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Top Jobs in Finance
Fintech • Financial Services
As an Associate Personal Banker, you will deliver exceptional customer service, assist with accounts, and interact regarding bank products while ensuring compliance with policies.
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.
Fintech • Financial Services
The Personal Banker is responsible for providing exceptional customer service by building relationships, assisting with account openings, and educating customers on bank products. The role requires compliance with the S.A.F.E. Mortgage Licensing Act and involves maintaining cash handling and balancing cash drawer duties.
Fintech • Financial Services
Manage credit portfolio for commercial banking clients; conduct financial analysis, lead teams, and collaborate across departments to resolve issues and achieve project goals.
Top Skills:
BlastCreditviewMS OfficeNcinoSalesforce
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.
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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
Fintech • Financial Services
As a Personal Banker, you will support various branch locations, providing customer service, assisting with account openings, and referring needs to other bankers while maintaining compliance with banking regulations.
Fintech • Financial Services
As an Associate Personal Banker, you will deliver exceptional customer experiences by helping open accounts, providing services, and suggesting products to meet customers' financial needs. You will engage with customers proactively, build relationships, and comply with the S.A.F.E. Mortgage Licensing Act requirements.
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.
Fintech • Financial Services
The Senior Lead Trust Advisor is responsible for managing Special Needs Trusts for HNW clients, offering personalized advice, overseeing fiduciary relationships, and collaborating with legal and financial partners to ensure compliance and client satisfaction.
Top Skills:
Estate PlanningFiduciary AdvisoryFiduciary Tax ReturnsMedicaid RegulationsSocial Security RegulationsSpecial Needs TrustsTrust Services
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