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14 Days AgoSaved
In-Office
Sugar Land, TX, USA
Mid level
Mid level
Fintech
Lead and coach a team of licensed retail bankers to sell securities and investment products, manage client relationships, conduct client meetings, and achieve targeted fee income goals while ensuring compliance and risk management.
14 Days AgoSaved
In-Office
Friendswood, TX, USA
Senior level
Senior level
Fintech
Lead and coach a team of licensed retail bankers to sell investment and securities products, manage client relationships and referrals, conduct client and internal training/coaching sessions, meet sales and fee-income targets, prepare sales reports, and ensure compliance with policies and risk controls. Travel within assigned territory required.
14 Days AgoSaved
In-Office
Houston, TX, USA
Senior level
Senior level
Fintech
Sell and coach a team of licensed retail bankers on securities and investment solutions, manage client relationships and books, achieve fee income and sales goals, conduct client meetings and seminars, prepare sales reports, and ensure compliance and risk management.
14 Days AgoSaved
In-Office
Houston, TX, USA
Mid level
Mid level
Fintech
Lead and develop a team of licensed retail bankers to sell securities and investment products, coach bankers through client appointments, manage client relationships and referrals, meet sales targets, conduct seminars, and ensure compliance and risk management while traveling within an assigned territory.
Reposted 14 Days AgoSaved
In-Office
2 Locations
82K-173K Annually
Mid level
82K-173K Annually
Mid level
Fintech
The Product Owner will lead the strategy and roadmap for digital products, collaborate with cross-functional teams, and drive outcomes across mobile and web channels while optimizing for customer value and experience.
Top Skills: Agile DevelopmentBacklog CreationDigital Product ManagementKpisMobile AppsProduct RoadmapUser StoriesWeb Platforms
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Reposted 14 Days AgoSaved
In-Office
Cincinnati, OH, USA
Junior
Junior
Fintech
The Fraud Analyst I supports Fraud Operations by analyzing fraud alerts, communicating with customers, and processing dispute claims, ensuring compliance and enhancing fraud detection processes.
Top Skills: Microsoft Office Suite
Reposted 14 Days AgoSaved
In-Office
3 Locations
Mid level
Mid level
Fintech
Responsible for coaching and developing retail bankers, achieving securities sales goals, conducting client meetings, and ensuring customer satisfaction while managing risks.
Top Skills: Series 66Series 7Variable Annuity License
Reposted 14 Days AgoSaved
In-Office
2 Locations
53K-110K Annually
Junior
53K-110K Annually
Junior
Fintech
The Credit Analyst II partners with Portfolio Managers, supports underwriting, performs financial analysis, monitors credit risks, and prepares documentation.
Top Skills: ExcelMS Office
Reposted 15 Days AgoSaved
In-Office
6 Locations
97K-208K Annually
Senior level
97K-208K Annually
Senior level
Fintech
The Commercial Senior Portfolio Manager manages client portfolios, recommends credit decisions, collaborates with the coverage team, and ensures compliance with lending policies while mentoring junior staff.
Top Skills: Credit AnalysisFinancial ModelingRisk Analysis
Reposted 15 Days AgoSaved
In-Office
Northbrook, IL, USA
53K-110K Annually
Mid level
53K-110K Annually
Mid level
Fintech
The role focuses on acquiring and retaining bank customers, specifically in the Preferred Program, by providing consultative sales and services to meet financial needs.
Top Skills: 6365Consultative Sales ProcessFinancial ProductsInsurance LicensesSales ProcessesSeries 6
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