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Reposted One Month AgoSaved
In-Office
Rancho Cucamonga, CA, USA
33K-40K Annually
Mid level
33K-40K Annually
Mid level
Fintech
Provide consultative banking solutions and service to small business customers ($500K–$2.5M revenue). Grow relationships through prospecting, calling, and business development; open and service accounts, identify product needs, and refer complex needs to Business Banking or other teams. Combine digital tools with branch collaboration and meet assigned revenue and growth targets.
One Month AgoSaved
In-Office
Minneapolis, MN, USA
204K-250K Annually
Expert/Leader
204K-250K Annually
Expert/Leader
Fintech
Lead client-facing trust, tax, and estate planning for high-net-worth families. Serve as liaison with Specialized Fiduciary Services, conduct family meetings, mitigate fiduciary risk, craft solutions, and lead advisory teams on multi-generational planning and governance.
One Month AgoSaved
In-Office
Branson, MO, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open-architecture investments, present strategies, develop new business, and coordinate with trust, portfolio management, and private banking services.
One Month AgoSaved
In-Office
Chesterfield, MO, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using AMG or open architecture, perform manager/fund/security research and due diligence, support trust administration and private banking services, and drive relationship management and new business development.
One Month AgoSaved
In-Office
Chennai, Tamil Nadu, IND
Senior level
Senior level
Fintech
Strategic HR partner for India GCC leadership: lead organisation design, workforce planning, talent acquisition, leadership development, employee experience, change management, and ensure compliance with Indian employment law while embedding scalable HR processes and supporting rapid hiring and retention.
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One Month AgoSaved
In-Office
Warsaw, Warszawa, Mazowieckie, POL
Junior
Junior
Fintech
Assess and monitor creditworthiness of existing customers and portfolios by analyzing behavioral, transactional and financial data; identify early risk indicators; prepare documented credit assessments; maintain records and systems; and partner cross-functionally to recommend risk mitigation actions.
Reposted One Month AgoSaved
In-Office
Missoula, MT, USA
28K-35K Annually
Mid level
28K-35K Annually
Mid level
Fintech
Provide consultative financial solutions and account servicing for small businesses ($500K–$2.5M revenue). Grow relationships via prospecting, routine outreach, and referrals; open accounts and identify product solutions; collaborate with branch partners and other U.S. Bank teams to meet sales and growth targets.
One Month AgoSaved
In-Office
3 Locations
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on goals-based investment and insurance strategies, construct tailored portfolios using bank and third-party products, support trust administration, and drive new business through client relationship management and financial planning expertise.
One Month AgoSaved
In-Office
3 Locations
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Fintech
Advise affluent clients on investment and insurance strategies, construct goals-based portfolios using AMG or open architecture, perform manager/fund research and due diligence, partner with wealth team on portfolio management, trust administration, and new business development.
Reposted One Month AgoSaved
In-Office
Salt Lake City, UT, USA
80K-98K Annually
Mid level
80K-98K Annually
Mid level
Fintech
Manage a portfolio of small business clients by prospecting new opportunities, conducting financial discovery, recommending lending and deposit solutions, structuring credit, monitoring portfolio performance, partnering with underwriting and internal teams, and performing community business development. Ensure regulatory compliance and uphold ethical and AML/BSA requirements.
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