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Top Hybrid Account Manager (AM) Jobs in Santa Cruz, CA
Fintech • Financial Services
Build and manage consumer and business customer relationships through consultative banking conversations, tailored deposit, credit, and investment solutions, proactive outreach, referrals, and digital banking education. Resolve account inquiries, document interactions, follow risk and compliance procedures, and collaborate with Wealth, Home Lending, and Business Banking partners. The role requires obtaining and maintaining FINRA and state insurance licenses, SAFE registration, and working most Saturdays.
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