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Reposted 11 Days AgoSaved
In-Office
El Encino, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The Senior Customer Relationship Officer coaches and trains the Teller team, manages operations, ensures compliance with bank policies, and assists in performance evaluations and hiring.
Top Skills: ExcelWord
Reposted 13 Days AgoSaved
In-Office
New York, NY, USA
Mid level
Mid level
Fintech • Software • Financial Services
The VP Fund Finance, Client Manager manages client relationships and loan portfolios, ensures compliance, negotiates deals, and provides mentorship to junior team members while enhancing customer experience.
Top Skills: ExcelMS Office
Reposted 13 Days AgoSaved
In-Office
Norcross, GA, USA
Mid level
Mid level
Fintech • Software • Financial Services
The Client Services Specialist provides front line customer support for HOA Property Management firms, ensuring satisfaction and retention through effective communication and assistance with banking services and transactions.
Top Skills: Ms Office Suite
Reposted 13 Days AgoSaved
In-Office or Remote
2 Locations
Senior level
Senior level
Fintech • Software • Financial Services
The SVP, Regional HOA Account Executive is responsible for business development within the HOA industry, managing relationships and expanding client accounts by cross-selling Bank products and services. Key duties include lead generation, sales tracking, proposal preparation, and ensuring exceptional client onboarding.
Top Skills: ExcelMicrosoft Office Applications (WordOutlook)PowerPoint
Reposted 15 Days AgoSaved
In-Office
Chevy Chase, MD, USA
Senior level
Senior level
Fintech • Software • Financial Services
Perform independent credit and financial analysis for middle-market and commercial real estate loans; prepare credit packages, financial models, and risk assessments; monitor covenants and collateral; ensure regulatory compliance; manage and coach staff; coordinate with relationship managers, legal, and loan administration.
Top Skills: ExcelIbsNcinoOutlookPowerPointWord
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17 Days AgoSaved
In-Office
2 Locations
Mid level
Mid level
Fintech • Software • Financial Services
Onboard clients for ACH origination, validate documentation for compliance, provide daily technical and operational support for ACH transactions and file formats, troubleshoot rejections, process maintenance requests, and collaborate with internal teams to ensure accurate, reliable treasury services.
Top Skills: AchSmartstreet
17 Days AgoSaved
In-Office
Los Angeles, CA, USA
Junior
Junior
Fintech • Software • Financial Services
Open and maintain new retail and commercial accounts, ensure regulatory compliance (CIP/BSA), support teller and branch operations, cross-sell bank products, assist with audits, cash balancing, training, and complex client requests with minimal supervision.
Top Skills: IbsExcelMicrosoft Word
17 Days AgoSaved
In-Office
Irvine, CA, USA
Junior
Junior
Fintech • Software • Financial Services
Process branch transactions accurately and securely, support tellers and branch operations, approve transactions within limits, maintain cash and ATM controls, assist audits, refer customers to products, and follow policies and procedures.
Top Skills: ExcelWord
20 Days AgoSaved
In-Office
Santa Ana, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
Lead AML/OFAC data analytics: collect, clean, and validate data; build models and dashboards; support model governance, validation, monitoring optimization, reporting, and remediation for BSA/OFAC programs.
Top Skills: Data WarehousingETLExcelGoogle SheetsLooker StudioMicrosoft WordOutlookPandasPower BIPowerPointPythonRSQLTableauWeb Analytics
Reposted 22 Days AgoSaved
In-Office
Menlo Park, CA, USA
Senior level
Senior level
Fintech • Software • Financial Services
The SVP, Originator will develop relationships with venture-backed technology firms, manage client relationships, and ensure compliance with regulations while supporting team growth.
Top Skills: Anti-Money LaunderingBank Secrecy ActCommunity Reinvestment ActCustomer Information ProgramFair Credit Reporting ActFair Housing ActHome Mortgage Disclosure ActReal Estate Settlement Procedures ActRegulation BRegulation ZRight To Financial Privacy ActUsa Patriot Act
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