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Branch Operations Specialist (Floater) OR Branch Operations Officer (Floate at Poppy Bank
Petaluma, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Staff Training, Branch Management, Regulatory Compliance, Customer Service, Sales Development, Financial Products, Security Procedures, Account Dispute Resolution, Performance Management, Transaction Approval, Microsoft Word, Microsoft Excel, Microsoft Outlook, Notary Public
Specialization
Candidates must have a minimum of 5 to 8 years of banking experience, including significant supervisory and operations experience. Proficiency in Microsoft Office applications and the ability to travel to various branch locations are required.
Experience Required
Minimum 10 year(s)
Commercial Loan Processor at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Loan Processing, Underwriting Documentation, Regulatory Compliance, Loan Closing, Financial Analysis, Collateral Documentation, Flood Insurance Guidelines, Multi Tasking, Customer Service, Microsoft Word, Microsoft Excel, Bakerhill Nextgen, Fiserv Dna, Bond Financing, Respa, Reg B
Specialization
Candidates must have at least 4 years of experience in commercial loan processing and a strong understanding of lending compliance regulations. Proficiency in Word, Excel, and experience with BakerHill NextGen or Fiserv DNA is highly desirable.
Experience Required
Minimum 2 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Kolkata, west bengal, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Kolkata, west bengal, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Silvassa, Dadra and Nagar Haveli and Daman and Diu, India - Full Time
Skills Needed
Trade Finance, Commercial Lending, Investment Products, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Needs Based Selling, Referral Generation, Negotiation, Customer Segmentation, Financial Planning, Conflict Resolution, Ethical Sales, Time Management, Data Analysis
Specialization
Candidates must possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and a proven track record in relationship management and strategic thinking are required.
Experience Required
Minimum 5 year(s)
Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Man at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Business Banking, Client Acquisition
Specialization
Candidates should have experience in trade finance, commercial lending, and investment products. A bachelor's degree is required along with a strong commitment to exceptional customer service.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
, karnataka, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates must have strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Kolkata, west bengal, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should have strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates must have strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Digital Banking Kotak 811-Assets-Officer-Digital Banking Kotak 811-Contact at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Team Management, Customer Service, Cross Selling, Up Selling, Leadership, Crm Systems, Data Analysis, Conflict Resolution, Problem Solving, Communication, Performance Management, Regulatory Compliance, Banking Operations, Customer Engagement, Inbound Operations
Specialization
Candidates should have at least 5 years of experience in customer service or contact centers, including a minimum of 2 years in a managerial capacity. A bachelor's degree in business or finance is preferred, along with strong leadership, analytical, and communication skills.
Experience Required
Minimum 5 year(s)
Digital Banking Kotak 811-Assets-Officer-Digital Banking Kotak 811-Contact at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Team Management, Customer Service, Cross Selling, Up Selling, Leadership, Communication, Crm Systems, Analytical Mindset, Problem Solving, Conflict Resolution, Performance Management, Data Analysis, Banking Operations, Regulatory Compliance, Customer Engagement
Specialization
Candidates should possess a bachelor's degree in business or finance and at least 5 years of experience in a contact center, including 2 years in a managerial capacity. Strong leadership, communication, and analytical skills are essential for success in this role.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Relationship Management, Outbound Sales, Financial Products, Wealth Management, Negotiation, Crm Systems, Banking Software, Financial Analysis, Customer Service, Communication, Interpersonal Skills, Sales Targets, Investment Strategies, Portfolio Management
Specialization
Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in relationship management or sales. Strong communication, negotiation, and analytical skills are essential for managing a diverse client portfolio.
Experience Required
Minimum 2 year(s)
Branch Relationship Banker (Personal Banker) - Atascocita / Humble, TX at Zions Bancorporation
Atascocita, Texas, United States - Full Time
Skills Needed
Banking, Customer Service, Sales, Relationship Management, Cash Handling, Financial Needs Assessment, Consumer Lending, Communication, Problem Solving, Negotiation, Attention To Detail, Multitasking, Mathematics, Computer Applications, Banking Software
Specialization
Candidates must have a high school diploma or equivalent and at least 2 years of banking experience, preferably in a personal banker or retail role. Strong sales, communication, and problem-solving skills are required, along with the ability to obtain NMLS registration.
Experience Required
Minimum 2 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Relationship Management, Outbound Sales, Financial Products, Wealth Management, Negotiation, Crm Systems, Banking Software, Financial Analysis, Customer Service, Communication, Interpersonal Skills, Sales Targets, Investment Strategies, Portfolio Management
Specialization
Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in relationship management or sales. Strong communication, negotiation, and analytical skills are essential for managing a diverse portfolio of high-value clients.
Experience Required
Minimum 2 year(s)
Global Banking & Markets, Investment Banking, Consumer Retail Group (CRG), at Goldman Sachs
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Investment Banking, Financial Modeling, Mergers And Acquisitions, Consumer Retail Sector, Client Relationship Management, Transaction Execution, Financial Analysis, Presentation Preparation, Origination, Mandarin, Cantonese, English, Strategic Advisory, Market Analysis
Specialization
Candidates must hold a bachelor's degree in a financial discipline and possess 5-7 years of investment banking experience. Proficiency in financial modeling and experience covering the consumer/retail sector with exposure to Asian markets is required.
Experience Required
Minimum 5 year(s)
Digital Banking Kotak 811-Assets-Officer-Digital Banking Kotak 811-Contact at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Team Management, Customer Service, Cross Selling, Up Selling, Crm Systems, Leadership, Conflict Resolution, Data Analysis, Problem Solving, Communication, Performance Management, Banking Operations, Regulatory Compliance, Customer Engagement, Training And Development
Specialization
Candidates should have a bachelor's degree in business or finance and at least 5 years of experience in a contact center environment, including 2 years in a managerial role. Strong leadership, communication, and analytical skills are essential for success in this position.
Experience Required
Minimum 5 year(s)
Investment Banking & Capital Markets – Banker – Financial Institutions Grou at DEUTSCHE BANK AKTIENGESELLSCHAFT
New York, New York, United States - Full Time
Skills Needed
Investment Banking, Financial Modeling, Valuation Analysis, Mergers And Acquisitions, Capital Markets, Debt Offerings, Equity Offerings, Financial Analysis, Quantitative Analysis, Insurance Sector Knowledge, Transaction Execution, Client Relationship Management, Strategic Advisory, Deal Structuring, Presentation Preparation, Leadership
Specialization
Requires proven experience in investment banking with a focus on M&A and capital markets transactions. A bachelor's degree is required, with a background in the insurance sector and Series 79/63 licensing preferred.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Jaipur Municipal Corporation, Rajasthan, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Strategic Thinking, Customer Service, Interpersonal Skills, Financial Analysis, Business Development
Specialization
Requires strong knowledge of trade finance, commercial lending, and investment products. Candidates must possess strategic thinking abilities and excellent interpersonal skills.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Relationship Management, Outbound Sales, Financial Products, Wealth Management, Negotiation, Crm Systems, Banking Software, Financial Analysis, Customer Service, Communication, Interpersonal Skills, Sales Targets, Investment Strategies, Portfolio Management
Specialization
Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in relationship management or sales. Strong communication, negotiation, and analytical skills are essential for managing a diverse client portfolio.
Experience Required
Minimum 2 year(s)
Branch Operations Specialist (Floater) OR Branch Operations Officer (Floate at Poppy Bank
Petaluma, California, United States -
Full Time

Start Date

Immediate

Expiry Date

29 Jul, 26

Salary

38.61

Posted On

30 Apr, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Banking operations, Staff leadership, Staff training, Branch management, Regulatory compliance, Customer service, Sales development, Financial products, Security procedures, Account dispute resolution, Performance management, Transaction approval, Microsoft Word, Microsoft Excel, Microsoft Outlook, Notary public

Industry

Banking

Description
Description This posting is a recruitment for either a Branch Operations Specialist or a Branch Operations Officer, depending upon experience and qualifications. Details of each position are noted below. Summary for Both Positions: Must be able to float to various branches as needed. Provides personalized banking services to financial institution clients by performing the following duties. This position requires strong knowledge of Banking Operations and is expected to provide leadership, training, and support to staff members. Has an extensive understanding of banking products and services and supports the Branch Manager in promoting Branch growth. Ensures compliance within all Bank policies and procedures, as well as all applicable state and federal banking regulations. Essential Duties and Responsibilities for Both Positions Include the Following: Schedules branch staff to ensure appropriate branch coverage Works with staff to ensure a positive customer experience Keeps current with operational standards and procedures, performs and reviews all branch documentation ensuring adherence to policies and procedures Ensures Branch Certification package is accurate and complete Maintains branch security by coaching and training staff in security procedures. Ensures controls are maintained over items such as keys, combinations, security signals and cash limits Informs and advises clients of resolution on account disputes and other account activity Handles all daily operational duties and reports such as file maintenance, overdraft reports and other operational duties Reviews reports for the branch and approves or declines exceptions within established limits in the Transaction Approval Authority matrix Performs teller duties, opens new accounts, and performs callback of new accounts and file maintenance Reviews new account openings for adherence to published procedures and regulatory requirements Answer phones and handles escalated customer service concerns Minimum of 10 hours CRA volunteer hours per year. Volunteer hours are typically scheduled within business hours. This is compensable time and mileage is reimbursed Other duties as assigned Branch Operations Officer Sales Responsibilities: Actively leads team in implementation of sales programs to generate targeted branch deposit growth Evaluates needs of potential clients and offers appropriate financial products and services Works closely with Branch Manager on business customer prospecting / business development, including outside calling Provides ongoing relationship servicing with current clients to maintain goodwill and gain additional business Generates new business to assist in meeting established profitability goals Assists with promotional activities as needed Branch Operations Specialist Leadership/Service: Provide ongoing operational guidance, training, and development of staff Recognizes staff for exceptional customer service, sales, and operations Actively engages staff to cultivate and encourage professional development Works with Branch Manager to set team goals and assist with promotional activities Actively listens to clients and maintains a friendly, positive, professional attitude Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility Partners with Branch Manager in customer retention activities Evaluates needs of potential clients and offers appropriate financial products and services Branch Operations Officer Leadership/Service: Provide ongoing operational guidance, training, and development of staff Recognizes staff for exceptional customer service, sales, and operations Actively engages staff to cultivate and encourage professional development Works with Branch Manager to set team goals and motivates staff to success Actively listens to clients and maintains a friendly, positive, professional attitude Resolves difficult situations with creativity, tact and diplomacy while maintaining fiscal responsibility Partners with Branch Manager in customer retention activities Branch Operations Specialist Supervisory Responsibilities: Expected to manage up to 2 branch employees Provide ongoing operational guidance, training and development to Client Service Representatives and/or New Account staff Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations Actively assist in managing employee schedules and confirming accurate timecards Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time Approves transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager with various assigned duties Supports in client situations in the absence of the Branch Manager Branch Operations Officer Supervisory Responsibilities: Expected to manage up to 5 branch employees Provide ongoing operational guidance, training, and development to Client Service Representatives and/or New Account staff Responsible for regularly assessing Client Service Representatives and/or New Account Representative performance Supports the Branch Manager in addressing performance management situations and completing Mid-year and/or Annual Evaluations Manage employee schedules and confirm accurate timecards Processes Daily Large Transaction report and scans to Compliance Department by established cutoff time Processes NSF Exception Items and prints, and files related supporting documents by established cutoff time Approves large transactions for teller staff up to assigned limit Provides supervisor override for transactions requiring supervisor review Supports Branch Manager or his/her back up with various assigned duties Manages all client matters in the absence of the Branch Manager Branch Operations Specialist Qualifications: Minimum of 5 years banking experience Minimum of 2 year’s supervisory experience Minimum 2 years of operations experience Must be proficient using Word, Excel and Outlook applications and banking programsNotary Public preferred Must be able to travel to assist branches as needed Branch Operations Officer Qualifications: Minimum of 8 years banking experience Minimum of 4 years supervisory experience Minimum 4 years of operations experience Must be proficient using Word, Excel and Outlook applications and banking programs Notary Public preferred Must be able to travel to assist branches as needed Physical/Mental Demands & Work Environment for Both Positions: The incumbent in the course of performing this position frequently spends time writing, typing, speaking, listening, operating basic business equipment, seeing (such as close, color and peripheral vision, depth perception and adjusted focus), sitting, walking, standing, reading documents or instruments, detailed work, problem solving, client contact, reasoning, math, language, presentations, verbal and written communication, analytical reasoning, stress, multiple concurrent tasks, and frequent interruptions. The incumbent for this position will occasionally lift up to 15 pounds, pull, squat, kneel and reach. The incumbent is in a non-confined office-type setting in which they are free to move about at will. It is required for this job to be performed in the office. The work environment is typically quiet to a moderate noise level. Travel is required as needed and overnight travel is required occasionally. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Management reserves the right to change this position description at any time. Requirements See qualifications above. Poppy Bank provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. For San Francisco Postings, review 2026 Fair Chance Ordinance. 2026 CA Privacy Notice to Applicants/Employees
Responsibilities
The role involves providing personalized banking services, leading and training branch staff, and ensuring compliance with bank policies and regulations. The incumbent will also manage branch operations, oversee staff schedules, and support business development and customer retention efforts.
Branch Operations Specialist (Floater) OR Branch Operations Officer (Floate at Poppy Bank
Petaluma, California, United States - Full Time
Skills Needed
Banking Operations, Staff Leadership, Staff Training, Branch Management, Regulatory Compliance, Customer Service, Sales Development, Financial Products, Security Procedures, Account Dispute Resolution, Performance Management, Transaction Approval, Microsoft Word, Microsoft Excel, Microsoft Outlook, Notary Public
Specialization
Candidates must have a minimum of 5 to 8 years of banking experience, including significant supervisory and operations experience. Proficiency in Microsoft Office applications and the ability to travel to various branch locations are required.
Experience Required
Minimum 10 year(s)
Commercial Loan Processor at Poppy Bank
Santa Rosa, California, United States - Full Time
Skills Needed
Commercial Loan Processing, Underwriting Documentation, Regulatory Compliance, Loan Closing, Financial Analysis, Collateral Documentation, Flood Insurance Guidelines, Multi Tasking, Customer Service, Microsoft Word, Microsoft Excel, Bakerhill Nextgen, Fiserv Dna, Bond Financing, Respa, Reg B
Specialization
Candidates must have at least 4 years of experience in commercial loan processing and a strong understanding of lending compliance regulations. Proficiency in Word, Excel, and experience with BakerHill NextGen or Fiserv DNA is highly desirable.
Experience Required
Minimum 2 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Kolkata, west bengal, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Kolkata, west bengal, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Silvassa, Dadra and Nagar Haveli and Daman and Diu, India - Full Time
Skills Needed
Trade Finance, Commercial Lending, Investment Products, Customer Service Excellence, Strategic Thinking, Interpersonal Skills, Team Coordination, Needs Based Selling, Referral Generation, Negotiation, Customer Segmentation, Financial Planning, Conflict Resolution, Ethical Sales, Time Management, Data Analysis
Specialization
Candidates must possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and a proven track record in relationship management and strategic thinking are required.
Experience Required
Minimum 5 year(s)
Elite Relationship Manager-Business Banking-BRANCH BANKING-Relationship Man at Kotak Mahindra Bank
Pune, maharashtra, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Business Banking, Client Acquisition
Specialization
Candidates should have experience in trade finance, commercial lending, and investment products. A bachelor's degree is required along with a strong commitment to exceptional customer service.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
, karnataka, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates must have strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should possess strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Kolkata, west bengal, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates should have strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Customer Service, Strategic Thinking, Interpersonal Skills
Specialization
Candidates must have strong knowledge of trade finance, commercial lending, and investment products. A bachelor's degree and experience in relationship management are required.
Experience Required
Minimum 5 year(s)
Digital Banking Kotak 811-Assets-Officer-Digital Banking Kotak 811-Contact at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Team Management, Customer Service, Cross Selling, Up Selling, Leadership, Crm Systems, Data Analysis, Conflict Resolution, Problem Solving, Communication, Performance Management, Regulatory Compliance, Banking Operations, Customer Engagement, Inbound Operations
Specialization
Candidates should have at least 5 years of experience in customer service or contact centers, including a minimum of 2 years in a managerial capacity. A bachelor's degree in business or finance is preferred, along with strong leadership, analytical, and communication skills.
Experience Required
Minimum 5 year(s)
Digital Banking Kotak 811-Assets-Officer-Digital Banking Kotak 811-Contact at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Team Management, Customer Service, Cross Selling, Up Selling, Leadership, Communication, Crm Systems, Analytical Mindset, Problem Solving, Conflict Resolution, Performance Management, Data Analysis, Banking Operations, Regulatory Compliance, Customer Engagement
Specialization
Candidates should possess a bachelor's degree in business or finance and at least 5 years of experience in a contact center, including 2 years in a managerial capacity. Strong leadership, communication, and analytical skills are essential for success in this role.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Relationship Management, Outbound Sales, Financial Products, Wealth Management, Negotiation, Crm Systems, Banking Software, Financial Analysis, Customer Service, Communication, Interpersonal Skills, Sales Targets, Investment Strategies, Portfolio Management
Specialization
Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in relationship management or sales. Strong communication, negotiation, and analytical skills are essential for managing a diverse client portfolio.
Experience Required
Minimum 2 year(s)
Branch Relationship Banker (Personal Banker) - Atascocita / Humble, TX at Zions Bancorporation
Atascocita, Texas, United States - Full Time
Skills Needed
Banking, Customer Service, Sales, Relationship Management, Cash Handling, Financial Needs Assessment, Consumer Lending, Communication, Problem Solving, Negotiation, Attention To Detail, Multitasking, Mathematics, Computer Applications, Banking Software
Specialization
Candidates must have a high school diploma or equivalent and at least 2 years of banking experience, preferably in a personal banker or retail role. Strong sales, communication, and problem-solving skills are required, along with the ability to obtain NMLS registration.
Experience Required
Minimum 2 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Relationship Management, Outbound Sales, Financial Products, Wealth Management, Negotiation, Crm Systems, Banking Software, Financial Analysis, Customer Service, Communication, Interpersonal Skills, Sales Targets, Investment Strategies, Portfolio Management
Specialization
Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in relationship management or sales. Strong communication, negotiation, and analytical skills are essential for managing a diverse portfolio of high-value clients.
Experience Required
Minimum 2 year(s)
Global Banking & Markets, Investment Banking, Consumer Retail Group (CRG), at Goldman Sachs
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Investment Banking, Financial Modeling, Mergers And Acquisitions, Consumer Retail Sector, Client Relationship Management, Transaction Execution, Financial Analysis, Presentation Preparation, Origination, Mandarin, Cantonese, English, Strategic Advisory, Market Analysis
Specialization
Candidates must hold a bachelor's degree in a financial discipline and possess 5-7 years of investment banking experience. Proficiency in financial modeling and experience covering the consumer/retail sector with exposure to Asian markets is required.
Experience Required
Minimum 5 year(s)
Digital Banking Kotak 811-Assets-Officer-Digital Banking Kotak 811-Contact at Kotak Mahindra Bank
Hyderabad, Telangana, India - Full Time
Skills Needed
Team Management, Customer Service, Cross Selling, Up Selling, Crm Systems, Leadership, Conflict Resolution, Data Analysis, Problem Solving, Communication, Performance Management, Banking Operations, Regulatory Compliance, Customer Engagement, Training And Development
Specialization
Candidates should have a bachelor's degree in business or finance and at least 5 years of experience in a contact center environment, including 2 years in a managerial role. Strong leadership, communication, and analytical skills are essential for success in this position.
Experience Required
Minimum 5 year(s)
Investment Banking & Capital Markets – Banker – Financial Institutions Grou at DEUTSCHE BANK AKTIENGESELLSCHAFT
New York, New York, United States - Full Time
Skills Needed
Investment Banking, Financial Modeling, Valuation Analysis, Mergers And Acquisitions, Capital Markets, Debt Offerings, Equity Offerings, Financial Analysis, Quantitative Analysis, Insurance Sector Knowledge, Transaction Execution, Client Relationship Management, Strategic Advisory, Deal Structuring, Presentation Preparation, Leadership
Specialization
Requires proven experience in investment banking with a focus on M&A and capital markets transactions. A bachelor's degree is required, with a background in the insurance sector and Series 79/63 licensing preferred.
Experience Required
Minimum 5 year(s)
Elite Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Jaipur Municipal Corporation, Rajasthan, India - Full Time
Skills Needed
Relationship Management, High Net Worth Client Management, Trade Finance, Commercial Lending, Investment Products, Strategic Thinking, Customer Service, Interpersonal Skills, Financial Analysis, Business Development
Specialization
Requires strong knowledge of trade finance, commercial lending, and investment products. Candidates must possess strategic thinking abilities and excellent interpersonal skills.
Experience Required
Minimum 5 year(s)
Platinum Banker-Household-Outbound-Branch Banking-Relationship Management at Kotak Mahindra Bank
Ahmedabad, gujarat, India - Full Time
Skills Needed
Relationship Management, Outbound Sales, Financial Products, Wealth Management, Negotiation, Crm Systems, Banking Software, Financial Analysis, Customer Service, Communication, Interpersonal Skills, Sales Targets, Investment Strategies, Portfolio Management
Specialization
Candidates should have a bachelor's degree in finance or a related field and at least 3 years of experience in relationship management or sales. Strong communication, negotiation, and analytical skills are essential for managing a diverse client portfolio.
Experience Required
Minimum 2 year(s)