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YesterdaySaved
In-Office
Farmington Hills, MI, USA
Junior
Junior
Fintech
Responsible for handling commercial customer interactions, providing information on products and services, and ensuring a positive customer experience.
Top Skills: Crm Application
YesterdaySaved
In-Office
Fresno, CA, USA
97K-208K Annually
Senior level
97K-208K Annually
Senior level
Fintech
The role involves developing profitable banking relationships, analyzing financial data, and managing existing client portfolios to ensure their banking needs are met.
Top Skills: Crm SoftwareMS Office
Junior
Fintech
The role involves processing deposit support records, reviewing tax forms, maintaining customer data, and providing customer service support.
Top Skills: Irs ReportingW-8 ProcessingW-9 Processing
YesterdaySaved
In-Office
Madisonville, KY, USA
Senior level
Senior level
Fintech
The role involves providing expertise in ACH payment processing and Treasury Management, ensuring service quality, managing incidents and problems, and supporting system enhancements.
Top Skills: AchBaiTreasury Management
YesterdaySaved
In-Office
Farmington Hills, MI, USA
Mid level
Mid level
Fintech
The Bancorp Resolution Specialist II resolves complex customer complaints, minimizes risk, and ensures excellent customer service. Responsibilities include investigating issues, collaborating with various departments, and maintaining compliance with banking regulations.
Top Skills: MS Office
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Reposted YesterdaySaved
In-Office
Huntsville, AL, USA
Mid level
Mid level
Fintech
The Investment Executive will coach and develop licensed bankers, manage a client portfolio, achieve sales goals, and conduct investment strategy sessions.
Top Skills: Financial ProductsInvestment StrategiesSecurities
YesterdaySaved
In-Office
Charleston, SC, USA
Senior level
Senior level
Fintech
The Senior Investment Advisor provides exemplary client service by managing investment portfolios, achieving sales goals, and ensuring risk compliance while collaborating with Wealth Management Advisors to grow assets under management.
Top Skills: Investment ManagementPortfolio Management
Reposted YesterdaySaved
In-Office
Nashville, TN, USA
50K-120K Annually
Mid level
50K-120K Annually
Mid level
Fintech
The Treasury Management Officer III is responsible for business development, client service excellence, revenue growth, and client consultation in treasury management solutions.
Top Skills: Crm ToolsMS Office
Reposted YesterdaySaved
In-Office
Grand Rapids, MI, USA
Junior
Junior
Fintech
Manage bankruptcy and probate account cases: collect and document claims, monitor consumer loans/credit through bankruptcy, coordinate with successors/executors/attorneys and vendors, submit court claims, perform title and account research, process trustee and insurance payments, ensure regulatory and vendor compliance, and escalate complex issues.
Top Skills: ExcelMicrosoft OutlookMicrosoft PowerpointMicrosoft Word
Reposted YesterdaySaved
In-Office
Atlanta, GA, USA
Senior level
Senior level
Fintech
The Wealth Management Advisor II role involves advising clients on wealth management, sales, and collaboration with specialists to meet clients' financial goals while ensuring a positive client experience and managing risks.
Top Skills: CRMExcelPowerPointWord
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