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Reposted 4 Days AgoSaved
Hybrid
Florence, SC, USA
Junior
Junior
Fintech • Financial Services
Build customer relationships, identify banking needs, recommend products and services, support account openings and credit applications, process cash transactions, conduct outreach, use digital banking tools, and ensure compliant service while collaborating with branch specialists.
4 Days AgoSaved
Hybrid
Whiteriver, AZ, USA
Entry level
Entry level
Fintech • Financial Services
Build customer relationships, identify financial needs, recommend banking products, support account openings and credit applications, process cash transactions, and provide compliant branch service. The role includes proactive customer outreach, digital banking assistance, referrals to specialists, risk escalation, and collaboration with branch teammates. Saturday availability and SAFE registration are required.
Reposted 4 Days AgoSaved
Hybrid
Houston, TX, USA
Entry level
Entry level
Fintech • Financial Services
Build customer relationships through in-branch conversations and proactive outreach. Identify financial needs, recommend banking products and digital tools, support account openings, service requests, and credit applications, and process cash transactions. Maintain compliance, follow risk controls, use digital systems, collaborate with branch specialists, and provide accurate customer service. The role requires Saturday availability and SAFE registration after hire.
4 Days AgoSaved
Hybrid
Bulverde, TX, USA
Junior
Junior
Fintech • Financial Services
Build customer relationships in a branch setting by identifying banking needs, opening accounts, processing service requests and credit applications, handling cash transactions, promoting appropriate products, and making referrals. The role requires compliant service, digital tool adoption, proactive outreach, risk awareness, and collaboration with branch teammates. Saturday availability and SAFE registration are required.
4 Days AgoSaved
Remote or Hybrid
California, USA
37K-66K Hourly
Senior level
37K-66K Hourly
Senior level
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business banking customers. Advises clients on deposits, lending, investments, credit, and other financial products; conducts discovery conversations, develops comprehensive strategies, manages a book of business, acquires and deepens relationships, coordinates referrals across internal banking teams, promotes digital adoption, supports branch colleagues, and maintains strong risk, documentation, licensing, and compliance standards.
Top Skills: Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsSafe RegistrationSecurities Industry Essentials (Sie)State Insurance Licenses
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Reposted 4 Days AgoSaved
Hybrid
Belleair Bluffs, FL, USA
Junior
Junior
Fintech • Financial Services
Provides banking support across multiple branches, builds customer relationships, identifies financial needs, recommends products and services, supports account openings and credit applications, processes cash transactions, uses digital banking tools, and maintains compliance with risk and operational standards. Requires flexibility, customer service skills, teamwork, outreach, and travel throughout the assigned geography.
4 Days AgoSaved
Hybrid
Lakeland, FL, USA
Junior
Junior
Fintech • Financial Services
Leads teller-line operations, risk controls, scheduling, customer service, issue resolution, compliance, and team development at a Wells Fargo branch. Supervises direct reports, allocates resources, manages operational quality, supports hiring and talent development, and refers customers interested in dwelling-secured products to qualified SAFE team members. Requires regular Saturday availability and compliance with Loan Originator regulatory and screening requirements.
4 Days AgoSaved
Hybrid
Indian Trail, NC, USA
Junior
Junior
Fintech • Financial Services
Build and manage consumer and business banking relationships through proactive outreach, discovery conversations, and tailored deposit, credit, and investment solutions. Resolve account requests, promote digital banking adoption, coordinate referrals across Wealth, Home Lending, and Business Banking, and maintain strong compliance and risk controls. The role requires licensing, customer relationship experience, Saturday availability, and adherence to financial fitness and background standards.
Top Skills: Finra Series 6Finra Series 63Finra Series 65Lo/Cfpb RequirementsSafe RegistrationSecurities Industry Essentials (Sie)State Insurance License
4 Days AgoSaved
Hybrid
Seattle, WA, USA
185K-300K Annually
Senior level
185K-300K Annually
Senior level
Fintech • Financial Services
Manage and grow an Emerging Middle Market treasury management client portfolio. Partner with Relationship Managers to win and expand business, consult with clients on cash management, payments, liquidity, fraud prevention, and working capital solutions, and lead presentations, demonstrations, and RFP responses. Collaborate with product and implementation teams to deliver solutions, maintain market expertise, and mentor team members.
Top Skills: Cash ManagementCommercial CardDigital PaymentsFraud PreventionLiquidity ManagementTreasury Management
Reposted 4 Days AgoSaved
Hybrid
Anchorage, AK, USA
Senior level
Senior level
Fintech • Financial Services
Manages and grows relationships with affluent consumer and business customers through proactive outreach, discovery-based financial guidance, referrals, and appointment-based service. Develops tailored strategies across deposits, lending, investments, and banking products while coordinating with Wealth, Home Lending, and Business Banking partners. Maintains a book of business, supports digital adoption, coaches branch colleagues, and ensures accurate documentation, regulatory compliance, and risk oversight. Requires completion of FINRA and insurance licensing requirements and SAFE registration.
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