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Recently posted jobs
Fintech • Financial Services
The role involves supporting the Financial Advisory team by providing account information, completing administrative tasks, improving processes, and maintaining regulatory files and reports while interacting with clients and team members.
Fintech • Financial Services
The Associate Personal Banker will build relationships with customers, assist with account openings, provide services and solutions, and comply with regulations. Responsibilities include proactive outreach, understanding bank products, and ensuring compliance with the SAFE Mortgage Licensing Act.
Fintech • Financial Services
The role involves supporting M&A activities through financial analysis, client management, and preparing marketing documents. Requires engagement with internal and external teams, conducting industry research, and assisting in transaction execution.
Fintech • Financial Services
As a Brokerage Client Assistant, you will support Financial Advisors, manage administrative tasks, resolve account issues, and interact with clients and team members.
Fintech • Financial Services
As an Associate Personal Banker, you'll engage with customers, assist with account openings and service requests, and promote bank products while maintaining compliance with regulations.
Fintech • Financial Services
As a Personal Banker, you'll build relationships with customers, assist with account openings and service requests, and promote financial products. You are expected to provide a great customer experience, educate clients on bank services, and work with team members to meet customer needs.
Fintech • Financial Services
As a Senior Branch Premier Banker, you will acquire new affluent customers, manage banking relationships, advise on financial options, and adhere to compliance regulations while mentoring junior staff.
Fintech • Financial Services
The Senior Administrative Assistant will support and supervise less experienced staff, manage complex administrative tasks, and ensure effective reporting and documentation.
Fintech • Financial Services
The role involves quality assurance support, error escalation, compliance monitoring, training, data analysis, scoring preparation, and team collaboration.
Fintech • Financial Services
The Senior Branch Premier Banker engages affluent customers to deepen relationships, advises on financial options, and ensures compliance with laws while managing risks.
Fintech • Financial Services
The Senior Branch Premier Banker will acquire affluent customers, resolve banking issues, provide financial advice, and manage client relationships while adhering to compliance regulations.
Fintech • Financial Services
The Branch Support Manager oversees operational support and compliance inquiries for financial advisors, ensuring effective execution of policies and procedures, training Client Associates, and collaborating with management.
Fintech • Financial Services
As a Branch Manager, you'll lead and develop a high-performing team, enhance customer engagement, and manage branch operations while ensuring compliance with regulations.
Fintech • Financial Services
The Associate Roving Personal Banker supports various branch locations, assists customers with account openings and service requests, and builds relationships to enhance customer experience. They also must comply with SAFE Mortgage Licensing requirements and are expected to travel extensively within the assigned area.
Fintech • Financial Services
The role involves acquiring affluent customers, managing relationships, analyzing customer needs, advising on financial services, and ensuring compliance while mentoring other staff.
Fintech • Financial Services
As a Relationship Banker, you will build relationships with customers, assess their needs, offer banking products, and provide financial advice while complying with regulations.
Fintech • Financial Services
The Senior Branch Premier Banker will acquire new affluent clients, resolve banking issues, and advise on financial options while managing client relationships and maintaining compliance.
Fintech • Financial Services
The Branch Manager Trainee will coach and develop a team, manage branch operations, ensure compliance with banking regulations, and enhance customer engagement and satisfaction.
Fintech • Financial Services
As a Teller at Wells Fargo, you will process transactions, support customers, and assist with banking services while minimizing risks and adhering to policies.
Fintech • Financial Services
The Senior Branch Premier Banker engages affluent customers, offers financial advice, manages relationships, and ensures compliance with banking regulations.
