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Top Jobs in Finance
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.
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.
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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
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.
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.
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.
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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