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12 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 12 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
12 Days AgoSaved
Hybrid
9 Locations
23-31
Junior
23-31
Junior
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.
12 Days AgoSaved
Hybrid
9 Locations
21-31
Entry level
21-31
Entry level
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.
12 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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12 Days AgoSaved
Hybrid
3 Locations
159K-279K Annually
Senior level
159K-279K Annually
Senior level
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
12 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.
12 Days AgoSaved
Hybrid
Sarasota, FL, USA
Entry level
Entry level
Fintech • Financial Services
As an Associate Personal Banker, you will provide exceptional customer service, assist with account opening, and offer banking products while ensuring compliance with regulations. You will also build relationships with customers to help them succeed financially, and collaborate with team members to meet customer needs.
12 Days AgoSaved
Hybrid
11 Locations
25-41
Junior
25-41
Junior
Fintech • Financial Services
As a Relationship Banker, you will build customer relationships, analyze banking needs, recommend products, and provide account services while ensuring compliance with licensing requirements.
12 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.
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