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17 Days AgoSaved
Hybrid
San Mateo, CA, USA
28-44
Mid level
28-44
Mid level
Fintech • Financial Services
The Branch Small Business Banker builds and maintains relationships with small business clients, sells financial products, and ensures adherence to compliance regulations.
Top Skills: Customer Relationship Management ToolsFinancial Services Software
17 Days AgoSaved
Hybrid
Georgetown, TX, USA
Senior level
Senior level
Fintech • Financial Services
The Senior Premier Banker is responsible for acquiring and maintaining relationships with affluent clients, advising on financial options, and ensuring compliance with banking regulations. They will also mentor other branch staff and must meet licensing requirements post-hire.
17 Days AgoSaved
Hybrid
Atlanta, GA, USA
Senior level
Senior level
Fintech • Financial Services
The Senior Lead Wealth Planning Strategist provides customized wealth planning advice, assists Advisors in developing client relationships, focuses on various financial analyses, and presents wealth planning strategies in client meetings.
Reposted 17 Days AgoSaved
Hybrid
Scottsdale, AZ, USA
Junior
Junior
Fintech • Financial Services
The Branch Small Business Banker at Wells Fargo builds and maintains relationships with small business clients, provides banking services, and ensures compliance with financial regulations.
Top Skills: Customer Relationship Management (Crm) Tools
17 Days AgoSaved
Hybrid
San Rafael, CA, USA
28-44
Junior
28-44
Junior
Fintech • Financial Services
As a Branch Small Business Banker, you'll manage small business client relationships, provide financial services, and support their banking needs in a branch environment.
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17 Days AgoSaved
Hybrid
9 Locations
21-31
Entry level
21-31
Entry level
Fintech • Financial Services
The Personal Banker will build customer relationships, assist with account openings, ensure compliance with banking regulations, and provide product options to customers.
17 Days AgoSaved
Hybrid
Bemidji, MN, USA
20-25
Entry level
20-25
Entry level
Fintech • Financial Services
The Teller processes transactions, engages with customers, performs operational tasks, and helps meet customer financial needs while adhering to policies.
17 Days AgoSaved
Hybrid
New York, NY, USA
185K-300K Annually
Senior level
185K-300K Annually
Senior level
Fintech • Financial Services
The Senior Lead Wealth Planning Strategist deepens client relationships, provides wealth planning advice, and supports Advisors in complex wealth issues.
17 Days AgoSaved
Hybrid
Phoenix, AZ, USA
Senior level
Senior level
Fintech • Financial Services
The Senior Lead Wealth Planning Strategist provides customized wealth planning advice, develops client relationships, coaches Advisors, and collaborates with partners, focusing on affluent clients' financial strategies.
17 Days AgoSaved
Hybrid
3 Locations
159K-279K Annually
Senior level
159K-279K Annually
Senior level
Fintech • Financial Services
The Senior Lead Trust Advisor manages Special Needs Trusts for high net worth clients, providing fiduciary advisory, estate planning support, and collaboration with professionals to ensure compliance and client satisfaction.
Top Skills: Complex Estate PlanningFiduciary AdvisoryFiduciary Tax ReturnsWealth Management
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