Relationship Specialist (Senior Relationship Banker)

Bank OZK Sarasota, FL

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

Apply Now

Job Description

Location: Sarasota, FL 34236

Why Bank OZK

Bank OZK combines a banking heritage of over 120 years with modern financial services, earning national recognition as an industry leader. We blend superior service with innovative technology to deliver smart solutions for clients nationwide. Our work supports small businesses, fuels local economies, and shapes growth in major cities. We’re dedicated to building rewarding careers and offering a comprehensive benefits package to support teammates’ physical, mental, and financial wellbeing, including generous paid time off, 401(k) matching, health, dental, vision and pet insurance, plus special perks and discounts.

Job Purpose & Scope

Provide sales leadership and coaching to team members, leveraging knowledge of banking products and services to establish professional relationships with customers and prospects. Engage in meaningful conversations about their financial needs and goals, foster a positive and helpful team environment, and deliver outstanding customer service at all times.

Essential Job Functions

Build professional relationships with customers, using assessment tools to uncover needs, discuss suitable recommendations, and submit referrals to banking center teams or business partners.
Utilize assessment tools to maintain detailed notes on customer conversations and interactions.
Open and service deposit accounts, including complex business accounts.
Originate a consumer loan portfolio.
Engage in outbound business development and community involvement activities.
Participate in morning huddles, calling efforts, business development, and coaching conversations with leadership.
Process account transactions accurately and efficiently to minimize errors and reduce fraud.
Demonstrate empathy and resolve client concerns promptly and professionally, escalating issues as needed.
Serve as a role model for banking center team members and coach relationship-building activities.
Collaborate with line of business partners to foster teamwork, exceptional service, and continuous learning.
Provide backup and assistance to other retail banking roles and locations as necessary.
Model and champion the Bank’s standards for exceptional customer service.
Support the bank’s values and mission with integrity and professionalism.
Promote teamwork, lead by example, and take initiative to assist others.
Complete all essential training in a timely manner.
Display enthusiasm for continuous learning and apply constructive feedback from more experienced team members.
Maintain consistently good punctuality and attendance.
Adhere to all Bank policies, procedures, and guidelines.

Knowledge, Skills & Abilities

Knowledge of bank products and services, including online banking, mobile banking applications, and banking cards.
Knowledge of bank policies and procedures.
Ability to provide excellent customer service with a friendly, approachable, enthusiastic, and professional demeanor.
Confidence to act as a trusted advisor.
Effective verbal and written communication abilities.
Demonstrates a team-oriented approach and thrives in a dynamic environment.
Critical thinking skills with accurate and efficient productivity and attention to detail.
Ability to work without close supervision.
Ability to maintain confidentiality.
Ability to follow policy and procedure including safety and security procedures.
Ability to travel to other work locations for training or staffing needs, as required.
Proficiency with computer and Microsoft Office applications necessary to perform essential job functions.

Basic Qualifications

High school diploma or equivalent required; bachelor’s degree preferred.
1+ year of retail customer service and/or sales experience required.
Knowledge of business and consumer products required.
Knowledge of and ability to explain bank products, online banking, mobile banking applications, banking cards, etc. preferred.
Proven ability to achieve sales goals and financial targets preferred.
Experience in a leadership and/or coaching role strongly preferred.
NMLS, or successful completion of the NMLS process within 30 days of hire, required.

Job Expectations

Operate standard equipment and technology used in a business environment, with or without accommodations.

Note: This description is not an exhaustive list of all job functions, duties, skills, and standards required. Other duties may be added. Management reserves the right to modify requirements at any time.

View full job page →

Financial Planner and Financial Advisor career path (Series 7/66)

Prudential Advisors: The Greater Los Angeles... Sherman Oaks, CA

1mo ago

$17+/hr Full time Marketing 66 Advisor

Marketing 66 Advisor

Apply Now

Job Description

Career Summary

The Financial Professional Associate position with Prudential Advisors is multi-dimensional. The entrepreneurial individual selected for this opportunity will operate within a team of Financial Professionals dedicated to helping clients reach their financial goals. The role includes participation in a comprehensive development program that supports numerous future career paths, such as becoming a solution specialist, a fee-based financial planner, or advancing into a leadership role leading a team of advisors.

Location: Sherman Oaks, CA 91403

Overall Responsibilities

Consult with clients to build needs-based solutions that align with their financial objectives by integrating investment, protection, and retirement planning strategies.

Develop a loyal client base through strategic networking, targeted marketing, and outstanding customer service.

Support existing Prudential clients through our lead generation programs.

Collaborate within a team environment to assemble the best possible solutions for clients.

Essential Career Functions

Develop and implement marketing strategies to continually engage current clients and identify potential new clients
Analyze information gathered during client meetings and formulate proposed solutions
Establish financial plans for clients as a licensed financial planner
Reach out to existing clients to keep portfolios current and aligned with individual needs and goals
Deliver educational presentations or seminars to individuals or groups on topics related to investments, retirement, or protection options
Ensure all work complies with industry regulatory standards and Prudential Advisors guidelines

Required Skills, Knowledge and Experience

Prudential Advisors, part of the Prudential Financial family, seeks individuals committed to making a meaningful impact in clients’ lives. Our comprehensive training and development program means prior experience in the financial services industry is not required, though prior exposure is advantageous.

Self-starter with an entrepreneurial mindset
Customer service champion
Engaging and persuasive communicator and negotiator
Problem solver
Life-long learner who pursues ongoing education and professional development
Critical thinker
Prior sales experience is a plus
College degree is a plus, but equivalent work and life experience will be considered
High school diploma or GED equivalent is required

View full job page →

Financial Services Representative

First Citizens Bank Hartsville, SC

1mo ago

Full time Branch Banking Community Engagement Consumer Lending

Branch Banking Community Engagement Consumer Lending

Apply Now

Job Description

Overview

Open the door to client service and growth as a Financial Services Representative in our Hartsville branch. You will support both sales and service delivery, strengthening banking relationships through proactive outreach and timely service requests. The role involves opening deposit accounts and related banking services, handling lending activities (including consumer real estate secured loans), and identifying as well as referring sales opportunities to the appropriate bank partner. Location: Hartsville, SC 29550.

Qualities of a Successful Candidate

Self-motivated with disciplined daily outreach to meet targets
Excellent interpersonal communication; confident in initiating conversations
Strong customer service mindset; able to build trust with clients
Adaptable and quick to learn new information and technologies
Collaborative team player who fosters cross-functional relationships
Ability to establish rapport across diverse personalities to drive outcomes
Agile in processing information and resolving issues promptly

Responsibilities

Meet individual and/or team financial, production, and relationship targets aligned with defined metrics and community needs, supporting the bank’s commitment to diverse lending
Proactively engage customers, prospects, and referral sources to generate opportunities
Represent the Bank in the community when appropriate, attending civic and community events to foster business development and identify potential CRA opportunities
Conduct sales activities that deliver value for both customers and the bank
Collaborate, plan, and prepare to ensure conversations provide the relevant financial guidance needed for informed decisions

Service Standards

Foster collaborative partnerships that create value for customers, prospects, and colleagues
Initiate conversations to uncover sales or referral opportunities
Listen attentively, ask insightful questions to understand customer needs, and act promptly to address them
Seek coaching and support bank initiatives; leverage tools to enhance performance

Operations and Administration

Comply with all regulations, bank policies, procedures, and delegated authorities to manage risk across credit, operational, reputational, regulatory, and legal aspects of personal interactions and transactions
Complete required training by set deadlines
Perform general office duties as assigned to ensure operational efficiency
Alumni in deposit-taking roles are accountable for transaction accuracy and operational efficiency within that function
Results may reflect both individual contributions and team performance

Qualifications

Bachelor's Degree with 1 year of experience in sales, customer service, or lending; or 6 months of experience in a First Citizens Bank customer support role; or participation in a First Citizens career development program; OR
High School Diploma or GED with 5 years of experience in sales, customer service, or lending; or 6 months of experience in a First Citizens Bank customer support role; or participation in a First Citizens career development program

Preferred Area of Experience

Financial services sales; telephone sales

License or Certification Type

If licensing is required, complete the bank‑sponsored licensing program within 12 months of starting the role.

Skill(s)

Application of a structured sales process
Providing financial guidance and expertise
Strong financial literacy
Knowledge of retail banking products and services

Benefits

Benefit

View full job page →

Wealth Consultant Partner - Ultra High Net Worth- Orlando, FL

Charles Schwab Orlando, FL

1mo ago

$24 - $46/hr Full time .NET Business Development Charles Schwab

.NET Business Development Charles Schwab

Apply Now

Job Description

Your opportunity

This role belongs to the Branch Network and focuses on delivering Wealth Management services to individuals and families to meet their financial objectives. Working with the Senior Wealth Consultant, the Wealth Consultant Partner helps build and oversee a high-net-worth wealth management practice. Responsibilities include servicing clients, expanding relationships, and providing guidance to practice clients supported by the Sr. Financial Consultant. The position also drives business development opportunities by partnering with the Sr. WC to pursue growth initiatives.

What you have

In addition to a base salary (range posted), this role is eligible for bonus or incentive opportunities. On-site collaboration is essential, and the selected candidate is expected to work on site in Orlando. Candidates must currently reside in Orlando, FL.

Required minimum skills and qualifications

Bachelor’s degree or equivalent work-related experience
Valid Series 7 license required
Valid Series 66 (63/65) license required (may be obtained as a condition of employment)
Notary certification (may be obtained after hire)
Minimum of 3 years of financial services experience strongly preferred
Client-focused with the ability to strengthen and retain relationships
Results-driven, self-motivated, with integrity and a strong work ethic and passion for helping clients
Demonstrated experience handling client concerns with tact and diplomacy
Strong written and verbal communication skills
Ability to manage multiple tasks simultaneously and effectively prioritize
Aptitude for identifying new relationship development opportunities
Genuine interest in staying current on market events and understanding implications for clients
Ability to uncover client needs and manage expectations effectively
Adaptability to changing environmental, economic, and client needs
Operational and/or project management experience
Strong organizational skills with attention to detail
Ability to develop and maintain cross-enterprise working relationships
Strong problem-solving skills
Advanced technical skills, with the ability to use multiple applications concurrently (Windows, web research, databases, email)
Collaborative and team-based work style
Ability to retain and apply complex information with ease
Commitment to understanding and adhering to applicable policies and procedures and applying ethical standards to all business activities
Maintain the highest ethical standards in professional conduct to avoid even the appearance of impropriety
Minimum time-in-position requirement: 2 years
Per SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry and remain in good standing, including completing the required background check and registration

What’s in it for you

Schwab fosters an environment where you can shape your career. The organization supports your growth through meaningful work, ongoing learning, and a culture rooted in trust and collaboration, enabling you to build lasting impact.

We offer a competitive benefits package designed to support your well-being today and in the future, including:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

Location: Orlando, FL 32802

View full job page →

Client Relationship Specialist- Ultra High Net Worth

Charles Schwab Orlando, FL

1mo ago

$50k - $75k/yr Full time .NET Charles Schwab Client

.NET Charles Schwab Client

Apply Now

Job Description

Position Type

Regular

Location

Orlando, FL 32802

Your Opportunity

This role provides a base salary range with eligibility for bonus or incentive opportunities. We value in-office collaboration and expect the selected candidate to work on site in Orlando, FL.

At Schwab, you’re empowered to make an impact on your career. Here, innovative thinking meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.

Our Ultra High Net Worth team is part of the broader Investor Services Organization and focuses on delivering advice and counsel to individuals and families with wealth management needs, including retirement planning, education, investment management, estate and tax planning, active investing, managed banking, and lending needs.

As a Client Relationship Specialist (CRS) – Ultra High Net Worth, you will bring your passion for customer service to a role and firm that supports your growth in the financial services industry. You’ll play a pivotal role in the operational success of Schwab Wealth Services branches. Under the guidance of your Client Relationship Manager, you will help deliver an unparalleled client experience. You will pursue this mission by consistently managing service levels, client escalations, and providing resolutions that meet the needs of the client, Wealth Services Branches, and the company. Building strong, personal relationships with clients is a key component of our business strategy.

Development and growth are central to this role, offering a clear growth path and numerous opportunities to deepen your expertise. If you’re seeking a stepping stone into the financial services industry that enables you to work with clients, expand your knowledge, and build a lifelong career, this may be the opportunity for you.

While licensing (Series 7 and 63) is not required for the CRS role, it is highly preferred and recommended for the Ultra High Net Worth team. Schwab will support you in obtaining the Series 7 and 63/66 licenses to advance your Schwab career path goals.

What you have

We value the ability to build strong, personal relationships with clients as a central element of our business strategy.

What you are good at

Our Client Relationship Specialist will pursue this mission by delivering exceptional value, outstanding service, and a positive client experience.

Required Qualifications

2+ years of client/customer service experience
Previous experience in Banking, Financial Services, Wealth Management, and/or Securities industry

Highly Preferred Qualifications

Active and valid FINRA Series 7 and 63 licenses

Essential Skills

Adaptability to changes in the market and business environment
Strong written and oral communication with attention to detail
Effective communication, influence, and client engagement abilities
Ability to work independently and as part of a team while handling multiple tasks
Skill in building and maintaining cross-enterprise relationships
Capability to manage multiple client situations, needs, and inquiries simultaneously and prioritize accordingly
Experience addressing client concerns with tact and diplomacy
Outstanding written and oral communication skills
Effective time management and the ability to prioritize issues appropriately

What’s in it for you

At Schwab, you’re empowered to shape

View full job page →

Senior Sales & Service Representative - Southpoint (Universal Banker)

First Citizens Bank Durham, NC

1mo ago

Full time Senior Banker Banking

Senior Banker Banking

Apply Now

Job Description

Overview

Are you a people-person? Be a First Citizens person. Join our branch team and make a difference. In this Senior Sales & Service Representative role, you will support sales and service delivery within the branch. You will build and expand banking relationships through proactive customer outreach and handling service requests. You’ll fulfill deposit accounts, payment solutions and digital access products, and identify and refer sales opportunities to the appropriate bank partner. You adapt to the branch's needs, delivering customer service in both transaction processing and sales capacities.

Demonstrated strengths

Influence: Capable of building rapport with different personalities to drive positive results.
Sales Outreach: Self-starter disciplined to manage daily calling activity to achieve required results.
Communication (Interpersonal): Comfortable and confident with proactively engaging in conversation.
Customer Service: Demonstrates professionalism and empathy in customer interactions.
Adaptability: Learns quickly and adapts to new information and technology.
Teamwork: Builds strong working relationships with team members and cross-functional colleagues.
Flexibility: Handles multiple demands and shifts priorities to ensure efficient work.
Agility: Processes information effectively and moves quickly through problem resolution.

Responsibilities

Sales: Achieve individual and/or team financial, production and relationship results relative to assigned metrics and goals. Ensure alignment with community needs and support the organization's commitment to diverse lending. Engage with customers, prospects and referral sources through proactive outreach. Represent the Bank in the community by attending and participating in civic and community events to generate additional business and identify potential CRA opportunities. Practice sales methods that create value for both customer and bank. Plan and prepare to ensure conversations provide the relevant financial guidance needed to drive informed decisions.
Service Standards: Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversations to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; take prompt actions to address immediate needs. Proactively seek coaching, support Bank initiatives and leverage tools to enhance activities to optimize performance.
Operations and Administration: Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general office management duties as assigned to ensure operational efficiency. Associates in roles defined to take deposits are accountable for transaction accuracy and operational efficiency of that function. The results may include accountability for individual contribution as well as team performance.

Qualifications

High School Diploma or GED and 1 year of experience in Sales or customer service; or 6 months of experience in a customer support role at First Citizens Bank; or participation in a First Citizens career development program
Preferred Education: Bachelor's degree
Preferred Area of Experience: Telephone sales
Skill(s): Application of a structured sales process, Financial literacy, Knowledge of retail banking products and services

Benefits

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, th

Location

7101 Fayetteville Road, Durham, NC 27713

View full job page →

Credit Analyst

Rang Technologies Inc. Garden Grove, CA

1mo ago

$22+/hr Full time Analyst Credit Credit Analysis

Analyst Credit Credit Analysis

Apply Now

Job Description

Overview

Role: Credit Analyst I. Location: Garden Grove, CA 92843. This contract position runs for six months with the possibility of conversion to permanent employment. Compensation is $22.00 per hour on a W-2 basis. Shift options include 7:00am–3:30pm, 8:00am–5:00pm, or 11:00am–8:00pm, Monday through Friday.

Responsibilities

Conduct credit investigations and analyze credit information related to loans.
Verify and update credit details as requested by clients to support the mortgage underwriting process.
Provide operational support to the production team during the credit report supplement process.
Resolve customer issues via telephone, handling inbound consumer and client calls.
Perform word processing, general correspondence, and data entry tasks.
Interface with customers regarding inquiries and complaints.
Research online documentation to assist with verification requests.
Analyze credit files to identify missing data and any changes to credit information.

Requirements and Experience

Credit experience.
Call center experience.
Mortgage experience is preferred.
PC literacy with basic office skills; typing approximately 25 words per minute.
Strong written and verbal communication skills with a solid focus on customer service.
Background in credit reporting, loan servicing, mortgage banking, and/or call centers.

Education

High school diploma required; a bachelor’s degree is preferred.

Benefits and Compensation

Benefits include dental, health, and vision insurance, plus a referral program.

Employment Details

Job Types: Full-time, Contract, Temporary.
Pay: $22.00 per hour (on a W-2 basis).
Expected hours: 40 per week.

Location and Work Format

Work Location: In person.

Location: Garden Grove, CA 92843.

Equal Opportunity Employer

We are an equal opportunity employer. It is our policy to provide employment, compensation, and other benefits related to employment without regard to race, color, religion, sex, gender, national or ethnic origin, disability, veteran status, age, genetic information, citizenship, or any other basis prohibited by applicable federal, state, or local law.

View full job page →

Business Banker

First Citizens Bank Knoxville, TN

1mo ago

Full time Banker Banking Business

Banker Banking Business

Sr. Commercial Underwriter

b1BANK Dallas, TX

1mo ago

Full time Banking Commercial Commercial Credit

Banking Commercial Commercial Credit

Suitability Principal

MassMutual Springfield, MA Hybrid

1mo ago

$84k - $110k/yr Full time Broker-Dealer Brokerage Operations Cashiering

Broker-Dealer Brokerage Operations Cashiering

LOMA Finance Jobs

Get Job Alerts