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Fintech • Financial Services
Wells Fargo is seeking a Private Mortgage Banker to solicit residential mortgages, build relationships with clients, analyze financial data, and ensure compliance with industry regulations.
Fintech • Financial Services
The Senior Small Business Banking Relationship Manager will manage and grow relationships with small business customers, assess their financial needs, collaborate with partners, and engage in prospecting activities to drive business growth.
Top Skills:
MS Office
Fintech • Financial Services
Responsible for building and managing relationships with small business banking clients, selling products, service inquiries, and risk management.
Top Skills:
Customer Relationship Management (Crm) Tools
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Fintech • Financial Services
Lead the execution of commercial real estate securitizations, managing client relationships, deal coordination, and business growth while guiding teams through the securitization process.
Top Skills:
ExcelFinancial ModelingPowerPointWord
Fintech • Financial Services
Manage fixed income portfolios for high-net-worth clients, implement strategies, lead team calls, and support advisor partnerships.
Top Skills:
BloombergBondedgePythonRSQLVBA
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Fintech • Financial Services
The RM manages a portfolio of commercial clients utilizing asset-based lending and factoring, ensuring client satisfaction and portfolio performance while identifying cross-selling opportunities.
Top Skills:
ExcelPowerPointWord
Fintech • Financial Services
Wells Fargo seeks a Senior Branch Network Management Trainee to coach a team, enhance customer experience, and manage branch operations while achieving business growth. Requires SAFE compliance and extensive financial services expertise.
Fintech • Financial Services
The Senior Retail Investment Research Analyst conducts operational due diligence on investment firms, evaluates risks, drafts communications, and assists investment analysts in sourcing strategies for GMR's recommended list.
Top Skills:
Excel
Fintech • Financial Services
The Associate Personal Banker will build customer relationships, assist with account openings, provide banking solutions, and maintain compliance with banking regulations.
Fintech • Financial Services
Wells Fargo seeks an Associate Personal Banker responsible for customer engagement, assisting with account openings, and promoting financial products, ensuring compliance with regulations. Must provide exceptional customer service and teamwork.
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